About Us

The genesis of the Caloundra office in 2003 was inspired by a partnership between Gordon Barratt and Kip Daddo, realising a need for clients to have actively managed portfolios, and raising the service offering for clients.

Today, our office is led by our branch manager, Kip Daddo, and is owned under an expanded partnership.

Our team offers a uniquely diverse combination of technical and practical experience in providing a full suite of financial products for clients to utilise.

Each member expands and complements our offering of quality advice and service, assisting our clientele to achieve their financial goals.

The success of this office is attributable to the efforts of our staff personalising recommendations to each client's financial requirements to successfully achieve their immediate investment needs and those for the future.

We are bound by our commitment to quality advice and personalised service catering to all clients.

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