Below you’ll find the Nature and Scope of Advice documents for each of our Financial Advisers.

These summaries outline the types of financial advice our advisers are qualified and authorised to provide.
Advisers are listed alphabetically, making it easy for you to find your broker and understand the specific areas they can assist you with.

Aimee Johnson
Anja Koen
David Lee
John Rae
Kim Antill
Rebecca Mullarkey Rae
Shane Roberts
Tane Hawkins
Vanessa Hambridge

You can also find a short bio for each of the JRI team members on our Team page – simply click here