Our financial planners speak your language – we work hard to understand your needs and provide you with clear recommendations. We are here to help you.

Here are the different ways that you can engage with our financial advice services.

Name

Title

Qualifications 

Office location

Oya Guney

Financial Advice Manager & Senior Financial Planner

Bachelor of Laws, Diploma of Financial Advice (DFA)

Burwood NSW

Tina Tran

Financial Planner

Bachelor of Commerce (Accounting), Diploma of Financial Advice (DFP), Certificate IV Training and Assessment

Burwood NSW

Boris Tesanovic

Senior Financial Planner

Bachelor of Commerce (Finance & Economics), Advanced Diploma of Financial Planning (ADFP), Diploma of Financial Services (Financial Planning)

Burwood NSW

Thomas Rouse

Financial Planner

BSC Mathematics with Economics (Honours), Master of Business Administration (MBA), ADFP, CFP, Age Care Specialist

Brisbane QLD

Tim Poole

Head of Financial Advice

Certified Financial Planner, Chartered Accountant, Bachelor of Economics (UQ), Bachelor of Commerce (UQ)

Brisbane QLD

Sonya White

Financial Planner

Bachelor of Commerce (Accounting and Industrial Relations), Certified Practicing Accountant, Justice of Peace (qualified)

Brisbane QLD

Joleene Stockwell

Financial Planner

Master of Education (TESOL), Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Planning

Perth WA

Robert Rocca

Financial Planner

Post Graduate Certificate in Financial Planning, Post Graduate Certificate in Finance, Advanced Diploma of Financial Planning

Perth WA

Alan Zheng

Associate Planner

Diploma of Business, Diploma of Financial Planning

Over the phone adviser

Paul Sharp

Associate Planner

MA (Oxon), MBA (London Business School), Advanced Diploma of Financial Services (Financial Planning)

Over the phone adviser

Mat Wu

Associate Planner

Bachelor of Commerce (Actuarial Studies)/Bachelor of Applied Finance, Diploma of Financial Services (Financial Planning)

Over the phone adviser

Adam Frost

 Associate Planner

 Bachelor of Economics, Diploma of Financial Planning 

Over the phone adviser

 

 

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