Our people

Directors


James McGregor

Managing Director

CFP®, DipFP, BA(Ec), FFin, FAICD

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Andrew Dunbar

Director

CFP®, AdvDipFP, BCom, BEc

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Mark Bardzinski

Director

AFP®, DipFA, DipFMBM, SAFin, FChFP

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Andrew McLaren

Director

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Peter James

Director

DipFP, FCPA

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Planners


James McGregor

Managing Director

CFP®, DipFP, BA(Ec), FFin, FAICD

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Andrew Dunbar

Director

CFP®, AdvDipFP, BCom, BEc

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Mark Bardzinski

Director

AFP®, DipFA, DipFMBM, SAFin, FChFP

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Rhett Pudney

Head of Compliance and Licensee Operations

AFP®, DipPM, DipQA, DipFMBM, DipTAA, AdvDipFS(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®, DipFS(FP), BBus

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John Versace

Senior Financial Planner

CFP®, AdvDipFP, BBus(Ec&Fin), GDipFinServ

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David Maddock

Senior Financial Planner

CFP®, BCom

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Suzanne Johnston

Senior Financial Planner

CFP®, AdvDipFP, BCom

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Michael Brandt

Senior Financial Planner

CFP®, AdvDipFS, BCom(Acc), BAppFin

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Preston Foster

Senior Financial Planner

CFP®, DipFP, BBus

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Sean Moran

Senior Financial Planner

AFP®, BCom, GDipFP

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Robert Greig

Senior Financial Planner

AFP®, AdvDipFP, BAppSocSc, MFinPlan

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Matthew Dunbar

Senior Financial Planner

CFP®, AdvDipFP, BCom

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Matthew Baker

Personal Mortgage Adviser

DipFMBM

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Damian Power

Personal Mortgage Adviser

DipFMBM, BSc, GDipSc

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Lisa-Anne Han

Financial Planner

CFP®, BBus (Bkg&Fin), MFinPlan

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Emily Lanciana

Financial Planner

CFP®, AdvDipFP, BCom

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Adam Spilsted

Senior Risk Specialist

AFP®, AdvDipFP

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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

DipFS(FP), DipMgt

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Daniela Durpetti

National Operations Manager

DipFS(FP), DipBA, JP

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Kellie Ryan

Operations Manager - Geelong

DipFS(FP)

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Catrina Jordan

Risk Operations Manager

DipFP, 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, BEc(Hons),GradCertFP, MEc, MAppFin

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Adam Bajcarz

Investment Analyst

DipFP, BCom, LLB

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Rochelle Dunham

Client Service Manager

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Elizabeth Wise

Client Service Manager

AdvDipFP, Bcom

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Tamara Bellucci

Client Service Manager

AdvDipFP, 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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Jessica Santiago

Client Service Manager

DipFP, BBus

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Steve Nobilo

Investment Operations Administrator

DipBus

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Inez Jacobs

Risk Administration Officer

DipAdmin

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Nina Lopez

Administration Co-ordinator

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Lisa Georges

Receptionist

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Ebony Rice

Receptionist

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