Meet The Team

“Great things in business are never done by one person; they’re done by a team of people.”– Steve Jobs

Our Leadership Team

JAMES PROUD

SMSF Specialist / Financial Adviser

James plays rugby union in the local Brisbane competition, and loves all things that have running and a score attached to them! When he’s not spending time with his fiance, there’s always deadlift records to be broken in the gym.

MEET JAMES

ANDREW DAVID COURTNEY

Principal Adviser

Andrew enjoys spending time with his wife & 3 little girls, and playing basketball on the side - ask him about how long his latest fast was for!

MEET ANDREW

TRISTIN AYLWARD

Senior Client Services Officer

Tristin loves diving into the details of how things function. When he's not on that adventure, he's typically immersed in the world of video games, losing his friends at live music gigs, enjoying squash matches, and perfecting his shooting skills at the range on weekends.

MEET TRISTIN

SOPHIE COURTNEY

Consultant / Co-Founder

Sophie loves to make tea with her wide array of herbs and ensures her large family is flourishing. Ask her about her most recent health finding and dive into the longevity rabbit hole. When she’s not in the business, she is ensuring her little troop of children (3 and one more on the way) are happy and healthy.

MARTIN LONGDEN

Associate Adviser

Martin is an avid Soccer and F1 sports fan and is a kettlebell enthusiast dreaming up combos to stay fit. He has a passion for reading and challenging friends in adventure games and team events. A strong heart for family is his delight. Ask him about our 'Nullarbor Cycling trek in 2028' as a charity event.

BOB KORVER

Associate Head of Mortgage Broking

Bob is a dedicated finance professional with over 25 years of experience. Outside the office, he enjoys spending time with his family. He has a busy household with five children, along with an assortment of pets including llamas, dogs, cats, and fish, so there's rarely a dull moment.

ANDREW DAVID COURTNEY

Managing Director

Andrew enjoys spending time with his wife & 3 little girls, and playing basketball on the side - ask him about how long his latest fast was for!

MEET ANDREW

JAMES PROUD

Property and Finance Specialist

James plays rugby union in the local Brisbane competition, and loves all things that have running and a score attached to them! When he’s not spending time with his fiance, there’s always deadlift records to be broken in the gym.

MEET JAMES

SOPHIE COURTNEY

Mortgage Broking Officer

Sophie loves to make tea with her wide array of herbs and ensures her large family is flourishing. Ask her about her most recent health finding and dive into the longevity rabbit hole. When she’s not in the business, she is ensuring her little troop of children (3 and one more on the way) are happy and healthy.

MEET SOPHIE

TRISTIN AYLWARD

Senior Operations Officer

Tristin loves diving into the details of how things function. When he's not on that adventure, he's typically immersed in the world of video games, losing his friends at live music gigs, enjoying squash matches, and perfecting his shooting skills at the range on weekends.