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.