Our Team

Our Advisers are members of the Financial Planning Association of Australia or the Association of Financial Advisers and have undertaken to abide by a Code of Conduct that governs their professional practice and behaviour.

They have committed to undertake professional development that exceeds the mandated regulatory requirement and have access to extensive training and professional development opportunities. We are proud of our culture of continuous improvement through formal education and ongoing professional development, mentoring and training for our team.

Partners

Cyril Thomasson

Founder / Principal – Financial Adviser

Bill Allen

Partner - Financial Adviser

Richard Bell

Partner - Financial Adviser

Financial Advisors

Jim Farrell

Senior Financial Adviser

Peter Harding

Financial Adviser

Dimitri Kondilis

Financial Adviser

Dianne Ferris

Senior Financial Adviser

Craig Cavanagh

Associate Financial Adviser

Management Team

Diane Thomasson

Chief Financial Officer

Penny Farrell

General Manager

Bonny Allen

Operations Manager

Andrew Morris

Business Advice Manager

Client Services

Emma Archer

Client Services Paraplanning

2017 Employee of the Year

Christine Eves

Client Services

2018 Employee of the Year

Donna Heilmann

Client Services

2015 Employee of the year

Alyisa Lette

Client Services

2017 Employee of the Year

Kerstie Reid

Client Services & Marketing Communications Co-ordinator

Kate Ewings

Client Services Paraplanner

Irene Kelly

Senior Bookkeeper

Accounting Team

Lynda Neill

Senior Accountant

Kathy Stanley

Senior Accountant

Amanda Evans

Taxation Assistant

Julie Joyce

Accounts Manager

Alicia Hunt

Administration Assistant