Our Team

Casie Cassidy

Executive Assistant

Casie works with Kate providing executive administrative support. With experience in financial services firms, large and small, Casie is super organised and assists with meetings, communications and events. Casie has three high energy children and two equally high energy dogs.

Henri Desmarais

Office Manager

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).

Anna Grant

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.

Frances Chan

Client Service Manager

Frances is an operations specialist with more than 15 years’ experience in financial services. Frances holds a Diploma in Financial Planning. She enjoys traveling, reading, and spending quality time with her family.

Rachel Pan

Client Service Assistant

Rachel assists our team with our day-to-day client service, reporting and investment analysis. With experience in the Private Wealth team at Westpac, Rachel is completing a Bachelor of Commerce (Finance) and Bachelor of Economics (Economics) at the University of New South Wales. Rachel is fluent in several languages and enjoys traveling, reading and grabbing coffee with friends.