Meet the team
Lucy Summers
Paraplanner
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Katherine Boland
Financial Planner, Director and Proprietor
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Emma Oliver
Financial Planner, Director and Proprietor
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Kelli Hoy
Paraplanner
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Michelle Jensen
Receptionist and Administrator
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Lorna Sumpton
Administration Assistant
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Jayden Elliss
Associate (Currently in Professional year)
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Goody Lim
Administration Assistant
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