Work with Glen.

Glen is an entrepreneur, cross-fitter, and D&I activist; committed to helping young professionals achieve financial freedom. He has been voted IFA’s ‘Thought Leader of the Year’, volunteers on the board of Wear it Purple and has featured in “Australia’s 50 most influential advisers” five years in a row.

Working with Glen, you will be supported by the fabulous Will, Marc, Bel & Cerise

Will is your Associate. He works closely with Glen to create your game plan, will be a regular feature in your meetings and a second touch point for everything advice related.

Marc will be your very own member concierge! Laser focused on making your life easier, he will take care of all the ‘life admin’ stuff – fees, forms and data, etc.

Cerise is your member fulfilment expert and works closely with our product providers to ensure Glen’s advice comes to life.

Bel will be your paraplanner and work behind the scenes with Glen and Will to write your world class advice documents!