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