Meet the Team

Geoffrey Sprott

Since becoming a fully qualified adviser in 2000, Geoff has leveraged his previous experience in Investment and Small Business to deeply understand what clients want to achieve with their finances. He then works with them to grow and protect their wealth.
With a particular focus on Superannuation and Retirement Planning Strategies and supported by ongoing training and development in these key areas, Geoffrey helps clients set realistic goals and stay on track to achieve them.
Geoffrey’s extensive technical expertise ensures that you receive sound advice designed to improve your financial position. His ability to explain complex financial strategies in clear, understandable terms ensures that you can feel confident your future is in good hands.

Senior Adviser

Chelsea Sprott

Chelsea has been part of the financial planning industry since October 2018. After starting her working life in hospitality for six years before seeking a new direction, Chelsea discovered her interest in financial planning, beginning as a receptionist and gradually expanding her skills and expertise.
In 2022, Chelsea advanced to the role of Executive Assistant and completed her Diploma of Financial Planning, strengthening her development and commitment to a long-term career in the industry. Continuing her professional growth, Chelsea commenced her Advanced Diploma of Paraplanning in 2026 to further develop her technical knowledge and support capabilities within the advice process.
She is a highly valued member of our team, trusted by clients and appreciated in her role as Geoff’s Executive Assistant.

Executive Assistant

Karen Sprott

The newest member of the team, Karen, has a background in small business and spent 11 years in public service at Townsville University Hospital. After coming out of retirement for a fresh challenge, she now serves as our Administrator and Office Manager. 
In her support role, Karen works alongside Chelsea and handles all the administrative tasks needed to ensure the office operates smoothly. Her exceptional time management and organisational skills are key to keeping everything running efficiently.

Administrator/Office Manager