People · Leadership

The people behind the conviction.

A concentrated team of licensed advisors and responsible managers, aligned with the investors they serve.

The team

4 members · 3 to be announced

P

Paul White

Responsible Manager

Responsible Manager of Advisor Plus and director of a boutique financial services firm.

Qualifications

Bachelor of Business (Accounting)

RG 146 Diploma of Business

Diploma (Financial Planning)

ASX Level 1 & 2 Derivatives

C

Craig Foley

Role to be confirmed

Biography to follow.

S

Shivani Lohar

Role to be confirmed

Biography to follow.

A

Amith D’Souza

Role to be confirmed

Biography to follow.