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.
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Shane Dooley
Chief Executive Officer
Shane Dooley
Chief Executive Officer
Harry Mantzouratos
Adviser - CFP®
Harry Mantzouratos
Adviser - CFP®
Craig Milroy
Adviser, CFP®
Craig Milroy
Adviser, CFP®
Trevor Bransdon
Adviser, CFP®
Trevor Bransdon
Adviser, CFP®
Katherine O'Sullivan
Adviser, CFP®
Katherine O'Sullivan
Adviser, CFP®
David Rule
Adviser, CFP®
David Rule
Adviser, CFP®
Nourah Zezulka
Adviser, CFP®
Nourah Zezulka
Adviser, CFP®
Aishwarya Joshi
Adviser
Aishwarya Joshi
Adviser
Jaan Wheeldon
COO / Lending Specialist
Jaan Wheeldon
COO / Lending Specialist
Sarah Wren
Lending Associate
Sarah Wren
Lending Associate
Leah Malaxos
Manager - Client Services and Implementation
Leah Malaxos
Manager - Client Services and Implementation
Natalie Solevski
Senior Associate
Natalie Solevski
Senior Associate
Laura Farrell
Senior Associate
Laura Farrell
Senior Associate
Silvia Chen
Senior Associate
Silvia Chen
Senior Associate
Vu Nguyen
Senior Associate
Vu Nguyen
Senior Associate
Victoria Farrell
Senior Associate
Victoria Farrell
Senior Associate
Catherine Pellegrino
Senior Associate
Catherine Pellegrino
Senior Associate
Annette White
Senior Associate
Annette White
Senior Associate
Kate Spence
Senior Paraplanner
Kate Spence
Senior Paraplanner
James Gibb
Paraplanner
James Gibb
Paraplanner
Mike Law
Associate
Mike Law
Associate
Jasmin De Guia
Associate
Jasmin De Guia
Associate
Yazeed Odeh
Associate
Yazeed Odeh
Associate
Emily Schliebs
Associate
Emily Schliebs
Associate
Sam Heydon
Associate
Sam Heydon
Associate
Katia Tachjian
Associate
Katia Tachjian
Associate
Vicky Dojcinovski
Associate
Vicky Dojcinovski
Associate
Mali Cooper
Receptionist
Mali Cooper
Receptionist
Debbie Bates
Operations Associate
Debbie Bates
Operations Associate
Much more than just business
We take a keen interest in what excites our clients. We know that what makes you happy will be what drives your decisions in life – both financially and physically.
We will be there to help challenge the misfortunes and celebrate life’s milestones and miracles.
