Meet our team…

Our team of passionate, diversely experienced and knowledgeable people work collaboratively with one common goal – to help our clients achieve their ideal future. With our Vision and Values  clearly in mind and at the forefront of our actions, we enjoy working with equally passionate, innovative and ambitious clients who value our advice.  Our team includes a number of bilingual staff, if you wish to communicate with us in a second language, please ask.

Specialists

Simon Harrison

Self Managed Superannuation Manager

Brihony Copperwaite

Head of People & Culture

Jodi Fulton

Assistant Finance Director

Lisa Sweeting

Marketing & Communications Manager

Accounting, Tax & Business Advisory

Sally James

Associate Director / Senior Advisor

Alice Rush

Associate Director / Senior Advisor

Jenny Lim

Associate Director

Katy Le

Senior Accountant

Anshul Rebeiro

Intermediate Accountant

Tammy Tan

Intermediate Accountant

Clouie Sicat

Junior SMSF Accountant

Cristina Reyes

Junior SMSF Accountant

Luke Liesegang

Graduate Accountant

Sara Bruce

Graduate Accountant

Financial Planning

Samantha Greene

Associate Director / Financial Advisor

Lucas Hopkins

Graduate Paraplanner

Hanna Galvez

Financial Planning Support

Kimberly Flores

Financial Planning Support

Suzanne Jreij

Client Services Officer

Administration

Luisa Rousch

Administration Team Leader

Albi Care

Administration Assistant

Dane Williams

Administration Assistant

Amy Handley

SMSF Administrator

Ismar Celik

Administration Assistant

Kate O’Donnell

Administration Assistant

Alysha Negrin

Administration Assistant

Health & Wellbeing

Lou & Leo

Wellbeing Officers

Want to join our team?

Find out more