Executive Team

Adelaide Advisor Team

New South Wales Advisor Team

Queensland Advisor Team

Corporate Authorised Representative

Administration Team

Mackay Branch

Amelia Walters – Client Services Officer
Leanne Schultz – Client Services Officer

Client Services

David Brewer
Emma Brown
Karmiina Buot
Sean Eager
Tania Baker
Yeral Rafinian

Meg Hargraves – Admin Assistant

Amanda Gavin – Claims Officer

John Dougan – Centrelink Specialist
Jessica Falcione – Centrelink Officer

Client Liaison

Dannielle Duke
Danielle Ridley
Shane Narayan

Para-Planning

Stefan Russo

Management Support

Nathan Byrnes – Advice Analyst

Tahlea Stephenson – Associate Advisor

Integration Team

Danielle Ridley – Admin Support
Susan Harder – Admin Support
Shimon Jose – Integration Analyst

Business Intelligence Team

Ashton D’Sa – Business Intelligence Manager
Giuseppe Buot – Data Analyst
Kathryn Barrett – Database Integrity Administrator

Fee Disclosure Team

Tori Bennett – Fee Disclosure Renewal Notice Officer

Office Manager / Reception

Michelle Pitman-Harvey – Office Manager

Finance Team

Wai Yan Leong – Finance Clerk

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