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 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