OUR STAFF

Meet the Team

Our amazing team delivers amazing results…

We have a can-do attitude backed up by more than 20 years experience delivering financial advice and guidance to our local and International clients.

Richard Behan

Managing Director

Neal Caldwell

Investment, Pension and Protection Adviser

Leanne Doyle

General Insurance
Specialist

Kathy McDade

Senior Protection Paraplanner

Gerald Kelly

Director, Mortgage and Protection Adviser

Adam Rosevear

Investment and Pension Administrator

Michael Kakuru

Pension & Investment Paraplanner

James Monaghan

Protection Adviser

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