Executive Team

Adelaide Advisor Team

New South Wales Advisor Team

Queensland Advisor Team

Corporate Authorised Representative

Administration Team

Mackay Branch

Kaye Dipaola – Office Manager
Nellie Janke – Receptionist
Melanie Johnson – Client Liaison Officer
Ankita Joshi – Client Services Officer

Client Services

Linda Taylor – Team Leader
David Brewer
Dianne Hayes
Tania Baker

Amanda Gavin – Claims Officer
Meg Hargraves – Admin Assistant

John Dougan – Centrelink Specialist
Jessica Falcione – Centrelink Officer

Client Liaison

Carol Danielson
Dannielle Duke
Danielle Ridley
Emily McLean
Kim Murray
Tom Small
Shane Narayan
Wenjun Zhan

Para-Planning

John Lam – Supervisor
Justine McCann
Stefan Russo

Management Support

Nathan Byrnes – Advice Analyst
Andy Lobo – Projects and Change Manager
Susan Christie – Training and Quality Coordinator
Melissa Chandler – New Business Operations
Lucia Monaghan – Premium Client Services Officer

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
Megan Hunt – Fee Disclosure Renewal Notice Officer
Kay Greeneklee – Fee Disclosure Renewal Notice Officer

Office Manager / Reception

Michelle Pitman-Harvey – Office Manager

Finance Team

Wai Yan Leong – Finance Clerk