Our people

Wealth

Financial advisers and advice leaders supporting wealth, investment, superannuation and retirement decisions.

Kate Golder

Kate Golder

Executive Director and Head of Compliance

Andrew Biviano

Andrew Biviano

Head of Advice

Ben Graham

Ben Graham

Managing Adviser

Gary Gleeson

Gary Gleeson

Managing Adviser

Alex O’Brien

Alex O’Brien

Senior Financial Adviser

Bronwen Batty

Bronwen Batty

Senior Financial Adviser

Amy Atkinson

Amy Atkinson

Senior Financial Adviser

Tracey Briggs

Tracey Briggs

Senior Financial Adviser

Gabriel Fernandes

Gabriel Fernandes

Senior Financial Adviser

Michael Duffy

Michael Duffy

Senior Financial Adviser

Irene Chau

Irene Chau

Senior Financial Adviser

Allan McGregor

Allan McGregor

Financial Adviser

Chloe Marinucci

Chloe Marinucci

Advice Associate

Nicole Brown

Nicole Brown

Advice Associate

Danny Wong

Danny Wong

Manager, Research

Samuel Chandra

Samuel Chandra

Senior Investment & Research Specialist

Pieter Britz

Pieter Britz

Research Analyst

Fiona Slavin

Fiona Slavin

Manager, Paraplanning

Jessica Lloyd

Jessica Lloyd

Paraplanner

Janice Prawira

Janice Prawira

Paraplanner

Colleen Seeto

Colleen Seeto

Client Services Manager

Tracy Tarry

Tracy Tarry

Client Services Manager

Amanda Hansen

Amanda Hansen

Client Services Manager

Jasmin Russell

Jasmin Russell

Client Services Officer

Enny Jusuf

Enny Jusuf

Client Services Manager

Mona Pham

Mona Pham

Client Services Manager

Eve Yap

Eve Yap

Client Services Manager

Rebecca Smith

Rebecca Smith

Client Services Manager

Cara Vloedmans

Cara Vloedmans

Client Services Officer

Elizabeth Laliotis

Elizabeth Laliotis

Receptionist

Start the conversation

Speak with the wealth team.

Tell us what you are planning and we will connect you with the right person.

02 8078 0888
Level 11, 60 Carrington Street, Sydney NSW 2000

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