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Meeting Room

Leadership Team

LEADERSHIP TEAM

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Paul Carter OAM

Paul Carter OAM

Managing Director

CFP®, DipFP

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Greg Neill

Greg Neill

Director of Financial Planning

CFP®, GDipFinPlanning, F Fin

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Sharyn Rule

Sharyn Rule

Director of Operations

BBus(Fin), Dip FP

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Simon Carter

Simon Carter

Senior Financial Planner

BBus, AdvDipFP

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