Our Team

Shitij Mann

Shitij Mann

Director/ Principal Planner / Mortgage Broker

Sukriti Mann

Sukriti Mann

HR and Accounts

Khyati Asher

Khyati Asher

Compliance Head

Matthew Tame

Matthew Tame

Financial Planner / Team Leader – Sydney

Jyoti Prasai

Jyoti Prasai

Financial Planner / Sydney

Angela Woo

Angela Woo

Financial Planner / Sydney

Dasith Monnekulame

Dasith Monnekulame

Financial Planner / Melbourne

Jay Chowdhury

Jay Chowdhury

Paraplanner and Implementation

Katy Qui

Katy Qi

Paraplanner and Implementation

Lucia Quiroz

Lucia Quiroz

Implementation

Linda Kim

Linda Kim

Implementation

Kelly Cotton

Kelly Cotton

Client Services / Team Leader

Stephanie Middlebrook

Client Service / Sydney

Barbara Rees

Barbara Rees

Client Services / Sydney

Divya Sachdeva

Divya Sachdeva

Client Services / Sydney

Sylvia Gleeson

Sylvia Gleeson

Client Services / Melbourne

Damien Janes

Damien Janes

Client Services / Melbourne