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
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Terry Rhodes
Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
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Jacky Ng
Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
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Kieren James
Financial Adviser - CFP
Authorised Representative Fortnum Private Wealth
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Jenny Moskvin
Client Services Manager
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Jen Sung
Client Services Manager
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Upneet Bhatia
Client Services Manager
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Rabail Abeer
Paraplanner
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Max Baer
Client Services Manager
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WORKPLACE BENEFITS TEAM

Michelle Schembri
Workplace Benefits Consultant
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Kristy Balzan
Workplace Benefits Consultant
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Tara Wilson
Workplace Benefits Consultant
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Gavin Umaria
Client Services Manager
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Winton Kurrle
Client Services Manager
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Heidi Oechslin
Finance and Operations Manager
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Harry Tuong
Mortgage Broker
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