The Team
John Hicks
Founder and lead Financial Adviser
John was raised and educated in the UK trialing early careers in Banking and Accounting before relocating to Australia in 2007 and beginning a financial planning career. Before establishing his own practice, he worked across boutique, mid-sized and large institutional firms with experiences there that sharpened his strategic thinking, strengthened his commitment to personalised client care and gave a clear understanding of the risks arising when financial planning businesses have too high a level of conflicted incentives.
John holds an Honours degree in Economics, a Graduate Diploma in Financial Planning and the SMSF Specialist Adviser designation. His depth of experience, academic foundations and high empathy, are the foundations of shaping a growing practice with a simple philosophy: clear advice and thoughtful strategy to support clients in making confident financial decisions.
Outside of work, John enjoys a busy family life with an energetic rescue dog (half-Kelpie) and an even more energetic two-year-old. In his limited personal time, he remains a loyal Crystal Palace supporter (English soccer), a dedicated reader (speculative fiction and history) and developing his culinary arts.
Megan Henderson
Associate Financial Adviser
Megan brings insight, efficiency and a genuine passion for helping clients achieve clarity and confidence in their financial lives. She plays a key role in strategy development, financial modelling and delivering a high-quality advice experience.
She began her professional career in Law before transitioning to financial planning. After working across several firms gaining experience in a range of advice types, Megan established her own ABN to provide consulting services to financial planning practices, specialising in uplifting administrative process, workflow optimisation and staff training. We were fortunate to engage her as a consultant before welcoming her into the team full-time. She is currently completing her ‘Professional Year’ before progressing to being licensed as a Financial Adviser.
Megan holds a Master’s degree in Financial Planning, Graduate Certificate in Applied Finance, Bachelor’s degree in Business and is working towards her CFP (Certified Financial Planner) designation.
In her personal time, Megan volunteers as an ‘Outreach Team Leader’ supporting women in crisis through practical assistance and community engagement. She is also passionate about animal welfare and invests her free time in the ongoing rehabilitation of her large-breed rescue dog. In quieter moments, she also enjoys creation with ceramics and catching up on a diverse reading list.
Rebecca ‘Bec’ McPherson
Client Services Manager
Bec brings rare depth and experience to our team having previously as a Financial Adviser for several years (both in a banking role and then a boutique) before she moved into a Compliance and Training Manager role which has given her a comprehensive understanding of both advice strategy, client needs as well as regulatory excellence.
For us, Bec specialises in implementation and advice delivery support, ensuring recommendations are executed smoothly and efficiently. She is a strong advocate for a client interests first mentality and plays an important role in maintaining the high standards we want for every client interaction.
Bec holds a Bachelor’s degree in Business (Marketing and PR) and an Advanced Diploma of Financial Planning.
Outside of work, Bec is a proud mum to twins (toddlers), devoted dog mum to a charismatic Jack Russell and at the end of a full day, is unapologetic about the need to switch off with a little reality TV to recharge.