OUR TEAM
Meet our Team
Guiding Your Wealth Journey with Expertise

Ryan Fennell
Partner & Financial Adviser

SHANE WEST
Partner & Financial Adviser

Jarrod Owen
Partner & Financial Adviser

David Jackson
Partner & Practice Manager

Catherine Allen
Financial Associate

Joel Bateman
Financial Adviser

Zac White
Financial Adviser

Jane Vaughan
Finance Broker

Amanada Fisher
Operations Manager

Cody Fennell
Financial Associate

Joanne Kenna
Finance Associate

Joshua O'Dowd
Financial Associate

Lily GLidden
Financial Associate

Matt Clark
Finance Associate

Pete Williamson
General Manager - Geelong & Surf Coast

Rachael Baker
Financial Associate

Rebecca Plowman
Administrator