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
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Denise Poole
Private Client Account Manager
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Effie Goumas
Practice Manager
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Janine Gordon
Director/Operations Manager
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Jenny Keov
Private Client Account Manager
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Lisa Munro
Private Client Account Manager
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Melissa Campbell
Private Client Account Manager
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Nicky Rabone
Administration Assistant
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Rosanna Centofanti
Administration Manager
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Sera Varea
Private Client Account Manager
