Leadership Team

Name
Cody Harmon
Multi Family Office Adviser
MFin Planning, BBus (Econ & Fin)
Cody Harmon
Multi Family Office Adviser
MFin Planning, BBus (Econ & Fin)
Name
Nat Daley
Family Office Specialist
MFin Inv, BBus, BCom, DFP
Nat Daley
Family Office Specialist
MFin Inv, BBus, BCom, DFP
Name
Jayden Post
Principal & SMSF Specialist Advisor™
BBus (Financial Planning), SSA®, DFP
Jayden Post
Principal & SMSF Specialist Advisor™
BBus (Financial Planning), SSA®, DFP
Name
Dean Bowen
Head of General Insurance Broking
BBus & Comm, Dip.Ins Broking, QPIB
Dean Bowen
Head of General Insurance Broking
BBus & Comm, Dip.Ins Broking, QPIB

Our Team

Danielle Bartrop
Head of Operations
Danielle Bartrop
Head of Operations
Jharna Wimbus
Business Services Manager
DipBus, CertIIIBusAdmin
Jharna Wimbus
Business Services Manager
DipBus, CertIIIBusAdmin
Riley Jan
Financial Adviser
MFP, BComm, BLaws, GDipLP
Riley Jan
Financial Adviser
MFP, BComm, BLaws, GDipLP
Amy Rose
Client Services Manager
Amy Rose
Client Services Manager
Lindie Yee
Client Services Manager
Lindie Yee
Client Services Manager
Keith Cabibil
Paraplanner
Keith Cabibil
Paraplanner
Anthony Orefice
Account Manager
Anthony Orefice
Account Manager
Mario Mandic
Broker Assistant
BBus
Mario Mandic
Broker Assistant
BBus
Chris Redlich
General Insurance Claims Manager
Chris Redlich
General Insurance Claims Manager
Sydney
Melbourne
Gold Coast
Canberra
Brisbane
Geelong
Byron Bay
Important Information
This information is of a general nature only and has been provided without taking into account your personal objectives, financial situation and/or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.
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Cruz Family Office Pty Ltd
ABN 95 632 331 536