A modern glass and steel bridge connects two tall office buildings in a cityscape.

Meet The Team

Founders & Directors
Suresh
Suresh
McMillan
Life President
Jarrod
Adv DipFA, CeMAP Diploma
Jarrod
Fry
Managing Director & Chartered Financial Planner
Vikram
DipPFS, Certs CII (MP & ER)
Vikram
Deb
Commercial Director and Senior Financial Planner
Christopher
BA (Hons) DipPFS Cert CII(ER)
Christopher
Beck
Advisor Development Director and Senior Financial Planner
Gary
APFS CertCII(MP & ER)
Gary
Bristowe
Finance Director and Chartered Financial Planner
Advisers
Niro
BA(Hons) DipFA CeMAP AwPETR
Niro
Chandramohan
Senior Financial Planner
Kieran
CeMAP
Kieran
Woods
Senior Financial Planner
Lauren
DipFA
Lauren
Wilson
Financial Planner
Sumun
DipFA, CeMAP
Sumun
Kanda
Financial Planner
Sanna
BA (Hons) DipFA
Sanna
Nousiainen
Financial Planner
Zack
DipFA, CeMAP, PETR
Zack
Raven
Financial Planner
Paul
DipPFS, Certs CII (MP & ER)
Paul
Edwards
Financial Planner
Martyna
MBA, DipPFS (nee Gluchowicz)
Martyna
Di Paolo
Financial Planner
Shaun
LLB DipPFS
Shaun
Ramazannezhad
Financial Planner
Dan
BA (Hons) DipFA
Dan
Netting
Financial Planner
Steve
DipPFS, Certs CII (MP & ER)
Steve
White
Financial Planner
Dean
DipFA, CeMAP
Dean
Coates
Financial Planner
Tom
DipFA, CeMAP, MSc
Tom
Price
Financial Planner
William
DipPFS | Cert CII (MP)
William
Foster
Financial Planner
Charles
MCSI, FPFS
Charles
Bailey
Certified Financial Planner, Chartered Financial Planner
Guy
DipFA, CeMAP
Guy
Ovenden
Financial Planner
Daniel
DipFA
Daniel
Barrett
Financial Planner
Partner Support Staff
Lee
Lee
Smith
Practice Manager
Bernadette
Bernadette
Tunney
Senior Operations Manager
Alexander
Alexander
Caldwell
Head of Data & Technology
Pamela
Pamela
Skilton
Client Relationship Manager
Lily
Lily
Holland
PA to Vikram Deb & Chris Beck
Heather
Heather
Moorhouse
Head of Client Servicing
Cookie
Cookie
Cotcher
Company Secretary and EA to Suresh McMillan
Charlie
Charlie
Lambert
Business Processing Executive
Two men in suits having a conversation and smiling at each other.