The Team
John Hicks
Founder and lead Financial Adviser
John was raised and educated in the UK. He trialed a few early careers in banking, currency trading and accounting before relocating to Australia in 2007 where he began a financial planning career.
Before establishing his own practice, he worked across boutique, mid-sized and large institutional firms all with different client demographics and specialties. He has seen it all with those experiences sharpening his strategic thinking and strengthening his commitment to personalized client care with clear understanding he needed to build an advice practice that was comprehensive (Strategy, Implementation, Product) but without the usual conflicted incentives common to financial planning.
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-and-a-half-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 skills in the culinary arts.
John is available to see clients in Melbourne (Yarraville) and nation-wide online (Teams/Zoom).
Megan Henderson
Financial Adviser
Megan began her career in Law but entered financial planning in 2016, drawn to work centred on her genuine passion for helping people with education and empowerment key to her style following experiences in her long-term volunteer work with women in crisis.
Megan brings objective strategic insight married to a deep empathy to support her genuine passion for helping clients achieve clarity and confidence in their financial lives. Megan is extremely knowledgeable in all areas of advice, tax planning and client types but her particular area of focus is working with professional women and women building financial independence, providing clear, objective advice around the issues and financial decisions that matter to them.
Academically 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 weekly 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.
Megan is available to see clients in Brisbane (Taringa) and nation-wide online (Teams/Zoom).
Kimberly ‘Gun’ Gunawan
Associate
Kim leads our back office support. Kim worked in venture capital and a larger scale Melbourne advice firm before joining us.
Kim brings a genuine fascination with the intersection between finance, behavioral psychology and process driven financial planning. Her warmth, attention to detail and care make her critical as our lead specialist in implementation and other support processes.
Kim holds a Bachelor Commerce (Accounting and Finance) and is currently working through the Masters of Financial Planning as part of working towards being a licensed adviser herself.
In her personal life she has too many fascinating interests to discuss all here but they include; volunteering at an urban farm, cycling and cooking new recipes (ask about her Picanha) as well as trying new food scenes in Melbourne.
