Our Core Team
Alison Bell
Director (Financial Advisory)
Daniel Glover
Managing Director
Dan O’Kane
Planning Analyst
Daniella Avery-Cunningham
Planning Analyst Intern
Elizabeth Crossan
Director (Accounting & Tax)
Gemma McShane
Operations Manager
Jack Mulligan
Planning Analyst Intern
Jamie Galway
Trainee Accounting Technician
Kevin Kelly
Director
Lesley Irwin
Director (Accounting & Tax)
Lyn McMaster
Director (Financial Advisory)
Rachael Mason
Financial Planner
Ronnie Anderson
Associate
Sean O’Donnell
Paraplanner
Sean McCann
Senior Planning Analyst
Shannon Bermingham
Trainee Chartered Accountant
Tony Glover
Director (Accounting & Tax)
Tyrene Kerr
Business Support
Yvonne Dunlop
Accounting Technician