NEDLANDS
BUNBURY
Paul Carter OAM
Managing Director
CFP®, DipFP
Simon Carter
Senior Financial Planner
BBus, AdvDipFP
Jay Thwaites
Financial Planner
Bcom, GradDipFinPlan
Dylan Price
Graduate Associate
B.Com (Fin, FP)
Narelle Leenaars
Associate / Senior Paraplanner
Dip FS
Greg Neill
Director Of Financial Planning
CFP®, GDipFinPlanning, F Fin
Jack Raymond
B.Com (Fin & Banking), GradDip FP, MFinPlan
Chris Burford
Associate
B.Com (Fin & Econ), DipFP
Nikki Murray
Dip FP