Our Team

Senior Financial Planner, Director – Chief Executive Officer, Business Principal

Senior Financial Planner & Head of Financial Planning

Senior Financial Planner

Senior Financial Planner

Senior Financial Planner

Senior Financial Planner

Financial Planner

General Manager

Senior Paraplanning & Compliance Manager

Senior Administration & Practice Manager

Senior Advice Associate

Senior Advice Associate

Senior Advice Associate

Advice Associate

Advice Associate

Advice Associate

Advice Associate

Client Services Officer

Client Services Officer

Client Services Officer

Administration Team Lead

Administration Officer

Client Services Officer

Client Services Officer

Client Services Officer

Client Service Officer

Client Services Officer

Client Services Officer

Client Service Officer

Paraplanning Team Lead

Paraplanner

Junior Paraplanner

Junior Paraplanner

Junior Paraplanner

Accounts