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.

Client Service & Operations Managers

  • Denise Poole

    Relationship Manager

  • Effie Goumas

    Practice Manager

  • Janine Gordon

    Director/Operations Manager

  • Jenny Palmer

    Relationship Manager

  • Lisa Munro

    Relationship Manager

  • Melissa Campbell

    Relationship Manager

  • Nicky Rabone

    Administration Assistant

  • Rosanna Centofanti

    Administration Manager

  • Sera Varea

    Relationship Manager

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