Laurence Poulter

Whether you are just starting out on your journey to financial freedom, or are very nearly there, you will quickly discover that Laurence has an impressive track record of working closely with clients from all walks of life.

Laurence has been with the business for over a decade and now leads our New South Wales team. He is still as passionate about advice as ever.

Laurence’s genuine interest in understanding your individual needs is self-evident from the moment you meet him. You will appreciate his relaxed yet professional approach to giving financial advice as he works to help identify and guide you along very clearly defined pathways to success. 

Outside of work, Laurence is an avid ocean swimmer, and an active member of his local community, currently serving on the Board of his local community sports club.

In 2024, Laurence was recognised in the prestigious Barron’s Top 150 Advisors in Australia, debuting at #65.