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

Certified Financial Planner

Nancy Vos

Financial Adviser

David Parry

Financial Adviser

Richard McLean

Associate Adviser

Darcie Ercegovich

Risk Specialist Associate

Luke Taylor

Chief Product & Technology Officer (CPTO)

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

Geoff Brown

Executive Manager

Alwin Philip John

Data Engineer

Vibhuti Thakur

Data Analyst

Trung Dinh

Associate Adviser

Kane Jiang

Financial Adviser

Sabrina Mena

Management Accountant

Rish Sagoo

Advice implementation specialist

Minh Khoi Vu

Lead Software Engineer

Nicholas Walters

Client Service Specialist

Akanksha Rai Sinha

Marketing Manager

Vidya L.

Associate Adviser

Mark Christie

Executive Manager

Yanbing Lyu

Software Engineer

João Luz

Information Security Analyst