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

John Purl

FINANCIAL ADVISER

Alex Dickson

FINANCIAL ADVISER

Damian Braiotta

SENIOR PARAPLANNER

Jemina Deane

SENIOR PARAPLANNER

Evan Nakopoulos

PARAPLANNER

James Mitton

PARAPLANNER

Sam Crugnale

ASSOCIATE ADVISER

Bowen Hosking

JUNIOR 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

CLIENT SERVICES ADMINISTRATOR

Megan Holman

CLIENT SERVICES ADMINISTRATOR

Tina Hassiotis

CLIENT SERVICES ADMINISTRATOR

Jessica Falcione

CLIENT SERVICES ADMINISTRATOR

Meg Faulkner

CLIENT SERVICES ADMINISTRATOR

Catherine Menzies-Harris

CLIENT SERVICES ADMINISTRATOR

Sarah Hutton

CLIENT SERVICES ADMINISTRATOR

Lucy Blenkiron

ADMINISTRATION ASSISTANT

Angelica Santos

EXECUTIVE ASSISTANT