OUR TEAM
Expertise, experience and a passion to create a secure financial future for you and your family.
PROFESSIONAL TEAM
Tony Catt
DIRECTOR
Dylan Evans
FINANCIAL ADVISER/GENERAL MANAGER
Mark Foulis
FINANCIAL ADVISER
Dale Martens
FINANCIAL ADVISER/TEAM LEADER
Kosta Petrovic
FINANCIAL ADVISER
Caroline Ward
PARAPLANNER
Andrew Phillips
FINANCIAL ADVISER
Damian Braiotta
SENIOR PARAPLANNER
PORTFOLIO SERVICES
Jenny Paga
REVIEW SPECIALIST
CLIENT AND ADMINISTRATION SERVICES
Theresa Soroka
OPERATIONS MANAGER
Liliya Sterns
ACCOUNTS & FIXED INTEREST SPECIALIST
Natalie Webb
CLIENT SERVICES ADMINISTRATOR
Meg Faulkner [Maternity Leave]
CLIENT SERVICES TEAM LEADER
Maegan Catt
CLIENT SERVICES ADMINISTRATOR
Catherine Menzies-Harris
CLIENT SERVICES ADMINISTRATOR
Angelica Santos
CLIENT SERVICES & HR ADMINISTRATOR
Frances Mulholland
CLIENT SERVICES ADMINISTRATOR
Rachelle Dela Vega
CLIENT SERVICES ADMINISTRATOR
Sheryl Valeza
CLIENT SERVICES ADMINISTRATOR
Austin McClure
ADVISOR ASSISTANT & PROJECT MANAGER