Our Team – Queensland

Meet the Queensland team

It’s not just our experience and advice that counts, but the professional and personal relationships we build with you and the satisfaction that comes from seeing our clients actively building and enjoying their financial freedom. We like thinking outside the square, finding innovative solutions and most importantly sharing in your achievements.


Nicole Stuart
Adv Dip FS (FP)
National Client & Compliance Manager

Nicole has over 20 years’ experience in the financial advice industry including: administration, paraplanning, financial advising, technical, compliance and team management. She is responsible for compliance and implementing streamlined systems and processes to ensure the Group’s clients receive a consistent, professional and stress free experience across every part of the business. Nicole holds a Diploma of Leadership and Management, an Advanced Diploma of Financial Planning and a Masters of Neuro Linguistic Programming.


Stanford Clark
Senior Financial Adviser

Stanford has nearly 20 years’ experience in the financial advice industry and has worked in advisory, technical and compliance roles. A Certified Financial Planner, he specialises in super strategies, Self-Managed Super Funds and Centrelink entitlements, as well as the full range of financial advice needs. His broad knowledge and extensive experience in the sector offers clients an in-depth understanding of their options both during their working life and retirement.

Financial Services Guide Part 1

Financial Services Guide Part 2

Kelly Conley
Dip FP Cdec
Financial Adviser

Kelly has over 18 years of industry experience with an extensive knowledge of the business and a Diploma in Financial Planning. Kelly has a thirst for knowledge and is passionate about working with people and helping them understand and achieve their long-term financial goals. Her expertise includes building a strong rapport and getting the right solution for clients at every stage of their financial journey from wealth creation to retirement planning.

Financial Services Guide Part 1

Financial Services Guide Part 2

Thalia Patten
Client Services Administrator

Thalia has been working in the Financial Services industry since 2009. Her main role is to provided client support and administration to financial advisers based in the Queensland office. She prides herself on her ability to assist clients with even the most difficult enquires, drawing on her up to date knowledge of the industry as she is currently completing her Diploma of Financial Planning.

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