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Our Team

More About Our Journey

Our Team
Leadership

Built on trust, Industry Experience and integrity

Ari B. Moses

Group Chief Executive Officer (CEO)

Finance Team

Head of Finance (Mortgage Brokerage Only)

Brodie Stewart

Group Chief Operations Officer (COO)

Irene Ohannessian

Head of Accounting & Taxation Services

Paul Shoebridge

Group Chief Finance Officer (CFO)

Scott Anderson

Head of Risk (Insurance)

Andrew Leafe

Head of Paraplanning and Senior Paraplanner

Danielle Poynting

Practice Manager

Evan Byrnes

Head of Growth & Advisory Division

Operations: Financial Advisory, Tax & SMSF, Insurance & Compliance Team Leaders

Holistic Financial Planning, including SMSF & Super, Retirement & Aged Care Planning, Tax Planning, Cashflow & Debt Management, and more.

Ari B. Moses

Member of Board, CEO

Graham Fox

Member of Board, CIO

Cameron Stuart

Head of Advice, BMPW

Craig Smith

Financial Adviser, Manager

Gerry Baker

Financial Adviser, Manager

Operations: Financial Advisory, Tax & SMSF, Insurance & Compliance Team Leaders

Holistic Financial Planning, SMSF & Super, Retirement & Aged Care Planning & Tax Planning, Cashflow & Debt Management & More

Abby McGuiness

Senior Manager & Accountant

Aish Karanjai

Financial Planning Associate

Angelique Stap

Advice & Implementation Administration

Brendan Murtagh

Financial Adviser

Cameron Stuart

Senior Financial Adviser

Desirelie Reponte

Paraplanner

Edo Catak

Compliance Officer (BMIS)

George Moses

Associate Operations Manager

Greg McLoughlin

Senior Financial Planner

Helen Bowdler

Insurance specialist

Jack Haddad

Senior Financial Adviser

Jack Young

Advice & Implementation Administration

Jacob Duggan

Advice & Implementation Administration

Jandrea Budiongan

Paraplanner

Janine Thomas

SMSF Administration

Jennifer Gannon

Advice & Implementation Administration

Jennifer Thompson

Accounting & Tax Support / HR

Jennifer Wilson

Financial Planning Associate

Julie Jackson

Advice & Implementation Administration

Karen Smailes

Accounting & Tax Support / Marketing

Leanne Orr

Advice & Implementation Administration

Libby Hall

Advice & Implementation Administration

Lorena Millett

Senior Financial Adviser

Louise Cagney

Accounting & Tax Support

Louie Liu

Senior Accountant

Mark Brogan

Senior Financial Adviser

Matthew Milnes

Senior Financial Adviser

Neeta Mathur

Mortgage Broker

Rachel Hardy

Accounting & Tax Support

Roslyn Cooney

Advice & Implementation Administration

Ryan Molloy

Senior Accountant

Tracey Damtoft

Advice & Implementation Administration

Trisha Borces

Paraplanner

Additional Information

This website is operated by B. Moses Holdings PTY LTD and its affiliates on behalf of B. Moses Private Wealth, trading as BMP Wealth. The information provided on this website offers a general description of the services provided by BMP Wealth and its affiliates. It is important to note that the information on this website is not intended as advice, an invitation, a confirmation, an advertisement, an offer, or a solicitation to buy or sell any security or financial products or services, credit, or lending products, or engage in any investment activity. The content provided is for general purposes only and does not take into account your specific personal circumstances, financial goals, or needs. It is important to note that all financial products, securities, or instrument transactions carry inherent risks. Retail investors seeking to apply the information on this website, financial products, or our services to their unique personal circumstances should seek guidance from a qualified financial professional or adviser. Retail investors must have their situation fully assessed, goals and objectives identified, resources reviewed, and obtain a personalised advice document, such as a Statement of Advice, from a qualified financial adviser before engaging our services.

B. Moses Private Wealth Pty Limited ABN 53 659 419 486, CAR number 1297148 (BMP Wealth) is a Corporate Authorised Representative of B. Moses Investment Services Pty Limited ACN 156147223, AFSL number 421290 (BMIS).

Additional Information

This website is operated by B. Moses Holdings PTY LTD and its affiliates on behalf of B. Moses Private Wealth, trading as BMP Wealth. The information provided on this website offers a general description of the services provided by BMP Wealth and its affiliates. It is important to note that the information on this website is not intended as advice, an invitation, a confirmation, an advertisement, an offer, or a solicitation to buy or sell any security or financial products or services, credit, or lending products, or engage in any investment activity. The content provided is for general purposes only and does not take into account your specific personal circumstances, financial goals, or needs. It is important to note that all financial products, securities, or instrument transactions carry inherent risks. Retail investors seeking to apply the information on this website, financial products, or our services to their unique personal circumstances should seek guidance from a qualified financial professional or adviser. Retail investors must have their situation fully assessed, goals and objectives identified, resources reviewed, and obtain a personalised advice document, such as a Statement of Advice, from a qualified financial adviser before engaging our services.

B. Moses Private Wealth Pty Limited ABN 53 659 419 486, CAR number 1297148 (BMP Wealth) is a Corporate Authorised Representative of B. Moses Investment Services Pty Limited ACN 156147223, AFSL number 421290 (BMIS).

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