Disclosure Statements

Under new laws it is now compulsory for people giving financial advice to give you a Disclosure Statement.

On this page you will find Disclosure Statements for each of our team for you to download. Our advisers will also give you a copy of their disclosure document should they get the opportunity to discuss your needs with you.

Download Primary Disclosure Statement  |  Download Secondary Disclosure Statement

Our Team

Nigel Wallace

CEO

Download Statement

Simon Keenan

Director

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Johann van der Merwe

Director

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Brian Mahony

Director

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Shona Solomone

Senior Broker

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Rebecca Redford

Claims Manager / Account Broker / Office Manager

Download Statement

Karla Brighton

Account Account Manager

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Sharyn Brown

Account Broker

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Lisa Russell

Account Broker

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