Operations
Razina Gareeb, CFP®
Chief Operations Officer, CFP®
Fiona Butler
Risk Specialist
Chris Oosthuizen
Financial Manager
Wealth Managers
Duncan Wilson, CFP®
Senior Wealth Manager, CFP®
Melissa Dyer, CFP®
Senior Wealth Manager, CFP®
Sean Quigley, CFP®
Senior Wealth Manager, Key Individual, CFP®
Belinda McKenna, CFP®
Senior Wealth Manager, CFP®
Harry Lomas, CFP®
Senior Wealth Manager, CFP® (UK)
Marc Schroeder
Senior Wealth Manager
Colin Sorour
Senior Wealth Manager
Skye Kelly, CFP®
Investment Research and Wealth Manager, CFP®
Associates
Linda Glegg
Client Associate
Joshua Green
Client Associate
Mark Scheepers
Planning Associate
Sibongile Nombembe
Operations Associate
Kate Palframan
Operations Associate
Jamielee Clogg
Client Associate