Meet our team
Our team has the experience to individually tailor the right strategies for our clients.
Mark Cracknell
CFP®, Adv Dip FP, B.Com (Economics)
Financial Advisor
Bringing 19 years’ experience across private banking, trustee and institutional settings, Mark helps clients make informed decisions that improve wealth and lifestyle. He tailors strategies across investment management, retirement income, SMSFs and intergenerational planning. His philosophy is straightforward – advice should be easy to understand, aligned to goals and supported by consistent communication and accountability.
He blends robust research with practical judgement, aligning portfolios with purpose and making governance clear. Outcomes are tracked against agreed objectives, structure and tax are considered up front, and documents stay organised.
Clients appreciate his measured approach, steady cadence and the way recommendations remain practical without losing strategic intent.
Josh Scipione
B.Com (Econ, Fin & FP), Adv Dip FP
Financial Advisor
With more than a decade in advice, Josh turns complex decisions and concepts into clear, actionable steps. He keeps attention on what matters most to each family, explaining choices, testing scenarios, and building confidence in the next stage. His work spans retirement planning, superannuation, including SMSFs, investment management and business succession, with coordination alongside external advisers so structures remain efficient and documentation stays tidy.
Josh uses open conversations together with scenario modelling to compare pathways, avoids a one-size-fits-all approach and aligns structures with long-term goals. Known for consistency and candid guidance, he follows through, checks in on progress and stays across more than just the numbers. Clients appreciate his ability to translate complicated choices into everyday language, coupled with the consistent support that brings them peace of mind as they finalise decisions.
Paul Cupic
Grad Dip FP, B.Com (Fin & FP)
Financial Advisor
With over ten years in financial planning, Paul helps clients align decisions with how they want to live. Clients often arrive with competing priorities and leave with a plan that is simple to follow and grounded in steady execution. He pairs careful listening with scenario modelling, so options are understood before choices are made, and coordinates with other professionals where needed to keep structures efficient and documentation in order.
His focus includes pre- and post-retirement strategy, portfolio construction and tax-aware income planning. Reviews are regular, reporting is concise, and progress stays anchored to long-term objectives through changing markets. Clients value his calm manner, plain language, and disciplined follow through, as well as his habit of checking in on the details that matter to each family.
Rodney Kuo
Grad Dip FP, B.Econ
Associate Advisor
Rodney helps clients find clarity and confidence with their finances. Goals become practical steps, options are explained in plain language, and progress is kept moving with clear next actions.
In his associate role Rodney supports the advice process from discovery to delivery, including research, modelling and preparing recommendations. He has strong technical capability in retirement planning, superannuation and investment analysis, and has passed the FASEA Financial Advisor Exam. His focus is on compliant, high-quality advice and clear communication.
Clients value his calm, organised approach and regular check ins. He listens carefully, follows through and keeps the focus on what matters to each client.