Our Team

 

 

A team of Dedicated Professionals


Jacqui George
David Ramsay 

CEO and Principal Financial Planner

Erica Sigmont

Practice Manager

Jacqui Wilcox

Lending Manager

Sue Ramsay

Administration Coordinator

Jessica Hall

Financial Planner

Steven Nickelson

Financial Planner

Gareth Daniels - Associate Financial Planner
Gareth Daniels 

Associate Financial Planner

Shylesh Sriranjan

Associate Financial Planner

Elise Ryan 

Paraplanner

Amy Flett

Client Services Officer

Danni Brand 

Administration Assistant