Meet our team
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Associate
Managing Director
Director / Head of Advice, Risk & Governance
Director, Head of Advice, Senior Financial Adviser, CFP
Project Manager (M&A)
Financial Adviser, CFP
Financial Adviser, CFP, Regional Head of Advice
Head of Best Practice, Financial Adviser, Partner
Financial Adviser, Team Manager
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Team Manager, Relationship Manager
Associate
Relationship Manager
Junior Client Services Officer
Team Manager, Financial Adviser
Relationship Manager
Financial Adviser
Team Manager, Relationship Manager
Financial Adviser
Relationship Manager
Associate
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Administrative Assistant
Relationship Manager
Relationship Manager
Wealth Protection Financial Adviser
Administrative Assistant
Relationship Manager
Administrative Assistant
Administrative Assistant
Board Director
Financial Adviser & Team Manager
Financial Adviser, Partner, Regional Head of Advice (Gold Coast)
Head of Wealth Management, Financial Adviser, Partner
Advice & Compliance Manager
Team Manager, Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Relationship Manager
Relationship Manager
Project Manager
Head of IT
Salesforce Platform Manager
Head of Brand and Marketing
Financial Adviser
Financial Adviser
Financial Adviser, Team Manager
Financial Adviser
Associate & Team Manager
Associate
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Financial Adviser
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Financial Adviser
Financial Adviser, Team Manager, Partner
Team Manager, Partner, Senior Financial Adviser
Financial Adviser
Associate
Administrative Assistant
Administrative Assistant
Advice & Compliance Associate
Administrative Assistant
Head of Lending
Financial Adviser CFP, Head of Strategy & High Performance, Partner
Financial Adviser, Partner
Financial Adviser, Team Manager, Partner
Financial Adviser
Financial Adviser
Relationship Manager
Financial Adviser, Team Manager
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Professional Development Specialist
Financial Adviser
Relationship Manager
Relationship Manager
Team Manager, Financial Adviser
Financial Adviser
Financial Adviser
Professional Development Specialist, Partner
Relationship Manager
Relationship Manager
Business Relationship Manager
Financial Adviser, Team Manager
Financial Adviser, Team Manager Freycinet
Financial Adviser
Financial Adviser, Team Manager Salamanca
Financial Adviser, Partner
Financial Adviser
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Financial Adviser
Financial Adviser
Financial Adviser
Relationship Manager
Financial Adviser
Financial Adviser
Financial Adviser
Associate
Associate
Project Manager
Process Improvement & Special Project Specialist
Relationship Manager
Relationship Manager
Administrative Assistant
Financial Adviser
Financial Adviser, Team Manager
Associate
Relationship Manager
Relationship Manager
Financial Adviser, CFP/Team Manager
Financial Adviser, CFP
Chief Investment Officer, Financial Adviser, CFP
Head of Risk and Compliance
People and Culture Assistant
Financial Adviser
Wealth Protection Strategy Specialist
Management Accountant
Learning Specialist
Capability Partner
Learning Platform and Technical Administrator
Instructional Designer
Sr. Executive Assistant Exec/PMO
Lending Support
IT Systems Administrator
Database Assistant
Risk Adviser
Merger and Acquisition Technical Officer
Marketing Communications Specialist
People and Culture Assistant
Analytics and Innovation
Salesforce Specialist
Senior Finance Manager & Analyst Finance
Junior Finance Assistant
Marketing Digital Specialist
Administrative Assistant
Subject Matter Expert
Administrative Assistant
Senior Credit Adviser
Senior Credit Adviser
Senior Credit Adviser
Associate Credit Adviser
Lending Associate
Lending Associate
Lending Associate
Lending Associate
Credit Adviser
Credit Adviser
Lending Support
Finance Admin Assistant
Risk Implementation Specialist
Facilities Admin Assistant
Administrative Assistant
Financial Adviser
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Subject Matter Expert
Administrative Assistant
Administrative Assistant
Associate
Relationship Manager
Administrative Assistant
Lending Support
Mortgage Broker
Administrative Assistant
People and Culture Assistant
Administrative Assistant
Financial Adviser, Partner
Systems Support Officer
M&A – Technical, Partner
Financial Adviser
Relationship Manager
Financial Adviser, Team Manager, CFP
Financial Adviser
Financial Adviser, CFP / Office Development Manager, Regional Head of Advice
Financial Adviser, CFP, Team Manager
Financial Adviser
Financial Adviser
Client Experience Coach
Relationship Manager
Group Regional Head of Advice, Financial Adviser
Regional Head of Advice NSW Coast ,Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Administrative Assistant
Bookkeeping Assistant
Administrative Assistant
Advice & Compliance Coach
Administrative Assistant
Administrative Assistant
Administrative Assistant
Database Assistant
Database Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Administrative Assistant
Head of Operations
Internal Communications Manager
Marketing Subject Matter Expert
Marketing Assistant
Bookkeeping Assistant
Head of RM Performance and Capacity
Subject Matter Expert
Business Relationship Manager
Associate
Management Accountant
Associate Adviser
Data Analytics Assistant
Relationship Manager
Head of Business Analytics
Administrative Assistant
Relationship Manager
Financial Adviser, Team Manager
Relationship Manager
Relationship Manager
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
Advice Administrative Assistant
Board Director
Associate
Associate
Database Assistant
Head of Strategic Partnerships and Business Development
Loyalty Manager
Advice & Compliance Coach
Associate
Associate
Lending Support
Relationship Manager
Administrative Assistant
Administrative Assistant
Relationship Manager
Administrative Assistant
Client Support
Administrative Assistant
Alignment Specialist
Subject Matter Expert
Advice & Compliance Coach
Relationship Manager
Relationship Manager
Administrative Assistant
Risk Support Officer
Chairman of the Board
Head of Finance & Company Secretary
Head of Analytics & Innovation
Senior Accounting Officer
Junior Accounting Assistant
Head of Learning and Development
Advice Production Manager
Advice & Compliance Coaching Support
Relationship Manager
Relationship Manager
Administrative Assistant
Relationship Manager
Relationship Manager
Relationship Manager
Subject Matter Expert
Relationship Manager
Relationship Manager
PAC Subject Matter Expert
System Support Officer
Administrative Assistant