Meet the Team
Delivering planning advice relevant to todays world.
Simon Gordon
Principal Adviser
True North Insurance
Simon is a specialist insurance adviser and has been involved in providing advice to clients for over 15 years.
Daniel Perkins
Principal Adviser
True North Financial Advice
Daniel provides comprehensive tailored financial advice to help clients build and protect their wealth.
Stuart McDonald
Principal Adviser
True North Wealth Advisory
Stuart Provides comprehensive financial advice to ensure that clients make smart decisions with their assets and money.
Anna Wilmann
Client Service Manager
Anna is a client centric professional who acts as a liaison between the business/product providers and clients.
Greg Lidicky
Client Service Officer
Greg has over nine years’ experience in Lending, Stockbroking and Financial Planning within the Financial Industry.