Trevor Jackson

​

FPFS, CFP

​

Director

Gerry Twardzik

​

CFPTM, Chartered MCSI, DipPFS

​

Certified Financial Planner

Duncan Horner

​

FPFS

​

Chartered Financial Planner

Steven Smith

​

FPFS

​

Chartered Financial Planner

Jonty Rider

​

FPFS, Cert SMP

Mortgage Adviser

 

Shasta Buno

​

DipPFS

​

Client Relationship Manager

 

Brett Baker

​

DipPFS, IMC

​

Investment Analyst

 

Duncan Todd

​

FPFS

​

Chartered Paraplanner

Stewart Housden

​

Cert CII, Cert PFS

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Client Services Manager