Kate Golder

Kate Golder

Executive Director and Head of Compliance


“Enjoy the little things in life because one day you’ll look back and realise they were the big things”

Lisa Fuentes

Chief Operating Officer


“I have found the flexibility I need to balance work, family and study”

Kerri Mendl

Managing Adviser, Lifestyle and Care


“I’m so grateful I chose to specialise in aged care because I can make the biggest difference in people’s lives”

Bronwen Batty

Senior Financial Adviser


“People are at the centre of everything we do, and helping people is what drives me”

Amy Atkinson

Senior Financial Adviser


“I enjoy working on the holistic financial plan, including meeting my clients’ families across generations”

Tracey Briggs

Tracey Briggs

Senior Financial Adviser


“I enjoy being a part of my client’s financial journey, and the relationship I build with each client is very important to me”

Liz Whalley

Liz Whalley

Financial Adviser


‘”Every client is unique, and I truly enjoy getting to know each one while helping them reach their goals”

Lisa Harris

Manager, Tax and Accounting


“Helping our clients understand their accounts and taxes, and completing them right and on time is what drives me.”

Joanne Akkari

Manager, Brand and Marketing


“I love transforming ideas into impactful experiences”

Himalti Maharaj

Manager, Client Services


“Strong connection and spending time with my extended family helps me face anything”

Cindy Jeeves

Manager, Technology and Innovation


“If you think you can, or you think you can’t – you’re always right.”

Jennifer Davidson

Jennifer Davidson

Manager, Human Resources


Fiona Slavin

Manager, Paraplanning


“Sometimes it is the incidental conversations that lead to the biggest breakthroughs”

Callie Mealing

Team Leader, Client Services


“Working alongside knowledgeable people allows me to grow and develop in my desired career”

Chloe Marinucci

Hannah Smith

Project Specialist


Janice Prawira

Paraplanner


“The team offers an abundance of support with team members always available to help each other”

Jessica Lloyd

Paraplanner


“I’ve always had an interest in numbers and helping people, so joining this industry combines both”

Nicole Brown

Paraplanner


Colleen Seeto

Client Services Manager


“I enjoy seeing how my work positively contributes to our client’s journey each day”

Dianne Bugden

Client Services Manager


”Individual commitment to a group effort is what makes a team work, a company work, a society work, a civilisation work”

Tracey Tarry

Tracy Tarry

Client Services Manager


Amanda Hansen

Amanda Hansen

Client Services Manager


Chloe Marinucci

Chloe Marinucci

Client Services Manager


Chloe Marinucci

Rebecca Smith

Client Services Manager


Chloe Marinucci

Enny Jusuf

Client Services Manager


Chloe Marinucci

Jasmin Russell

Client Services Manager


Chloe Marinucci

Jennifer Hainsworth

Marketing and Events Coordinator


”I am passionate about fostering community and creating experiences that empower, inspire growth, and spark joy.”

Sheetal Gounder

Finance Accountant


“I focus on getting people the information they need so that they can make informed decisions”

Elizabeth Laliotis

Alma Flores

SMSF Accountant


Parul Sharma

Parul Sharma

Senior Accountant


Chloe Marinucci

Emily Scott

Fund Administrator


Chloe Marinucci

Katrina Tearle

CHESS Administrator


Chloe Marinucci

Natasha Kuhl

Portfolio Administrator


Chloe Marinucci

Bronwyn Nunn

Portfolio Administrator


Chloe Marinucci

Yan Li

Systems Developer


Chloe Marinucci

Mona Pham

Client Services Officer


Chloe Marinucci

Eve Yap

Client Services Officer


Chloe Marinucci

Cara Vloedmans

Client Services Officer


Elizabeth Laliotis

Elizabeth Laliotis

Receptionist