Meet the Team
Our extensive experience in managing clients wealth, combined with our private ownership, enables us to provide the very best outcomes for our clients. In every action we take, we are guided by the long term interests of our clients.
Simon has been in the industry since 1996. He was a Senior Financial Adviser with Wilson HTM for 7 years, and prior to this he spent 8 years at Commonwealth Private Bank, including 2 years as the Head of Financial Planning.
Simon has been a Certified Financial Planner (CFP) since 1998 and is a member of the Financial Planning Association (FPA). He has a Bachelor’s Degree in Business and Economics from California Lutheran University and post graduate Diploma’s in both Financial Planning and Applied Finance.David Lennan
David has worked in the industry since 2003, previously at Wilson HTM, where he was an Authorised Investment Manager and a member of the internal investment committee, and prior to this at Macquarie Bank.
David holds a Bachelor of Applied Science, a Graduate Diploma of Applied Finance, a Diploma in Financial Planning, a Diploma in Stockbroking, is an Accredited Derivatives Adviser, a member of the Securities and Derivatives Association and a Justice of the Peace.
Kylie has an extensive background in the Financial Services sector, having worked with some boutique financial planners in recent years.
Kylie started her career at the Commonwealth Bank after completing her Bachelor of Economics degree from the University of Sydney.