Market update – October 2024
19th November 2024
Our Team
Management Team
Peter Audet
Managing Director & Financial Adviser
Clare Sanderson
Head of M&A & 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
Delwen Dean
Financial Adviser
Jodi Gleeson
Financial Adviser
Andrew Carmichael
Financial Adviser
Henry Do
Financial Adviser
Tristan Seeto
Financial Adviser
Chris Ey
Financial Adviser
Dominique Riley
Financial Adviser
Kane Dalley
Financial Adviser
Shane Carty
Financial Adviser
David Crawford
Risk and Estate Planning Adviser
Scott Kilvington
Financial Adviser
Matthew Brooker
Financial Adviser
Shireen Tan
Financial Adviser
Kathleen Lewis
Financial Adviser
Client Services
Catherine Hamilton-Smith
Head of Client Services
Phoebe Merritt
Client Services Manager
Louise Prior
Client Services Manager
Melissa Reen
Client Services Manager
Jenn Feeney
Client Services Manager
Nancy Brandon
Client Services Manager
Tom Audet
Junior Client Services Manager
Bernie Pyke
Client Services Manager