Mark Nagle

Head of Advice/Executive Director

Kristi Conacher

CEO/Executive Director

Karl Beste B.Bus (Acc), CPA, Dip FS (FP)

Principal/Director of Accounting

Jesse Phillips

Head of General Insurance & Lending

Gary Cooper CA B.Com (Hons), HDipAcc, Dip FS (FP), SMSF Auditor

Director of Accounting

Adam Drinkwater

Senior Adviser

Doug Henderson

Senior Adviser

Tim Ross

Senior Adviser

James Lonergan

Senior Adviser

Rob Hayward

Senior Adviser

David Rodgers

Senior Adviser

Amanda Halse

Adviser

Leona Shanks AIPA

Senior Manager/Accountant

Jason Shi CA, CA SMSF Specialist, B.Bus, MPA

Accountant/Audit Manager/SMSF Specialist

Dion Kim

Finance Broker

Danielle Horton JP

General Manager of Financial Planning

Karen Williamson

Practice Manager - QLD

Julie McDiarmid JP (Qual)

Practice Manager - Accounting

Laura Mitchell

Business Manager

Natalie Rudinger

Loans Processor

Judy Baker FIPA

Accountant

Kieren O’Keefe

Associate Adviser

Aaron Liendo

Associate Adviser

Aaron Cullen

Associate Adviser

James Dight

Associate Adviser

Aaron Bird

Associate Adviser

Daniel Shannon

Insurance Broker

Daniel Lee

Insurance Broker

Michael Hoch

Junior Accountant
Ivan Mascapac Web Photo

Ivan Macaspac

Accountant

Larize Dela Cruz

Accountant

Sam Shepherd

Implementation Manager

Claire Stewart JP

Client Operations Manager

Melanie O’Connor

Client Experience Manager

Lily Canning-Ure

Client Experience Manager
Picture of Client Services Administrator Rachel Lamoste

Rachel Lamoste

Client Services Administrator

Lyn Taboada

Client Services Administrator

Krystal Lim

Client Services Administrator