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In House Investment Team

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James McGregor

Managing Director Read more

Andrew Dunbar

Director Read more

Mark Bardzinski

Director Read more

Melita Daff

Director, Head of Innovation and Client Experience Read more

John Versace

Director, Head of Expat Services & Senior Financial Adviser Read more

Sarah Gonzales

Chief Investment Officer | Principal Read more

Tim Conde

Senior Financial Adviser | Principal Read more

Daniela Durpetti

Executive Operations Manager Read more

Abbie Gellatly

Head of People and Culture | Principal Read more

Steve Toniazzo

Senior Financial Adviser | Principal Read more

Kellie Ryan

Xplan Experience Manager Read more

Michelle Heffernan

Senior Financial Adviser | Principal Read more

Emily Lanciana

Senior Financial Adviser | Principal Read more

Lisa Haley

Senior Financial Adviser Read more

Rhett Pudney

Head of Compliance and Licensee Operations | Principal Read more

David Maddock

Senior Financial Adviser | Principal Read more

Preston Foster

Senior Financial Adviser | Principal Read more

Stephanie Eckert

Executive Coordinator Read more

Lisa-Anne Han

Senior Financial Adviser Read more

Matthew Dunbar

Senior Financial Adviser | Principal Read more

Catrina Jordan

Operations Manager Read more

Frank D’Alesio

Senior Financial Adviser Read more

Warner Leung

Senior Financial Adviser Read more

Robert Greig

Senior Financial Adviser | Principal Read more

Tracey Pace

Senior Financial Adviser | Principal Read more

Elizabeth Wise

Financial Adviser Read more

April Kara

Client Service Manager Read more

Matthew Baker

Senior Mortgage Adviser Read more

Jessica Santiago

Financial Adviser Read more

Daniel Kalisperis

Financial Adviser Read more

Sean Moran

Senior Financial Adviser Read more

Inez Jacobs

Insurance Service Manager Read more

Tamara Bellucci

Financial Adviser Read more

Adam Bajcarz

Head of Portfolio Management | Principal Read more

Rochelle Dunham

Manager of Advice and Client Support Read more

Michael Brandt

Senior Financial Adviser Read more

Steve Nobilo

Investment Operations Administrator Read more

Brett Rowe

Senior Financial Adviser Read more

Sam Blake

Client Service Manager Read more

Anthony Lee

Financial Adviser Read more

John McLaughlin

Senior Insurance Adviser | Principal Read more

Karolina Scales

Project Manager Read more

Jakob Ayres

Financial Adviser | Principal Read more

Jess Bray

Client Services Manager Read more

Tammy Tan

Compliance Manager Read more

Chelsea Jiang

Senior Paraplanner Read more

Anthony Yang

Investment Analyst Read more

Tarryn Chen

Financial Advice Associate Read more

Paul Saliba

Specialist Investment Management Consultant Read more

Miguel Lamvohee

Senior Insurance Adviser Read more

Toby Simpson

Senior Financial Adviser Read more

Aimee Telford

Personal Mortgage Adviser Read more

Joel Galenda

Financial Advice Associate Read more

Junior Asher

Financial Planning Associate Read more

Julia Robinson

Client Service Manager Read more

Connie Yi

Paraplanner Read more

Sean Andrews

Client Services Associate Read more

Tyler Hempel

Client Services Associate Read more

David O’Brien

Financial Advice Associate Read more

Dermot Reiter

Senior Financial Adviser Read more

Harrison Keen

Client Services Associate Read more

Alisha Sandhu

Client Service Manager Read more

Brian Paou

Client Services Associate Read more