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
James Gouldson
James Gouldson

Head of Investment Management
BCom, CFA
Bevan Smith
Bevan Smith

Senior Adviser, Chair of Investment Committee
BSc, GDipBus
Mike Hawkins
Mike Hawkins

Investment Management Team
MEcon
Adam Brennan
Adam Brennan

Senior Adviser
BCom, MFinPlan
Tyler Hurley
Tyler Hurley

Senior Adviser
CFP(R) BBus FP
Kieran Brogle
Kieran Brogle

Financial Adviser
DipFP
Isabella Sala
Isabella Sala

Financial Adviser
CFP® BCom AdvDipFP
Cameron Furness
Cameron Furness

Financial Adviser
BCom
Tyler Woodhouse
Tyler Woodhouse

Associate
Jasper Cottle
Jasper Cottle

Associate
Mathias Hadet
Mathias Hadet

Paraplanner
BCom, DipFP
Ashleigh Villegas
Ashleigh Villegas

Client Services & Practice Administration
DipFP
Kadek Suriatin
Kadek Suriatin

Client Services
DipFP
Cheryl Jecks
Cheryl Jecks

Administration Services