Our Team

NSW

Julian-Chan

Julian Chan

BCom (Econ), GDipFP
Greg Cook

Greg Cook

CFP, DipFP, LRS, FPA Fellow, JP
Andrew Jones

Andrew Jones

BBus, CPA, SSA
Tim Manwaring

Tim Manwaring

CFP, BAppFin, BCom-Prof Accg
Ben Parnell

Ben Parnell

BA Hons (Bus Econ), ADipFP

QLD

sally-bell

Sally Bell

CFP, MAppFin, C.Dec
David Cooper

David Cooper

DipFS, AdvDipFS, GDFP, FCFP
Todd Hitchcock

Todd Hitchcock

DipFP
Anthony Kane

Anthony Kane

BEcon, DipFS (FP)
Kevin Malcolm

Kevin Malcolm

AdvDipFP
Joanna Moss

Joanna Moss

BSc Econ (Bus & Mgt), ADipFP
Blake Roberts

Blake Roberts

CFP®, BAppSc (Maths), AdvDipFS (FP)
Liam Roche3

Liam Roche

BComm (Fin, Planning & Finance)
Chris Shiels

Chris Shiels

B(Bus), GradDipFinPlan
Amber Simpson – Grad. Dip  Financial Planning

Amber Simpson

CFP, M.FinPlan
Andrew Taylor

Andrew Taylor

Meco, GradCertMgt, AdvDipFP
Kellie Treweek

Kellie Treweek

M. FinPlan

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