Jan 16, 2023
Julie is a Compliance Audit Officer based in Charlestown at our head office. She has over 30 years’ experience in financial services including roles in client service, paraplanning and compliance. Julie has a strong knowledge of the financial planning industry and the... read more
Jul 19, 2021
Rachelle has been working in the financial planning industry for twelve years. She is passionate about her role in providing support to develop and implement strategies to achieve client’s goals. read more
Dec 24, 2020
Jacinta brings a wealth of experience in the field of marketing and graphic design. She has hands-on-experience developing marketing strategies and contributing towards to business growth. Jacinta holds a Diploma in Marketing & Communication and Bachelors degree... read more
Feb 26, 2020
Bridget is the Oracle Human Resources Manager in the Newcastle office. Bridget’s role involves organising recruitment, employee relations, payroll and policy management and managing staff welfare. read more
Feb 26, 2020
Troy Eichner is a Financial Planning Support Officer in the Newcastle office. Troy is a recent graduate with a Bachelor of Commerce from the University of Newcastle and has over a year of hands-on experience in the financial industry. Troy’s passion lies in the... read more
