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 & Aged Care Specialist Adviser

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

Michelle Paratore

Michelle Paratore
Client Concierge

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

Contact us today to arrange an appointment