Meet our team

David Schultz (FChFP) (JP)

Director/Financial Adviser

Tegan Schultz

Finance & Business Services Manager

David Lockwood

Financial Adviser

Christine Lubcke (FChFP) (JP)

Financial Adviser

Vikki Frahn

Client Services Manager

Dawson Hunt

Technical Research and Advice Development Manager

Cheryl Martin

Client Services Manager

Tenille Richards

Technical Research and Advice Development Officer

Mark Feetom

Technical Research, Advice Development and
Client Services Manager