OUR TEAM
Expertise, experience and a passion to create a secure financial future for you and your family.
PROFESSIONAL TEAM
Tony Catt
DIRECTOR
Jeremy Kells
DIRECTOR
Dylan Evans
FINANCIAL ADVISER
Mark Foulis
FINANCIAL ADVISER
Dale Martens
FINANCIAL ADVISER
Kosta Petrovic
FINANCIAL ADVISER
Christina Tran
FINANCIAL ADVISER
Damian Braiotta
SENIOR PARAPLANNER
Evan Nakopoulos
PARAPLANNER
James Mitton
PARAPLANNER
Sam Crugnale
ASSOCIATE ADVISER
Bowen Hosking
JUNIOR PARAPLANNER
Zac Wilmshurst
JUNIOR PARAPLANNER
PORTFOLIO SERVICES
Tim Haselum
PORTFOLIO MANAGER
CLIENT AND ADMINISTRATION SERVICES
Theresa Soroka
CLIENT SERVICES MANAGER
Liliya Sterns
CLIENT SERVICES ADMINISTRATOR
Amanda Smith
CLIENT SERVICES ADMINISTRATOR
Jessica Falcione
CLIENT SERVICES ADMINISTRATOR
Tina Hassiotis
CLIENT SERVICES ADMINISTRATOR
Megan Hall
CLIENT SERVICES ADMINISTRATOR
Catherine Menzies-Harris
CLIENT SERVICES ADMINISTRATOR
Sarah Hutton
CLIENT SERVICES ADMINISTRATOR
Angelica Santos
EXECUTIVE ASSISTANT