Meet The Team

Financial Advisers

James Mahony_12

James Mahony

Director

Grant McCarthy_14

Grant McCarthy

Director

Mitch Crute_46

Mitch Crute

Director

Tom Bowman_45

Tom Bowman

Principal

John Brereton_11

John Brereton

Consultant

Liam Shanahan LR

Liam Shanahan

Provisional Financial Adviser

Compliance

Angela Finch_29

Angela Finch

Practice Principal

Chae Douglas_8

Chae Campbell

Compliance Manager

Client Relationship Managers

Anna Hodges_38

Anna Hodges

Client Relationship Manager

Julie Bushell_9

Julie Bushell

Client Relationship Manager

Melori Barker_23

Melori Barker

Client Relationship Manager

Georgina Logan-300

Georgina Logan

Client Relationship Manager

Rose Wei

Rose Wei

Client Relationship Manager

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