Financial Planners

FINANCIAL PLANNERS

Paul Carter OAM

Managing Director

CFP®, DipFP

Simon Carter

Senior Financial Planner

BBus, AdvDipFP

Chris Burford

Associate

B.Com (Fin & Econ), DipFP

Jeremy Rafols

Associate

B.Com (FP)

Nikki Murray

Associate / Senior Paraplanner

Dip FP

Greg Neill

Director Of Financial Planning

CFP®, GDipFinPlanning, F Fin

Jack Raymond

Financial Planner

B.Com (Fin & Banking), GradDip FP

Sean Danagher

Associate

B.Com (Fin)

Dylan Price

Graduate Associate

B.Com (Fin, FP)

Narelle Leenaars

Associate / Senior Paraplanner

Dip FS