People · Leadership

The people behind the conviction.

A concentrated team of licensed advisors and responsible managers, aligned with the investors they serve.

The team

P

Paul White

Responsible Manager

Responsible Manager of Advisor Plus and director of a boutique financial services firm.

Qualifications

Bachelor of Business (Accounting)

RG 146 Diploma of Business

Diploma (Financial Planning)

ASX Level 1 & 2 Derivatives

C

Craig Foley

Chief Information Officer

Builds and maintains the technology behind the firm’s investment research and client operations, from market data and analytics through to systems and delivery.

Qualifications

Quantitative Technology Executive & Consultant

Shivani Lohar

Administration / Client Services

Manages client onboarding and coordination, keeping day-to-day operations running smoothly.

Qualifications

Bachelor of Business Administration

Amith D’Souza

Investment Analyst

Works across the firm’s investment research and client operations, supporting both the analysis behind the strategies and their delivery to clients.

Qualifications

Bachelor of Commerce (Finance)

Certified Financial Planner