Meet the Team

Please use the links below to learn more about the team.

Yiota Wilkinson

Managing Director & Chartered Financial Planner
Full profile

Caroline Taylor

Executive Manager

Katie O’Melia

Paraplanner

Louise Ward

Client Care Administrator

Joanna Sichivula

Client Care Administrator

Kevin Taylor

Technical Analyst

Buddy

Pawfolio Manager

Scout

Chief Snuggle Officer

Dexter

Snack Compliance Officer