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, CFP®

Katherine O'Sullivan

Adviser, CFP®

Katherine O'Sullivan

Adviser, CFP®

Assistant Adviser

Laura Farrell

Assistant Adviser

Laura Farrell

Assistant Adviser

Client Service Officer

James Briscoe

Client Service Officer

James Briscoe

Client Service Officer

Adviser, CFP®

Craig Milroy

Adviser, CFP®

Craig Milroy

Adviser, CFP®

Adviser

Nourah Zezulka

Adviser

Nourah Zezulka

Adviser

Associate

Aishwarya Joshi

Associate

Aishwarya Joshi

Associate

Client Service Officer

Katia Tachjian

Client Service Officer

Katia Tachjian

Client Service Officer

Client Service Officer

Corey Groom

Client Service Officer

Corey Groom

Client Service Officer

Adviser

Arran Curll

Adviser

Arran Curll

Adviser

Client Service Officer

Jordan Finch

Client Service Officer

Jordan Finch

Client Service Officer

Associate

Jack Koval

Associate

Jack Koval

Associate

Adviser, CFP®

David Rule

Adviser, CFP®

David Rule

Adviser, CFP®

Associate

Andrew Kwon

Associate

Andrew Kwon

Associate

Associate

Catherine Pellegrino

Associate

Catherine Pellegrino

Associate

Client Service Officer

Arunn Annamalai

Client Service Officer

Arunn Annamalai

Client Service Officer

General Manager

Tina Gore

General Manager

Tina Gore

General Manager

Operations Associate

Debbie Bates

Operations Associate

Debbie Bates

Operations Associate

Client Service Officer

Sarah Wren

Client Service Officer

Sarah Wren

Client Service Officer

Adviser, CFP®

Trevor Bransdon

Adviser, CFP®

Trevor Bransdon

Adviser, CFP®

COO / Lending Specialist

Jaan Wheeldon

COO / Lending Specialist

Jaan Wheeldon

COO / Lending Specialist

Associate

Timothy Boxsell

Associate

Timothy Boxsell

Associate

Associate

Tom Chancellor

Associate

Tom Chancellor

Associate

Client Service Officer

Kelly Cai

Client Service Officer

Kelly Cai

Client Service Officer

Senior Paraplanner

Kate Spence

Senior Paraplanner

Kate Spence

Senior Paraplanner

Paraplanner

Gemma Lawrence

Paraplanner

Gemma Lawrence

Paraplanner

Client Service Officer

Sharon Eaglen

Client Service Officer

Sharon Eaglen

Client Service Officer

Client Service Officer

Jonny Lang

Client Service Officer

Jonny Lang

Client Service Officer

Client Service Officer

Emily Mitchell-Storey

Client Service Officer

Emily Mitchell-Storey

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.