Brisbane

Peter Sarai
Group Managing Director
Masters in Applied Finance

Katerina Sousalis
Executive Planner
Diploma of Financial Planning
Bachelor of Visual Design – Interior Design
Currently completing Certified Financial Planner studies

Tony Sarai
Associate Director / Executive Planner
Bachelor of Commerce (International Business)
Bachelor of Commerce (Banking & Finance)
Diploma of Financial Planning
Certified Financial Planner

Kye Harris
Strategic Wealth Planner
Advanced Diploma in Financial Services (Financial Planning)
Bachelor of International Business and Banking & Finance

Jita Sarai
Associate Director – Wealth Management
Bachelor of Commerce (Banking & Finance and Risk Management)
Diploma of Financial Services (Financial Planning)
Currently completing Advanced Diploma of Financial Services
Currently completing Graduate Diploma of Corporate Governance