Mark Nagle

Executive Director
Mark is the head of our advice team & a shareholder. He is a thought-leader in the industry & dedicated to improving the advice available to Australians.

Adam Drinkwater

Senior Adviser
Adam is a senior member of our advice team & a shareholder. He brings a strong technical background gained through many years of experience in the industry.

Kristi Conacher

Executive Director
Kristi leads our operations & corporate governance, and is a shareholder. She drives our commitment to deliver best in service & strategic direction.

Michael Zaia

Adviser
Mike is an integral part of our Advisory team, working directly with clients & in collaboration with our Senior Advisers to formulate plans aligned to clients goals.

Amanda Halse

Associate Adviser
Amanda's prior experience in Client Services and as a Paraplanner, combined with Aged Care and Retirement Living technical expertise, allows her to provide the Advice team with all round support.

Danielle Horton JP

Platinum Client Experience Manager
Danielle co-ordinates the team and works on delivering our service to a sub-set of our client base, bringing together her 16 years of experience in the business.

Claire Stewart JP

Client Experience Manager
Claire has been working closely with our advice and operations teams, delivering a reliable, exceptional, and compliant service to our clients, for almost 12 years.

Kayla Nel

Client Experience Manager
Kayla joined us with years of client service, to assist in delivering an exceptional service and experience to our community of clients.

Laura Mitchell

Business Manager
Laura ensures consistency in the communication and delivery of our service, she aims to continually improve efficiency for our team and clients.