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 Risk & Estate Planning

Tricia Kallis

Marketing and Communications Manager

Financial Advisers

Dominique Riley

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

Matthew Brooker

Financial Adviser

Shireen Tan

Financial Adviser

David Crawford

Risk and Estate Planning Adviser

Client Services

Catherine Hamilton-Smith

Head of Client Services

Quentin Hoffman

Client Services Manager

Louise Prior

Client Services Manager

Melissa Reen

Client Services Manager

Jenn Feeney

Client Services Manager

Phoebe Merritt

Client Services Manager

Nancy Brandon

Client Services Manager

Bernie Pyke

Client Services Manager

Tom Audet

Junior Client Services Manager

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