Meet the Team at EKO Financial

EKO Financial Pty Ltd specialise in providing a client first culture.

At EKO, we are dedicated to creating and protecting wealth for our clients. Our holistic approach recognises the importance of fully understanding your needs and structuring a specific, individual strategy for each client. We are committed to helping you achieve your personal and/or business financial goals whilst also considering long-term aspects of your financial strategy.

Left to right:

Narelle Samson, Client Service Administrator

Jeff Ebsworthy, Director and Senior Financial Adviser

Niki Parker, Compliance & Office Manager

Lauren Rossi, Client Service Administrator

Nate Smyth, Provisional Financial Adviser

James Kidd, Director and Senior Financial Adviser

Breeanna Laidsaar, Client Service Administrator

James Kidd and Jeff Ebsworthy offer over 40 years of combined accounting and financial services experience. James holds a Bachelor of Business (Accounting & Management) and a Graduate Diploma of Financial Planning. Jeff holds a Bachelor of Business (Accounting) and a Graduate Diploma of Financial Planning. Nate holds a Bachelor or Business (Economics & Finance), a Graduate Diploma of Financial Planning and is a Justice of the Peace (Qualified).

Our professional and efficient service is an integral part of our business and each member of our team helps achieve and deliver optimum results. View our Client Stories

EKO = Honesty, Transparency, Integrity