Meet our team

David Schultz (FChFP) (JP)

Director and Principal Adviser

Tegan Schultz

Finance & Business Services Manager

Simon Jones

Manager Transformation and Improvement

Venny Langlands

Financial Adviser

Andrew Hentschke

Financial Adviser

Tom Richardson

Financial Adviser Assistant

Andrea Harris

Technical Research and Advice Development

Prema Kemal

Client Service Officer

Anthony Hill

Client Service Officer

Ashleigh Jocks

Client Service Officer