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