"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                       "Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                       "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                      

Administration

Melissa Griffiths (Maternity Leave)

Administration Coordinator

Rebecca Turton

Administration Coordinator

Lauren Wesley

Administration Trainee

Jolene Darrigan

National Receptionist

Zoe Paule

Administration Assistant

Natasha Pitts

Administration Officer

Catherine Pournaras

Administration Officer

Adviser Services

Travis Russo

Adviser Support

> Staff Profiles
Andrew Rafty> Andrew is a fully certified financial planner ...
Gregory CunninghamCFP, SIA (Aff) AFPA> Greg has over 33 years experience in ...
Robert Chester> Rob has worked in the Financial Services ...
Pandeli HalamandarisDip Bus (Acc), Adv Cert (Acc), Dip FS(FP)> Pandeli’s professional qualifications include a Diploma of ...
Alan FavellCFP, Dip FP> Alan has 22 years experience in the ...
Scott RedpathDip FS (FP), Dip Bus (Bnk & Fin)> Scott’s professional qualifications include a Diploma of ...
Neville WilliamsonDip FP> Neville has been in the Financial Services ...
Greg Armstrong> Greg has 35 years experience in the ...
Bob FeganFdn. DFP> Bob has 32 years experience in the ...
Matthew SwieconekB Com, F Fin> Matthew has over 10 years experience in ...
Wayne BradbrookDip FS (FP)>   Wayne believes in building a long-term relationship ...
Matthew WaughMFinPlan, Adv Dip FS(FP)> Matthew’s professional qualifications include a Masters of ...
Peter PeacockB.Comm (FP)> Peter has worked in the Financial Services ...
Tracey BurnsB. Bus (acc) CPA> Tracey has been working in various financial planning ...
John IvesCFP> John has been working in the Banking ...
Steven JarickCFP Dip FP SSA> Steve has worked in the Financial Services ...
Tom DawesJP, CFP®, GAICD, BEng (Elec), MCom, MBA, DipFP> Tom has 13 years experience as a Financial ...
David McKayCFP® Dip FP BBus (Acc)> David has 16 years experience in superannuation and ...
Dianne E DashCFP® BComm CA> Dianne is a Chartered Accountant and Certified ...
Howard KempCFP®, Dip FP> Howard has over 22 years financial planning experience ...
Bill WallerJP CFP® GAICD> Bill places a high importance in building ...
Danny KrsticDip. F.P., B.Bus. (IS), Grad. Dip Mgt, Assoc. Dip. (Int/Trans).> With professional qualifications including a Diploma of ...
James ShawBCom FP> James holds a Bachelor of Commerce with ...
Stephen PoucherAFPA> Stephen is a valued member of the ...
Ryan CarrollDip FS (FP)> Ryan Carroll brings a wealth of expertise ...
Danny BesharaDip FS (FP), BCom (Acc) BAppFin> Danny enjoys building long-term relationships and interacting personally ...
Lindsay Bell> Lindsay enjoys interacting with clients both personally ...
Craig BunceDip FS (FP)> Craig Bunce brings a wealth of expertise ...
Ben WellsDip FS (FP), BEc> Ben enjoys building long-term relationships and interacting personally ...
> All Staff
At The ForefrontConsistency • Communication • Innovation