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
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Terry Rhodes
Senior Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
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Jacky Ng
Senior Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
[email protected]
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Kieren James
Senior Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
[email protected]
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Richard Moule
Senior Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth
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Jenny Moskvin
Associate Adviser
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Jen Sung
Client Services Manager
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Nick Weiss
Client Services Manager
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Elise Keays
Client Services Manager
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Max Baer
Client Services Manager
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WORKPLACE BENEFITS TEAM

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