Our Team

Meet the team at Jigsaw Private Wealth

Lynne Ross

Lynne Ross

Founder, Financial Adviser

Lynne Ross is a highly skilled and well-respected Financial Advisor; she is also the founder of Jigsaw Private Wealth. Commencing her career in 1994 within the industry, clients that meet with Lynne always feel secure in the knowledge that whatever their financial goals, Lynne has the skills and experience to assist them. Lynne loves meeting new people and has spent many years ensuring that every person that requires her services, receives carefully tailored advice to individually suit their personal and financial position.

Lynne specialises in Retirement Planning, Centrelink, Aged Care, Wealth Accumulation, Superannuation and intergenerational advice. Lynne’s love for her clients, coupled with the fact that she is a noteworthy leader within the industry, ensures that her clients futures are in safe hands.

When she’s not busy running Jigsaw Private Wealth, Lynne enjoys travelling and spending time with friends. 

Greg Cail

Greg Cail

Financial Adviser

Greg Cail has been working within the industry, caring for his clients financial needs since 2010. During this time, he has been able to build a reputation as a well-respected Financial Planner within the community.  He has achieved this through building strong relationships with his clients based on honesty and his wealth of knowledge. Greg prides himself on the commitment he makes to his clients and has a specific focus on ensuring they achieve their financial goals. Greg specialises in a range of services including Wealth Accumulation, Retirement Planning, Superannuation and Personal Insurance. Greg has a Graduate Diploma in Financial Planning which ensures that he is always up to date and well informed on the best ways to get the most out of every situation for his clients. 

When Greg’s not spending time helping his clients by managing & protecting their wealth, Greg is a busy husband and father. The family enjoy spending time together outdoors and can often be found exploring what nature has to offer while also participating in various community sports.

Adrian Portia

Adrian Portia

Financial Adviser

Adrian Portia is an experienced Financial Planner, providing sound and knowledgeable advice to his clients since 2004. Adrian has a passion for Financial Planning and is particularly focussed on the positive impact that he can obtain for his clients, helping them by creating a tailored plan specific to their individual situation. Adrian builds a strong and trusting relationships with his clients, which helps them to achieve their short-term and long-term goals and objectives.

Adrian specialises in Retirement Planning, Centrelink, Wealth Accumulation, Superannuation and Personal Insurance advice.  Adrian has a Bachelor of Business and a Graduate Diploma in Financial Planning and is always looking into new ways to create the most positive situation for his clients. 

When he isn’t sharing his financial knowledge with his clients, Adrian loves spending time with his family and friends and can often be found enjoying an afternoon on the golf course.

Let’s Work Together