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.

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.

Michael Zaia

Associate Adviser
Mike works in collaboration with our advisers, formulating strategies and producing advice for our clients in line with their goals and objectives.

Kayla Nel

Client Experience Manager
Our newest team member, Kayla joins us with years of client service to assist in delivering an exceptional service and experience to our clients.

Charlie King

Adviser Support
Charlie’s prior experience in Client Services, coupled with a passion to learn the advice process, allows him 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.

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.

James Veitch

Office Assistant
James joins us part time whilst he is studying for his Bachelor of Commerce, Accounting and Finance, providing all round office and admin support.