Our Team
Our dedicated team is ready to support you in all areas of financial planning. We have built a culture focused on trust, integrity, respect, hard work, and compassion. We are a family business and consider our staff and clients part of that family.
Brad Turnbull
SENIOR FINANCIAL PLANNER
Melissa Turnbull-Katebi
FINANCIAL PLANNER
Joel Turnbull
FINANCIAL PLANNER
Shaun Hubbard
FINANCIAL PLANNER
Effie Lemonakis
TRUSTEE SERVICES MANAGER
Andrew Kelly
ADVICE COORDINATOR
Sam Snow
CLIENT SERVICES ADMINISTRATOR
Vanessa Buckpitt
CLIENT SERVICES ADMINISTRATOR
