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 Senior Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
Terry Rhodes
Senior Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
Jacky Ng
Senior Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
Kieren James
Senior Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
Jenny Moskvin
Associate Adviser
Jen Sung
Client Services Manager
Elise Keays
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