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.

Filter

Chief Executive Officer

Shane Dooley

Chief Executive Officer

Shane Dooley

Chief Executive Officer

Adviser - CFP®

Harry Mantzouratos

Adviser - CFP®

Harry Mantzouratos

Adviser - CFP®

Adviser, CFP®

Craig Milroy

Adviser, CFP®

Craig Milroy

Adviser, CFP®

Adviser, CFP®

Trevor Bransdon

Adviser, CFP®

Trevor Bransdon

Adviser, CFP®

Adviser, CFP®

Katherine O'Sullivan

Adviser, CFP®

Katherine O'Sullivan

Adviser, CFP®

Adviser, CFP®

David Rule

Adviser, CFP®

David Rule

Adviser, CFP®

Adviser, CFP®

Nourah Zezulka

Adviser, CFP®

Nourah Zezulka

Adviser, CFP®

Provisional Financial Planner

Aishwarya Joshi

Provisional Financial Planner

Aishwarya Joshi

Provisional Financial Planner

COO / Lending Specialist

Jaan Wheeldon

COO / Lending Specialist

Jaan Wheeldon

COO / Lending Specialist

Lending Associate

Sarah Wren

Lending Associate

Sarah Wren

Lending Associate

Manager - Client Services and Implementation

Leah Malaxos

Manager - Client Services and Implementation

Leah Malaxos

Manager - Client Services and Implementation

Senior Associate

Jack Koval

Senior Associate

Jack Koval

Senior Associate

Senior Associate

Natalie Solevski

Senior Associate

Natalie Solevski

Senior Associate

Senior Associate

Laura Farrell

Senior Associate

Laura Farrell

Senior Associate

Senior Associate

Silvia Chen

Senior Associate

Silvia Chen

Senior Associate

Senior Associate

Vu Nguyen

Senior Associate

Vu Nguyen

Senior Associate

Senior Associate

Victoria Farrell

Senior Associate

Victoria Farrell

Senior Associate

Senior Associate

Catherine Pellegrino

Senior Associate

Catherine Pellegrino

Senior Associate

Senior Paraplanner

Kate Spence

Senior Paraplanner

Kate Spence

Senior Paraplanner

Paraplanner

James Gibb

Paraplanner

James Gibb

Paraplanner

Associate

Mike Law

Associate

Mike Law

Associate

Associate

Jasmin De Guia

Associate

Jasmin De Guia

Associate

Associate

Yazeed Odeh

Associate

Yazeed Odeh

Associate

Associate

Moses Mutombodzi

Associate

Moses Mutombodzi

Associate

Associate

Emily Schliebs

Associate

Emily Schliebs

Associate

Associate

Annette White

Associate

Annette White

Associate

Associate

Sam Heydon

Associate

Sam Heydon

Associate

Client Service Officer

Katia Tachjian

Client Service Officer

Katia Tachjian

Client Service Officer

Client Service Officer

Vicky Dojcinovski

Client Service Officer

Vicky Dojcinovski

Client Service Officer

Receptionist

Mali Cooper

Receptionist

Mali Cooper

Receptionist

Operations Associate

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.