Our Team

Jason Poole

Director
BSc Hons Investment, Adv Dip FP
Authorised Representative

 

Graham Poole

Founder
Dip, AII, Dip FS (Fin Plan)
Authorised Representative

 

 Mark Worrall

Adv Dip F.S (Fin Plan)
Authorised Representative

               

Rachael Hill

Dip F.S. (Fin Plan)
Practice Manager

 

Cherie Green

Dip F.S. (Fin Plan)
Paraplanner 

 

 

Levi Dallen

Client Service Officer

               

Susan Dallas

Client Liaison Officer

 

Janine Moore

Client Service Officer