Meet our team…

Specialists

Lisa Sweeting

Marketing & Communications Manager

Business Advisory, Accounting & Tax

Financial Planning

Tracee Pang

Senior Paraplanner

Suzanne Jreij

Client Services Officer

Lucas Hopkins

Graduate Paraplanner

Joseph Licciardi

Graduate Paraplanner

Administration

Albi Care

Self-Managed Superfund Administration Coordinator

Jodi Fulton

Assistant Finance Director

Luisa Rousch

Administration Assistant

Jessica Argentino

Administration Assistant

Wellbeing

Lou & Leo

Wellbeing Officers

Want to join our team?

Find out more