Meet our team…

Our team of passionate, diversely experienced and knowledgeable people work collaboratively with one common goal – to help our clients achieve their ideal future. With our Vision and Values  clearly in mind and at the forefront of our actions, we enjoy working with equally passionate, innovative and ambitious clients who value our advice.  Our team includes a number of bilingual staff, if you wish to communicate with us in a second language, please ask.

Specialists

Brihony Copperwaite

Head of People & Culture

Lisa Sweeting

Marketing & Communications Manager

Jodi Fulton

Assistant Finance Director

Albi Care

Self-Managed Superfund Administration Coordinator

Lou & Leo

Wellbeing Officers

Accounting, Tax & Business Advisory

Sally James

Associate Director / Senior Advisor

William Sullivan

Associate Director / Senior Advisor

Alice Rush

Associate Director / Senior Advisor

Katy Le

Senior Accountant

Yemi Gunn

Senior Accountant

Anshul Rebeiro

Intermediate Accountant

Luke Liesegang

Graduate Accountant

Sara Bruce

Graduate Accountant

Financial Planning

Samantha Greene

Associate Director / Financial Advisor

Suzanne Jreij

Client Services Officer

Lucas Hopkins

Graduate Paraplanner

Administration

Luisa Rousch

Administration Team Leader

Amy Handley

Administration Assistant

Bradley Tremellen

Administration Assistant

Dane Williams

Administration Assistant

Kate O’Donnell

Administration Assistant

Alysha Negrin

Administration Assistant

Want to join our team?

Find out more