Tel. 1800 621 807
Contact by email

Our Team

Eureka Whittaker Macnaught

Greg Cook

Greg Cook

CFP, DipFP, LRS, FPA Fellow, JP

Andrew Jones

Andrew Jones

BBus, CPA, SSA

Ben Parnell

Ben Parnell

BA Hons (Bus Econ), ADipFP

Julian-Chan

Julian Chan

BCom (Econ), GDipFP

Tim Manwaring

Tim Manwaring

CFP, BAppFin, BCom-Prof Accg

sally-bell

Sally Bell

CFP, MAppFin, C.Dec

Joanna Moss

Joanna Moss

BSc Econ (Bus & Mgt), ADipFP

Amber Simpson – Grad. Dip Financial Planning

Amber Simpson

CFP, M.FinPlan

Kellie Treweek

Kellie Treweek

M. FinPlan

Chris Shiels

Chris Shiels

B(Bus), GradDipFinPlan

Liam Roche3

Liam Roche

BComm (Fin, Planning & Finance)

Rosie McPhail

Rosie McPhail

BComm (Finance), Grad.Dip FP

Helen

Helen Postle

CFP®, DipFP

Nicole Henry

Blue Harbour

David Cooper

David Cooper

DipFS, AdvDipFS, GDFP, FCFP

Kate Price

Kate Price

BFinPlan

Andrew Taylor

Andrew Taylor

Meco, GradCertMgt, AdvDipFP

Anthony Kane

Anthony Kane

BEcon, DipFS (FP)

David Cooper

David Cooper

DipFS, AdvDipFS, GDFP, FCFP

Kate Price

Kate Price

BFinPlan

Andrew Taylor

Andrew Taylor

Meco, GradCertMgt, AdvDipFP

Anthony Kane

Anthony Kane

BEcon, DipFS (FP)

Blake Roberts

Blake Roberts

CFP®, BAppSc (Maths), AdvDipFS (FP)

Foster Raffan iPlan

Daniel Molesworth

Daniel Molesworth

BA Finance, DipFP, DipLaw

Robert Wood

Robert Wood

CFP®️, BCom, AdvDip FP

christine-watson

Christine Watson

AFP ®️, CA, BCom, B Sc, Grad Dip FP

Wealthmed

Michael Schnabel

Michael Schnabel

Rory O’Neill

Rory O’Neill

BComm (Fin Planning)

Megan Neale Ft

Megan Neale

MTP Financial

Anthony

Anthony Menico

CFP® Aff AII CSM DipFP

Aileen Jones

Aileen Jones

GradDipFP, FChFP®AdvFP DipFP JP(Qual)

Bronson Hills

Bronson Hills

GradDipFP, DipFP, MFinPlan, SMSF (SSA®)

MSI Taylor

Peter O’Callaghan

Peter O'Callaghan

CFP Dip FP, M Fin Serv Law JP (Qual)

Daniel Shine

Daniel Shine

LLB (Honours), B.Comm, Grad Dip CA and Dip Taxation

OUR TECHNOLOGY PARTNERS

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