Meet the team
Dan Murdoch
Director and Financial Planner
Jill Paton-Mackenzie
Director and Financial Planner
Jake Bernardi
Director and Financial Planner
Chris Dunn
Chartered/Certified Financial Planner
Roddy MacLeod
Trainee Financial Planner
Craig Hay
Trainee Financial Planner
Kaz Malcolm
Client Services Manager
Fiona Shanks
Client Services
Michelle Allan
Client Services
Abbie Skelton
Client Services
Ishbel Stewart
Client Services
Judith Belford
Client Services
Paige Callander
Trainee Client Services
Production