Bronwyn Holzheimer
Principal
John Kosmidis
Director & Certified Financial Planner
Lee Ward
Operations Manager
Cheyenne O’Brien
Business Development Officer
Rebecca Jackson
Bookkeeper & Compliance
Michelle Kimber
Accounts, Finance & Payroll Manager and Assistant to Accountant
Holly Millard
Client Services – Wealth
Jess Davis
Assistant to Accountant
Vanessa Kosmidis
Operations Manager – Wealth
Alicia Maddock
Records Check & Cashbook Trainer
Maia Tait
Corporate Receptionist
