Meet our team
Teams
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Managing Director
Director / Head of Advice, Risk & Governance
Director, Head of Advice, Senior Financial Adviser, CFP
Project Manager (M&A)
Financial Adviser, CFP
Financial Adviser, CFP, Regional Head of Advice
Head of Best Practice, Financial Adviser, Partner
Financial Adviser, Team Manager
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Team Manager, Relationship Manager
Associate
Relationship Manager
Team Manager, Financial Adviser
Financial Adviser
Financial Adviser
Team Manager, Relationship Manager
Relationship Manager
Relationship Manager
Administrative Assistant
Relationship Manager
Relationship Manager
Wealth Protection Financial Adviser
Administrative Assistant
Relationship Manager
Administrative Assistant
Administrative Assistant
Board Director
Financial Adviser & Team Manager
Financial Adviser, Partner, Regional Head of Advice (Gold Coast)
Head of Wealth Management, Financial Adviser, Partner
Advice & Compliance Manager
Team Manager, Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Relationship Manager
Relationship Manager
Project Manager
Project Manager
Head of IT
Salesforce Platform Manager
Financial Adviser
Campaign and Content Manager
Digital Marketing Coordinator
Financial Adviser
Financial Adviser, Team Manager
Financial Adviser
Associate & Team Manager
Associate
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Financial Adviser
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Financial Adviser
Financial Adviser, Team Manager, Partner
Team Manager, Partner, Senior Financial Adviser
Financial Adviser
Associate
Relationship Manager
Administrative Assistant
Administrative Assistant
Advice & Compliance Associate
Administrative Assistant
Head of Lending
Project Accountant
Financial Adviser CFP, Head of Strategy & High Performance, Partner
Financial Adviser, Partner
Financial Adviser, Team Manager, Partner
Financial Adviser
Financial Adviser
Relationship Manager
Financial Adviser, Team Manager
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Client Experience Coach
Relationship Manager
Financial Adviser
Relationship Manager
Team Manager, Financial Adviser
Financial Adviser
Financial Adviser
Client Experience Coach, Partner
Relationship Manager
Relationship Manager
Relationship Manager
Financial Adviser, Team Manager
Financial Adviser, Team Manager Freycinet
Financial Adviser
Financial Adviser, Team Manager Salamanca
Financial Adviser, Partner
Financial Adviser
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Financial Adviser
Financial Adviser
Financial Adviser
Relationship Manager
Relationship Manager
Financial Adviser
Financial Adviser
Financial Adviser
Associate
Associate
Project Manager
Client Experience Coach
Relationship Manager
Administrative Assistant
Financial Adviser
Financial Adviser, Team Manager
Associate
Relationship Manager
Relationship Manager
Financial Adviser, CFP/Team Manager
Financial Adviser, CFP
Head of Client Advice Solutions, Financial Adviser, CFP
Financial Adviser
Management Accountant
Head of Risk and Compliance
People and Culture Assistant
Wealth Protection Strategy Specialist
Learning Specialist
Learning and Development Assistant
Digital Learning Developer
Sr. Executive Assistant Exec/PMO
Junior Finance Assistant
Administrative Assistant
Subject Matter Expert
Administrative Assistant
Administrative Assistant
Senior Credit Adviser
Senior Credit Adviser
Senior Credit Adviser
Associate Credit Adviser
Lending Associate
Lending Associate
Lending Associate
Lending Associate
Credit Adviser
Credit Adviser
Lending Support
Finance Admin Assistant
Risk Implementation Specialist
Facilities Admin Assistant
Administrative Assistant
Financial Adviser
Relationship Manager
Relationship Manager
Relationship Manager
Subject Matter Expert
Administrative Assistant
Administrative Assistant
Relationship Manager
Administrative Assistant
Administrative Assistant
Lending Support
Mortgage Broker
Administrative Assistant
People and Culture Assistant
Administrative Assistant
Financial Adviser, Partner
Systems Support Officer
M&A – Technical, Partner
Financial Adviser
Relationship Manager
Administrative Assistant
Financial Adviser, Team Manager, CFP
Financial Adviser
Financial Adviser, CFP / Office Development Manager, Regional Head of Advice
Financial Adviser, CFP, Team Manager
Financial Adviser
Financial Adviser
Client Experience Coach
Relationship Manager
Group Regional Head of Advice, Financial Adviser
Regional Head of Advice NSW Coast ,Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser, Team Manager
Associate
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Administrative Assistant
Relationship Manager
Bookkeeping Assistant
Administrative Assistant
Advice & Compliance Coach
Administrative Assistant
Administrative Assistant
Administrative Assistant
Database Assistant
Database Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Head of Operations
Internal Communications Manager
Marketing Subject Matter Expert
Marketing Assistant
Accounts Assistant
CXC Manager
Subject Matter Expert
Business Relationship Manager
Associate
Management Accountant
Associate Adviser
Relationship Manager
Head of Business Analytics
Administrative Assistant
Relationship Manager
Financial Adviser, Team Manager
Relationship Manager
Relationship Manager
Head of People & Culture
Head of Global Advice Support
Head of Process Improvement & RM Capacity
Head of the Invest Blue Way
Head of Wealth Protection
Data Analytics Assistant
Relationship Manager
Advice & Compliance Coaching Manager
Advice Administrative Assistant
Head of Client Experience & Implementation
Board Director
Associate
Associate
Database Assistant
Head of Strategic Partnerships and Business Development
Head of Marketing
Advice & Compliance Coach
Associate
Relationship Manager
Lending Support
Mortgage Broker Support
Administrative Assistant
Administrative Assistant
Relationship Manager
Administrative Assistant
Client Support
Administrative Assistant
Relationship Manager
Subject Matter Expert
Advice & Compliance Coach
Relationship Manager
Relationship Manager
Administrative Assistant
Client Support Manager
Chairman of the Board
Head of Finance & Company Secretary
Head of Analytics & Innovation
Senior Accounting Officer
Junior Accounting Assistant
Head of Learning and Development
Advice Production Manager
Advice & Compliance Coaching Support
Relationship Manager
Relationship Manager
Administrative Assistant
Administrative Assistant
Relationship Manager
Relationship Manager
Relationship Manager
Subject Matter Expert
Relationship Manager
Database Manager
PAC Subject Matter Expert
System Support Officer
Administrative Assistant
