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 & Adviser Support Staff

  • Amy Markwell

    Technical Support / PA

  • Bridget Blackmore

    Reception/Secretary

  • Clare Kerber

    Executive Assistant to the CEO

AGK 0.49% $14.27
AIO 0.64% $4.75
AMC 2.73% $9.80
AMP 0.40% $5.04
ANZ -0.35% $28.28
AXA 0.00% $0.00
BHP 0.81% $32.96
BSL 0.90% $4.47
BXB 0.38% $9.15
CBA -0.63% $68.06
CCL 1.59% $12.78
CFX 0.49% $2.05
CPU 1.98% $10.30
CSL -2.38% $56.62
CWN 1.05% $12.52
FGL 0.00% $0.00
FMG 1.67% $3.36
GPT 1.04% $3.87
IAG -0.18% $5.50
IPL 2.56% $2.80
LEI 2.69% $16.04
LLC -0.71% $8.39
MAP 0.00% $0.00
MGR 1.21% $1.67
MQG 1.34% $42.75
NAB 0.13% $29.78
NCM -0.45% $11.10
NWS -8.08% $30.14
ORG 0.16% $12.87
ORI 0.34% $20.53
OSH 1.85% $7.99
QAN 1.24% $1.39
QBE 2.54% $15.33
RIO 1.27% $54.23
SGP 0.28% $3.61
SHL 0.64% $14.16
STO 0.87% $12.76
SUN 0.98% $12.39
TAH -0.46% $3.25
TCL 0.22% $6.91
TLS -0.11% $4.64
TOL 3.18% $5.19
WBC -1.49% $29.01
WDC 0.09% $11.31
WES 0.39% $38.61
WOR 3.06% $19.89
WOW 1.00% $32.35
WPL 1.46% $35.34
WRT 0.66% $3.04