Our Advisers

Meet our Client Advisers

Our dedicated client advisers are here to provide you with clarity and insight, empowering you to make informed investment decisions. With a commitment to setting you on a clear financial path, we will utilise our specialist insights to tailor investment opportunities, driving specific outcomes aligned with your goals.

Mark Johnson

Mark Johnson

Partner - Wealth
Marcus Ainger

Marcus Ainger

Partner - Wealth
Dylan Cresswell

Dylan Cresswell

Partner - Wealth
Michelle Bromley

Michelle Bromley

Director - Strategy & Advice
Livio Caiolfa

Livio Caiolfa

Director - Private Client Adviser
Brent Quinn

Brent Quinn

Private Client Adviser
Gina McIntosh

Gina McIntosh

Private Client Adviser
Nicole Lewis

Nicole Lewis

Private Client Adviser
Jarrod Rodda

Jarrod Rodda

Private Client Adviser
Dylan Mayes

Dylan Mayes

Private Client Adviser
Reid Menkens

Reid Menkens

Managing Director - Finance, Director - Wealth

A unique and personal service approach to support all your business advisory and personal wealth management needs.

wealth strategies
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