"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                                                                                                                                                                                                       "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                                                                                                                                                                                                       "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                                                                                                                                                                                                      

Management

Financial Index Management

Financial Index Management

Matthew Games

Chief Financial Officer

Philip Hart

Adviser Sales Manager, Chief of Marketing

Nicholas Mylonas

Chief Information Officer, Head of Product Operations

Spiro Paule

Chief Executive Officer

Tony Roussos

Chief Operations Officer

Michael Wilkins

Chief Adviser Services

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