Our Team
Meet the dedicated professionals who form the backbone of our organisation, each bringing a unique blend of expertise, passion, and commitment to excellence.
Daniel Moss
Managing Director
Stefan Urosevic
Director & Chief Financial Officer
Jack Kouzi
Director of Strategy
Toni Hennock
Head of client relationships
Danilo Medojevic
Head of financial advice
Martin Woods
Senior Portfolio Manager
Luke Alexander
financial advisor
Alex Tran
Paraplanner
Alfie Omega
Paraplanner
Cris Laid
Customer Service
Cristine Inso
Assistant Paraplanner
Marie Ocubillo
Customer Service
Your Complete Wealth Management Partner
Speak to us today to discuss your personalised financial strategy and discover how our expert team can help you achieve your goals.
