Henri is an experienced business leader, with sound business acumen and an extensive knowledge of cost accounting and administration. With more than 20 years professional experience, Henri has held various international sales and marketing management roles in the apparel industry, and was the General Manager of a software development company. Henri also worked as a business consultant for a large private group. Henri holds a Master of Business Administration (France).
Senior Relationship Manager
Anna brings more than 10 years of financial services experience, having held operations and client service roles in banking and SMSF administration. Anna is completing her Diploma in Financial Planning. Anna enjoys yoga and pilates, and has a keen eye for fashion and design.
Senior Client Manager & Trainee Adviser
Leah brings 20 years of financial services experience, having held senior client relationship roles in leading global institutional investment firms and more recently in financial advice. Leah holds a Bachelor of Business (Accounting), Graduate Diplomas in Applied Finance and in Financial Planning. Leah enjoys reading, swimming, yoga and creating healthy, delicious food for her family.