Directors
Nathan Horvath
Director / Senior Paraplanner
B.Com (FP & Acc), SMSF, Gearing
Experience: 12 years Paraplanning
Matthew Walsh
Director / Senior Paraplanner
Adv Dip FS (FP)
Experience: 12 years Paraplanning
Paraplanning Managers
Jessica Malone
Senior Paraplanner
Adv Dip FS (FP), SMSF, Gearing
Experience: 9 years Paraplanning
Sam Etheridge
Senior Paraplanner
B.Com (Acc & Fin)
Experience: 5 years Paraplanning
Paraplanners
Alex Rodda
Paraplanner
B.Com (FP), Dip FS (FP)
Experience: 2 years Financial Services
Ben Clements
Paraplanner
Dip FS (FP)
Experience: 1 year Paraplanning
Courtney Gear
Paraplanner
Adv Dip FS (FP), Grad Dip FP
Experience: 13 years Paraplanning
Layla Meyers
Paraplanner
B.Com (Ec & FP)
Experience: 4 years Financial Services
Merinda Atkinson
Paraplanner
B.Com (FP)
Experience: 2 years Paraplanning
Renee Russo
Paraplanners
Dip FS (FP), Cert IV Business
Experience: 9 years Financial Services
Robert Travers
Paraplanner
Dip FS (FP), Grad Dip Fin Mgt
Experience: 3 years Paraplanning
Sara Malihi
Paraplanner
Adv Dip FS (FP), Adv Dip Bus (Acc)
Experience: 8 years Paraplanning
Toni Walsh
Paraplanner
Dip FS (FP)
Experience: 5 years Paraplanning