We believe the choices you make today will determine your financial freedom tomorrow. Quality advice starts with a conversation.
It's all
about the
people
Great to meet you.
We are Key Financial Planners! Our business has been operating for over 10 years and our team collectively, has over 40 years of industry experience. We believe one of our greatest advantages to our clients is our diverse knowledge and skills. We are passionate and love supporting our clients through every life stage.
Our advice process evaluates what is important to our clients and putting in place strategic plans that help achieve these goals. We conduct extensive research and collaboratively, our team, provides our clients with the best financial advice possible. We believe that being self-licenced gives our clients greater opportunity and choice to meet their financial goals as we are not limited to ‘in-house’ products that other practices have restrictions on due to their alignment with larger corporates.
We believe our success in business is because we always have our clients at the forefront of what we do, and we appreciate and greatly respect the trust they put in us.
Anthony Prior
Managing Director and Senior Financial Adviser
Anthony provides tailored financial advice to clients across Australia. Anthony has over 25 years of experience in the finance industry and understands the value of planning and focusing on what is important to his clients. Anthony brings empathy, clarity and peace of mind to his clients about their future and supports them through each life stage. Anthony prides himself on providing pro-active and ongoing advice to his clients that is open, transparent and easy to understand, so they have peace of mind about their financial future.
Anthony holds an Advanced Diploma of Financial Planning and is a member of the Financial Planning Association of Australia.
Anthony enjoys a hit of golf (but not very well), travelling and following his sons sporting activities. He also enjoys the odd wine or two with friends and family when he isn’t in the office.
Amanda Dawson
Director and Senior Financial Adviser
Amanda has over 10 years’ experience in the finance industry and brings a wealth of knowledge and experience to our team.
Amanda is passionate about helping clients realise their financial and lifestyle goals through providing holistic comprehensive advice. Having a wealth of knowledge and industry experience, Amanda is well equipped to help clients navigate their way through the complexities of the financial world supporting them all the way along. Her empathetic and friendly approach is complemented by her strong technical skills ensuring clients having a great experience.
Amanda is a member of the Financial Planning Association, and she holds an Advanced Diploma in Financial Planning. Amanda is always looking to extend her knowledge within the finance industry and is currently finishing her Graduate Diploma of Financial Planning.
Amanda grew up in the Riverland then moving to the Barossa where she enjoys spending time with her sons and travelling when she isn’t in the office.
Katie Gelletly
Adviser Associate
Katie has over 8 years’ experience in the finance industry. She believes the heart of Financial Planning is bettering clients’ lives and she cares deeply for those around her and takes pride and honour in being a part of client’s life stages. Her favourite part of her job is meeting with clients and learning all about their lives.
She is a strong guardian of quality-control standards and procedures and prides herself in having an excellent, considerate, analytical listening style.
Katie is currently finishing a Bachelor of Financial Planning at the University of South Australia. In her spare time, she enjoys having a glass of wine with her beautiful family and friends and spending quality time with husband, Will and their German Shepherd, Lou.
