Derek Fitzgerald

DIRECTOR – SENIOR FINANCIAL PLANNER

Lawrie Tompkins

DIRECTOR – SENIOR ACCOUNTANT

Zoe Kennedy

DIRECTOR – FINANCIAL PLANNER

John Carroll

PRACTICE MANAGER

Leesa Graham

SENIOR FINANCIAL PLANNER

Mitchell Holmes

ACCOUNTANT

Chris Place

ASSOCIATE ACCOUNTANT

Colleen Peoples

TAXATION CONSULTANT

Ashleigh Morris

OPERATIONS MANAGER FP

Sarah Jacobs

PARAPLANNER

Tani Patterson

EXECUTIVE ASSISTANT  FP

Maddison Bailey

FINANCIAL PLANNING ASSISTANT

Amy McGarity

FINANCIAL PLANNING ASSISTANT

Stacey Faulkner

FINANCIAL PLANNING ASSISTANT

Robyn Sweeney

FINANCIAL PLANNING ASSISTANT

(Photo coming soon)

Erin Linnett

FINANCIAL PLANNING ASSISTANT

Veronica Carroll

FINANCIAL PLANNING ASSISTANT

Krystal James

FINANCIAL PLANNING ASSISTANT

(Photo coming soon)

Brianna Leary

OFFICE ADMINISTRATION

Olivia Ramsamy

OFFICE ADMINISTRATION