Our Team

A small, experienced team combining clear advice with calm, organised support — so the process stays simple and easy to follow.

Advice Team

Strategy, direction, and ongoing planning — built around what matters to you.

Therese Jarrett

Senior Financial Planner

Nathan Schulz

Professional Year Advisor

Implementation & Support

The detail work, follow-through, and documentation that turns strategy into real next steps.

Kylie Magnin Sumiran

Client Services Manager

Ian Fernandez

Paraplanner