WE KNOW WHEN MORE IS MORE AND WHEN LESs iS MORE.

We have a diverse team with a mixture of backgrounds, ages and experience. This combination allows us to ensure we are continually offering you the best advice and building solid relationships by understanding what works and adapting to change.

Team

Harry Mantzouratos

Managing Director | Adviser, CFP®

Craig Milroy

Adviser, CFP®

Trevor Bransdon

Adviser, CFP®

Katherine O’Sullivan

Adviser, CFP®

David Rule

Adviser, CFP®

Nourah Zezulka

Adviser, CFP®

Aishwarya Joshi

Adviser, SMSF Specialist Advisor (SSA®)

Jaan Wheeldon

Operations and Finance Manager | Lending Specialist

Sarah Wren

Lending Specialist

Natalie Solevski

Senior Associate

Laura Farrell

Senior Associate

Lincoln Krieger

Senior Associate

Vu Nguyen

Senior Associate

Victoria Farrell

Senior Associate

Sam Heydon

Senior Associate

Catherine Pellegrino

Senior Associate

Annette White

Senior Associate

Raphael Menard

Associate

Emily Schliebs

Associate

Julio Ribeiro-D’Elia

Associate

Kate Spence

Senior Paraplanner

James Gibb

Paraplanner

Timothy McGavin

Paraplanner

Jasmin De Guia

Associate

Katia Tachjian

Associate

Vicky Dojcinovski

Associate

Mali Cooper

Operations Assistant

Debbie Bates

Operations Associate

Women in Wealth Awards
Winner – 2025 Employer of the Year