Our team are professional, experienced, and qualified – we all share the same vision and we’re all aligned to the same purpose of delivering a personal, outstanding client experience and are here to help support you throughout your financial journey
Michael Aitken
Founder and Chairman
Dante Peters
Chief Executive Officer and Chief Investment Officer
Colin Judd
Financial Planning Director
Damien Coughlan
Senior Client Support
Richard Gridley
Client Support Manager
Angela Winton
Compliance Director
Zac Ghadially
Financial Planning Director
Jamie Stanford
Chartered Financial Planner
Sharon Taylor
Senior Financial Planner
Abi Cornish
Client Support
Tracey Thorpe
Client Support
Nigel Bollig
Financial Planner
Fran Powell
Client Support Manager
Matthew Horder
Financial Planner
Michelle Kennedy
Office Administrator
Andy Gardner
Financial Planner
Emma Taylor
Head of Marketing and Communications
Mark Radford
Financial Planner
Natalie Sewell
Client Support Manager
Elizabeth Hollamby
Financial Planner
Doug Pritchard
Chartered Financial Planner
Kimberley Childs
Client Support
Zoey Moorhouse
Financial Controller
James West
Business Development Director
Sara Fitzherbert
Business Support Manager
Simon Reynolds
Financial Planning Director
Amanda Mayes
Operations Director
Jenny Hampton
Client Support Manager
Chantal Pontet-Matthews
Client Support
Andrew Miedzinski
Financial Planning Director
Claire East
Client Support
Tina Dullaghan
Learning Partner
Linda Smith
Strategic HR and Board Support
Victoria Minett
Client Support Manager
James Taylor
Client Support
Guillermo Mateu Ferrandis
Trainee Financial Planner
David O’Doherty
Trainee Financial Planner
Bradley Watts
Client Support Manager
Will Casey
Client Support
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