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