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
Caroline Ward
PARAPLANNER
PORTFOLIO SERVICES
Blake Halligan
PORTFOLIO MANAGER
Jenny Paga
REVIEW SPECIALIST
CLIENT AND ADMINISTRATION SERVICES
Theresa Soroka
OPERATIONS MANAGER
Natalie Webb
CLIENT SERVICES TEAM LEADER
Liliya Sterns
CLIENT SERVICES ADMINISTRATOR
Meg Faulkner [Maternity Leave]
CLIENT SERVICES ADMINISTRATOR
Maegan Catt
CLIENT SERVICES ADMINISTRATOR
Catherine Menzies-Harris
CLIENT SERVICES ADMINISTRATOR
Angelica Santos
CLIENT SERVICES & HR ADMINISTRATOR
Anita Daunt
CLIENT SERVICES ADMINISTRATOR
Frances Mulholland
CLIENT SERVICES ADMINISTRATOR
Rachelle Dela Vega
CLIENT SERVICES ADMINISTRATOR
Austin McClure
ADVISOR ASSISTANT & PROJECT MANAGER
Andrew Phillips
CLIENT SERVICES ADMINISTRATOR