"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty "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 "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson "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 "Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns

Adviser Services

Georgina McCutcheon

Adviser Services Operations Coordinator

Operations

Danielle Ludbey

Professional Standards Manager

Systems and IT

Brett Beck

IT Support & Data Administrator

Brett Cummins

Data Administrator

Ivy Lee

Senior Domino Developer

Craig Muir

Senior Notes Developer & Manager of IT Services

Mario Perera

Domino Administrator

Nalin Ranatunga

Systems and Network Engineer

Finance

Costa Charalambides

Graduate Accountant

Amy Docker

Accounting Intern

Matthew Duke

Senior Accountant

Ken Owens

Accounting Intern

Tulia Titifanua

Accounts Coordinator

Learning and Development

Alana Doyle

Learning and Development Officer

Michael Warren

Training and Assessment Developer

Marketing

Prerna Ashok

Communications Officer

Danielle Paterson

Marketing Coordinator

Operations

Sarah Davis (Maternity Leave)

Support Services Manager

Daniel Jovanovich

Mergers & Acquisition Coordinator

Product Services

Gwenda Sharpe

Product Services Coordinator

Emily Walker-Cook

Product Services Officer

> Articles

Gregory CunninghamCFP, SIA (Aff) AFPA> Patient Investors will Be Rewarded

Spiro Paule> Press Release - Storm Acquisition

At The ForefrontConsistency • Communication • Innovation