Our Story

Sky Advisers (originally CRC Financial Services) was founded by Dennis Cornish in 1985. The business became a company in 2002, and at various times offered general insurance, mortgage broking, accounting and financial planning services. Changing name in 2012, today Sky Advisers focuses solely on quality financial planning and advice.

Sky Advisers is owned by David Allen and Wayne Morgan, both long term financial advisers, directors and shareholders of the business. Our team is supported by people who work closely with us to deliver the best outcomes for our clients. See below for more details on our staff and their expertise and qualifications.

 

Our People

David Allen

David has been an integral part of Sky Advisers for 19 years. He is a Senior Financial Adviser and the Managing Director of Sky Advisers. He is a Certified Financial Planner and SMSF Specialist Adviser.

He is married with two adult children enjoys travel, bushwalking, vegetable gardening, keeping fit and cooking.

Wayne Morgan

Wayne is a Senior Financial Adviser. Wayne focuses on helping our clients with personal insurance, business protection and succession. Wayne has been an adviser for 20 years. He holds an Advanced Diploma of Financial Planning and is an Authorised Representative of Charter Financial Planning. He has also been a jewellery store proprietor and an events manager.
Wayne is married with three adult children.

He enjoys spending time with his family, bush-walking and cooking, and is a passionate supporter of the St. Kilda football club.

Daniel McCarthy

Daniel has been at Sky Advisers for 4 years and advising clients for 1 year. Daniel has an Advanced Diploma in Financial Planning and is current working towards a Graduate Diploma in Financial Planning.

Daniel is committed and passionate about financial planning and assisting clients with vastly different circumstances. Daniel enjoys assisting clients to achieve their goals and believes everyone can benefit from quality advice. Daniel is married with 2 young children, he enjoys spending time with them, and also watching and playing sport.

Nicole Grundy

Nicole is a senior Administrator and has been with Sky Advisers for 15 years. Nicole has achieved a Diploma of Financial Planning and Certificate IV in Mortgage Broking.

Nicole is married, a proud mum and enjoys spending time with family, socialising with friends, reading and doing arts and craft in her spare time.

Candace Rogers

Candace joined our team at Sky Advisers in July 2017.  She has worked in the industry for over 7 years and also spent 2 years working in Media in London.  Hobbies outside of work include travel, food, music, literature, being active, and simply enjoying life.