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

Chris Blair

Client Engagement Manager

Trinity Burge

Client Engagement Manager

Ryan Connor

Client Engagement Manager

Our Paraplanning & Operations Team

Shannon Apperley

Operations Officer

Jacob Briers

Paraplanner