Our people

Our team is made up of passionate individuals with diverse expertise working together to deliver strategies that fast-track your financial success.

All
Sean McNeill

Sean McNeill

Chief Executive Officer
Keith Bensley

Keith Bensley

Group Director
Ben Tomlinson

Ben McTomlinson

Director and Tax Agent
Amanda Spencer

Amanda Spencer

Director of Fidelis Legal / Solicitor

Phil Taylor

Director of Wealth Administration
Victor Martinez

Victor Shen

Managing Director Future Assist Home Loans
Harrison Weld

Harrison Weld

Head of Future Assist Acountants
Ashlee Zivkovic

Ashlee Zivkovic

Head of Accounts, Administration, People and Culture
Ryan Van Vliet

Ryan Van Vliet

Head of Client Services
Kristy Bold

Kristy Bold

Head of Marketing & Communications
Daniel Thalji

Daniel Thalji

Head of Wealth Strategy
Daniel Pawelek

Daniel Pawelek

Service Delivery Manager