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!

Daniel Ash-Wentworth
Financial Planner

Paul Davies
Financial Planning Manager

Nick Bond
Senior Financial Planner

Rebecca Watson
Financial Planner

John Harrower
Senior Financial Planner

John Vailes
Financial Planner

Brenton Ritchie
Financial Planning Manager Australia

Paul Lawson-Tyers
Financial Planner