Bronwyn Holzheimer
Principal
John Kosmidis
Director & Certified Financial Planner
Lee Ward
Operations Manager
Cheyenne O’Brien
Business Development Officer
Rebecca Jackson
Bookkeeper & Compliance
Pam Petersen
Accounts, Finance & Payroll Manager
Sammi Horton
Marketing
Jess Davis
Assistant to Accountant
Vanessa Kosmidis
Client Service Consultant
Brooke O’Connor
Assistant to Accountant
Maia Tait
Corporate Receptionist
