08 9442 0000
Support Team
SUPPORT TEAM
Sharyn Rule
Director of Operations
BBus(Fin), Dip FP
Lynley Nielsen
Client Services
Is responsible for all client related admin activities & assisting planners to deliver our end-to-end client experience.
Jodi Tazewell
Reception & Admin Assistant
.
Shahanna Jayme
Paraplanner
.
Yam Tuyor
Financial Planning Assistant
.
Stacey Carter
Marketing Coordinator
.
Sarah Lasek
Client Services
Is responsible for all client related admin activities & assisting planners to deliver our end-to-end client experience.
Michelle Lau
Client Services
Is responsible for all client related admin activities & assisting planners to deliver our end-to-end client experience.
Bijal Dodia
Paraplanner
.
Cheryl Sanjorjo
Paraplanner
.
Tonette Macawile
Financial Planning Assistant
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Kellie Gulikers-Hickey
Administration Specialist
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Michelle Horton
Client Services
Is responsible for all client related admin activities & assisting planners to deliver our end-to-end client experience.
Leigh Hooker
Client Services
Is responsible for all client related admin activities & assisting planners to deliver our end-to-end client experience.
Khilna Shah
Paraplanner
.
Shiela Mahusay
Paraplanner
.
Leanne Carter
Accounts
.