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
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
Harry Mantzouratos
Managing Director | Adviser, CFP®
Craig Milroy
Adviser, CFP®
Trevor Bransdon
Adviser, CFP®
Trevor Bransdon – Financial Adviser Canberra
Trevor Bransdon is a Canberra financial adviser with a strong focus on helping individuals, families, and professionals build financial security and long-term confidence. With extensive experience delivering ASIC-regulated financial advice, Trevor Bransdon supports clients across Canberra, Sydney and Australia with clear, practical financial strategies.
As a trusted financial adviser in Canberra, Trevor Bransdon provides advice across retirement planning, superannuation, investment management, wealth protection, and long-term financial planning. Their approach is structured and disciplined, designed to give clients certainty and control over their financial future.
Trevor Bransdon regularly works with, small business owners, public servants, professionals, and pre-retirees, assisting with strategies such as super optimisation, transition-to-retirement planning, investment risk management, and income planning. A strong understanding of stable income structures and long-term planning horizons allows Trevor Bransdon to tailor advice that suits the individual client. Trevor Bransdon has extensive experience in PSS, CSS and PSSaP superannuation schemes along with all industry superannuation funds and self managed superannuation (SMSF).
Clients appreciate Trevor Bransdon’s focus on education and transparency, ensuring advice is easy to understand and aligned with both short-term needs and long-term objectives. Advice is always delivered with a strong emphasis on compliance, trust, and sustainable financial outcomes.
Based in Canberra, Trevor Bransdon partners with clients over the long term, providing ongoing financial advice and reviews to help them stay on track as their circumstances and goals evolve.
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
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