Our Financial Planning Team
Our Financial Planners use goal-based planning to bring clarity and certainty to our clients' lives. After all, a goal without a plan is just a wish!

Paul Lawson-Tyers
Financial Planner

Tony Dimitrovski
Senior Financial Planner

Daniel Ash-Wentworth
Financial Planner

Louise Duncan
Financial Planner

Gemma Spinks
Financial Planner

John Vailes
Financial Planner

Rebecca Watson
Financial Planner

Paul Davies
Financial Planning Manager