Meet The Team

Financial Advisers

James Mahony - Director
James Mahony - Director
James Mahony - Director

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Grant McCarthy - Director
Grant McCarthy - Director
Grant McCarthy - Director

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Mitch Crute - Principal
Mitch Crute - Principal
Mitch Crute - Principal

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Tom Bowman - Planner
Tom Bowman - Planner
Tom Bowman - Planner

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John Brereton - Consultant
John Brereton - Consultant
John Brereton - Consultant

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Associate Advisers


Joseph Rivett - Associate

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Joseph Rivett - Associate
Joseph Rivett - Associate

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Liam Shanahan - Associate

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Liam Shanahan - Associate
Liam Shanahan - Associate

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Compliance

Angela Finch - Practice Principal

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Angela Finch - Practice Principal
Angela Finch - Practice Principal

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Chae Campbell - Compliance Manager
Chae Campbell - Compliance Manager
Chae Campbell - Compliance Manager

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Client Relationship Managers

Anna Hodges - Client Relationship Manager
Anna Hodges - Client Relationship Manager
Anna Hodges - Client Relationship Manager

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Julie Bushell - Client Relationship Manager
Julie Bushell - Client Relationship Manager
Julie Bushell - Client Relationship Manager

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Melori Barker - Client Relationship Manager
Melori Barker - Client Relationship Manager
Melori Barker - Client Relationship Manager

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Georgina Logan - Client Relationship Manager
Georgina Logan - Client Relationship Manager
Georgina Logan - Client Relationship Manager

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