Our Team

Management Team

Peter Audet

Managing Director & Financial Adviser

Clare Sanderson

Chief Operating Officer & Company Secretary

Matt Kallis

Head of Advice & Financial Adviser

Marc O’Farrell

Head of Compliance

Megan Moss

National Operations Manager

Alice Jimmieson

Head of Client Services & Insurance

Financial Advisers

Peter Bond

Financial Adviser

Jodi Gleeson

Financial Adviser

Andrew Carmichael

Financial Adviser

Henry Do

Financial Adviser

Tristan Seeto

Financial Adviser

Chris Ey

Financial Adviser

Delwen Dean

Financial Adviser

Kane Dalley

Financial Adviser

Shane Carty

Financial Adviser

Scott Kilvington

Financial Adviser

Shireen Tan

Financial Adviser

Client Services

Quentin Hoffman

Client Services Manager

Jenn Feeney

Client Services Manager

Louise Prior

Client Services Manager

Phoebe Merritt

Client Services Manager

Melissa Reen

Client Services Manager

Catherine Hamilton-Smith

Client Services Manager

Zali Maroske

Junior Client Services Officer

Austin Graham

Junior Client Services Officer

We look forward to working with you to achieve your goals.