Meet our team

David Schultz (FChFP) (JP)

Director/Financial Adviser

Tegan Schultz

Finance & Business Services Manager

David Lockwood

Financial Adviser

Christine Lubcke

Financial Adviser

Brett Davy

Financial Adviser

Dawson Hunt

Financial Adviser, Technical Research and Advice Development Manager

Cheryl Martin

Client Service Team Leader

Vikki Frahn

Client Services Manager

Clare Keough

Client Services Officer