Meet Our People

All of our private client advisers are tertiary qualified and hold the Certified Financial Planner (CFP) professional designation, with additional specialisations in self-managed superannuation. It is a requirement that all of our private client advisers participate in our mentoring program which consists of three to four years of supervised, professional in-house training.

Meet our team of advisers, client services managers and other staff.

Private Client Advisers

  • John Hewison

    CFP®, FPA Fellow, MFinPlan, JP
    CEO/Private Client Advisor

  • Andrew Hewison

    CFP®, B.Comm, AFPA
    Director/Private Client Adviser

  • Chris Morcom

    CFP®, CPA(FPS), B.Bus, Dip FP
    Director/Private Client Adviser

  • Glenn Fairbairn

    CFP®, B. Bus
    Director/Private Client Adviser

  • Nathan Lear

    CFP®, MAppFin, B.Comm, BA,
    Director/Private Client Adviser

  • Simon Curtain

    CFP®, MAppFin, B.Comm
    Director/Private Client Adviser

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