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
Lesley Hunter
National Operations Manager
Nicole Stuart
Head of Operations
Marc O’Farrell
Head of Compliance
Alice Jimmieson
Head of Risk & Estate Planning
Tricia Kallis
Head of Marketing
Financial Advisers
Delwen Dean
Financial Adviser
Jodi Gleeson
Financial Adviser
Andrew Carmichael
Financial Adviser
Craig Fermor
Life Risk and Estate Planning Adviser
Henry Do
Financial Adviser
Tristan Seeto
Financial Adviser
Chris Ey
Financial Adviser
Shandell Walne
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
Mike Kiefer
Financial Adviser
Michael Bond
Financial Adviser
Greg Lyons
Financial Adviser
Steve Nielsen
Financial Adviser
Stanford Clark
Financial Adviser
Kelly Conley
Financial Adviser
Ben Mcgrath
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
Bernie Pyke
Client Services Manager
Anita Parsons
Client Services Manager
Kym Kay
Client Services Manager
Luke Chazov
Client Services Manager
Janine Carpenter
Client Services Manager
Ali Saipen
Client Services Manager
Melissa Kelly
Client Services Manager
Katrina Carey
Client Services Manager
Thalia Ambrose
Client Services Manager
Jade Yardley
Client Services Manager
Georgia Hamel
Client Services Manager