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

Jessica Malone

Director / Senior Paraplanner

Adv Dip FS (FP), SMSF, Gearing

Experience: 9 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