Meet Our Senior Team

Our accessible team uses innovation and technology to offer solutions that make a difference to our clients.

We are dedicated to the continuous growth and development across our team of over 80 people. By fostering an environment that encourages collaboration, innovation, excellence and adaptability, we ensure that each individual feels empowered to make impactful contributions to our firm and our clients.

Read more about our senior team members to understand their roles and, more importantly, the deep professional and personal bonds they’ve built with their clients.

Partner

Director

Associate Director

Senior Manager

Senior Manager

Senior Manager

SMSF Senior Manager

SMSF Manager

Manager

Manager

Practice Manager

Financial Planning Partner

Senior Financial Planner

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Oreon House