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
Zac Wilmshurst
PORTFOLIO ADMINISTRATOR
CLIENT AND ADMINISTRATION SERVICES
Theresa Soroka
OPERATIONS MANAGER
Liliya Sterns
ACCOUNTS & FIXED INTEREST SPECIALIST
Natalie Webb
CLIENT SERVICES ADMINISTRATOR
Jessica Falcione
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
CLIENT SERVICES & HR ADMINISTRATOR
Frances Mulholland
CLIENT SERVICES ADMINISTRATOR
Rachelle Dela Vega
CLIENT SERVICES ADMINISTRATOR
Sheryl Valeza
CLIENT SERVICES ADMINISTRATOR