Meet our team…

Business Advisory, Accounting & Tax

Financial Planning

Tracee Pang

Senior Paraplanner

Suzanne Jreij

Client Services Officer

Lucas Hopkins

Graduate Paraplanner

Administration

Albi Care

Self-Managed Superfund Administration Coordinator

Jodi Fulton

Internal Bookkeeper

Lisa Sweeting

Marketing & Communications Manager

Luisa Rousch

Administration Assistant

Jessica Argentino

Administration Assistant

Walter Jones

Administration Assistant

Lou & Leo

Wellbeing Officers

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