OUR PEOPLE

While our clients are always at the heart of everything we do, it is our team of hand-selected professionals who deliver the excellent service we’re known for. Our team’s experience and commitment are second to none, and each and every member plays an invaluable role. It’s our people that make the difference.

People often consider their finances as their limit. But that’s before they meet Harry.

Harry is a Financial Adviser who makes it his mission to broaden your perspective on the possibilities that finances can offer you, so you can live your best life.

Harry works with you to make sure you understand your current financial situation first and foremost. Once this basis has been established, he collaborates with you to effectively design and implement a plan that spans years into your future; one that allows you to take control of your wealth and have a clearer view of the next few decades.

His passion for educating and empowering clients about their wealth motivates Harry to go the extra mile for you.

Whether you’re a business owner, an executive couple or career professional, Harry’s goal is to implement an innovative financial plan that supports you every step of the way, bringing it to life.

You’ll see that Harry looks at your bigger picture; all while paying close attention to the little details. It’s something that many people notice. He takes into account your goals to identify opportunities and investments that will get you where you want to be, even if you haven’t considered them before.

Having worked in the Financial Planning industry for more than 10 years and helping countless clients like yourself, Harry has never failed to provide service that’s outstanding and heartfelt.

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Harry Bronn

Senior Financial Adviser

The difference is our PEOPLE

  • All
  • Advisers
  • Board
  • Executive Leadership Team
  • Investment Committee
All
  • All
  • Advisers
  • Board
  • Executive Leadership Team
  • Investment Committee

James Beresford

Managing Director | Financial Adviser

Trudi Beresford

Director | Financial Adviser

Harry Bronn

Senior Financial Adviser

Lara Gomez

Relationship Manager

Sam Carmiggelt

Associate Adviser

Scott Marshall

Head of Investments

Alex Mercado

Associate Adviser

Saul Eslake

Chief Economic Adviser

Vic Chau

Chairman

Dr Stephen Garth

Manager : Strategy & Corporate Development

Michael Clegg

External Senior Investment Adviser