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Our Team

We’re here to help you grow your wealth

Meet
Our Team

Our team has been hand-picked to provide a broad range of skillsets and specialties.

This depth of knowledge, combined with our collaborative approach, means we are able to deliver optimal outcomes for our clients.

Raffi Pailagian MBA Bsc, DipFP

Managing Partner/
Financial Planner

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Raffi Pailagian MBA Bsc, DipFP

Zareh
Deyirmendjian DipFP

Partner/Financial Planner and Mortgage Broker

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Zareh  Deyirmendjian DipFP

Jonathan Harris CA, SSA, CFP

Senior Financial Planner

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Jonathan Harris CA, SSA, CFP

Anthony Simpson
DipFS, Adv DipFS, Aff. FINSIA

Senior Financial Planner

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Anthony Simpson

John Alford

Partner

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John Alford

Megan Bartlett BComm, CPA(FPS), CFP

Senior Financial Planner

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Megan Bartlett BComm, CPA(FPS), CFP

Paul Hughes

Financial Planner

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Paul Hughes

Krisu Patel BAppFin DipFP

Financial Planner

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Krisu Patel BAppFin DipFP

Mark Mendoza

Operations Manager

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Mark Mendoza

Our Team

Our team has been hand-picked to provide a broad range of skillsets and specialties.

This depth of knowledge, combined with our collaborative approach, means we are able to deliver optimal outcomes for our clients.

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