Meet Our Support Team
Behind the scenes, there is a strong and loyal support team that allows our financial planners to deliver a high calibre of advice that really makes a difference in our clients’ lives.
Kylie Gray
Reception & Office Administration
Michele Szigmund
Client Service Officer (CSO)
Steve Stolle
Senior Quality Advice Manager (QAM)
Callan Townsend
Client Relationship Manager (CRM)
Nic Matheson
Client Relationship Manager (CRM)
Jacob Ryan-McCormack
Client Relationship Manager (CRM)
Michael Allchin
Senior Client Relationship Manager (CRM)
Scott Cislowski
Quality Advice Manager (QAM)
Belinda Winwood-Smith – DFP BSc (Merit in IT)
Client Services / Paraplanner
Kate Sauer – CFP® AdvDipFS (FP)
Contracted Paraplanner
Richard Stewart
Business Development Manager
Adelaide Bracey
Operations & Marketing Assistant
Our team are here to support you
If you want to discuss any questions you may have, or book to see your financial planner. Call us directly on 02 9328 0876.