More About Our Journey

Our Team
Leadership

Built on trust, Industry Experience and integrity

Ari B. Moses

Member of Board, Chief Executive Officer (CEO)

Graham Fox

Member of Board, Chief Investment Officer

Cameron Stuart

Head of Advice, BMP Wealth - Group Level

Neal Hornsby

Chief Compliance Officer - Independent Consultant

Craig Smith

General Manager & SMSF Specialist - CSA Division

Gerry Baker

General Manager & Adviser - TAG 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

Troy D. Mahoney

Chief Compliance Officer

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

I. Ohannessian

Chief Financial Officer, BMP Wealth - OYA Div

D. Poynting

Practice Manager & Ops. – BMP Wealth - TAG Div

Jack Haddad

Financial Adviser, BMP Wealth - TAG Div.

Andrew Leafe

Senior Paraplanner, BMP Wealth

Lorena Millett

Snr. Financial Adviser, BMP Wealth - OYA Div.

Louie Liu

Senior Accountant, BMP Wealth - OYA Division

G. McLoughlin

Certified Financial Planner (CFP)

B. Murtagh

Associate Adviser – BMP Wealth & CSA Division

Mark Brogan

Tax Financial Adviser, BMP Wealth - TAG Div.

Evan Byrnes

Senior Financial Advisor, BMP Wealth – OYA Div.

Matthew Milnes

Senior Financial Advisor, BMP Wealth – OYA Div.

Ryan Phan

Paraplanner - BMP Wealth / TAG Div

Leanne Orr

Financial Planning Administrator

Julie Jackson

Group Risk Manager - BMP Wealth

George Moses

Associate Operations Manager

Janine Thomas

Accounting & Taxation Practice Manager

Wendy Purssell

SMSF Administrator, BMP Wealth - OYA Div

Rachel Hardy

Accounting & Tax Support, BMP Wealth – OYA Div.

Helen Bowdler

Insurance specialist, BMP Wealth - OYA Div

Roslyn Walker

Fin Planning Administrator - OYA Div

Jennifer Gannon

Invt. Client Care Manager - BMP Wealth / TAG Div

M. McCumiskey

Risk Client Care Manager - BMP Wealth / TAG Div

Libby Hall

Financial Planning Administrator

Abby McGuiness

Senior Accountant, Manager, BMP Wealth – OYA Div.

J. Thompson

Human Resources, BMP Wealth

Ryan Molloy

Senior Accountant, BMP Wealth - OYA Div

Neeta Mathur

Finance Manager, BMP Wealth