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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Adviser

Arran Curll

Adviser

Arran Curll

Adviser

Associate

Jack Koval

Associate

Jack Koval

Associate

Client Service Officer

Arunn Annamalai

Client Service Officer

Arunn Annamalai

Client Service Officer

Adviser

Nourah Zezulka

Adviser

Nourah Zezulka

Adviser

Adviser, CFP®

Bianca Norman

Adviser, CFP®

Bianca Norman

Adviser, CFP®

Paraplanner

Gemma Lawrence

Paraplanner

Gemma Lawrence

Paraplanner

Client Service Officer

Jordan Finch

Client Service Officer

Jordan Finch

Client Service Officer

Associate

Andrew Kwon

Associate

Andrew Kwon

Associate

Adviser, CFP®

David Rule

Adviser, CFP®

David Rule

Adviser, CFP®

Assistant Adviser

Laura Farrell

Assistant Adviser

Laura Farrell

Assistant Adviser

Operations Associate

Debbie Bates

Operations Associate

Debbie Bates

Operations Associate

Adviser, CFP®

Katherine O'Sullivan

Adviser, CFP®

Katherine O'Sullivan

Adviser, CFP®

Adviser, CFP®

Craig Milroy

Adviser, CFP®

Craig Milroy

Adviser, CFP®

Client Service Officer

Sharon Eaglen

Client Service Officer

Sharon Eaglen

Client Service Officer

Associate

Aishwarya Joshi

Associate

Aishwarya Joshi

Associate

Client Service Officer

Katia Tachjian

Client Service Officer

Katia Tachjian

Client Service Officer

General Manager

Stacey Bransdon

General Manager

Stacey Bransdon

General Manager

Client Service Officer

Sarah Wren

Client Service Officer

Sarah Wren

Client Service Officer

Client Service Officer

Nathanael Kwon

Client Service Officer

Nathanael Kwon

Client Service Officer

COO / Lending Specialist

Jaan Wheeldon

COO / Lending Specialist

Jaan Wheeldon

COO / Lending Specialist

Adviser, CFP®

Trevor Bransdon

Adviser, CFP®

Trevor Bransdon

Adviser, CFP®

Senior Paraplanner

Kate Spence

Senior Paraplanner

Kate Spence

Senior Paraplanner

Associate

Tom Chancellor

Associate

Tom Chancellor

Associate

Associate

Timothy Boxsell

Associate

Timothy Boxsell

Associate

Client Service Officer

Kelly Cai

Client Service Officer

Kelly Cai

Client Service Officer

Client Service Officer

Zac Taylor

Client Service Officer

Zac Taylor

Client Service Officer

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.