Our Financial Planning Team

Financial Planning Director and Financial Adviser

 

Helga Baxter

Financial Planning Advisers

Ian Helmore Sam Taylor

 

Lending Manager                           Client Services Manager

 

Ros Lenton Joanna Grzybek (2)

 

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Michael Payne
Position:
Senior Paraplanner
Been in the industry since:
2001
Specialisation/s:
Superannuation
Qualification/s:
Diploma of Financial Planning

Rhiannon Mossop
Position:
Senior Paraplanner
Been in the industry since:
2004
Qualification/s:
 Diploma of Financial Planning

Tim Renfrey
Position: Review Paraplanner
Been in the industry since: 2015
Qualification/s: Bachelor of Commerce

Greeshma Girish
Position:
Review Paraplanner
Been in the industry since:
2015
Qualification/s: 
Bachelor of Commerce, Diploma of Financial Planning

Peter Lagos
Position:
Client Service Officer
Been in the industry since:
2016
Qualification/s: 
Bachelor of Commerce

Jaymon Brenton
Position: 
Client Service Officer
Been in the industry since:
2010

Jessica Zammit
Position: 
Client Service Officer
Been in the industry since:
2017

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