Family Office Services

Mike Kupenga

Founding Director

Lisa Whelan

Manager

Sylwia Pearce

Assistant Manager

Corporate, Foundation and Trust Services

Tony Rouillard

Director

Julie McCloskey

Trust Officer

Alice Nichols

Senior Trust Administrator

Tom Domaille

Senior Trust Officer

UHNW / Corporate Services

Craig Robert

Director

Janette Robert

Manager

George Mahy

Relationship Officer

Helen de Garis

Accountant

Sue Nicholls

Administrator

Marni Shepherd

Administrator

Aimee Le Prevost

Administrator

Business Support

Peter Dorey

Director

Andrew Duffett

Accountant

Cathryn Vickery

Client Accountant

Sarah Kupenga

Administrator

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