Meet the Team

Please use the links below to learn more about the team.

Richard Balaes

Principal

Stuart Hudson

Director, Head of Advisory | Fellow & Chartered Financial Planner
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Oliver Tunnicliffe

Senior Wealth Manager, Fellow & Chartered Financial Planner
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Ian Craigie

Senior Wealth Manager, Fellow & Chartered Financial Planner
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James Wilson

Senior Wealth Manager, Fellow & Chartered Financial Planner
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Dan Browne

Senior Wealth Manager, Chartered Financial Planner
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Bronwyn Pettitt

Senior Wealth Manager, Chartered Financial Planner
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Jack Beckett

Wealth Manager, Fellow & Chartered Financial Planner
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