About our team

Our Advice Team

Phillip Win

Phillip Win

Senior Financial Adviser

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Kurt Ohlsen

Kurt Ohlsen

Senior Financial Adviser (Head of Advice)

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Scott Ungaro

Scott Ungaro

Senior Financial Adviser

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Rachael Arnold

Rachael Arnold

Senior Financial Adviser (Head of Compliance and Operations)

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Daniel Hill

Daniel Hill

Financial Adviser

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Chris Tsiolis

Chris Tsiolis

Senior Financial Adviser

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Angela Reade

Angela Reade

Provisional Financial Adviser

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Our Associate Advisers

Erica Lord

Erica Lord

Associate - Risk

Our Leadership Team

Lena Ridley

Lena Ridley

Chief Executive Officer

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Nicole Nixon

Nicole Nixon

Finance & Operations Manager

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Rachael Arnold

Rachael Arnold

Head of Compliance and Operations

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Kurt Ohlsen

Kurt Ohlsen

Head of Advice

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Our Team

Alison Mercier

Alison Mercier

Compliance Manager

Anita Snehi

Anita Snehi

Client Services Manager

Bonnie Rheinberger

Bonnie Rheinberger

Client Support Officer

Jackson Osmetti

Jackson Osmetti

IT Systems Administrator

Maryam	Elzaghir

Maryam Elzaghir

Client Support Officer

Sara Beckinsale

Sara Beckinsale

Client Support Officer

Rakhee Joshi

Rakhee Joshi

Receptionist

Flynn Hume

Flynn Hume

Graduate

Haran Nanthapoopan

Haran Nanthapoopan

Graduate

Our Board

Peter Coleman

Peter Coleman

Chair

Kurt Ohlsen

Kurt Ohlsen

Secretary