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

Anthony Kane

Anthony Kane

BEcon, DipFS (FP)

Kevin Malcolm

Kevin Malcolm

AdvDipFP

Joanna Moss

Joanna Moss

BSc Econ (Bus & Mgt), ADipFP

Kate Price

Kate Price

BFinPlan

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

OUR TECHNOLOGY PARTNERS

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