Our Team

Our team has a range of experience in financial planning and we look forward to working with you.

George Gray

George Gray

Financial Planner

George Gray is an experienced Financial Planner supporting clients through their financial planning journey.

Chris Hewson

Chris Hewson

Financial Planner

Chartered Financial Planner, Chris Hewson, joined us in September 2021. Chris is an accomplished financial planner bringing significant experience to our team and clients.

Christina Mark

Christina Mark

Paraplanner

Christina has been part of the team for many years and is an accomplished paraplanner and member of our investment committee. Please note Christina is currently on maternity leave.

Lois Reid

Lois Reid

Paraplanner

Lois joined our team in 2019 as Administrator and was appointed Paraplanner in 2021.

Emma Sokoluk

Emma Sokoluk

Administrator

Emma joined the team in 2020 and is a great asset to our team supporting clients and colleagues at every stage in the process.

Kerry Skene

Kerry Skene

Trainee Paraplanner

Kerry joined us in June 2021. Kerry brings five years experience to this role and is working towards the Level 4 Diploma.

Interested in joining our team? Get in touch today.

Get in Touch