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

Damian Braiotta
SENIOR PARAPLANNER
PORTFOLIO SERVICES

Jenny Paga
REVIEW SPECIALIST
CLIENT AND ADMINISTRATION SERVICES

Theresa Soroka
OPERATIONS MANAGER

Liliya Sterns
ACCOUNTS & FIXED INTEREST SPECIALIST

Natalie Webb
CLIENT SERVICES ADMINISTRATOR

Meg Faulkner [Maternity Leave]
CLIENT SERVICES TEAM LEADER

Maegan Catt
CLIENT SERVICES ADMINISTRATOR

Catherine Menzies-Harris
CLIENT SERVICES ADMINISTRATOR

Andrew Phillips
ASSOCIATE SUCCESSION PLANNER/ CLIENT SERVICES ADMINISTRATOR

Angelica Santos
CLIENT SERVICES & HR ADMINISTRATOR

Frances Mulholland
CLIENT SERVICES ADMINISTRATOR

Rachelle Dela Vega
CLIENT SERVICES ADMINISTRATOR

Sheryl Valeza
CLIENT SERVICES ADMINISTRATOR

Austin McClure
ADVISOR ASSISTANT & PROJECT MANAGER