Our People

Advice Team

Grant Watson

Grant Watson

Advice Team Manager

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Del Smith

Del Smith

Financial Adviser

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Fiona McClelland

Fiona McClelland

Financial Adviser

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Alana Gardiner

Alana Gardiner

Financial Adviser

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Sergiu Postica

Financial Adviser

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Northern Financial Adviser Team

Ricky Harperv

Ricky Harper

Financial Adviser

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SBS Wealth Adviser Sean Lewington

Sean Lewington

Financial Adviser

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James Camons

Financial Adviser

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Central Financial Adviser Team

lifestages Kelly McNamara

Kelly McNamara

Central Financial Adviser Team Leader

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lifestages Christine Hughes

Christine Hughes

Financial Adviser

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David McBrearty

David McBrearty

Financial Adviser

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Llivia Puig

Llivia Puig

Financial Adviser

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Southern Financial Adviser Team

Monique Morton

Monique Morton

Southern Financial Adviser Team Leader

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lifestages Annabel Riley

Annabel Riley

Financial Adviser

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Matt Warne

Matt Warne

Financial Adviser

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FANZ Adviser Flyer Jenna Haldane Proof 1 v4

Jenna Haldane

Financial Adviser

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Management Team

MR NEW transparemt

Morne Redgard

CEO

Derek Young

Derek Young

Chief Operating Officer

Martin Pike

Martin Pike

Chief Investment Officer

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Dennis Edel

Chief Client Officer

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Rich Phillips

Head of Growth

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Matt Beach

Head of Client Care

Michelle Guild

Michelle Guild

Finance Manager

Yogesh Mody

Yogesh Mody

Compliance Manager

Directors

Mike Skilling

Michael Skilling

Chairman

lifestages phil ellison

Phil Ellison

Director

Tony Dench v2

Tony Dench

Director