Meet the team

Adrian Kidd

Managing Director & Chartered Financial Planner

Cheryl Frazer

Practice Manager

Christiaan Coolen

Financial Planner

Clara Metcalfe

Financial Planner

Hayley Watts


Melanie Hill

Client Services

Phoebe James

Client Relationship Manager

Raman Roud

Client Services & Employee Wellbeing Champion

Tammy Devonald

Ringleader of Creative Operations & Employee Trustee

Tom Morris

Director & Chartered Financial Planner

Vickie Batchelor

Client Services

Contact us