Meet the Team

Delivering planning advice relevant to todays world.

Simon Gordon

Principal Adviser

True North Insurance

Simon is a specialist insurance adviser and has been involved in providing advice to clients for over 15 years.

Daniel Perkins

Principal Adviser

True North Financial Advice

Daniel provides comprehensive tailored financial advice to help clients build and protect their wealth.

Stuart McDonald

Principal Adviser

True North Wealth Advisory

Stuart Provides comprehensive financial advice to ensure that clients make smart decisions with their assets and money.

Anna Wilmann

Client Service Manager

Anna is a client centric professional who acts as a liaison between the business/product providers and clients.

Maggie Chen

Client Service Manager

Maggie’s goal is to provide excellent and timely financial planning processes and deliver the best possible customer service.

Melanie Lord

True North Insurance

Melanie joined True North Insurance in 2023, bringing with her over 25 years of Financial Services experience.