About Us

Adam Bordignon

ADFS (FP), DFP, FChFP, Grad Dip FP

Authorised Representative 312382.

Adam has over twenty years of financial planning experience and brings a strong technical aspect to the practice. The ability to work with both older and younger clients on strategies around retirement, wealth creation and wealth protection brings an even spread of advice to the practice. It also ensures a great future for the business and clients alike.

After completing an Engineering Technology degree Adam worked in an engineering sales company for several years before undertaking studies to attain the qualifications to become a financial adviser. Always looking to advance himself Adam has also managed to complete Officer training within the Australian Army Reserve.

Download Adam's Financial Services Guide and Adviser Profile.

Ryan Towers 

ADFS (FP), DFP, FChFP, Grad Dip FP

Authorised Representative 001257409. 

Ryan brings a technical and youthful approach to financial planning. Working as a para planner with Bee Financial for his first 3 years he has developed a strong technical knowledge base and interest in creating financial planning solutions for a wide range of client needs and circumstances. For the past seven years Ryan has been working as a fully fledged financial planner and enjoys engaging with clients and helping them with their financial needs.

Ryan completed an Engineering degree before moving into the financial services industry. He easily relates to clients who are in the early stages of their wealth creation journey and can tailor investment and wealth protection strategies appropriate for their changing needs and investment goals.

Download Ryan's Financial Services Guide and Adviser Profile.

Lachlan O'Donnell

Authorised Representative 001322521.

Lachlan brings a highly technical and client-focused approach to financial planning, backed by more than nine years of experience in wealth management and investment research. Having built his career across a range of roles at the ATO and Macquarie, he has developed extensive knowledge in retirement strategies, superannuation, wealth creation, wealth protection and investment solutions for clients with diverse financial needs and objectives. 

Lachlan has recently completed his Graduate Diploma of Financial Planning while working as a para-planner at Bee Financial for the last 2 years. With a background in user experience and financial research, he is committed to making financial advice clear, accessible and focused on delivering meaningful outcomes for his clients.

Download Lachlan's Financial Services Guide and Adviser Profile.

Natasha Martin

As our Client Service Officer, Natasha plays a key role in supporting both clients and our advisers, ensuring client requests and administrative processes are handled efficiently, accurately and professionally.

Natasha is passionate about delivering exceptional client service and takes pride in building strong, lasting relationships. Her friendly and approachable nature, combined with her commitment to achieving positive outcomes, helps ensure every client feels valued, supported and confident throughout their financial advice journey.