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Level 1, 115 Cambridge Street, West Leederville WA 6007
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OUR TEAM
Meet Our Team Members
David McGregor
David McGregor
Director / Financial Planner
Quyen Truong
Quyen Truong
Director / General Manager
Financial Planners
Chris Pritchard
Chris Pritchard
Senior Financial Planner
Stephanie Tang–Bowman
Stephanie Tang–Bowman
Financial Planner
Peter Webster
Peter Webster
Financial Planner
Daniel Purslowe
Daniel Purslowe
Financial Planner
Petrese Ivey
Petrese Ivey
Financial Planner
Brenda Will
Brenda Will
Financial Planner
Sandra Carr
Sandra Carr
Financial Planner
Lewis Christie
Lewis Christie
Financial Planner
Paraplanning
Marie-Claire Greenwood
Marie-Claire Greenwood
Paraplanner
Carol Hunter
Carol Hunter
Associate Adviser
Client Services
Reagan Muller
Reagan Muller
Senior Client Manager
Beate Coughlin
Beate Coughlin
Client Manager
Nicholas Paratore
Nicholas Paratore
Client Manager
Katie Clifton
Katie Clifton
Client Manager
Harry Spencer
Harry Spencer
Client Manager
Jessica O’Keefe
Jessica O’Keefe
Client Manager
Michelle Paratore
Michelle Paratore
Client Concierge
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