How do you define it?
In advice, there’s no single path to success because it means different things to different people. But behind every ambition is the backing to make it real. For some, it’s a thriving business and a legacy that endures. For others, it's the quiet pride of changing a client's life, a back office that just works, or a proposition they're proud to put their name to. Whatever success looks like, it's easier with the right partner behind you.
Five advisers. Five ambitions.
A partner backing them every step of the way.
Ray Regmi
Founder & Director, Ryker Capital
“Success is when you're not the bottleneck in the business anymore.”
Cheng Shen
Director & Adviser, BlackRange Wealth Management
"When I think about success, it’s building something of my own."
Britt Kingsley
Principal & Adviser, Wealthpool
"Success isn’t just building a huge scalable business; it’s about having really deep client relationships."
Gerard Haskew
Senior Financial Planner & Managing Director, Leading Advice
“My ambition for the business is to continue to grow, build, scale and develop the careers of team members.”
Jacky Ng
Senior Financial Adviser, Priority Advisory Group
"I want to contribute to the success of the business and success of my family."
However you define it, we're right behind you. Backing your ambition.
What’s your story? We’d love to hear it.
Disclaimer
This webpage provides general information for the adviser only and is not to be handed to any investor.
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL). It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the Financial Services Guide (FSG) before making any recommendations to a client. This information is based on current requirements and laws as at 1 July 2026. The individuals quoted do not receive specific payments or commissions for any advice given on this webpage. The views and opinions expressed are solely those of the individual advisers quoted.