We’re a team of highly qualified professionals, passionate about providing great advice, which leads to great outcomes.

PRIVATE CLIENT TEAM

Gareth Hall
CEO and Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
Terry Rhodes
Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
Jacky Ng
Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
Kieren James
Financial Adviser - CFP
Authorised Representative Fortnum Private Wealth
Jenny Moskvin
Client Services Manager
Jen Sung
Client Services Manager
Max Baer
Client Services Manager

WORKPLACE BENEFITS TEAM

Michelle Schembri
Workplace Benefits Consultant & Financial Adviser
Kristy Balzan
Workplace Benefits Consultant & Financial Adviser
Tara Wilson
Workplace Benefits Consultant
Kristoffer Gallego
Client Services Manager
Winton Kurrle
Client Services Manager
Heidi Oechslin
General Manager - Operations
Harry Tuong
Mortgage Broker