Our Advisers

We know our success depends on our people so we hire great people. Meet our team of kind, dedicated professionals, who are here to guide you on your financial journey.

Leanne Martinez

Financial Planner

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Luke Moorby

Financial Adviser

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Grant Teakle

Corporate Wellness & Personal Financial adviser

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David Bird

Financial Adviser

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Bradley Bond

Financial Adviser

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Catherine Maitland

Financial Planner

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Frank Trim

Financial Planner

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Jonathan Sherlock

Manager - Corporate Partnerships

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Jamie Tonus

Financial Adviser

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