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Key Contacts

Georgie Morris

CHAIRPERSON

Totally Integrated Financial Planning

Georgie has been an adviser with TIFP since 2000 and became a Director in 2016, leading her business through a period of significant change.  Georgie has been involved with Alpha throughout her entire career and has loved all aspects of the group, including the ability to develop a close network as a young adviser and developing strong, long lasting relationships with fellow business owners.  Georgie became Chairperson in 2023.

Toni Sparkes

GENERAL MANAGER

The Alpha Group

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Toni made the career switch from Accounting to Financial Planning in 1998 and has built a niche practice over the years. Toni has been General Manager of Alpha since 2005 and is the lifeblood of the group, ensuring our network remains connected and adapts to an everchanging regulatory environment.  Toni co-ordinates all Alpha events and works very closely with the Chairperson and Sponsorship Coordinator.

Jake Mounsey

SPONSORSHIP COORDINATOR

Bridgewood Private Wealth

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Jake started his career in financial services in 1999 and was a founding member of Bridgewood.  Jake became a member of Alpha in 2011 and was appointed Sponsorship Coordinator in 2017. Jake works closely with our valued sponsors to ensure better outcomes for all stakeholders, in addition to supporting the Chairperson and General Manager.