Meet the team

The team bringing more advice to more lives

Leadership

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David Pettit

Co Founder | Exec Director

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Allan Maitland

CEO | Exec Director

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Marko Sekez

Co Founder | CTO | Exec Director

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Luke Taylor

COO

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Alisa Pettit

Financial Controller

Matt McNaughton

General Manager

SAA-January

Brendan Jordan

Head of Compliance

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Amanda Mitchell-Lewis

Head of Group Risk & Compliance

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Pia Dollas-Welsh

Head of Advice Capability & Client Experience

John Bezich

Head of Advice

Jodie Pyke

Head of Advice Production

Frances Elbeb

Head of Business Operations

Advisers

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Gareth Healy

Senior Financial Adviser | Financial Adviser No. 1003109

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Grant Teakle

Senior Financial Adviser | Financial Adviser No. 325467

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Peter McDonald

Senior Financial Adviser | Financial Adviser No. 249477

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Bradley Bond

Senior Financial Adviser | Financial Adviser No. 1238232

3-Feb-17-2025-06-08-18-2462-AM

Anthony Carboon

Financial Adviser | Financial Adviser No. 465418

Barton Peek

Barton Peek

Financial Adviser | Financial Adviser No. 1259107

Bronwyn Hodges

Financial Adviser | Financial Adviser No. 275984

Caolan Rorke - 1

Caolan Rorke

Financial Adviser | Financial Adviser No. 1003206

Christian Stanger

Financial Adviser | Financial Adviser No. 314767

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Daniel Adams

Financial Adviser | Financial Adviser No. 1302888

Danis Hrle

Financial Adviser | Financial Adviser No. 1307687

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David Parry

Financial Adviser | Financial Adviser No. 1004719

David Searle

Financial Adviser | Financial Adviser No. 274560

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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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Isabel Dallas

Financial Adviser | Financial Adviser No. 1269327

Jake Souter

Jake Souter

Financial Adviser | Financial Adviser No. 1311008

Jason Wong

Financial Adviser | Financial Adviser No. 1008231

John Pearson

Financial Adviser | Financial Adviser No. 312314

jonathon-martino

Jonathon Martino

Financial Adviser | Financial Adviser No. 1252702

Kane Jiang

Kane Jiang

Financial Adviser | Financial Adviser No. 432975

Karunesh Arora

Financial Adviser | Financial Adviser No. 1271928

Krisna N

Krisna Ngetis

Financial Adviser | Financial Adviser No. 1303525

Kristelle H

Kristelle Harris

Financial Adviser | Financial Adviser No. 462342

Lisa W

Lisa Watzek

Financial Adviser | Financial Adviser No. 265136

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Michael Jerard

Financial Adviser | Financial Adviser No. 299742

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Nancy Vos

Financial Adviser | Financial Adviser No. 1257513

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Robert Catherall

Financial Adviser | Financial Adviser No. 288857

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Russel Molin

Financial Adviser | Financial Adviser No. 340338

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Samuel Boon

Financial Adviser | Financial Adviser No. 1305760

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Sharmila Phal

Financial Adviser | Financial Adviser No. 1002911

Sharon Trestrail

Sharon Trestrail

Financial Adviser | Financial Adviser No. 413891

Shreya Singh

Shreya Singh

Financial Adviser | Financial Adviser No. 1252348

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Stephen Hoyes-Cock

Financial Adviser | Financial Adviser No. 1002961

Stuart Reeves

Stuart Reeves

Financial Adviser | Financial Adviser No. 248496

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Tiffany Cosh

Financial Adviser | Financial Adviser No. 1001500

Tomislav Vukovic

Tomislav Vukovic

Financial Adviser | Financial Adviser No. 1273105

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Yadvinder Singh

Financial Adviser | Financial Adviser No. 1269286

Danielle Fricker PY-2

Danielle Fricker

Provisional Adviser | No. 1314066 | Supervisor: Tomislav Vukovic | Financial Adviser No. 1273105

Julie B

Julie Bullen

Provisional Adviser | No. 1311213 Supervisor: Tomislav Vukovic | Financial Adviser No. 1273105

Samuel Price

Samuel Price

Provisional Adviser | No. 1311335 Supervisor: Tomislav Vukovic | Financial Adviser No. 1273105