Meet Our People

Our team is experienced and dedicated to providing clients the best service in the industry.

Our business model is designed to maximise your outcomes by considering your complete financial picture. Our in-house experts in mortgages, tax and investment, work hand-in-hand with our financial advisers.

Matt Carter
Matt CarterDIRECTOR & SENIOR
FINANCIAL ADVISER
Nick Perkins
Nick PerkinsDIRECTOR & SENIOR
FINANCIAL ADVISER
Graeme Fowler
Graeme FowlerDeputy CEO
Peter Lynn
Peter LynnCHIEF OPERATING OFFICER
Anthony Webb
Anthony WebbSENIOR FINANCIAL ADVISER
David Tysoe
David TysoeHead of Advisory Services / SENIOR FINANCIAL ADVISER
KARA Cochrane
KARA CochraneHead of Human Resources
Daniel Lemish
Daniel LemishSENIOR FINANCIAL ADVISER
JULIE CLARK
JULIE CLARKOFFICE MANAGER & CLIENT
ENGAGEMENT ASSOCIATE
JASON ROSEWARNE
JASON ROSEWARNESenior Financial Adviser
JOHN LAI
JOHN LAISENIOR FINANCIAL ADVISER
Antoinette Stefas
Antoinette StefasGroup Operations Manager
Thomas Chiu
Thomas ChiuHead of Paraplanning
Andrea Andreou
Andrea AndreouHead of Client Engagement
Catherine Corr
Catherine CorrSenior Financial Adviser
Krisztian Pilisko
Krisztian PiliskoFinancial Adviser and Mortgage Broker
Sophia Nicola
Sophia NicolaTax Accountant
Kerry Nielsen
Kerry NielsenClient Engagement Associate
Chris Eagleton
Chris EagletonHead of Acquisitions
Tanzila Madhyan
Tanzila MadhyanHead of Client Services & Implementation
Dusan Cikos
Dusan CikosClient Services & Implementation
Dhores Sollestre
Dhores SollestreClient Services and Implementation Team Leader
Camilla Burnell
Camilla BurnellClient Engagement Associate
Todd Burnell
Todd BurnellSenior Financial Adviser
Sam Anderton
Sam AndertonFinancial Adviser
Adam Nash
Adam NashSenior Financial Advisor
Samantha Loveder
Samantha LovederClient Engagement Associate
Alan Poswell
Alan PoswellSenior Financial Adviser
Chris Cabrol
Chris CabrolFinancial Adviser
Matthew Harrington
Matthew HarringtonSenior Financial Adviser
Julie Nipperess
Julie NipperessSenior Financial Adviser
Kim Bryant
Kim BryantSenior Financial Adviser
Cindy Carnie
Cindy Carnie Client Engagement Associate
Lincoln Johnson
Lincoln JohnsonSenior Financial Adviser
Helen Joyce
Helen JoyceSenior Financial Adviser
Marco Pandini
Marco PandiniSenior Financial Adviser
Tanya Slack
Tanya SlackClient Engagement Associate
Peter Bennet
Peter BennetMortgage Adviser
Michael Toohey
Michael TooheySenior Financial Adviser
Erica Williams
Erica WilliamsSenior Financial Adviser
Sigmone Bennion
Sigmone BennionSenior Financial Adviser
Danielle Sawyer
Danielle SawyerClient Engagement Associate
Jackson Tidswell
Jackson TidswellSenior Financial Adviser
Michelle Oswald
Michelle OswaldAccountant and Financial Adviser
Michael Hiscock
Michael HiscockSenior Financial Adviser
Stephen Garrett
Stephen GarrettSenior Financial Adviser
Rebecca Hollitt
Rebecca HollittClient Engagement Associate
Debbie McClintock
Debbie McClintockClient Engagement Associate