A boutique Western Australian wealth firm  ·  Established 2011  ·  AFSL holder
Southern Cross Financial / Perth WA

Staff portal / Directory

Who's who.

Principals, managers, and senior advisers. Select any name for their profile and to start an internal conversation.

A

Annabel Tan

Head of Compliance & Risk


Chat assistant — coming soon

B

Brendan Cole

Finance Manager


Chat assistant — coming soon

G

Greg Morrison

Managing Director


Chat assistant — coming soon

L

Lisa Kwan

Client Experience & Marketing Manager


Chat assistant — coming soon

N

Naomi Street

Head of Financial Planning


Chat assistant — coming soon