Meet our team
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Josh Dalton
Certified Financial Planner & Director
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Mary Ann Almasan
Financial Planner (Provisional)
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Denyse Wong
Financial Planning Associate
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Graeme Morris
Financial Planning Associate
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Jasmine Mortimer
Marketing Manager & Client Services
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Sally Foster
Client Services Team Leader
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Bronwyn Cooper
Client Services
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Sarah Mazzaglia
Client Services
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Madonna Galea
Client Services and Administration
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Michelle Santa Maria
Client Services - Offshore Team
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Charisse Mae Besabella Pitogo
Client Services - Offshore Team
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Shane Cook
Loan Manager
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Kylie Phillips
Lending Consultant
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Paul Bugno
Financial Planner & Partner
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Sarah Macek
Financial Planning Associate
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Tony Massingham
Financial Planning Associate