Super lump sum
15th October 2024
Our Team
Steven Barclay
Partner
Daniel Werner
Partner
Chris Zegers
Partner
Richard Liverpool
General Manager and Partner
Aidan Dixon
Financial Adviser, CFP and Partner
Shane O'Connor
Senior Financial Adviser and Partner
Sally Warncken
Practice Manager and Partner
Dean Godbee
Senior Financial Adviser
James Englebrecht
Senior Financial Adviser
Morgan Johnson
Financial Adviser
Christine Policarpio
Senior Paraplanner
Cathy Hart
Client Services Manager
Gail Grady
Implementation Manager
Joreme De Pedro
Implementation Manager
Noshaba Khan
Implementation Manager
Karen Perri
Administration Manager
Alexis Cross
Financial Planning Associate
Tara Young
Client Service Associate
Keshini Leaver
Client Service Associate
Ryan Booth
Financial Planning Intern/Client Services