OUR TEAM
Expertise, experience and a passion to create a secure financial future for you and your family.
PROFESSIONAL TEAM
Tony Catt
DIRECTOR
Dylan Evans
FINANCIAL ADVISER/GENERAL MANAGER
Mark Foulis
FINANCIAL ADVISER
Dale Martens
FINANCIAL ADVISER/TEAM LEADER
Kosta Petrovic
FINANCIAL ADVISER
Christina Tran
FINANCIAL ADVISER
Caroline Ward
PARAPLANNER
Damian Braiotta
SENIOR PARAPLANNER
PORTFOLIO SERVICES
Zac Wilmshurst
PORTFOLIO ADMINISTRATOR
CLIENT AND ADMINISTRATION SERVICES
Theresa Soroka
OPERATIONS MANAGER
Liliya Sterns (Maternity Leave)
CLIENT SERVICES ADMINISTRATOR
Natalie Webb
CLIENT SERVICES ADMINISTRATOR
Jessica Falcione (Maternity Leave)
CLIENT SERVICES ADMINISTRATOR
Meg Faulkner
CLIENT SERVICES TEAM LEADER
Maegan Catt
CLIENT SERVICES ADMINISTRATOR
Catherine Menzies-Harris
CLIENT SERVICES ADMINISTRATOR
Jenny Paga
CLIENT SERVICES ADMINISTRATOR
Andrew Phillips
ASSOCIATE SUCCESSION PLANNER/ CLIENT SERVICES ADMINISTRATOR
Angelica Santos
EXECUTIVE ASSISTANT
Sheryl Valeza
CLIENT SERVICES ADMINISTRATOR