Meet The Team
“Great things in business are never done by one person; they’re done by a team of people.”– Steve Jobs
Our Leadership Team
JAMES PROUD
Property and Finance Analyst
James plays rugby union in the local Brisbane competition, and loves all things that have running and a score attached to them! When he’s not spending time with his fiance, there’s always deadlift records to be broken in the gym.
ANDREW DAVID COURTNEY
Managing Director
Andrew enjoys spending time with his wife & 3 little girls, and playing basketball on the side - ask him about how long his latest fast was for!
TRISTIN AYLWARD
Senior Operations Officer
Tristin loves diving into the details of how things function. When he's not on that adventure, he's typically immersed in the world of video games, losing his friends at live music gigs, enjoying squash matches, and perfecting his shooting skills at the range on weekends.
SOPHIE COURTNEY
Consultant / Co-Founder
Sophie loves to make tea with her wide array of herbs and ensures her large family is flourishing. Ask her about her most recent health finding and dive into the longevity rabbit hole. When she’s not in the business, she is ensuring her little troop of children (3 and one more on the way) are happy and healthy.
SIMON NATOLI
Senior Accountant
Simon is a dedicated professional with a passion for assisting individuals and businesses with their accounting and taxation needs. Outside the world of numbers, you can find me in the gym or out on the footy field. I also have two young boys who keep me on my toes and two dogs who are just as bad!
ANDREW DAVID COURTNEY
Managing Director
Andrew enjoys spending time with his wife & 3 little girls, and playing basketball on the side - ask him about how long his latest fast was for!
JAMES PROUD
Property and Finance Specialist
James plays rugby union in the local Brisbane competition, and loves all things that have running and a score attached to them! When he’s not spending time with his fiance, there’s always deadlift records to be broken in the gym.
SOPHIE COURTNEY
Mortgage Broking Officer
Sophie loves to make tea with her wide array of herbs and ensures her large family is flourishing. Ask her about her most recent health finding and dive into the longevity rabbit hole. When she’s not in the business, she is ensuring her little troop of children (3 and one more on the way) are happy and healthy.
TRISTIN AYLWARD
Senior Operations Officer
Tristin loves diving into the details of how things function. When he's not on that adventure, he's typically immersed in the world of video games, losing his friends at live music gigs, enjoying squash matches, and perfecting his shooting skills at the range on weekends.
Team Dynamics
Let's work together
If you'd like to talk about how you can improve your current financial situation,
feel free to book in time to fast-track the process.
Let's work together
If you'd like to talk about how you can improve your current financial situation, feel free to book in time to fast-track the process.
Contact Us
68 Highland Terrace, St Lucia, QLD 4067
P: 1300 641 006
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© Copyright 2024 Plenitude Wealth
Legacy Financial Planning Pty Ltd as Trustee for Pembrokeshire Trust | ABN 91 167 254 202 | AFSL 519446
Located at PO Box 8261, Subiaco East 6008, contact number: 08 6226 9609, email: [email protected], website: www.legacy.net.au.