Our Team
Wealth
Kate Golder
Executive Director and Head of Compliance
Andrew Biviano
Head of Advice
Ben Graham
Managing Adviser
Gary Gleeson
Managing Adviser
Alex O’Brien
Senior Financial Adviser
Bronwen Batty
Senior Financial Adviser
Anthony Pears
Senior Financial Adviser
Amy Atkinson
Senior Financial Adviser
Tracey Briggs
Senior Financial Adviser
Gabriel Fernandes
Senior Financial Adviser
Michael Duffy
Senior Financial Adviser
Allan McGregor
Financial Adviser
Liz Whalley
Financial Adviser
Danny Wong
Manager, Research
Pieter Britz
Research Analyst
Fiona Slavin
Manager, Paraplanning
Jessica Lloyd
Paraplanner
Janice Prawira
Paraplanner
Nicole Brown
Paraplanner
Himalti Maharaj
Manager, Client Services
Callie Mealing
Team Leader, Client Services
Colleen Seeto
Client Services Manager
Tracy Tarry
Client Services Manager
Amanda Hansen
Client Services Manager
Jasmin Russell
Client Services Officer
Chloe Marinucci
Client Services Manager
Enny Jusuf
Client Services Manager
Mona Pham
Client Services Manager
Eve Yap
Client Services Manager
Rebecca Smith
Client Services Manager
Cara Vloedmans
Client Services Officer
Elizabeth Laliotis
Receptionist