Shane West
Director and Financial Advisor
Ryan Fennell
Director and Financial Advisor
Jarrod Owen
Director and Financial Advisor
David Jackson
Practice Manager
Catherine Allen
Financial Advisor
Pete Williamson
General Manager - Geelong & the Surf Coast
Jane Vaughan
Finance Broker
Joanne Kenna
Finance Associate
Joel Bateman
Financial Adviser
Joshua O'Dowd
Financial Planning Associate
Amanda Fisher
Operations Manager
Rachael Baker
Financial Planning Associate
Rebecca Plowman
Administrator
Simon Buccheri
Financial Controller
Zac White
Financial Planning Associate
Cody Fennell
Financial Planning Associate
Matt Clark
Finance Associate
