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
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