Finance

Jonathan Chee

Assistant Accountant

Matthew Duke

Senior Accountant

Tulia Titifanua

Assistant Accountant

Moran Yin

Assistant Accountant

Learning and Development

Alana Doyle

Learning and Development Officer

Marketing

Danielle Paterson

Marketing Coordinator

Operations

Daniel Jovanovich

Mergers & Acquisition Coordinator

Danielle Ludbey

Quality Assurance Officer, Compliance Coordinator

Sarah Meers

Support Services Manager

Product Services

Gwenda Sharpe

Product Services Coordinator

Emily Walker-Cook

Product Services Officer

Systems and IT

Ivy Lee

Notes Developer

Craig Muir

Senior Notes Developer

Mario Perera

IT Support & Database Administrator

Nalin Ranatunga

Systems & Network Administrator

> Articles
Danielle Ludbey> Financial Index Meets International Standards
Danielle Paterson> Welcome Ken Wong
Gregory CunninghamCFP, SIA (Aff) AFPA> Patient Investors will Be Rewarded
Sarah Meers> Welcome Ron Chapman Clients
Spiro Paule> Press Release - Storm Acquisition
> All Articles

"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

"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives

"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes

"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

"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty

At The ForefrontConsistency • Communication • Innovation