Our People

Our People
  • James McGregor

    James McGregor

    Managing Director

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  • Andrew McLaren

    Andrew McLaren

    Director

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  • Peter James

    Peter James

    Director

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  • Andrew Dunbar

    Andrew Dunbar

    Senior Financial Planner

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  • Mark Bardzinski

    Mark Bardzinski

    Senior Financial Planner

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  • Rhett Pudney

    Rhett Pudney

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  • Laine Preo

    Laine Preo

    Senior Financial Planner

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  • Tim Conde

    Tim Conde

    Senior Financial Planner

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  • Steve Toniazzo

    Steve Toniazzo

    Senior Financial Planner

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  • Jason Leddin

    Jason Leddin

    Senior Financial Planner

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  • David Maddock

    David Maddock

    Senior Financial Planner

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  • Rohan Benstead

    Rohan Benstead

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  • Michael Brandt

    Michael Brandt

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  • John Versace

    John Versace

    Financial Planner

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  • Suzanne Johnston

    Suzanne Johnston

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  • Lisa-Anne Han

    Lisa-Anne Han

    Senior Planner Assistant

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  • Adam Spilsted

    Adam Spilsted

    Senior Risk Adviser

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  • Paul Cull

    Paul Cull

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  • Matthew Dunbar

    Matthew Dunbar

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  • Sarah Gonzales

    Sarah Gonzales

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  • Melita Daff

    Melita Daff

    Operations Manager

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  • Daniela Durpetti

    Daniela Durpetti

    Operations Manager

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  • Kellie Ryan

    Kellie Ryan

    Senior Planner Assistant

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  • Catrina Jordan

    Catrina Jordan

    Senior Planner Assistant

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  • Denise Naranjilla

    Denise Naranjilla

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  • Agnes Erdosi

    Agnes Erdosi

    Senior Planner Assistant

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  • Rochelle Dunham

    Rochelle Dunham

    Senior Planner Assistant

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  • Sharelle Hudson

    Sharelle Hudson

    Senior Planner Assistant

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  • Nick Semjanov

    Nick Semjanov

    Senior Planner Assistant

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  • Elizabeth Wise

    Elizabeth Wise

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  • Tamara Awad

    Tamara Awad

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  • April Kara

    April Kara

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  • Inez Jacobs

    Inez Jacobs

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  • Sheridan Percival

    Sheridan Percival

    Business Analyst

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  • Steve Nobilo

    Steve Nobilo

    Investment Operations Administrator

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  • Maria Quercio

    Maria Quercio

    Receptionist and Client Review Co-ordinator

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  • Giverney Boyd

    Giverney Boyd

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