About our team
Our Advice Team
Phillip Win
Senior Financial Adviser
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Kurt Ohlsen
Senior Financial Adviser
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Scott Ungaro
Senior Financial Adviser
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Kelly Lindsell
Senior Financial Adviser
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Rachael Arnold
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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Anthony Lawson
Senior Financial Adviser
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Angela Reade
Provisional Financial Adviser
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Our Associate Advisers
Yue Leng
Associate Financial Adviser
Erica Lord
Associate - Risk
Our Leadership Team
Lena Ridley
Chief Executive Officer
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Nicole Nixon
Finance & Operations Manager
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Rachael Arnold
Head of Compliance and Client Operations
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Spiros Christoforatos
Head of Client & Adviser Growth
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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
Our Board
Peter Coleman
Chair
Phillip Win
Managing Director
Kurt Ohlsen
Director