Profiles

Chris is a senior paraplanner and has worked in the financial services industry for over ten years.

His role involves prov ...

Tom is a paraplanner whose technical knowledge helps us to develop and review our clients' financial plans.

He began his c ...

Shelley is a paraplanner with responsibility for producing a written copy of the advice we provide to meet the varied needs of our clients.

Simon is a chartered financial planner with almost 25 years’ experience in the financial services sector.

He has a success ...

Deb is the senior administrator of our client’s affairs, who has responsibility for welcoming our new clients and meeting the requirements of our existing ones.

Richard is a Chartered Financial Planner and the Managing Director of Colmore Partners. For more than 25 years he has delivered holistic Financial Planning advice to a wide ra ...

Wendy is a Chartered Financial planner with over 30 years experience and is a founding director of Colmore Partners.

She d ...

Kelly has overall responsibility for the day-to-day operations of the business and the administration of our client's affairs.

Kat is an associate financial planner with more than a decade of professional experience within the financial service industry.

As a member of our administration team, James contributes to the everyday operations of our business, as well as attending to the affairs of our clients.

Dan has overall responsibility for our advice processes and ensuring we comply with all our regulatory requirements.

He ha ...

Craig is an actuary and is the Director responsible for Colmore Partners governance, finance, operations and commercial arrangements as well as assisting with special projects ...

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