Our Team

Our Team
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Jeff Morel

Financial Planner

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Clare McConville

Senior Paraplanner

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Diane Hay

Administration Assistant

Jeff Morel

Director

I’ve been a Financial Adviser for over 12 years. My love of the industry stems from an interest in finance, numbers and problem solving, combined with a natural willingness to assist people in reaching their financial and lifestyle goals.

AR no: 000320830
CAR no: 000465514