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
Amanda Spencer

Amanda Spencer

Director of Fidelis Legal / Solicitor
Ben Tomlinson

Ben McTomlinson

Director and Tax Agent
Daniel Pawelek

Daniel Pawelek

Service Delivery Manager
Daniel Thalji

Daniel Thalji

Head of Wealth Strategy
Ellie Kloppenborg

Ellie Kloppenborg

Property Administration Manager & Executive Assistant
Harrison Weld

Harrison Weld

Head of Future Assist Acountants
Jonathan Kermode

Jonathan Kermode

Senior Financial Adviser Future Wealth Advisory
Keith Bensley

Keith Bensley

Group Director
Kristy Bold

Kristy Bold

Head of Marketing & Communications
Phil Taylor

Phil Taylor

Director - Wealth Administration & Human Resources
Ryan Van Vliet

Ryan Van Vliet

Head of Client Services
Sean McNeill

Sean McNeill

Chief Executive Officer