We Bring the Value of Professionalism
We bring focus, pride, and professionalism to everything we do
Trusted advisors, delivering clarity and confidence at every step
We take ownership and follow through every time
We support each other, grow together, and win as a team
Our team combines deep expertise with a commitment to excellence. With over 30 years of experience, we’ve built a reputation for delivering insightful integrated financial advisory. We invest in our people because when our team grows, our clients benefit. Explore our team profiles to learn more about our capabilities, and connect with us on LinkedIn to stay in touch.
Meet
Our Leadership Team
Drue Schofield
Managing Director - Growth & Strategy
Christine Robinson
Managing Director - Business Operations
Nathan Manning
Director - Technical
Anita Wildman
Principal
Meet
Our Management Team
Beverley Hayston
Administration Manager
Ashleigh Hartley
Operations Manager
Ruby Kase
People & Culture Manager
Stacey Davies
Associate
Mike Doig
Associate
Jennifer Lowe
Associate
Sharone Einam
SMSF Manager
Kirsty McKenzie
Business Services Manager
Sindhu Ghansham
Client Relationship Manager
Geneva Higgins
Client Relationship Manager
Theresa Rainbird
Client Relationship Manager
Tony Stout
Client Relationship Manager
Lana Campbell
Client Relationship Manager
Gillian du Plessis
Business Service Manager
Ronika Singh
Client Relationship Manager
Christie Close
Client Relationship Manager
Jihye Peters
Client Relationship Manager
Keith Tan
Client Relationship Manager
Leonie Robertson
Client Relationship Manager
Siobhan Fookes
Client Relationship Manager
Sweta Kunuku
SMSF Accountant
Belinda Andrew
Senior Executive Assistant
Sam Wilson
Senior Financial Adviser
Matthew Robinson
Mortgage Broker
Scout
Chief Happiness Officer






























