Meet our team

David Schultz (FChFP) (JP)

Director/Financial Adviser

Tegan Schultz

Finance & Business Services Manager

Liz Wilson

Financial Adviser

Dawson Hunt

Practice & Operations Manager

Prema Kemal

Administration Manager

Nicole Woodrow

Technical Research and Advice Development

Andrea Harris

Technical Research and Advice Development

Anthony Hill

Client Service

Tom Richardson

Financial Adviser Assistant