Our Team.

Daniel Jones
Director & Adviser

Liam Price
Director & Adviser

Andrew O’Brien
Adviser

Clinton Edwards
Adviser

Stephen Bratby
Adviser

Kristy Lambert
Adviser

Toby McKay
Adviser

Brittany Olsen
Practice Manager

Naomi Brown
Administration

Jessica Curtain
Assistant to Daniel Jones

Amy Nicholls
Assistant to Liam Price

Stephanie Dietrich
Paraplanner to Liam Price

Rebecca Braid
Assistant to Clinton Edwards

Jennifer Feeney
Assistant to Kristy Lambert

Ready to take control of your financial future?