About us

Wealth and Accounting

Kate Golder

Kate Golder

Executive Director and Head of Compliance

Andrew Biviano

Head of Advice

Don O’Brien

Head of Accounting

Ben Graham

Ben Graham

Managing Adviser

Lisa Harris

Manager, Tax and Accounting

Alex O’Brien

Senior Financial Adviser

Bronwen Batty

Senior Financial Adviser

Nathan Hayes

Nathan Hayes

Senior Financial Adviser

Amy Atkinson

Senior Financial Adviser

Fiona Slavin

Manager, Paraplanning

Jessica Lloyd

Paraplanner

Janice Prawira

Paraplanner

Danny Wong

Manager, Research

Pieter Britz

Research Analyst

Himalti Maharaj

Manager, Client Services

Callie Mealing

Team Leader, Client Services

Colleen Seeto

Client Services Manager

Tracey Tarry

Tracey Tarry

Client Services Manager

Chloe Marinucci

Client Services Manager

Amanda Hansen

Client Services Manager

Wati Zhang

Wati Zhang

Client Services Manager

Wati Zhang

Alma Flores

SMSF Accountant