Meet the Team

A team that works together to deliver an outstanding client experience

Andrew Pereira

Director

Dominic Lobo

Director

Adam Pavey

Wealth Partnership Manager

James Honeyman

Financial Planner

Emily Marland

Financial Planner

Steve Roberts

Financial Planner

Lyn Baldwin-Hanooman

Senior Wealth Support

Rekha Jethwa

Finance & Senior Support

Michelle Austin

Senior Support

Yvonne McAuliffe

Senior Support

Caroline Heffernan

Senior Support

Hayley Blaiberg

Receptionist / Typist