How our methodology supports clarity
Our approach focuses on open, analytical reviews at every stage. We centre your goals and deliver transparent personal consultations through structured processes and clear communication.
Meet our key advisors
Skilled professionals with proven experience
Mark Hamilton
Senior Advisor
Education
Master of Applied Finance, University of Sydney
With over 18 years’ experience guiding clients through diverse market conditions, Mark is known for providing unbiased, careful recommendations tailored for Australians seeking practical solutions.
Experience
Core skills
Approaches
Licences
Priya Mehra
Consulting Advisor
Education
Bachelor of Commerce, Monash University
Priya specialises in transparent consultations and excels at simplifying complex subjects. Her 15 years of industry experience is matched by a strong commitment to ongoing client support and clear communication.
Experience
Core skills
Approaches
Licences
Linda Tran
Research Specialist
Education
Master of Business Administration, UNSW Sydney
Linda brings technical insight on finance topics, blending research with practical application. She’s dedicated to unbiased analysis and helping clients understand their options clearly every time.
Experience
Core skills
Approaches
Licences
James Wallace
Client Consultant
Education
Diploma of Financial Services, TAFE NSW
James’s focus is on personal service and building lasting relationships. His 12-year record spans client-facing roles where he’s earned trust by listening, empowering, and guiding carefully.
Experience
Core skills
Approaches
Licences
How our consultation process works
Every step is structured for clarity, objectivity, and practical outcomes
Initial conversation and goal setting
We begin by understanding your aspirations, concerns, and comfort with the financial environment.
This stage is confidential and risk factors are discussed.
Analytical review and discussion
We examine relevant information together and review your situation with an open, research-based approach.
All considerations are presented in clear, practical terms.
Tailored recommendations discussion
Your advisor presents considered, unbiased options adjusted for your goals and situation.
Each suggestion is explained transparently, including any limitations.
Summary and ongoing support
We document key takeaways and answer outstanding questions, prioritising ongoing clarity.
Clients receive a written summary and future support options.
Why choose ferilunthos
How we differ from other consultation services