Local+Global.
Empowering businesses
to prosper.
Built on people and their ability to foster meaningful relationships, we offer a team of experts, specialists in their field, able to provide access to a range of financial advice and service.

barry mcgee
CEO

Tiffany Wagstaff
General Manager

David Shipsey
Partner

edward youds
Senior Accountant

Hadrian Pereira
Principal

tatum west
Senior Manager

Thomas Jochinger
Supervisor

Karen Buckley
Client Relationship Manager

jonathon tainsh
Senior Financial Adviser

lauren clifton
Wealth Management

peter richards
Partner

Amanee Amith Jamion
Intermediate Accountant

Gary Marsh
Senior Financial Advisor

Jeanie Kesuma
Intermediate Accountant

Mejie Castro
Financial Planning Assistant

Tony Davison
Partner

Carol Yates
Client Services Executive

Joanna Truong
Senior Associate

Siveshni Nand
Client Service Team

Alistair Lee
Senior Paraplanner

Ehsen Shaikh
Graduate Accountant

john friedland
Consultant

Graham Gunn
Consultant

Felicia Tummillo
Client Service Team

Jesse McPherson
Head of Lending & Finance

Ian Noble
Senior Mortgage Broker

Fiona Baxter
Mortgage Broker

Jack Minahan
Credit Analyst

Dora Selendic
Credit Analyst

Pam Edwards
Client Relationship Manager

Jakia Islam
Intermediate Accountant

Mun Cheah
Intermediate Accountant

Candice Zhang
Bookkeeper

Chandra Parasnis
Client Manager

Magdelana Theocharous
Client Relationship Manager
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Accounting + Financial Services
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