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
Upneet Bhati
Client Services Manager
Rabail Abeer
Paraplanner
Max Baer
Client Services Manager

WORKPLACE BENEFITS TEAM

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