We have built a well-resourced, educated and dedicated team of experts who work together to meet your needs.
Our team was sourced and recruited to match a culture of shared values and principles.
At Priority Advisory Group our team:
- Practice and aspire to high moral, ethical and professional standards
- Genuinely care for one another and are committed to working together for the benefit our clients
- Demonstrate a culture of work-life balance founded on strong family values
- Have an ongoing commitment to learning and development
Our Leadership Team
A chartered accountant and qualified financial adviser with an international career behind him, Larry is innovative and vigilant in his quest for new and improved ways to deliver client objectives. He is a conscious-objector of the rigid old-world financial planning methods and norms which are rarely a perfect fit for clients. It is this unerring drive for change that demonstrates Larry’s mission to make a positive impact in people’s lives.
With over 30 years of experience in financial markets, and his internationally recognised Certified Financial Planning qualification, David brings significant financial knowledge and experience to the leadership team. As a Financial Adviser of Priority Advisory Group, he is committed to combining family values with business discipline to deliver high quality, private wealth advice.
Having held numerous board and leadership positions with community organisations and on a professional level, Zvi has the skills and vision to help Priority Advisory Group achieve greater scale without compromising its genuinely caring character. In his role as part of the leadership team, Zvi draws on his extensive financial services experience to ensure that the firm’s client-first philosophy is put into practice daily.