Our Team
Meet YourFinancial Partners
Experienced professionals dedicated to your financial success.
Founder & Director
Hammad Khalid
Senior Financial Adviser | Director
B.Acc (Distinction), Adv Dip FinPlan, SMSF Specialist, FASEA Accredited
Self-motivated leader with 15+ years in financial services, specializing in UHNW portfolios, strategic planning, and comprehensive wealth management for retail and wholesale investors.
Education
- Bachelor of Accounting - CQU (Distinction)
- Advanced Diploma of Financial Planning - Kaplan
- SMSF Accreditation - Monarch Institute
Achievements
- FASEA Adviser Exam Certified
- Corporate Authorised Representative
- 100+ clients advised
Areas of Expertise
Support Team
Client Services Excellence
Emily Wilkinson
Client Services Administrator
Diploma of Business Administration
Dedicated to ensuring smooth operations and exceptional client support, managing day-to-day administrative excellence.
Why Choose Our Team
Experience That Matters
Our team combines decades of experience with a genuine commitment to your financial wellbeing.
Years Combined Experience
Clients Served
Client Focused
Client Rating
Let's Build Your Financial Future Together
Schedule a consultation with our expert team and discover how we can help you achieve your financial goals.