Shani Savic

Shani is our Practice Manager. She joined the financial services industry and our practice in 2006 having left the legal profession where she worked for 10 years.

Claire Lewis

Claire is our Accounting Consultant who joined our practice in 2009. Claire holds a Bachelor of Accounting and is a Chartered Accountant with the Institute of Chartered Accountants Australia.

Rachel Lane

Rachel is a Trainee Paraplanner who joined the financial services industry in 1997 having had roles with ING and RetireInvest prior to joining our practice in 2006.

Renae Dixon

Renae is a Client Services Manager who joined the financial services industry and our practice in 2010. Prior to this Renae held other client service managerial roles for more than 7 years.

Emma Meade

Emma is a Client Services Manager who joined the financial services industry and our practice in 2014. Prior to this Emma held other client service managerial roles for more than 10 years.

Nick Walker

Nick is our Compliance Officer and has worked in the financial services industry both in Australia and the UK since 1987.  Prior to joining our practice in 2014, Nick was a Financial Advisor for 17 years.