Meet the Team

Our multi-disciplined team are perfectly placed to provide rounded, well-informed, and trusted financial advice.

Financial Advisers

Mark Borg Financial Planner

Mark Borg

Principal / Senior Financial Planner

Darren James Financial Planner

Darren James

Director / Senior Financial Planner

Raimon Lewandowski Financial Planner

Raimon Lewandowski

Director / Senior Financial Planner

Michael Cirson Financial Planner

Michael Cirson

Senior Financial Planner

Brian Lynch Financial Planner

Brian Lynch

Financial Planner

Peter Berresford Financial Planner

Peter Berresford

Financial Planner

Darren Holst Financial Planner

Darren Holst

Financial Planner

Nick Munro Financial Planner

Nick Munro

Financial Planner

Anna Assheton - Affliate Adviser

Anna Assheton

Affiliate Adviser

Mortgage and Debt Management

Darian Lobb

Mortgage Adviser

Client Service Specialists

Cathy Bampton

Client Services Manager

Liz Vaughan

Client Services Specialist

Megan Ryan

Client Services Specialist

Valerie O'Riley Client Service Specialist

Valerie O’Riley

Client Services Specialist

Hannah Tolley

Client Services Specialist