Brad Matthews | Investment Committee Chair

by | Aug 29, 2023

Brad Matthews Investment Committee Chair Brad Matthews is the founder of investment consultancy BMIS and former Head of Investment Strategy at AMP. With over 30 years of experience in the finance industry, Brad is the Independent Chair of the Zone Financial Investment...

Leila Attenborough | Paraplanner

by | Aug 29, 2023

Leila Attenborough Paraplanner Leila is a highly experienced and dedicated Paraplanner with a passion for the financial planning industry.  She holds a Diploma of Financial Planning, an Advanced Diploma of Paraplanning, and a Bachelor Degree in Computer Software...

Kathy Hickey | Founder, Director – Operations

by | Aug 29, 2023

Kathy Hickey Director of Operations (BComm) As both a Director and a founding partner of Zone Financial, Kathy has over two decades of experience in the financial services and healthcare industries, both in Australia and the United Kingdom. With a Bachelor of Commerce...

Damian Masi | Wealth Adviser

by | Aug 29, 2023

Damian Masi Wealth Adviser (M.FinPlan, BComm – Finance & Financial Planning) Damian is a highly technical Wealth Adviser with a compassionate approach. He holds a Master of Financial Planning,  a Bachelor of Commerce majoring in Finance and Financial...

Drew Hickey | Founder, Director and Principal Financial Advisor

by | Aug 29, 2023

Drew Hickey Director of Advice (CFP®, MAppFin, BEcon, DipFS) Drew is a highly accomplished advisor with extensive experience in delivering tailored, holistic wealth management advice. With a Master of Applied Finance and Investment, a Bachelor of Economics from the...