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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

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

Tamsin McGarry

Paraplanner

Himalti Maharaj

Client Services Team Leader

Talitha Vanderkolk

Client Services Manager

Sandi Bradford

Client Services Administrator