Our people

Directors


James McGregor

Managing Director

CFP®, Dip FP, BA (Econ), F Fin, FAICD

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Andrew Dunbar

Director

CFP®, Adv Dip FP, BCom, BEc

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Mark Bardzinski

Director

AFP®, Dip FA, Dip FMBM, SA Fin, FChFP

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Andrew McLaren

Director

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Peter James

Director

CFP®, Dip FP, FCPA

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Planners


James McGregor

Managing Director

CFP®, Dip FP, BA (Econ), F Fin, FAICD

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Andrew Dunbar

Director

CFP®, Adv Dip FP, BCom, BEc

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Mark Bardzinski

Director

AFP®, Dip FA, Dip FMBM, SA Fin, FChFP

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Rhett Pudney

Head of Compliance and Licensee Operations

AFP®, Dip PM, Dip QA, Dip FMBM, Dip TAA, Adv Dip FS (FP), BA (Hons), JP

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Tim Conde

Senior Financial Planner

CFP®, BEc, CPA

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Steve Toniazzo

Senior Financial Planner

CFP®, Dip FS (FP), BBus

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John Versace

Senior Financial Planner

CFP®, Adv Dip FP, GDipFinServ, BBus (Econ&Fin)

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David Maddock

Senior Financial Planner

CFP®, BCom

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Suzanne Johnston

Senior Financial Planner

CFP®, Adv Dip FP, BCom

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Michael Brandt

Senior Financial Planner

CFP®, BCom (Accg), BAppFin

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Preston Foster

Senior Financial Planner

CFP®, Dip FP, BBus

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Sean Moran

Senior Financial Planner

AFP®, GDipFP, BCom

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Robert Greig

Senior Financial Planner

AFP®, Adv Dip FP, BAppSocSc, MFinPlan

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Matthew Baker

Personal Mortgage Adviser

Dip FMBM

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Lisa-Anne Han

Financial Planner

CFP®, BBus (Bkg&Fin), MFinPlan

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Matthew Dunbar

Financial Planner

CFP®, Adv Dip FP, BCom

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Emily Lanciana

Financial Planner

CFP®, Adv Dip FP, BCom

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Adam Spilsted

Senior Risk Specialist

AFP®, Adv Dip FP

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Paul Cull

Senior Risk Specialist

AFP®, BBus (Acc)

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Sarah Gonzales

Senior Investment Analyst

AFP®, BCom (Acc), MAppFin

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Support Staff


Melita Daff

Innovation and Practice Development Manager

Dip FS (FP), Dip Mgt

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Daniela Durpetti

National Operations Manager

Dip FS (FP), Dip BA, JP

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Kellie Ryan

Operations Manager - Geelong

Dip FS (FP)

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Catrina Jordan

Risk Operations Manager

Dip FP, JP

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Sheridan Percival

Compliance and Licensee Operations Manager

BBus (FP)

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Lenara Mukaieva

Compliance and Technical Manager

DipFP BEcon(Hons) GradCertFP MEcon MAppFin

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Adam Bajcarz

Investment Analyst

Dip FP, BCom, LLB

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Rochelle Dunham

Client Service Manager

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Nick Semjanov

Client Service Manager

BCom (FP, F)

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Elizabeth Wise

Client Service Manager

Dip FP, BCom

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Tamara Awad

Client Service Manager

Adv Dip FP, BBus (Fin)

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April Kara

Client Service Manager

JP

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Stephanie Eckert

Client Service Manager

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Inez Jacobs

Risk Administration Officer

Dip Admin

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Jessica Santiago

Administration Co-ordinator

Dip FP, BBus

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Steve Nobilo

Investment Operations Administrator

Dip Bus

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Maria Quercio

Receptionist and Client Review Co-ordinator

Dip FP

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