What is our mission? Why do we do what we do?
We want to financially liberate our clients through providing innovative, creative and life changing financial advice. Our clients are our extended family, we want to be the most positively influential company they interact with. Going above and beyond is our minimum standard. Our commitment is to walking our client’s paths with them and building long term relationships on a foundation of trust. There is NOTHING else more important to us.
Who are we?
Amor De Libasic
Amor has been working in finance for the better part of 10 years. He was recognised as one of the top 20 planners nationally before leaving Westpac to begin his own firm. He holds a a Degree in Commerce majoring in Finance and Economics from the University of Sydney, an Advanced Diploma in Financial Planning, accreditation’s in Self Managed Superannuation Funds, Business Insurances, Margin Lending and Direct Shares. He is a qualified Tax Practitioner registered with the Tax Practitioners board and has qualifications as a mortgage broker.
Since completing his bachelor’s degree in Financial Advising at the University of Western Sydney, Mark has worked in the accounting industry. During that time, he gained valuable knowledge and insight regarding taxation and business operations. Mark has worked for various financial institutions in different roles which included working as a Financial Planner and an Associate Financial Planner. Furthermore, while working for major financial institutions, Mark gained valuables insights into personal insurances and investments. Mark plans to continue following the financial planning pathway, working in a boutique, customer focused practice. Mark is passionate about working with people in order to help them achieve their financial goals and objectives. Mark is a member of the Australian Financial Planning Association.
Where are we?
We are in two locations. One in the city at 133 Castlereagh St Sydney NSW 2008 and one north of the bridge at 20 Burlington St Crows Nest NSW 2065.