Meet the team

Dan Murdoch

Director and Financial Planner

Jill Paton–Mackenzie

Director and Financial Planner

Jake Bernardi

Director and Financial Planner

Phil Billingham

Director

Kaz Malcolm

Client Services Manager

Fiona Shanks

Client Services

Jennifer Leith

Client Services

Michelle Allan

Client Services

Abbie Skelton

Client Services

Ishbel Stewart

Client Services