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”
Bronwen Batty
Senior Financial Adviser
“People are at the centre of everything we do, and helping people is what drives me”

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”

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”

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”

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”

Alma Flores
SMSF Accountant

Parul Sharma
Senior Accountant

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
Client Services Manager

Tracy Tarry
Client Services Manager

Amanda Hansen
Client Services Manager

Wati Zhang
Client Services Manager

Elizabeth Laliotis
Receptionist