Meet the Team

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Financial Planning Team

Michael Williams

Managing Director / Senior Financial Adviser

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Shane Light

Head of Advice / Senior Financial Planner

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Cassandra Hall

Head of Operations

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Daniel O’Connell

Senior Financial Adviser

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David Romanovski

Senior Financial Adviser

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James Weir

Senior Financial Adviser

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Joe Bonifazio

Senior Financial Adviser

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Mark Wenzel

Senior Financial Adviser

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Nino Matkovic

Senior Financial Adviser

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Tax & Accounting Team

Kezia Eman

Senior Accountant

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Linda Vong

Senior Accountant

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Rachel Williams

Director of Accounting

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Property Investment Team

John Hopkins

Executive Chairman

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Michael Sheppard

Head of Property Development

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Stephen Phillips

Executive Property Investment Adviser

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Mortgages & Finances Team

Loreen Dyer

Finance & Mortgage Adviser

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Property Management Team

Lorena D’Amico

Head of Property Management

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Angela Herbert

Leasing Consultant

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Celeste De Munari

Property Portfolio Manager

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Lauren Wilden-Ross

Senior Property Manager and Team Leader

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Sarah Holdsworth

Property Portfolio Manager

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Tannaya Jessop

Property Portfolio Manager

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Property Sales Team

Brad Carlin-Smith

Head of Property Sales

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