Your Financial Advisor Team

With over a decade of experience in the finance industry — and another decade in information technology before that — Arlan brings a unique blend of technical expertise and real-world financial know-how to his clients.


Arlan began his journey in financial services from the ground up, quickly progressing to become a fully qualified financial adviser. His dedication to professional development has seen him complete a Diploma, Advanced Diploma, and Graduate Diploma of Financial Planning. He’s also accredited in Aged Care Advice — a specialisation he pursued out of a genuine desire to support older Australians and their families during some of life’s most complex and emotionally challenging transitions.


Known for his approachable nature and ability to connect with people from all walks of life, Arlan takes pride in building strong relationships with clients and guiding them toward outcomes that truly align with their goals.


Starting his own financial planning business was a natural step — giving him the freedom to offer personalised, people-first advice. Arlan believes that great financial advice is built on trust, transparency, and working alongside clients, not just for them.


Outside of work, Arlan’s world revolves around his young family. Most weekends, you’ll find him playing with his two kids — or, if the stars align, sneaking out for a quick surf.

Meet Arlan Davine – Founder and Financial Adviser

Sandy brings over a decade of dedicated experience to the

financial planning industry, specialising in practice administration 

and advice support. 


She plays a vital role behind the scenes to keep everyday operations 

running effortlessly. Bringing a deep understanding of superannuation, 

pensions, and personal insurance, she works closely with Arlan to 

help bring comprehensive advice plans to life. Beyond managing the fine 

details, Sandy actively streamlines office workflows and enjoys guiding 

and onboarding new team members—ensuring both the team and our clients 

always receive smooth, reliable support.


Outside of work, Sandy loves spending quality time with her family, exploring historic churches, discovering new places, and embracing the festive season. She especially enjoys the warmth, traditions, and celebrations that bring family and friends together each Christmas.

Meet Sandy Moncano – Senior Financial Planning Administrator / Paraplanner