Our Financial Planning Team

Financial Planning Director and Financial Adviser

       Helga Baxter

Senior Financial Adviser

Sam Taylor

 

Paraplanners and Client Service Officers

Rhiannon Mossop, Senior Paraplanner

Peter Lagos, Financial Adviser Associate

Jacinta Schokman, Paraplanner

Nicola Parkman, Paraplanner

Millie Bauld, Client Service Officer

Lachlan Fricker, Client Service Officer