Our Team
JULIAN BATTISTELLA
CFP® FSSA® Grad Dip FP JP
SENIOR FINANCIAL PLANNER & TAX (FINANCIAL) ADVISER
DECLAN FREEMAN
BBus (FP) Adv Dip (FP)
FINANCIAL PLANNER
JULIA LIDGETT
BSc Dip Ed
CLIENT SERVICES MANAGER
FIONA GUEST
MSC BBUS (FIN PLAN)
PARAPLANNER
JAMES CURWEN
BCom (Fin & Econ)
CLIENT SERVICES OFFICER