About our team
Our Advice Team
Phillip Win
Senior Financial Adviser
Read More
Kurt Ohlsen
Senior Financial Adviser (Head of Advice)
Read More
Scott Ungaro
Senior Financial Adviser
Read More
Rachael Arnold
Senior Financial Adviser (Head of Compliance and Operations)
Read More
Daniel Hill
Financial Adviser
Read More
Chris Tsiolis
Senior Financial Adviser
Read More
Angela Reade
Provisional Financial Adviser
Read More
Our Associate Advisers
Erica Lord
Associate - Risk
Our Leadership Team
Lena Ridley
Chief Executive Officer
Read More
Nicole Nixon
Finance & Operations Manager
Read More
Rachael Arnold
Head of Compliance and Operations
Read More
Kurt Ohlsen
Head of Advice
Read More
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
Kurt Ohlsen
Secretary