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
Claudia Aedma

Claudia Aedma

Property Administration Officer
Daniel Pawelek

Daniel Pawelek

Service Delivery Manager
Denise Rotsos

Denise Rotsos

Office Administrator and Receptionist
Holly Thompson

Holly Thompson

Senior Relationship Manager
Ryan Van Vliet

Ryan Van Vliet

Head of Client Services
Thomas Ha

Thomas Ha

Client Services Manager