Paul graduated with a Bachelor of Economics from University of New England in 1978 with a major in Economics

Jerome graduated with a Bachelor of Arts from the University of Singapore in 1981. He is a fellow of

Dean graduated with a Master of Economics after completing his undergraduate studies in Economics and Finance, He has subsequently

Sian graduated with a Bachelor of Science (Electrical and Computer Engineering) and Master of Science (Electrical and Computer Engineering)

Ellen graduated with a Bachelor of Economics from University of New England, completed her Graduate Diploma in Financial Planning

Rachael graduated with a Bachelor of Business (Accounting) from UTS. Rachael has qualified as a Chartered Accountant and has

Hayden graduated with a Bachelor of Commerce (Accounting and Finance) before completing an Advanced Diploma in Financial Planning. Hayden

Maria graduated with a Bachelor of Business (majoring in Economics) before completing her Advanced Diploma of Financial Planning. Maria

Wendy graduated with a Bachelor of Commerce and Economics (Finance, Financial Economics and Actuarial Studies) from the University of

Vivian completed a Graduate Diploma in Financial Planning from the Financial Services Institute of Australiasia (FINSIA) and Graduate Certificate

Cara joined the Client Services team in July 2023. With almost 10 years of experience working in customer service,

Jessica has over 7 years’ experience in executive administration and client service roles. Most recently, working alongside a senior