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.

Sean
Curran

Chartered Financial Advisor

Meet Sean

Kalpesh
Jethwa

Independent Financial Planner

Meet Kalpesh

Sheetal
Dabasia

Operations Manager

Meet Sheetal

Paul
Evans

Client Relations Manager

Meet Paul

Bharathi
Chandramohan

Financial Administrator

Meet Bharathi