Our people bring together diverse knowledge and skills, with every person contributing to our success. We pride ourselves on our Western Australian expertise and are solely focused on helping our clients achieve their financial goals.
Aaron Constantine
Founder & Chairman
Corporate Finance
Aaron Young
Head of Wealth
Founder & Executive Director
Jane Tandy
Founder & Managing Director
Jason Featherby
Head of Financial Advice
Founder & Executive Director
Michael Brindal
Head of Institutional Sales
Founder & Executive Director
Liam Stocklinger
Chief Operating Officer
Ashleigh Burnett
Client Services Officer
Anoucheka White
Client Services Manager
Aaron Jones
Senior Adviser Assistant
Harry O’Donnell
Director
Corporate Finance
Charli Grayson
Client Services Officer
Connor Smith
Graduate
Damian Piek
Associate
Financial Planning
Jakeb Shine
Adviser
Harry Barrett
Institutional Sales Trader
Janene Featherby
Executive Assistant
Kasey Wells
Operations Specialist
Luke Connor
Associate
Wealth & Operations
Michelle Hergenrader
Marketing & Communications Coordinator
Neve Gribble
Analyst
Corporate Finance
Mollie Pethick
Intern
Josh Featherby
Intern
Contact our range of specialists