Our people

Advisers, not a call centre

In financial planning the person is the product. Meet the licensed planners who will actually run your plan.

The people you retain

In financial planning the person is the product. These are the licensed planners who will actually build and run your plan.

CFP CERT TM · SC-licensed

Managing Partner & Licensed Financial Planner

Founded Plumbline in 2007 to give households one plan they could actually follow. Leads planning for families and business owners.

CFA · CFP CERT TM

Senior Partner, Investments

Runs the firm's investment committee and portfolio models. Two decades in fund research before he moved to advice.

RFP · Dip. Financial Planning (MFPC)

Associate Adviser, Financial Planning

CFP CERT TM · Shariah RFP

Adviser, Protection & Estate Planning

RFP · MBA (Finance)

Adviser, Corporate & SME Solutions