Your Expert Team
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Peter Kirby
Financial Adviser & Partner
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Robert Wilson
Financial Adviser & Partner
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Sam Camman
Specialist Insurance Adviser
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Sam Haydon
Financial Adviser & Partner
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Clare Jarrett
Associate
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Stephanie Spencer
Financial Adviser
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Daniel Burden
Executive Director
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David Nelson
Financial Adviser
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Ann Ash
Client Services Manager
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Ben Davis
General Manager
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Cara Williamson
Client Services Manager
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Cassandra Gallagher
Operations Projects & Systems Manager
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Dylan Macallister
Financial Adviser
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Edward Haydon
Insurance Associate
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Elle Wallis
Financial Adviser
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Gemma Newby
Administration Manager
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Madelyn Porter
Client Services Manager
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Matthew Read
CEO
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Nick Rosser
Financial Adviser
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Conor Elliot
Associate
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Archie Kalde
Client Services Officer
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Charlotte Van Eyk
Finance Officer
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Harrison Read
Client Services Officer
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Ben Steele
Client Services Officer
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Andrew Krelle
Specialist Insurance Adviser
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Oskar Hall
Client Services Officer
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Rory Wilson
Associate