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About us

Wealth and Accounting

Kate Golder

Head of Wealth and Accounting

Ben Graham

Senior Financial Adviser

Alex O’Brien

Senior Financial Adviser

Sandy Lui

Financial Adviser

Daniel O’Leary

Senior Financial Adviser

Nathan Hayes

Financial Adviser

Jeremy Culver

Senior Financial Adviser

Paul Hocking

Senior Financial Adviser

Brendon O’Sullivan

Senior Financial Adviser

Lisa Harris

Senior Accountant

Fiona Slavin

Paraplanning Manager

Tammy Tan

Paraplanner

Suzanne Carter

Paraplanner

Himalti Maharaj

Client Services Team Leader

Tony McCluskey

Client Services Manager

Colleen Seeto

Client Services Manager

Julie Karmio

Client Services Manager

Talitha Vanderkolk

Client Services Manager