Aadil has over 20 years’ experience across accounting, investing, financial planning and management consulting.

Whilst he works with clients across different life stages, he particularly enjoys working with clients who are seeking advice in relation to transition to retirement and retirement planning. He is a specialist in Aged Care Financial Planning which allows individuals and families to make informed financial decisions at what can be very emotionally challenging time in their lives.

Aadil works together with Dane in providing a holistic goals-based financial planning service.

In addition to having qualifications in financial planning, Aadil is also a qualified Chartered Accountant (ANZ) and authorised to provide Tax Financial Advice

Aadil lives in Sydney’s Eastern suburbs and works with clients across the country and expats overseas.

Dane has over 20 years experience in financial services across various roles including financial planning and funds management.

Dane works together with Aadil in helping clients realise their lifestyle goals, focusing on developing a range of strategies to help clients at all stages of their journey, from those just beginning to accumulate assets to those looking to protect their wealth and leave a legacy.

Dane’s broad experience enables him to provide a full-service, goals based financial planning service and considers himself a guardian of the strategies he helps design and implement for clients seeking to realise their lifestyle goals.

Dane lives in Sydney’s North Shore and looks after clients across the country and expats overseas.

Rory first ventured into commercial finance more than 15 years ago where he discovered his passion for tailored mortgage solutions, specialising in strategies for early repayment.

With a keen focus on exceeding expectations, Rory quickly gained and maintained a reputation for going above and beyond for his clients. Not only in settling home loans but in customer care and relationship building with credit teams, allowing much more for his clients than just a suitable home loan.

Striving for excellence in customer care and tailored finance solutions, Rory and his team are helping everyday Aussies achieve their homeownership dreams at his very own mortgage business — Own Home Loans.

The logical step into financial planning means that the Own clients can get the holistic advice that they need.

Maria is an experienced finance professional with over a decade of expertise fine tuned through working in financial planning and asset finance before joining Own.

Maria’s notable accomplishments include being named the National Loan Administrator of the Year in 2021. She has also recently completed a Cert IV in Mortgage Broking, further enhancing her skills in the field, and came on as an Own Home Loans business partner in 2023.

Outside of work, Maria enjoys going to the gym and indulging in the occasional red wine (never at the same time!) and loves watching her two daughters play basketball.