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The Team

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Meet the Team

John Carroll

DIRECTOR -PRACTICE MANAGER

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Derek Fitzgerald

DIRECTOR – SENIOR FINANCIAL PLANNER

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Lawrie Tompkins

DIRECTOR – SENIOR ACCOUNTANT

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Leesa Graham

SENIOR FINANCIAL PLANNER

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Zoe Kennedy

ASSOCIATE  FINANCIAL PLANNER

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Karlee Bridge

SENIOR ACCOUNTANT

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Jess Curd

ASSOCIATE ACCOUNTANT

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Mitchell Holmes

ACCOUNTANT

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Salman Aziz

ACCOUNTANT

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Calym Hill

ACCOUNTANT

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Colleen Peoples

TAXATION CONSULTANT

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Ryan Casey

TAXATION CONSULTANT

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Ashleigh Morris

PARAPLANNER

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Sarah Jacobs

PARAPLANNER

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Tani Patterson

EXECUTIVE ASSISTANT  FP

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Louise Basham

FINANCIAL PLANNING ASSISTANT

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Stacey Faulkner

FINANCIAL PLANNING ASSISTANT

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Veronica Carroll

FINANCIAL PLANNING ASSISTANT

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Emma McDonald

FINANCIAL PLANNING ASSISTANT

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We are looking for a new team member!

FINANCIAL PLANNING ASSISTANT

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Robyn Sweeney

BUSINESS SERVICES ADMINISTRATION

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Lisa Davis

OFFICE ADMINISTRATION

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Chanelle Taylor

OFFICE ADMINISTRATION

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The secret to achieving your long term financial goals?
“Good Financial Decisions, everyday!”.

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