About us
Wealth and Accounting
Kate Golder
Executive Director and Head of Compliance
Naomi Holmes
Head of Client Engagement
Don O’Brien
Head of Accounting
Ben Graham
Managing Adviser
Alex O’Brien
Senior Financial Adviser
Jaxon King
Senior Financial Adviser
Bronwen Batty
Senior Financial Adviser
Nathan Hayes
Senior Financial Adviser
Brent Lynch
Senior Financial Adviser
Amy Atkinson
Financial Adviser
John Zahra
Financial Adviser
Fiona Slavin
Paraplanning Manager
Jessica Lloyd
Paraplanner
Janice Prawira
Paraplanner
Danny Wong
Manager, Research
Lisa Harris
Manager, Tax and Accounting
Himalti Maharaj
Manager, Client Services
Callie Mealing
Team Leader, Client Services
Cara Chu
Team Leader, Client Services
Colleen Seeto
Client Services Manager
Pieter Britz
Client Services Manager
Tracey Tarry
Client Services Manager
Chloe Marinucci
Client Services Manager
Amanda Hansen
Client Services Manager
Wati Zhang
Client Services Manager