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”
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 Client Engagement
“The value that financial planning brings to people is extraordinary”
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.”
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
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”
Chloe Marinucci
Client Services Manager
Tracey Tarry
Client Services Manager
Jennifer Davidson
HR Manager
Amanda Hansen
Client Services Manager
Rizza Bayani
Finance Manager
Lainie Meale
Marketing and Events Coordinator
Elizabeth Laliotis
Receptionist
Cara Chu
Team Leader, Client Services
Wati Zhang
Client Services Manager