Meet the team
Adrian Kidd
Managing Director & Chartered Financial Planner
Cheryl Frazer
Practice Manager
Chris Budd
Chair
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