Carolyn, Kim, Lyn and Michelle are well loved and talented financial administrators.  They are highly trained in the complex administration functions that deliver client service outcomes with confidence.  They seem to know many of our hundreds of clients by name and keep the mood bright and happy. With their hard work and enthusiasm they keep the place running like a well oiled machine.

Garry, our paraplanner, provides valuable support to our Financial Planners in the delivery of high quality, compliant advice documents and continuously looks for opportunities to improve our processes for our clients.