Mark is the head of our Advice team and a shareholder of the business. He is a thought leader in the advice industry and dedicated to improving the quality of advice available to Australians.
Adam is a senior member of our advice team and a shareholder of the business. He brings a strong technical background gained through many years of experience in the advice industry.
Kristi takes care of operations and corporate governance, and is a shareholder of the business. She consistently supports our commitment to deliver the very best in service and strategic direction.
Claire Stewart JP
Client Experience Manager
Claire works closely with our advice and operations teams. She has been delivering a reliable, exceptional and compliant service and experience to our clients for over 10 years.
Mike works in collaboration with our advisers, formulating strategies and producing advice for our clients in line with their goals and objectives.
A new recruit to Treysta, Charlie’s prior experience in Client Services coupled with a passion to learn the advice process is providing the Advice team with all round support.
Laura ensures the consistency in the communication and delivery of our values, service and approach internally and externally, and aims to continually improve efficiency for our team and clients.
Danielle Horton JP
Danielle co-ordinates the teams to ensure we deliver consistent and exceptional client experience, she's seen us through many triumphs and challenges over her 15 years.
James joins us part time whilst he is studying for his Bachelor of Commerce, Accounting and Finance, providing all round office and admin support.