Craig Ball


Craig’s attention to detail & technical expertise is recognized in the financial services industry with many accountants, financial planners & risk advisers seeking his assistance with their own client’s business and personal needs.


Ian Macpherson

DipFS (FP), ACL Holder

Ian is a unique combination of professional banker polish, business acumen and a keen sense of humour.  Qualities he relies upon to solve complex client challenges from both a financial and personal perspective.


Paul Geisel

Accredited Aged Care Specialist, Dip FP, CFP, (C.Dec)

Paul wears his heart on his sleeve, his approach is always with open honesty, empathy, kindness and humour.  These traits ensure his client’s experience less stress and concern during this considerable life change as he understands the toll it can have on the person and all family members involved.

Our Team


Celeste Roberts

Celeste is the absolute epitome of a discreet, professional and caring Executive Assistant.  Her presence is calm, efficient and reliable, she has a solid background in office administrative, maintains a high degree of professionalism, is strongly focussed on confidentiality and has a quiet knowledge of where one fits in the higher scheme of things.

Celeste treats all people with equal respect, she successfully manages a variety of administrative duties and claim processes, plays a vital role in assisting management and takes client support very seriously.

Celeste and her husband have a son in Brisbane and a daughter in London. Celeste enjoys babysitting their grandsons, travelling and is committed to the community and volunteer work.


Celeste Roberts

Office Manager & Executive Assistant to Craig Ball

P 07 3726 0091

E [email protected]

Suite 20, Coronation Place, 10 Benson Street, Toowong | QLD 4066


Georgia Lane

Georgia is a connector of people and a strong believer in branding and marketing.

Founder & President of Women of Influence, Marketing consultant with decades of experience in corporate, small and medium business.  

Georgia approaches everything with zest, she believes that if it’s worth doing, it’s worth doing well. 

Many years at the "big end of town" with ANZ, Telstra, Toshiba, Microsoft, Skandia gave Georgia the experience of managing brands, creating marketing programs and managing teams.

“Marketing is a journey, not a destination – there are so many facets, you just need the right team, platforms and processes.”

Georgia’s other loves include her family, children Jaime and Nicolas and husband Derek.


P 07 3726 0091 | M 0409 980 474

E [email protected] I

Suite 20, Level 1, Coronation Place, 10 Benson Street, Toowong | QLD 4066 




Ashlee Le Roux

Ashlee is a strong believer in protecting what’s important – to her this is ‘family’ – & working in the area of personal insurance allows her to help protect the unknown in life.

She is married with two young active boys, which keeps her very busy & on her toes. She is passionate about health & fitness and loves taking on a challenge.

Join the team

Thank you for your interest. We need you.
Please fill out the form in the contact section to inquire about opportunities in our company.