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Meet the Team

Operations

Picture of Laura Pike
Laura Pike
Operations Support
Picture of Mariah Perry
Mariah Perry
Operations Manager
Picture of Natasha Mackintosh
Natasha Mackintosh
Operations Manager

Human Resources

Picture of Ané Lindenbaum
Ané Lindenbaum
Human Resources Business Partner

Financial Planning

Picture of Ann Little
Ann Little
Risk Specialist
Picture of Ann-Maire Veal
Ann-Maire Veal
Financial Planner
Picture of Billy Tomlin
Billy Tomlin
Financial Planner
Picture of Charlotte Evrard
Charlotte Evrard
Pension Transfer Manager
Picture of Daniel Wentworth
Daniel Wentworth
Financial Planner
Picture of Georgia Baker
Georgia Baker
Associate Financial Planner
Picture of John Harrower
John Harrower
Senior Financial Planner
Picture of John Vailes
John Vailes
Financial Planner
Picture of Kevin Tutt
Kevin Tutt
Financial Planner
Picture of Leo Milton
Leo Milton
Financial Planner (General Advice)
Picture of Nick Bond
Nick Bond
Senior Financial Planner
Picture of Paul Davies
Paul Davies
Financial Planning Manager
Picture of Paul Lawson-Tyers
Paul Lawson-Tyers
Financial Planner
Picture of Philip Sole
Philip Sole
Financial Planner
Picture of Rebecca Watson
Rebecca Watson
Financial Planner
Picture of Simon Hussey
Simon Hussey
Financial Planner

Marketing

Picture of Danielle Jackson
Danielle Jackson
Marketing Executive
Picture of Lucy Quinton
Lucy Quinton
Marketing Manager

Finance

Picture of Emma Zhao
Emma Zhao
Accountant
Picture of Matt Kapourta
Matt Kapourta
Group Financial Controller
Picture of Rachel Dohnji
Rachel Dohnji
Junior Accounts Assistant
Picture of Samantha Tye
Samantha Tye
Assistant Accountant

SMSF

Amit Patel
SMSF Assistant Accountant
Karen Clift
SMSF Administrator
Picture of Paul Phiri
Paul Phiri
SMSF Administrator
Picture of Yasser Jaunbocus
Yasser Jaunbocus
SMSF Manager

Client Administration

Aaron Purcell
Client Administrator
Picture of Amy Guy
Amy Guy
Client Administrator
Callum Duffy
Client Administrator
Picture of Chau Pham
Chau Pham
Client Administrator
Picture of Jack Steen
Jack Steen
Client Administrator
Picture of Jessica Hasa
Jessica Hasa
Client Administrator
Picture of Larissa Kelly
Larissa Kelly
Client Administration Manager
Picture of Lianne Finnegan
Lianne Finnegan
Client Administrator
Picture of Maisie Malone
Maisie Malone
Client Administrator
Picture of Melissa Spill
Melissa Spill
Client Administration Manager
Picture of Molly Coates
Molly Coates
Client Administrator
Samuel Gheorghe
Client Administrator
Picture of Steph Mills
Steph Mills
Head of Client Services

Paraplanning

Brody George
Paraplanner
Picture of Cameron Allnutt
Cameron Allnutt
Lead Paraplanner
Picture of Darcie Ercegovich
Darcie Ercegovich
Risk Support
Picture of George Elliott
George Elliott
Trainee Paraplanner
Picture of Jeremy Moxon
Jeremy Moxon
Paraplanner
Picture of Jessica Meehan
Jessica Meehan
Paraplanner
Picture of Jordan Borgomastro
Jordan Borgomastro
Paraplanner
Picture of Jordan Yardley
Jordan Yardley
Paraplanning Manager
Picture of Kevin Chandler
Kevin Chandler
Paraplanner
Picture of Louise Duncan
Louise Duncan
Senior Paraplanner
Picture of Musa Dar
Musa Dar
Paraplanner
Picture of Patrick Daines
Patrick Daines
Paraplanner
Picture of Peter Bond
Peter Bond
Paraplanner
Picture of Ryan Chen
Ryan Chen
Paraplanner

Directors

Picture of Khan McSween
Khan McSween
Group Operations Director
Picture of Rob Teune
Rob Teune
Group Director of Financial Planning
Picture of Simon Harvey
Simon Harvey
Group Managing Director

Other employees

Simon Boakes

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