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
Mark Foulis
FINANCIAL ADVISER
Dale Martens
FINANCIAL ADVISER
Kosta Petrovic
FINANCIAL ADVISER
Christina Tran
FINANCIAL ADVISER
Evan Nakopoulos
JUNIOR PARAPLANNER
Sam Crugnale
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