About our team
Our Advice Team
Phillip Win
Senior Financial Adviser
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Kurt Ohlsen
Senior Financial Adviser (Head of Advice)
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Scott Ungaro
Senior Financial Adviser
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Rachael Arnold
Senior Financial Adviser (Head of Compliance and Client Operations)
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Daniel Hill
Financial Adviser
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Chris Tsiolis
Senior Financial Adviser
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Angela Reade
Provisional Financial Adviser
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Chris Seneviratne
Senior Insurance Adviser
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Our Associate Advisers
Erica Lord
Associate - Risk
Our Leadership Team
Nicole Nixon
Finance & Operations Manager
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Rachael Arnold
Head of Compliance and Client Operations
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Kurt Ohlsen
Head of Advice
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Our Team
Alison Mercier
Compliance Manager
Anita Snehi
Client Services Manager
Bonnie Rheinberger
Client Support Officer
Jackson Osmetti
IT Systems Administrator
Maryam Elzaghir
Client Support Officer
Sara Beckinsale
Client Support Officer
Rakhee Joshi
Receptionist
Flynn Hume
Graduate
Haran Nanthapoopan
Graduate
Our Board
Peter Coleman
Chair
Garry Ohlsen
Non-Executive Director
Andrew Walsh
Non-Executive Director