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Natalie Jones

Head of Finance

Natalie holds a Bachelor of Business majoring in Marketing and Banking & Finance, along with a Diploma of Financial Planning. With a strong eye for detail and a wealth of experience in finance, Natalie plays a key role in keeping everything running smoothly behind the scenes.

Outside of work, she’s passionate about all things netball from spectating to coaching and managing and also enjoys cooking up a storm for her husband and three wonderful girls.

Our Team

Meet the Team

Get to know the professionals who will guide you every step of the way in securing your financial future.

Paul Fowler

CERTIFIED FINANCIAL PLANNER®

Jason Fowler

CERTIFIED FINANCIAL PLANNER®

Paul Horn

CERTIFIED FINANCIAL PLANNER®

Daniel Underwood

FINANCIAL PLANNER AFP®

Angelo Caltabiano

FINANCIAL PLANNER AFP®

Sally Hardwick

FINANCIAL PLANNER AFP®

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