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
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
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.”
 
			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
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”
 
			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”
 
			Tracy Tarry
Client Services Manager
 
			Amanda Hansen
Client Services Manager
 
			Chloe Marinucci
Client Services Manager
 
			Rebecca Smith
Client Services Manager
 
			Enny Jusuf
Client Services Manager
 
			Jasmin Russell
Client Services Manager
 
			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”
 
			Alma Flores
SMSF Accountant
 
			Parul Sharma
Senior Accountant
 
			Emily Scott
Fund Administrator
 
			Katrina Tearle
CHESS Administrator
 
			Natasha Kuhl
Portfolio Administrator
 
			Bronwyn Nunn
Portfolio Administrator
 
			Yan Li
Systems Developer
 
			Mona Pham
Client Services Officer
 
			Eve Yap
Client Services Officer
 
			Cara Vloedmans
Client Services Officer
 
			Elizabeth Laliotis
Receptionist
 
				





