Management Team

    Board Members

  • Don Trapnell
    Don Trapnell Executive Chairman
     
    More info
  • John Prossor
    John Prossor Executive Director
     
    More info
  • Keith Cullen
    Keith Cullen Director
     
    More info

    Management Team

  • Sarah Congdon
    Justin Harding Head of Legal & Dispute Resolution (Vic) More info
  • David Newman
    David Newman Chief Operating Officer
     
    More info
  • Phil Osborne
    Phil Osborne
     
    Head Of Compliance More info

    Team Leaders

  • Lily Cao
    Lily Cao Head - Advice Technology More info
  • Samantha Portillo
    Samantha Portillo Accountant (VIC)
     
    More info
  • Jonathon Trapnell
    Jonathon Trapnell Head of Adviser Support (VIC) More info
  • Susan Travers
    Susan Travers Head of Onboarding & Kaplan (VIC) More info
  • Josie Vella
    Josie Vella EA to Don Trapnell, Office Manager More info