Our team at Cygnet Advisory has decades of experience in simplifying the task of planning our clients’ financial future. We build lasting relationships with our clients, with honesty and integrity at the forefront of all advice we provide. If you choose to engage with us, you will find that each of our supportive team members has the knowledge and expertise to guide you towards the outcomes that can provide you with peace of mind, clarity, and optimism about your future.
I enjoy being a sounding board for clients and believe that quality financial advice ultimately is defined by the building of a long-term relationship founded on the values of trust, transparency, and knowledge of each individual.
Luke has spent his working life in the world of financial planning and private wealth management. Since 2004, he has worked in a variety of roles within other successful Melbourne and Sydney based financial planning businesses, assisting high net worth individuals and small business owners in managing all aspects of their financial affairs. Luke aims to combine his technical expertise with an understanding of how “money issues” intersect with the rest of people’s complex lives. His aim is to simplify financial affairs and provide solutions to complex situations to quickly and painlessly ease the burden.
My role is to act as a Financial Coach, building long-term collaborative relationships that guide people to achieve their own financial goals and security through personalised strategies.
Allan has been involved in financial planning, risk management and private wealth management since 2001, combining it with a successful first-class cricket career with both Victoria and South Australia. Upon his retirement in 2010, Allan founded Cygnet Advisory to provide focused, highly personalised and meaningful advice to a range of clients including high net worth individuals, small business owners and professional sportsmen through his work with the Australian Cricketers’ Association Welfare program. Allan uses his technical expertise and knowledge of financial markets to build long term solutions for his clients’ problems, providing them with financial security. Specialising in Financial Advice, Investment Strategies, Self Managed Super Funds, Insurance, Cash Flow Management and Estate Planning, Allan holds a Masters of Financial Planning and is a member of the Financial Planning Association.
I look forward to using developing industry knowledge to assist our advisors in ensuring that their clients reach their financial goals.
Cameron graduated from RMIT with a bachelor’s in economics and finance in 2016. He has been working in the financial planning industry since 2014. Cameron quickly embraced his position as Associate Advisor and is passionate about engaging and servicing clients to ensure they are on track to achieving their financial goals.
The key things I have learned that are essential to providing great administration support is to be flexible, organised, and provide clear and concise communication.
Janet spent her employment career in various Client Service roles. Her experience spanned across multiple organisations including: the Australian Taxation Office, Australia Post, banking and two boutique financial planning practices before joining the team at Cygnet Advisory. Janet aims to provide organised and efficient administration support to assist the financial advisers in providing high quality service to their clients.
We are always on the hunt for our next team member. If you think that Cygnet Accounting is the place for you then please apply by clicking here.
We are always on the hunt for our next team member. If you think that Cygnet Accounting is the place for you then please apply by clicking <a href=”mailto:rebecca@cygnetaccounting.com.au”>here</a>.
Mother of two with another one along the way! I love Mexican and French food, reading crime novels (especially anything by Ian McEwan!), and chilling at the beach in Lorne. When I’m not crunching the numbers I can be found sipping lattes on Carlisle Street.
Mother of two with another one along the way! I love Mexican and French food, reading crime novels (especially anything by Ian McEwan!), and chilling at the beach in Lorne. When I’m not crunching the numbers I can be found sipping lattes on Carlisle Street.
Spiritual Gangster. When I’m not meditating, I’m punching things…mostly boxing bags! I spend my days wrangling busy accountants and financial planners and ensuring there is enough lollies in the lolly jars at all times.
Spiritual Gangster. When I’m not meditating, I’m punching things…mostly boxing bags!
I spend my days wrangling busy accountants and ensuring there is enough lollies in the lolly jars at all times.
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