Our Team

Jon Brittain_0124

Jon Brittain

Owner / Senior Financial Adviser

Michelle Galvin_0151

Michelle Galvin

Owner / Senior Financial Adviser

Mark McNeany_0066

Mark McNeany

Senior Financial Adviser

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Kate Nicol

Senior Financial Adviser

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Simon Guiliano

Senior Financial Adviser

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Suzanne Poulton

Financial Adviser

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Edward Jenkins

Financial Adviser

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Matthew Dell

Financial Adviser

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Giancarlo Brazzale

Financial Planning Associate, Professional Year Candidate

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Niru Manoranjan

Paraplanning Associate

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Amaya Kodithuwakku

Paraplanning Associate

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Nathalie Gelle

Client Services Manager

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Di McCann

Client Service Associate

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Andy Liu

Client Service Associate

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James Cole

Client Service Associate

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Anthony Parente

Client Service Associate

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Aanya Agrawal

Client Service Associate

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John Kevin (JK) Flores

Client Service Associate

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Rojen Legaspi

Office Manager

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Jenson Galvin

Operations Associate

We look forward to working with you to achieve your goals.

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