Our people
Wealth Team
Financial advisers, research professionals and client service teams working together to help individuals and families make informed decisions about their financial future.
Kate Golder
Executive Director and Head of Compliance
Andrew Biviano
Head of Advice
Ben Graham
Managing Adviser
Gary Gleeson
Managing Adviser
Alex O’Brien
Senior Financial Adviser
Bronwen Batty
Senior Financial Adviser
Amy Atkinson
Senior Financial Adviser
Tracey Briggs
Senior Financial Adviser
Gabriel Fernandes
Senior Financial Adviser
Michael Duffy
Senior Financial Adviser
Irene Chau
Senior Financial Adviser
Allan McGregor
Financial Adviser
Chloe Marinucci
Advice Associate
Nicole Brown
Advice Associate
Danny Wong
Manager, Research
Samuel Chandra
Senior Investment & Research Specialist
Pieter Britz
Research Analyst
Fiona Slavin
Manager, Paraplanning
Jessica Lloyd
Paraplanner
Dianne Bugden
Client Services Manager
Colleen Seeto
Client Services Manager
Tracy Tarry
Client Services Manager
Amanda Hansen
Client Services Manager
Enny Jusuf
Client Services Manager
Rebecca Smith
Client Services Manager
Eve Yap
Client Services Manager
Cara Vloedmans
Client Services Officer
Elizabeth Laliotis
Receptionist
Leah Whitford
Receptionist
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