Mathew Cassidy

Managing Director

Simon Jennings

Head Of Finance

Wes Mann

Senior Financial Planner CFP

Andrew Gillon

Senior Financial Advisor

Jack Tossol

Financial Advisor

Nathan Tiberi

Senior Financial Planner

Tyson Darley

Financial Adviser

Simon Glendenning

Chief Operating Officer

Lyn Mellsop

People And Culture Manager

Nadeine Elbitar

People & Culture Advisor

Timothy Taylor

Risk And Compliance Manager

Luke Ball

Head Of Partnerships

Julie Cassidy

Corporate Partnerships Manager

Graeme Bibby

Chief Investment Officer

Gerald Mein

Senior Investment Analyst, Australian Equities

Matthew Leong

Portfolio Manager

Kate Peters

Head Of Marketing

Laurence Poulter

Partner, Strategic Wealth Advisory & Leadership

Kunaal Parbhoo

National Advice Manager

Jeremy Taylor Aaicd

Senior Financial Advisor

Lachlan Knight

Financial Advisor

Jacklyn Li

SMSF Audit Manager

Tom Clancey

Senior Financial Advisor & Partner

Taylor Sharpe

Financial Advisor

Patrick Barry

Director Of Wealth