We are a financial planning and investment advising business based in Bathurst, Orange and North Sydney, and have been providing professional investment planning advice since 1995 as Spencer Fuller and Associates.

Our investment advisors are passionate about helping businesses and individuals achieve their financial consulting, lifestyle and investment goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

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So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, our investment advisors can help you:

  • choose the right investment strategy
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Gareth Adams

Senior Financial Adviser

Mark Anderson

Senior Financial Adviser

Bernard Begg

Director, Senior Financial Adviser

James Tang

Senior Financial Adviser

Stuart Gilchrist

Senior Financial Adviser

Andrew Whelan

Director, General Manager

Paul Rich

Para Planner

Trudy Donnelly

Client Relationship Manager

Nathan Hudson

Financial Adviser

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Book a complementary initial consultation and discover how you could own your tomorrow