Your Service Team
Our Executive Leadership Team
Cath Perry
General Manager
An accomplished and visionary executive leader with over 35 years of experience at the intersection of technology and the financial planning industry, As our General Manager, she combines strategic insight with a deep understanding of the industry to lead our team toward innovative growth and unparalleled client service.
Kyle Perry
Head of Advice and Operations
With a wealth of experience in Technology, Operations and Financial Advice, Kyle is more than just a guru in his field—he's a generous and inspiring leader who drives our team's success with his deep expertise and unwavering commitment to innovation.
Linda Hall
Head of Finance
Linda is an integrity-driven and highly organised leader, bringing a strong background in team leadership, people development, and accounts management to Stonehouse. Her commitment to fostering growth and efficiency is matched only by her dedication to maintaining the highest standards of integrity.
Our Licensee and Client Engagement Team
Sarah Bridge
Training Manager
Anya Djuric
Advice Compliance Specialist
Tina Copeman
Client Engagement Administrator
Steph Perry
Client Engagement and Marketing Administrator
Our Advice Services Team
Dakota Meki
Head of ParaPlanning
ParaPlanner and Head of Staff Social Committee
Jerome Tsui
Senior Advice Specialist
Senior ParaPlanner and Advice Services Specialist
Mohkam Singh
Advice Specialist
ParaPlanner and Advice Services Specialst
Liz Hanrahan
Advice Specialist
ParaPlanner and Advice Services Specialst
Our Client Services Team
Belinda Auld
Head of Implementation
Hayley Alback
Senior Client Services Specialist
Mollie Auld
Client Services Team Lead
William Burke
Client Services Officer
Sienna Godwin
Client Services Officer
Gabrielle Kilburn
Client Services Officer
Lane Cooney
Client Services Officer
Dane Williams
Client Service Assistants
Tehlani Speers
Client Service Assistants
Shauna Canning
Client Service Assistants
Atlas
Client Service Assistants