Your success, Together

Our dedicated support team is ready to help you

Our Team Members consist of:

  • Sarah Donald – Managing Director
  • Joanne Conolly – Financial Adviser
  • Fiona Kingsford – Operations Manager
  • Min Chen – Paraplanner
  • Tiana Vitale – Office Manager
  • Rosie McPhail – Technical Portfolio Manager
  • Kirsten Hagarty – Portfolio Administrator
  • Richard Douglas – Administration Support
WIFS Finalist Financial Planner of the Year
Henry Financial Group - CQAP Accredication
SMSF Specialist
AACP