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
Lauren Brinkmann
SUCCESSION PLANNER
Tim Collin
FAMILY BUSINESS & FAMILY OFFICE ADVISER
Andrew Phillips
FINANCIAL ADVISER
Caroline Ward
PARAPLANNER MANAGER
Catherine Menzies-Harris
PARAPLANNER
David Stoddard
PARAPLANNER
PORTFOLIO SERVICES
Steven Springford
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
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
ASSOCIATE ADVISER
Angus Catt
CLIENT SERVICES ADMINISTRATOR
Laura Castaño
CLIENT SERVICES ADMINISTRATOR
Mara Meliza Bartolome
CLIENT SERVICES ADMINISTRATOR