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”

Amy Atkinson

Senior Financial Adviser


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

Bronwen Batty

Senior Financial Adviser


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

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”

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”

Himalti Maharaj

Manager, Client Services


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

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”

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”

Jessica Lloyd

Paraplanner


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

Janice Prawira

Paraplanner


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

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


Lainie Meale

Lainie Meale

Marketing and Events Coordinator


Callie Mealing

Team Leader, Client Services


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

Diane 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”

Colleen Seeto

Client Services Manager


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

Chloe Marinucci

Chloe Marinucci

Client Services Manager


Tracey Tarry

Tracy Tarry

Client Services Manager


Amanda Hansen

Amanda Hansen

Client Services Manager


Wati Zhang

Wati Zhang

Client Services Manager


Elizabeth Laliotis

Elizabeth Laliotis

Receptionist