NEDLANDS
BUNBURY
08 9442 0000
08 9721 8744
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
.
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
.