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Our People

Our people are experienced specialists in their chosen service and industry specialty areas. Together with professional client service staff, they are committed to working closely with you, offering proactive independent advice and specific industry-related support.

Principals and Team Leaders are listed below. Click on their name to view their profile.

  Name Service Line
  Ashleigh Swayn - CEO/Principal Financial Adviser
  Ian George - Principal Personal & Business Clients 
  Neil Parker - Principal Personal & Business Clients
  Nicky Turano - Team Leader Mortgage Broker & Leasing
  Paul Markulin - Principal Personal & Business Clients
  Richard Felice - Financial Adviser Financial Adviser
  Richard Voo - Team Leader Personal & Business Clients
  Roy Massey - Team Leader Financial Adviser
  Shane Krautz - Team Leader Personal & Small Business Clients
  Siddharth Soin - Team Leader Business & Not-for-profits Clients