Skip to main content
03 9672 5111
Contact us
×
About us
Client service process
Our services
Family office
Your team
Contact
Your team
Mark O’Toole
Founder/Managing Director
Daniel Lunardi
Senior Financial Adviser
Alan Morey
Senior Financial Adviser
Tracy (Jingyi) Wang
Associate Adviser/Compliance Officer
Louisa Huber
Communications and Operations Manager
Priscilla Fung
Management Accountant
Rachelle Vinola
Client Service Manager
Ethan Spiegel
Assistant Para Planner
Lino Salzano
Assistant Para Planner
