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.

Leadership

Specialists

Brihony Copperwaite

Head of People & Culture

Jodi Fulton

Assistant Finance Director

Lisa Sweeting

Marketing & Communications Manager

Business Advisory

Sally James

Associate Director / Senior Advisor

Alice Rush

Associate Director / Senior Advisor

Jenny Lim

Associate Director / Senior Advisor

Katy Le

Senior Accountant

Sara Bruce

Intermediate Accountant

Tammy Tan

Intermediate Accountant

Luke Liesegang

Graduate Accountant

Ismar Celik

Graduate Accountant

Financial Planning

Samantha Greene

Associate Director / Financial Advisor

Suzanne Jreij

Client Services Officer

Hanna Galvez

Financial Planning Support

Kimberly Flores

Financial Planning Support

Self Managed Superannuation

Client Support

Luisa Rousch

Client Support Team Leader

Albi Care

Client Support Officer

Dane Williams

Client Support Officer

Alysha Negrin

Client Support Officer

Kate O’Donnell

Client Support Officer

Wellbeing

Lou & Leo

Wellbeing Officers

Want to join our team?

Find out more