Adam Jones
Corporate Team Leader
Our Financial Planners and Advisers
We know how important it is to find someone you can trust when it comes to your finances, that’s why we’ve put together a brief profile on each of our planners and advisers.
Alan Holmes
Mortgage and Protection Adviser
Andrew Young
Financial Planner
Angus Mackintosh
Financial Planner
Craig Herd
Financial Planner
David Brennan
Chief Investment Officer for Radiant Financial Planning and Financial Planner
Dr Paul Jackson
Financial Planner
Eric Mowinski
Financial Planner
Frederick Eden
Financial Planner
Garry Donnelly
Financial Planner
Glen Irvine
Financial Planner
Graham Clarkson
Financial Planner
Harry Pratt
Financial Planner
Ian Fleming
Financial Planner
Jade Jackson
Financial Planner
Jake Clarkson
Financial Planner
James Walford
Financial Planner
Joe O’Connor-Smith
Corporate Benefits Consultant
John Carter
Financial Planner
Lauren Appleby
Mortgage and Protection Adviser
Mark Rolfe
Financial Planner
Mary Henderson
Financial Planner
Michael Baxter
Financial Planner
Michael Dutton
Financial Planner
Michelle Woodward
Financial Planner
Olga Robertson
Financial Planner
Paul Dovey
Financial Planner
Peter Beacham
Financial Planner
Peter Broughton
Financial Planner
Roger Carey
Financial Planner
Simon Boardman
Employee Benefits Adviser
Steven Haldane
Financial Planner
Steven Sylvester-Ajudua
Financial Planner
Steven Thompson
Financial Planner
Stuart Mehrtens
Financial Planner
Tom Peake
Financial Planner
Will Palmer
Financial Planner
Adam Jones
Corporate Team Leader
Alan Holmes
Mortgage and Protection Adviser
Andrew Young
Financial Planner
Angus Mackintosh
Financial Planner
Craig Herd
Financial Planner
David Brennan
Chief Investment Officer for Radiant Financial Planning and Financial Planner
Dr Paul Jackson
Financial Planner
Eric Mowinski
Financial Planner
Frederick Eden
Financial Planner
Garry Donnelly
Financial Planner
Glen Irvine
Financial Planner
Graham Clarkson
Financial Planner
Harry Pratt
Financial Planner
Ian Fleming
Financial Planner
Jade Jackson
Financial Planner
Jake Clarkson
Financial Planner
James Walford
Financial Planner
Joe O’Connor-Smith
Corporate Benefits Consultant
John Carter
Financial Planner
Lauren Appleby
Mortgage and Protection Adviser
Mark Rolfe
Financial Planner
Mary Henderson
Financial Planner
Michael Baxter
Financial Planner
Michael Dutton
Financial Planner
Michelle Woodward
Financial Planner
Olga Robertson
Financial Planner
Paul Dovey
Financial Planner
Peter Beacham
Financial Planner
Peter Broughton
Financial Planner
Roger Carey
Financial Planner
Simon Boardman
Employee Benefits Adviser
Steven Haldane
Financial Planner
Steven Sylvester-Ajudua
Financial Planner
Steven Thompson
Financial Planner
Stuart Mehrtens
Financial Planner
Tom Peake
Financial Planner
Will Palmer
Financial Planner