About our team

Our Advice Team

Phillip Win

Phillip Win

Senior Financial Adviser

Read More

Kurt Ohlsen

Kurt Ohlsen

Senior Financial Adviser

Read More

Scott Ungaro

Scott Ungaro

Senior Financial Adviser

Read More

Kelly Lindsell

Kelly Lindsell

Senior Financial Adviser

Read More

Rachael Arnold

Rachael Arnold

Senior Financial Adviser

Read More

Daniel Hill

Daniel Hill

Financial Adviser

Read More

Our Associate Advisers

Angela Reade

Angela Reade

Associate Financial Adviser

Nash Hove

Nash Hove

Associate Financial Adviser

Yue Leng

Yue Leng

Associate Financial Adviser

Michelle Boot

Michelle Boot

Associate Financial Adviser

Erica Lord

Erica Lord

Associate - Risk

Our Leadership Team

Lena Ridley

Lena Ridley

Chief Executive Officer

Read More

Nicole Nixon

Nicole Nixon

Finance & Operations Manager

Read More

Rachael Arnold

Rachael Arnold

Senior Financial Adviser

Read More

Spiros Christoforatos

Spiros Christoforatos

Head of Client & Adviser Growth

Read More

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

Sharon Cruickshank

Sharon Cruickshank

Senior Office Coordinator

Our Board

Peter Coleman

Peter Coleman

Chair

Phillip Win

Phillip Win

Managing Director

Kurt Ohlsen

Kurt Ohlsen

Director