Meet the Team
Our team’s priority is you.
Our highly-qualified, experienced and knowledgeable financial planners are focussed on developing strategies to deliver your goals and aspirations.
Our dedicated and professional support team assist our planners, ensuring their advice is implemented professionally and efficiently.
Kalpesh
Jethwa
Independent Financial Planner
Sheetal
Dabasia
Operations Manager
Paul
Evans
Client Relations Manager
William
Fay
Paraplanner
Bharathi
Chandramohan
Financial Administrator
Pat
Curran
Marketing
Sarah
Feehely
