Our People

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Meet Our People

In the pages below you can meet our entire staff.  We are very proud of the work we do for our clients and happy to be able to provide the products, services and advice that we do. All made so much better for being part of this fantastic team!

 

 

DIRECTORS

DavidDavid Lipschitz – Managing Director
 
 
 
 
 
 
 
 
 
 

FINANCE ADVISERS

AaronAaron Stock – Mortgage Adviser
 
 
 
 
 
 
 
 
 
TravisTravis Flower – Mortgage Adviser
 
 
 
 
 
 
 
 
 
 RebeccaRebecca Gotch – Mortgage Adviser
 
 
 
 
 
 
 
 
 
 
 

COMMERCIAL FINANCE

Michelle

Michelle Palmer – Commercial Finance Manager
 
 
 
 
 
 
 
 
 
 

 

OFFICE ADMINISTRATION

DaniDaniella Calvert – Office Manager
 
 
 
 
 
 
 
 
 
 

FINANCIAL PLANNING

ScottScott Dawkins – Financial Planner
 
 
 
 
 
 
 
 
 


 
 
 
 
 
 
 
 
 
 
 
 

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