Himalti Maharaj

Manager, Client Services

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

Lisa Fuentes

Chief Operating Officer

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

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”

Joanne Akkari

Manager, Brand and Marketing

“I regularly ask myself, what have I learned today and how am I adding value to the world?”

Naomi Holmes

Head of Wealth 

“The value that financial planning brings to people is extraordinary”

Bronwen Batty

Senior Financial Adviser

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

 Amy Atkinson

Financial Adviser

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

Kerri Mendl

Financial Adviser

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

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”

Jillian Clarke

Financial Adviser

“I have done a lot of different things in my life and it’s taken a while to get here but I’m so happy where I am now”

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.

Callie Mealing

Team Leader, Client Services

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

Cindy Jeeves

Manager, Technology and Innovation

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

Colleen Seeto

Client Services Manager

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

Sheetal Gounder

Finance Accountant

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

Fiona Slavin

Paraplanner Manager

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

Jessica Lloyd


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

Janice Prawira


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

Chloe Marinucci

Chloe Marinucci

Client Services Manager

Tracey Tarry

Tracey Tarry

Client Services Manager