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Meet the team

James Wortley

CEO / Founder

Scott Jamieson

Owner / Financial Planner

Mike McLeod

Certified Financial Planner

Mike Thackray

Certified Financial Planner

Simone Anderson

Risk Adviser

Brendan Hughes

Financial Planner

Jason Elbourne

Paraplanner

Jodie Wood

Office Manager

Jessie Micallef

Administration Assistant

Jacob Wheatley

Administration Assistant

Cyndi Radford

Administration Assistant

Diane Wootton

Administration Assistant

Vanessa Grifo

Business Manager

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