Our Advice Team

Jesse Franks

Director / Provisional Financial Adviser

Sean Yeo, CFP®

Senior Financial Adviser

Jamie Gourley

Associate

Dave Danson

Associate

Our Client Engagement Team

Trinity Burge

Client Engagement Manager

Chris Blair

Client Engagement Manager

Ryan Connor

Client Engagement Manager

Brad Morgan

Client Engagement Manager

Our Paraplanning & Operations Team

Shannon Apperley

Operations Officer

Jacob Briers

Paraplanner