OUR TEAM

Meet Our Team Members

Directors

David McGregor

David McGregor
Director / Financial Planner

Quyen Truong

Quyen Truong
Director / General Manager

Management

Tim Gillon

Tim Gillon
Management

Liz Farrell

Liz Farrell
Management

Maryam Vagh

Maryam Vagh
Management

Financial Planners

Chris Pritchard

Chris Pritchard
Senior Financial Planner

Stephanie Tang–Bowman

Stephanie Tang–Bowman
Financial Planner

Daniel Purslowe

Daniel Purslowe
Financial Planner

Petrese Ivey

Petrese Ivey
Financial Planner

Brenda Will

Brenda Will
Financial Planner & Aged Care Specialist Adviser

Lewis Christie

Lewis Christie
Financial Planner

Sandra Carr

Sandra Carr
Financial Planner

Dana Gibbs

Dana Gibbs
Financial Planner

Associates

Nicholas Paratore

Nicholas Paratore
Associate Adviser

Harry Spencer

Harry Spencer
Associate Adviser

Carol Hunter

Carol Hunter
Associate Adviser

Paraplanning

Marie-Claire Greenwood

Marie-Claire Greenwood
Paraplanner

Richard McLean

Richard McLean
Paraplanner

Client Services

Michelle Paratore

Michelle Paratore
Client Concierge

Beate Coughlin

Beate Coughlin
Client Manager

Jessica O’Keefe

Jessica O’Keefe
Client Manager

Sam Richardson

Sam Richardson
Client Manager

Angelina Vo

Angelina Vo
Client Manager

Pauline Kazmer

Pauline Kazmer
Client Manager

Sofia Valverde Caceres

Sofia Valverde Caceres
Client Manager

Contact us today to arrange an appointment