Meet the team

Dan Murdoch

Director and Financial Planner

Jill Bernardi

Director and Financial Planner

Jake Bernardi

Director and Chartered Financial Planner

Chris Dunn

Chartered/Certified Financial Planner

Roddy MacLeod

Trainee Financial Planner

Craig Hay

Trainee Financial Planner

Kaz Malcolm

Practice Manager

Johan Torres

Head of Technical and Paraplanning

Ishbel Stewart

Trainee Paraplanner

Fiona Shanks

Client Services

Michelle Allan

Client Services

Abbie Skelton

Client Services

Judith Belford

Client Services

Paige Callander

Trainee Client Services