Our team

Spread across three states, our team share common values and a consistent approach to our work. We all place great importance on the quality of our client relationships – we understand that in a business such as ours, absolute trust and understanding is required. We aim to be your first port of call, no matter what the question – we see ourselves as an integral a part of your lives, and we take that responsibility seriously.

But that’s not to say that we’re serious and boring. We're real people – approachable, relatable and always happy to share a joke and have a chat. Find out more about our individual team members below.

John Moran Intend Financial

John Moran

Principal Adviser – CFP®

Mornington

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Ben Buchanan

Principal Adviser – CFP®

Mornington

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Yihsing Koo

PRINCIPAL ADVISER – CFP®

Hawthorn East

Zac Mcarthur Intend Financial

Zach McArthur

Principal Adviser - CFP®

Launceston

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Jesse Nihill

Principal Adviser – CFP®

Gold Coast

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Brad Witt

Financial Adviser

Mornington

Matt Carter Intend Financial

Matthew Carter

Financial Adviser

Launceston

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Mark Westwater

Consultant

Mornington

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Neil Armistead

Chairman and Consultant

Mornington

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Mat Hallam

Financial Adviser

Mornington

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James Li

Associate - Advice CFP®

Hawthorn East

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Arabella Lee

Associate Adviser

Mornington

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Sam Briggs

Associate Adviser

Launceston

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Louise Jenkin

Head of Insurance

Mornington

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Danielle Richardson

Client Services

Launceston

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Leonie Otto

Client Services

Mornington

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Lynne McAdam

Client Services

Launceston

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Emma Davey

Administration

Mornington

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Matthew Koo

Associate - Client Experience

Hawthorn East