Our Advisers

Steve Lowry | CFP® Professional, DFP, FAIM, AIF® | Partner
Frances Easton | CFP® Professional, MFinP, BBus-Acc, SMSF Specialist Advisor | Partner
Paul Shepherd | CFP® Professional, BEng, DipMgt, DFS(FP), AIF® | Partner
Teneale Laister | CFP® Professional, BCom(Fin,FinPlan,Mgt) ADFS(FP) | Partner
Simone Anderson | ADFS | Financial Adviser (Risk Specialist)
Niyati Khanna | ADFP, Chartered Accountant (ICAI), MBA (Finance & Strategy) | Associate Adviser

Our Founder

Scott Alman | CFP® Professional, DFP, FPA Fellow

Our Operations Team

Kelsey Dent | DipFP, BA (Hons) | Financial Analyst
Aditi Rungta | DFP, ADFP, BEngg | Financial Analyst
Hamish Rogers | BBus, CPA, DFP, GradCert FP | Senior Financial Analyst
Karlee Hoog-Antink | ADFP, J.P. (Qual) | Senior Financial Analyst

Stacey Casey | Client Service Manager
Jenean Du Preez | Client Service Officer
William Osborne | BBA (Finance) | Client Service Officer
Elise Johnson | Receptionist

Rita Azzopardi | FCPA, BCom | Chief Financial Officer
Kerri Wallace | Project Officer