Our Team

Paul Hicks
Practice Principal
0468 987 662

Paul Hicks has been providing financial planning advice across Wodonga for the past 23 years. Paul offers a level of support, guidance and assistance that extends beyond just facts and figures.

As a father and business owner himself, Paul understands the importance of effective financial planning in servicing his own future as well as those he cares for. Paul’s goal is to provide his clients with advisory services and care.

Paul has been part of the Wodonga community since 1996, where he is heavily involved in local football and tennis clubs. Over the years, Paul has developed meaningful relationships with clients in the area who value his guidance and easy to understand financial advice.

Outside of financial planning, Paul has coached junior football teams, sat on tennis committees and football club boards. Paul enjoys watching his boys play football in the Ovens and Murray Football leagues alongside his seven grandchildren.

To find out more about Paul’s services,  click here.

Andrew Clark
Practice Principal
0418 554 773

Andrew Clark has been providing financial planning advice across north east Victoria and southern NSW for the past 15 years. Andrew supports clients from all walks of life to improve the way they manage their finances.

Born and bred in Wangaratta, Andrew knows the local community. Over many years, Andrew has established quality long term relationships with clients who value his ongoing guidance in managing their finances. Andrew takes a hands-on approach with his clients from the initial meeting and beyond.

Outside of financial planning Andrew has a young family who keep him busy. Andrew enjoys spending time in the garden, exploring this beautiful part of the world and, watching footy.

To find out more about Andrew’s services, click here.

Rochelle Green
Practice Principal
0472 841 042

Rochelle Green has worked in the Financial Services industry for the past 9 years. Rochelle is passionate about providing meaningful and easy to understand financial advice to her clients.

Rochelle prides herself on improving her clients’ financial wellbeing and building their confidence around their own financial decisions. She enjoys developing long term relationships with her clients to help guide them through all stages of life. Rochelle sees financial advice as a way of providing certainty and peace of mind to her clients and their goals.

Rochelle grew up on a farm in Corryong in the Upper Murray and has lived in the Albury/Wodonga area since 2007. Outside of financial planning Rochelle is kept busy with a 4-year-old son and 2-year-old daughter. She enjoys netball and spending time camping and travelling with her family.

To find out more about Rochelle’s services, click here.