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Meet our technical team

Behind the scenes, there is a strong and loyal support team that allows our financial planners to deliver the high calibre advice that really makes a difference in our clients’ lives.

Michael Kidd - CFP® BCom GradDipFP
Operations Manager

T02 9328 0876
F02 9326 1438
M0416 201 871
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Belinda Winwood-Smith - BSc (Merit in IT)
Paraplanner

(Currently on Maternity leave)

T02 9328 0876
F02 9326 1438
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James Boggs - BA
Junior Paraplanner

T02 9328 0876
F02 9326 1438
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