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