Meet our people

We pride ourselves on having built an incredibly strong team of industry experts who thrive on working collaboratively together and seamlessly integrating with our clients’ other professional advisers.

Paul Begley
Paul Begley

Managing Director
BCom, CA, CTA, GAICD
Steve Hendry
Steve Hendry

Director
BCom, MFinPlan, CTA
Peter Eastman
Peter Eastman

Director
BCom, MFinPlan, CTA
James Gouldson
James Gouldson

Investment Analyst
BCom, CFA
Bevan Smith
Bevan Smith

Senior Adviser
BSc, GDipBus
Mike Hawkins
Mike Hawkins

Investment Committee Member
MEcon
Adam Brennan
Adam Brennan

Representative
BCom, MFinPlan
Troy Hart
Troy Hart

Financial Adviser
MPA, BBus, AdvDipFP
James Pluske
James Pluske

Associate
BA, Dip FP
Riley Somers
Riley Somers

Associate
BCom
Kieran Brogle
Kieran Brogle

Associate
DipFP
Mathias Hadet
Mathias Hadet

Paraplanner
BCom, DipFP
Linda McDonough
Linda McDonough

Communications & Compliance Manager
Jessica Cooper
Jessica Cooper

Client Services
Julie Baughan
Julie Baughan

Client Services & Practice Development
Cheryl Jecks
Cheryl Jecks

Administration Services