Koreen Govender
Financial Broker
Koreen has over 14 years of experience in financial services and holds a Master of Financial Planning, Graduate Diploma of Financial Planning, and Advanced Diploma of Financial Services. She is also an Accredited Aged Care Professional and Accredited SMSF Professional.
Her expertise covers investments, superannuation, retirement planning, insurance, estate planning, and SMSFs. What truly sets Koreen apart is her passion for helping people make informed financial decisions that change the course of their future. She tailors strategies to each client’s unique situation, empowering them to feel confident, secure, and on track toward their goals.
Geeta Kashyap
Loan Consultant
With a B.Com and MBA, and more than 20 years of senior management experience across five major Australian banks (including the Big Four), Geeta brings unmatched depth of knowledge in lending.
She specialises in providing smart, customised loan solutions for both individuals and businesses. Passionate about client success, Geeta combines technical expertise with empathy, ensuring every lending journey feels smooth and stress-free. Her mission is simple: to make finance accessible, transparent, and empowering for her clients.
Sharad Sharma
Property Consultant
Sharad helps clients identify property opportunities that align with their long-term financial goals. Drawing on his extensive experience in property consulting, he provides clear, research-backed advice to guide buyers through every stage of the property journey.
Whether supporting first-home buyers or seasoned investors, Sharad’s goal is to simplify decision-making and help clients feel confident in their investments. His approachable nature and market knowledge make him a trusted partner for anyone looking to grow their wealth through property.
Mudit Bahadur
Buyer's Agent
Mudit is a Licensed Buyer’s Agent and Property Strategist, as well as the founder of WealthRise Property. He specialises in helping clients secure blue-chip investment properties and guiding first-home buyers and owner-occupiers through the buying process.
Known for his strong negotiation skills and transparent approach, Mudit combines deep market knowledge with personal experience as a successful property investor. He ensures clients not only secure the right property but also build a portfolio that delivers long-term financial growth and peace of mind.
Danny Mulia
Chartered Accountant
Danny is a Chartered Accountant (CA) and Certified Practicing Accountant (CPA) with more than 25 years of experience in taxation, estate planning, and SMSF compliance. He works with individuals, families, and businesses to optimise tax strategies, structure assets, and ensure compliance with confidence.
His reputation is built on delivering practical solutions with integrity. Danny takes pride in simplifying complex financial matters, helping clients make informed decisions that protect and grow their wealth over the long term.