David Pettit

Co Founder & Group CEO

Kelly Aldridge

Operations Manager

Bradley Bond

Senior Financial Adviser

Sean Mordaunt

Manager Corporate Partnerships

Allan Maitland

CEO

Pia Dollas-Welsh

Head of Advice Capability & Client Experience

Peter McDonald

Senior Financial Adviser

Nancy Vos

Financial Adviser

David Parry

Financial Adviser

Richard McLean

Associate Adviser

Darcie Ercegovich

Risk Specialist Associate

Luke Taylor

Chief Operating Officer

Tory Richardson

Head Of Client Services

Dr. Sakshi

Head Of Data & Analytics

Neal Cross

Co-founder

Roneel Gounder

Senior Product Manager

Leila Craig

Associate Adviser