Meet the Team

David became an Authorised Representative of Paragem and Office Manager in June 2014. Taking on a more hands on and key role of the practice in recent years, David is now General Manager and equity holder in the business since January 2017. Read More >

Matt joined Atkinson Financial Planning in March 2022 having previously spent 8 years working as a commercial insurance broker. Read More >

Yasin became a valued member of our paraplanning team in January 2023, following a successful tenure at one of Australia's Big Four Banks, where he assisted clients in achieving their homeownership dreams. Read More >

Ahla joined Atkinson Saynor Private wealth in February 2023 as a Paraplanner when she relocated from Sydney to Melbourne. Read More >

Adam began his role as Client Administration Assistant at Atkinson Financial Planning in February of 2022, through the RMIT Cooperative Education Program. Read More >