The team bringing more advice to more lives
Leadership
David Pettit
Co Founder | Exec Director
Allan Maitland
CEO | Exec Director
Marko Sekez
Co Founder | CTO | Exec Director
Luke Taylor
COO
Alisa Pettit
Financial Controller
Matt McNaughton
General Manager
John Bezich
Head of Advice
Jodie Pyke
Head of Advice Production
Frances Elbeb
Head of Business Operations
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Gareth Healy
Senior Financial Adviser | Financial Adviser No. 1003109
Grant Teakle
Senior Financial Adviser | Financial Adviser No. 325467
Peter McDonald
Senior Financial Adviser | Financial Adviser No. 249477
Bradley Bond
Senior Financial Adviser | Financial Adviser No. 1238232
Allan Pascoe
Financial Adviser | Financial Adviser No. 1243148
Anthony Carboon
Financial Adviser | Financial Adviser No. 465418
Barton Peek
Financial Adviser | Financial Adviser No. 1259107
Bronwyn Hodges
Financial Adviser | Financial Adviser No. 275984
Caolan Rorke
Financial Adviser | Financial Adviser No. 1003206
Christian Stanger
Financial Adviser | Financial Adviser No. 314767
Clint Groenmeyer
Financial Adviser | Financial Adviser No. 1234886
Daniel Adams
Financial Adviser | Financial Adviser No. 1302888
Danielle Fricker
Financial Adviser | Financial Adviser No. 1314066
David Parry
Financial Adviser | Financial Adviser No. 1004719
David Searle
Financial Adviser | Financial Adviser No. 274560
Diogo Rodrigues
Financial Adviser | Financial Adviser No. 1271445
Domenic Romeo
Financial Adviser | Financial Adviser No. 1005687
Gabrielle Eynon
Financial Adviser | Financial Adviser No. 1007550
Glenn Hedger
Financial Adviser | Financial Adviser No. 1302889
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(Thi Minh) Hien Le
Financial Adviser | Financial Adviser No. 1003343
Isabel Dallas
Financial Adviser | Financial Adviser No. 1269327
Jason Wong
Financial Adviser | Financial Adviser No. 1008231
Jonathon Martino
Financial Adviser | Financial Adviser No. 1252702
Kane Jiang
Financial Adviser | Financial Adviser No. 432975
Karunesh Arora
Financial Adviser | Financial Adviser No. 1271928
Kristelle Harris
Financial Adviser | Financial Adviser No. 462342
Lisa Watzek
Financial Adviser | Financial Adviser No. 265136
Matthew Evans
Financial Adviser | Financial Adviser No. 1272162
Michael Jerard
Financial Adviser | Financial Adviser No. 299742
Nancy Vos
Financial Adviser | Financial Adviser No. 1257513
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Radhika Janumpally
Financial Adviser | Financial Adviser No. 1250197
Robert Catherall
Financial Adviser | Financial Adviser No. 288857
Russel Molin
Financial Adviser | Financial Adviser No. 340338
Sharmila Phal
Financial Adviser | Financial Adviser No. 1002911
Sharon Trestrail
Financial Adviser | Financial Adviser No. 413891
Shreya Singh
Financial Adviser | Financial Adviser No. 1252348
Snigdhadeb (Dev) Basak
Financial Adviser | Financial Adviser No. 1247599
Stephen Hoyes-Cock
Financial Adviser | Financial Adviser No. 1002961
Steven Reynolds
Financial Adviser | Financial Adviser No. 421119
Stuart Reeves
Financial Adviser | Financial Adviser No. 248496
Tiffany Cosh
Financial Adviser | Financial Adviser No. 1001500
Yadvinder Singh
Financial Adviser | Financial Adviser No. 1269286
Kerrie Penney
Provisional Adviser | No. 1315456 Supervisor: Diogo Rodrigues | Financial Adviser No. 1271445
Kirandeep Kaur
Provisional Adviser | No. 1311979
Leila Craig
Provisional Adviser | No. 1317142 Supervisor: Gareth Healy | Financial Adviser No.1003109
Nicola Downham
Provisional Adviser | No. 1304411 | Supervisor: Nancy Vos | | Financial Adviser No. 1257513
Ryan Travis
Provisional Adviser | No. 1315457 Supervisor: Diogo Rodrigues | Financial Adviser No. 1271445