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
Jemina Deane
SENIOR PARAPLANNER
Lucy Blenkiron
ASSOCIATE SUCCESSION PLANNER
Bowen Hosking
PARAPLANNER
Zac Wilmshurst
JUNIOR PARAPLANNER
PORTFOLIO SERVICES
Tim Haselum
PORTFOLIO MANAGER
CLIENT AND ADMINISTRATION SERVICES
Theresa Soroka
CLIENT SERVICES MANAGER
David Forrest
CLIENT SERVICES MANAGER
Liliya Sterns (Maternity Leave)
CLIENT SERVICES ADMINISTRATOR
Ayecee Villaluz
CLIENT SERVICES ADMINISTRATOR
Natalie Webb
CLIENT SERVICES ADMINISTRATOR
Jessica Falcione (Maternity Leave)
CLIENT SERVICES ADMINISTRATOR
Meg Faulkner
CLIENT SERVICES ADMINISTRATOR
Catherine Menzies-Harris
CLIENT SERVICES ADMINISTRATOR
Andrew Phillips
CLIENT SERVICES ADMINISTRATOR
Angelica Santos
EXECUTIVE ASSISTANT