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
Amy Atkinson
Financial Adviser
Brendon O’Sullivan
Senior Financial Adviser
Lisa Harris
Senior Accountant
Tony McCluskey
Client Services Manager
Abigail Tiong
SMSF Accountant
Colleen Seeto
Client Services Manager
Fiona Slavin
Paraplanning Manager
Fernanda Falsarella
Client Services Manager
Suzanne Carter
Paraplanner
Jeanette Barry
Paraplanner
Himalti Maharaj
Client Services Team Leader
Talitha Vanderkolk
Client Services Manager
Sandi Bradford
Client Services Administrator