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Paul Carter OAM
Managing Director
CFP®, DipFP
Simon Carter
Senior Financial Planner
BBus, AdvDipFP
Jeremy Rafols
Associate
B.Com (FP)
Nikki Murray
Associate / Senior Paraplanner
Dip FP
Greg Neill
Director Of Financial Planning
CFP®, GDipFinPlanning, F Fin
Jack Raymond
Financial Planner
B.Com (Fin & Banking), GradDip FP
Chris Burford
B.Com (Fin & Econ), DipFP
Narelle Leenaars
Dip FS