Meet the team

Adrian Kidd

Managing Director & Chartered Financial Planner

Cheryl Frazer

Practice Manager

Christiaan Coolen

Financial Planner

Clara Metcalfe

Financial Planner

Hayley Watts

Paraplanner

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

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