Our Team
Meet YourFinancial Partners
Experienced professionals dedicated to your financial success.
Founder & Director
Hammad Khalid
Senior Financial Adviser | Director
B.Acc (Distinction), Adv Dip FinPlan, SMSF Specialist, FASEA Accredited
Self-motivated leader with 15+ years in financial services, specializing in UHNW portfolios, strategic planning, and comprehensive wealth management for retail and wholesale investors.
Education
- Bachelor of Accounting - CQU (Distinction)
- Advanced Diploma of Financial Planning - Kaplan
- SMSF Accreditation - Monarch Institute
Achievements
- FASEA Adviser Exam Certified
- Corporate Authorised Representative
- 100+ clients advised
Areas of Expertise
Support Team
Client Services Excellence
Vanessa Kelley
Senior Client Services Manager
Certificate in Financial Services
Expert in client relationships and service excellence, ensuring every client receives personalized attention and support throughout their financial journey.
Emily Wilkinson
Client Services Administrator
Diploma of Business Administration
Dedicated to ensuring smooth operations and exceptional client support, managing day-to-day administrative excellence.
Why Choose Our Team
Experience That Matters
Our team combines decades of experience with a genuine commitment to your financial wellbeing.
Years Combined Experience
Clients Served
Client Focused
Client Rating
Let's Build Your Financial Future Together
Schedule a consultation with our expert team and discover how we can help you achieve your financial goals.