Meet our team
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Managing Director
Director / Head of Advice, Risk & Governance
Director, Head of Advice, Senior Financial Adviser, CFP
Director, Financial Adviser, CFP
Financial Adviser
Financial Adviser
Financial Adviser, CFP, Regional Head of Advice
Relationship Manager
Financial Adviser
Head of IT
Associate
Executive Assistant
Team Manager, Relationship Manager
Financial Adviser, Team Manager
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Board Director
Relationship Manager
Relationship Manager
Database Assistant
Financial Adviser
Salesforce Platform Manager
Digital Learning Developer
Digital Learning Developer
Relationship Manager
Financial Adviser
Financial Adviser
Relationship Manager
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Relationship Manager
Relationship Manager
Relationship Manager
Financial Adviser, Team Manager, Partner
Administrative Assistant
Administrative Assistant
Financial Adviser
Head of Best Practice, Financial Adviser, Partner
Advice & Compliance Manager
Advice & Compliance Associate
Administrative Assistant
Credit Adviser
Project Accountant
Relationship Manager
Relationship Manager
Financial Adviser
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Financial Adviser
Relationship Manager
Relationship Manager
Relationship Manager
Administrative Assistant
Relationship Manager
Administrative Assistant
Financial Adviser
Project Manager
Project Manager
Project Manager (M&A)
Learning Specialist
Learning and Development Assistant
Management Accountant
Junior Finance Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Head of Lending
Lending Manager, Senior Credit Adviser
Senior Credit Adviser
Senior Credit Adviser
Credit Adviser
Credit Adviser
Lending Associate
Lending Associate
Lending Associate
Lending Associate
Lending Support
Relationship Manager
Financial Adviser
Relationship Manager
Finance Admin Assistant
Facilities Admin Assistant
Administrative Assistant
Relationship Manager
Financial Adviser
Financial Adviser
Relationship Manager
Head of Wealth Management, Financial Adviser, Partner
Subject Matter Expert
Financial Adviser, Partner, Head of Advice (Gold Coast)
Administrative Assistant
Administrative Assistant
Relationship Manager
Financial Adviser
Administrative Assistant
Financial Adviser
Relationship Manager
Administrative Assistant
Relationship Manager
Lending Support
Mortgage Broker Support
Mortgage Broker
Administrative Assistant
Financial Adviser
Systems Support Officer
Administrative Assistant
Financial Adviser
Financial Adviser I Partner
Relationship Manager
Financial Adviser
Administrative Assistant
Financial Adviser
Financial Adviser
Relationship Manager
Relationship Manager
Associate
Administrative Assistant
Relationship Manager
Bookkeeping Assistant
Administrative Assistant
Advice & Compliance Coach
Administrative Assistant
Administrative Assistant
Financial Adviser, Team Manager
Administrative Assistant
Database Assistant
Campaign and Content Manager
Digital Marketing Coordinator
Administrative Assistant
Administrative Assistant
Team Manager, Financial Adviser
Administrative Assistant
Financial Adviser
Associate Team Manager
Financial Adviser
Financial Adviser
Administrative Assistant
Relationship Manager
Administrative Assistant
Financial Adviser, Team Manager Salamanca ,Partner
Administrative Assistant
Financial Adviser
Administrative Assistant
Relationship Manager
Financial Adviser, Team Manager, Partner
Head of Operations
Internal Communications Manager
Marketing Subject Matter Expert
Marketing Assistant
Accounts Assistant
CXC Manager
Financial Adviser, Partner
Client Experience Coach
Subject Matter Expert
Senior Financial Adviser, Partner, Team Manager
Client Experience Coach
Client Experience Coach
Management Accountant
Financial Adviser, Team Manager Freycinet, Partner
Relationship Manager
Associate
Head of Business Analytics
Relationship Manager
Relationship Manager
Administrative Assistant
Relationship Manager
Financial Adviser
Relationship Manager
Relationship Manager
Financial Adviser
Relationship Manager
Financial Adviser
Associate
Financial Adviser
Associate Adviser
Financial Adviser
Head of People & Culture
Head of Global Advice Support
Head of Process Improvement & RM Capacity
Head of the Invest Blue Way
Head of Wealth Protection
Relationship Manager
Advice & Compliance Coaching Manager
Financial Adviser
Advice Administrative Assistant
Head of Client Experience & Implementation
Board Director
Associate
Relationship Manager
Associate
Associate
Project Manager
Database Administrative Assistant
Advice & Compliance Coach
Associate
Relationship Manager
Financial Adviser
Lending Support
Administrative Assistant
Administrative Assistant
Financial Adviser
Associate
Administrative Assistant
Client Support
Relationship Manager
Relationship Manager
Administrative Assistant
Financial Adviser
Financial Adviser
Financial Adviser, Partner
Receptionist
Relationship Manager
Subject Matter Expert
Financial Adviser, Team Manager, CFP
Financial Adviser, CFP, Team Manager
Financial Adviser
M&A – Technical, Partner
Relationship Manager
Financial Adviser, Team Manager
Advice & Compliance Coach
Relationship Manager
Relationship Manager
Financial Adviser, CFP / Office Development Manager, Regional Head of Advice
Administrative Assistant
Financial Adviser, Team Manager
Associate
Financial Adviser
Client Support Manager
Relationship Manager
Chairman of the Board
Head of Finance & Company Secretary
Head of Analytics & Innovation
Senior Accounting Officer
Junior Accounting Assistant
Head of Marketing
Head of Learning and Development
People and Culture Assistant
Data Analytics Assistant
Client Experience Coach, Partner
Relationship Manager
Advice Production Manager
Relationship Manager
Administrative Assistant
Financial Adviser, Partner
Financial Adviser
Administrative Assistant
Financial Adviser
Team Manager, Certified Financial Adviser®
Head of Strategic Partnerships and Business Development
Financial Adviser, Partner
Financial Adviser
Financial Adviser, Team Manager
Relationship Manager
Financial Adviser, Team Manager, Partner
Financial Adviser
Group Regional Head of Advice, Financial Adviser
Associate
Relationship Manager
Relationship Manager
Subject Matter Expert
Financial Adviser, CFP/Team Manager
Financial Adviser, Team Manager
Financial Adviser
Financial Adviser
Relationship Manager
Regional Head of Advice NSW Coast ,Financial Adviser
Team Manager, Partner, Senior Financial Adviser
Financial Adviser CFP, Head of Strategy & High Performance, Partner
Financial Adviser
Head of Client Advice Solutions, Financial Adviser, CFP
Financial Adviser, CFP
Relationship Manager
Database Manager
PAC Subject Matter Expert
System Support Officer
Administrative Assistant
