Our people
Executive
The people responsible for the direction, standards and operating strength behind the advice experience.
Keith Jones
CEO
Kate Golder
Executive Director and Head of Compliance
Lisa Fuentes
Chief Operating Officer
Don O’Brien
Head of Accounting
Andrew Biviano
Head of Advice
Start the conversation
Begin with the right conversation.
Tell us what you are planning and we will connect you with the right person.
02 8078 0888Level 11, 60 Carrington Street, Sydney NSW 2000