Our Team

Our Team

  • Leanne Moir
    Director & Senior Financial Planner
    Adv. Dip PF
  • Brett Maguire
    Director & Investment Manager
    Adv. Dip PF
  • Kylie Marino
    Business Manager
    Dip. FP
  • Mark Moir
    Para Planner
    Dip. FP
  • Brendon Moir
    Investment Administration
    Dip. FP
  • Position Vacant
    Administration Coordinator
  • Cindy Power
    Client Services
  • Jodie Beven
    Administration & Workflow
  • Julia Carbone
    Reception & Administration