About us

Who we are

We have been helping clients with their finances since we were founded as ipac in 1983.  Today we’re backed by the strength of AMP and have offices throughout Australia.

We talk a lot about goals because, to us, financial advice is more than just numbers. It's about helping people live better lives and reach their potential.

Everyone has goals but getting started on them is often the hardest step. So we've made that easy with our innovative goals explorer technology – a fresh way to look at your goals. Once you’re clear about your goals, our financial advisers create a plan to track and help you achieve your goals.

You're at the centre of every conversation. We're here to listen and understand what's important for you. We're upfront about how we work and our costs, so you'll never be surprised by extra fees or hidden charges.

Our team of expert advisers includes specialists in investment strategy, super, retirement, insurance, personal injury and redundancy. We look forward to helping you with your goals.

Our financial planning expertise

Everyone is unique. What's important to you and what’s important to someone else are two completely different things. So we spend time understanding what you truly want out of life and we’ll tailor a financial plan to help you achieve it.

Our financial advisers provide financial advice in areas to help you:

  • plan your retirement
  • safeguard your future
  • make the most of super
  • thrive in retirement
  • invest for the long-term
  • transfer wealth to the next generation
  • deal with a life changing event such as divorce or redundancy
  • organise aged care

But as we all know life doesn't fit into neat little boxes, and doesn't always go the way we planned. That is why we model a range of scenarios from best case to worst case and help you make the right choices for your unique situation.

Our financial advice goes beyond the technical aspects of investing, super and tax planning – covering the unexpected, the individual, and all the little nuances that make your life different. And, that makes you, you.

Meet our team

At AMP Advice Bridge Street our team stands out for their commitment to walk the journey with you. We won't set you off on a journey alone or with unrealistic or unclear goals. Once your priorities are set, we'll make sure everything is in place for you to meet your goals, and we'll be there to help as your situation and needs evolve.

Our advice team

Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Alex Jimenez

Private Client Adviser

Representative of ipac

Bachelor in Engineering
Diploma in Financial Planning
Advance Diploma in Financial Planning
Member of the Financial Planning Association (FPA)

Alex has been a financial adviser since 2007. As an adviser he aims at providing high-quality financial advice to all his clients. In order for him to provide this high level of service, He takes the time to get to know his clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking scoped financial advice on a single issue, he will ask just as much as it is necessary to fulfil your objectives. However, if you want a detailed financial plan, he will conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.

 Before undertaking any work, he will clearly explain the various steps involved in the financial planning process, as well as the fees and charges. 


Andrew Eadie

Private Client Adviser

Representative of ipac

Bachelor of Business degree
The University of Technology, Sydney
Diploma of Financial Services (Financial Planning)
Certified Financial Planner ®
Member of the Financial Planning Association

Andrew has worked in the accounting and financial planning industries since 2000.  After commencing his career in tax and paraplanning roles he has now been advising since 2008.  Andrew is passionate about working closely with his clients to gain a thorough understanding of what’s most important to them.  He is passionate about developing strategies that make a real difference to their situation. 

I like financial advice because it’s about helping people make wise decisions now to get the best outcome for the future. I also enjoy the ongoing relationships with my clients because there are often new developments with their families, health, career, and changes in the legislation and markets generally that allow us to add further value.  The benefit of ongoing advice is that we can then tweak or fine tune things to maximise the opportunities available. 

I also enjoy mentoring new advisers and colleagues by sharing my experiences. 

I enjoy spending time with my family, as well as keeping physically fit with jogging and golf (though I don’t get to play as much as I would like these days!).  I have a personal goal to one day run a marathon.


Antoinette Galluzzo

Private Client Adviser

Representative of ipac

Certified Financial Planner (CFP®)
Graduate Diploma in Financial Planning
Graduate Diploma in Applied Finance & Investments
Diploma of Financial Services
Diploma in Financial Markets
Fellow Member of Financial Services Institute of Australia (FINSIA)
Member of Financial Planning Association of Australia

Antoinette joined ipac (now AMP Advice) in 2013. She has extensive experience as a financial adviser since 2001, and over 20 years in the finance industry.  Antoinette has been dedicated to ongoing education since the very beginning of her career to ensure she remains ahead of current financial legislative issues within highest professional standards. She obtained both State and National Prize Recognition in her studies and vocation.

Antoinette provides personal advice in areas of planning for retirement and income needs, superannuation, centrelink, investment and tax structures, estate planning and life transitions such as loss of employment/redundancy and disability compensation. She also specialises in Self-Managed Superannuation Funds.

Antoinette values helping and working closely with clients to assess their unique goals and circumstances. She recognises that non-monetary core values can influence their financial decisions. She enjoys providing practical insights and guidance to complex legislative changes, market analysis and potential issues for changing client circumstances. Her approach is consultative and takes time to educate and provide practical relevant strategic steps and investment solutions. Her goal is to make a positive difference to her clients to ensure they have peace of mind and make decisions with confidence.


Brendon Hewlett

Private Client Adviser

Representative of ipac

Bachelor of Engineering BE (Mechanical)
Diploma Financial Planning DFP
Certified Financial Planner CFP®
Accredited Self Managed Superannuation Specialist Adviser SSA™
Justice of the Peace JP
Member Financial Planning Association (FPA)
Member Self Managed Super Fund Association (SMSF Association)

Brendon has over 19 years experience as a practicing Financial Planner, with experience in self-employed and employed roles, both boutique and large institutional, and covering all areas of investments, superannuation and insurance across the full spectrum of clientele.  This includes wealth creators on the move, pre and post retirees, Centrelink recipients, senior executives, the self-employed and high net worth individuals.

Brendon has a strong technical and advisory solutions background, and enjoys developing strategic and structured solutions tailored to meet his clients’ individual or intergenerational requirements.  He has an interest in portfolio construction and maintenance, and legislative change.

Brendon's goal is to remain a committed, ethical, and thoughtful professional.  To see the benefits that helping people over many years can bring to their lives, including clarity of purpose and sense of achievement, security and peace of mind, and the flexibility to deal with life’s many challenges as they happen.


Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Daniel O'Rourke

Private Client Adviser

Representative of ipac

Member of the Financial Planning Association of Australia (FPA)
Advanced Diploma in Financial Services (Financial Planning)
CERTIFIED FINANCIAL PLANNER®, the highest qualification available for financial advisers.

Daniel joined ipac (now AMP Advice) in 2012 and has worked in the financial services industry since 2000 in a variety of roles. He has worked as a Financial Planner since 2005.

Daniel enjoys helping people manage their finances, by exploring their goals, helping people to prioritise, and achieve their goals. He achieves this by providing personalised quality financial advice, while providing the best possible client service and experience.  

Since joining ipac Daniel has contributed and help develop training on Ethics within the Financial Services Industry through the Ethics Institute.

Daniel provides personalised financial advice to new and existing clients. He achieves this by continuously being up-to-date with changes to legislation. He has an in depth knowledge of Superannuation, Social Security, Tax, Estate Planning, and Investment Strategies. 

Building ongoing and trusting relationships with all his clients, and making a genuine difference to people's lives is what Daniel is most passionate about. He also has an increased focus on providing ongoing financial advice for injured people which he finds extremely rewarding.


David Wong

Private Client Adviser

Representative of ipac

Advanced Diploma of Financial Planning
Member of the FPA.

David joined the ipac team in 2015 and has more than 13 years’ experience in financial services. He has an Advanced Diploma of Financial Services – Financial Planning and is also accredited to provide advice in SMSF and Gearing/Margin Lending.

David enjoys asking his clients the right questions in order to help build and protect their wealth. He is experienced in assisting his clients plan for major life changes like entering retirement. The most important aspect for David is to keep things simple and straightforward by discussing financial concepts in a way that everyone can understand.

David is passionate about helping clients make better decisions about their finances, using simple and straightforward strategies to achieving the best possible outcomes.


Dina Porter

Private Client Adviser

Representative of ipac

Bachelor of Commerce (BCom)
Master of Commerce (MCom)
Diploma of Financial Planning (Dip FP)
Advanced Diploma of Financial Planning (Adv Dip FP)
Member of the Financial Planning Association of Australia (FPA)

After graduating from the University of New South Wales with a Master of Commerce in Advanced Business Statistics. Dina began her career as a financial analyst with AMP and then moved into a management position at American Express. She has since varied her experience in other positions prior to joining ipac in 2013.

In 2012, Dina participated in the intensive training program for financial advisers through AMP Horizons. Dina continues to broaden her financial planning knowledge with further studies which enables her to provide her clients with up to date information and strategies pertinent to their individual circumstance.

Her main focus with her clients is their long term financial goals and building their wealth and financial stability. She has a strong interest in how various life stages can affect financial wellbeing, with solid experience in providing advice to clients in transition.

Dina understands that every client is unique and enjoys tailoring advice to suit individual needs. Seeing a client achieve their financial objectives and achieve a better future is extremely rewarding as she shares her professional knowledge and experience.

Besides for providing her clients with exceptional service, Dina is passionate about maintaining a work life balance as a single mother of a young child, keeping fit and healthy together with studying towards her Certified Financial Planner qualification.


Gavin Walkerden

Private Client Adviser

Representative of ipac

Advanced Diploma of Financial services Financial Planning
Certificate Self Managed Superannuation Funds
Certificate Margin Lending
Diploma of Financial Services
Certificate Business Management
Justice of the Peace
Currently Studying Masters of Financial Planning

Gavin is a passionate financial adviser who enjoys sharing his knowledge and guiding his clients through the ever changing economical and legislative landscape.  He enjoys spending the time getting to know his clients which enables him to get a deep understanding of their needs and their aspirations. Gavin's strengths are his ability to simplify the complex by listen intently and working closely to focus and articulate his client’s goals, then communicating in an easy to understand manner.

Gavin has experience across a range of quality organisations in the banking and financial services industry. He has been a Financial Planner since 2006 and acquired extensive technical knowledge and experience. His advice focuses on strategy to benefit his client's and take advantage of any opportunities which can benefit them, such as maximizing the superannuation environment to build wealth, use surplus cashflow to save in a tax effective manner, help manage cashflow and capital to achieve lifestyle goals, invest to reduce risk and grow wealth.

Gavin is always by his client's side through the highs and inevitable lows, and he is always available in a time of need.

Gavin also places high regard in collaborating with other professionals, such as taxation and legal advisers to ensure all aspects of his client's strategies and structure are correctly integrated.

Gavin is continually learning, adapting to the ever changing economic landscape and improving his education. He is currently completing a Masters of Financial Planning. He is also accredited to provide advice in the area of Self-Managed Superannuation Funds (Kaplan Education) as well as gearing and Margin Lending (Kaplan Education). Gavin is a Justice of the Peace.

To provide his client's with confidence and peace of mind about their financial future through a client centric approach which deliver realistic and achievable outcomes.

Gavin gets enormous satisfaction helping clients articulate and prioritise their financial goals, develop a personalised financial plan and follow it through to see clients live the lifestyle they want to live.  


Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Michael Jenkins

Private Client Adviser

Representative of ipac

Bachelor of Economics
Bachelor of Arts
Diploma in Financial Planning
Certified Financial Planner
Member of the Financial Planning Association of Australia.

Michael completed his B.Ec as a mature age student.  In the 1980’s he had a number of different jobs including as an Economist with NSW Treasury and in the international treasury section of a leading investment bank.

After deciding on a career change in the early 1990’s he worked for a number of financial services companies before joining ipac in 1992 as the first Private Client Adviser.  He has held this position since then.

Michael enjoys working with pre-retirees and retirees to help them achieve their lifestyle goals through proper management of their finances.

Michael enjoys reading and cruising with his wife.


Peter Spitzer

Private Client Adviser

Representative of ipac

Fellow, CPA Australia

Peter has been a Financial Adviser since 2002.

After a year as an International Tax Accountant in London with Arthur Young, Peter took up a position of Resident Manager of Price Waterhouse in Mombasa, Kenya. He subsequently joined Bamburi Portland Cement Co Ltd, as Finance Director, where he formed close relationships with Swiss and British Banks 

Peter joined BHP in 1980 and held a variety of financial and general management positions, culminating in his appointment as President of BHP Building Products in Asia and as a Director of BHP Steel's numerous subsidiaries in the region. His postings included Los Angeles, Singapore and Kuala Lumpur and included World Bank funded projects in Mexico and India, which required close cooperation with Australian Government agencies.

Based on his wide international experience, Peter's goal is to maintain the trust of his clients by continuing to provide sound and prudent advice on tax effective financial strategies; investments; superannuation; and Centrelink benefits.


Rieash Khan

Private Client Adviser

Representative of ipac

Certified Financial Planner ®
Master of Applied Finance
Graduate Diploma of Financial Planning
Advanced Diploma of Financial Planning
Certificate Margin Lending and Geared Investment
Diploma of Financial Services
Member of Financial Planning Association of Australia

Rieash has over 15 years experience in the financial services industry. He has spent a number of years working for highly regarded boutique financial planning firms specialising in retirement planning for private clients in both technical specialist and advisory roles. Rieash joined ipac in 2016, where his main focus has been to develop lasting relationships that provide peace of mind for his private clients.

Rieash has strong technical capabilities and experience across many areas of financial planning including cash-flow management, investments, superannuation, income streams, risk and debt management, retirement planning and estate planning. He aims to provide a holistic, yet realistic view as to what is achievable for his clients and what is not. He is prepared to spend a great deal of time understanding his client's situation by analysing their goals, objectives concerns and aspirations. He aims to implement realistic, tailored and robust planning strategies that will get his clients closer to achieving their financial freedom.

Rieash also places high regard in collaborating with other professionals, such as taxation and legal advisers to ensure all aspects of his client’s strategy and structure are correctly integrated.

Rieash has a particular interest in retirement planning and assisting his clients through the ever-changing legal and economic landscape in this area. He has a Masters of Applied Finance and is a Certified Financial Planner (CFP®). CFP® is an internationally recognised qualification and the highest level of certification that a financial planner can achieve. He is also a member of the FPA (Financial Planning Association of Australia).

I believe most people don't reach their financial and/or lifestyle goals because they simply fail to plan, not because they plan to fail. Most people will live longer than expected and run out of money sooner than expected. 

I believe I add value by assisting my clients to implement a realistic and robust financial plan, which gets them closer to achieving financial freedom by maximising their income & growth potential and minimising financial risk.


Sally McCrossin

Private Client Adviser

Representative of ipac

Bachelor of Economics BEc
Graduate Diploma of Applied Finance and Investment FFin
Certified Financial Planner CFP.

Sally has worked in the financial services industry for over 25 years and commenced her financial planning career in 2000. Sally gives her clients a personal framework for decision making, so they can evaluate their options and successfully navigate their way through an ever-changing world and financial landscape. Her expertise extends across the areas of superannuation, retirement planning, Centrelink, tax effective wealth creation and managing life transitions (such as career transition or loss of employment).

Sally enjoys working with people and has always been interested in economic and financial matters – so financial advice provided the perfect fit for her career choice.

Sally's goal is to help financially position and enable clients to live the life they want to live!


Private Client Adviser

Representative of ipac

Senior Private Client Adviser

Representative of ipac

Client Adviser

Representative of ipac

Client Adviser

Representative of ipac

Tony Grech

Private Client Adviser

Representative of ipac

Bachelor of Economics
Graduate Diploma In Financial Planning
Graduate Diploma in Applied Finance
Certified Financial Planner
Fellow of the Securities Institute of Australia

Tony joined ipac in 1998 as a financial adviser.. He has 40 years experience in the investment and financial services industry. He enjoys sharing his knowledge with clients and with his experience he is well placed to guide his clients through the ever changing landscape of retirement planning.

Tony enjoys getting to know clients and helping them achieve the retirement lifestyle they aspire to.


Wayne Hampton

Senior Private Client Adviser

Representative of ipac

Bachelor of Economics (The University of Sydney)
Diploma of Financial Planning (Deakin University)
Certified Financial Planner (FPA)
Memberships – FPA (CFP level).

Wayne has been in Financial Services since 1975 (over 40 years) and as a Financial Planner since 1996, after personally experiencing the trauma of redundancy. He joined ipac over 17 years ago in July 1999.

Financial Planning has allowed Wayne the opportunity to utilise his skills and personal life experiences to refocus his direction towards making a difference, by assisting clients to achieve their goals. As a Private Client Adviser, Financial Planning also allows Wayne to build long lasting trusted relationships and he still provides advice to clients he was allocated on his first day at ipac. Wayne has recently entered his own transition to retirement and thus is now able to align his own retirement journey with that of many of his clients. Working part time allows him to manage his own work life balance and hopefully provide greater insight and support to clients.


Adrian Fodera

Client Adviser

Representative of ipac

AMP Horizons Academy
Diploma Financial Services (Financial Planning) – Finsia
Advanced Diploma of Financial Planning – Kaplan
Master of Financial Planning – Griffith University (currently studying)
Financial Planning Association of Australia – Sydney Chapter Committee Member

Adrian has a business franchising background with 10 years’ involvement in building relationships and developing small businesses. Adrian has utilised his experience and qualifications to enter the financial services industry as a financial planner with AMP and further develop his client relationships. An opportunity arose for an Associate Adviser within ipac supporting Private Client Advisers which Adrian capitalised on before moving into the role of Client Adviser. Involved in ipac fund raisers and sporting teams, Adrian is connected to the business in many ways and to the broader financial planning community through his involvement as a committee member of the Financial Planning Association of Australia Sydney Chapter. Making an educational commitment to a Master of Financial Planning program Adrian is dedicating himself to improving the lives of his clients and raising of professional standards of the financial planning industry.

In addition to being involved in ipac sporting competition, Adrian has a keen interest in ocean swimming and basketball. For some down time Adrian relaxes with interest learning about ancient and modern history and he spends a lot of time with extended family on the Northern Beaches.


Craig Stubbs

Client Adviser

Representative of ipac

Certified Financial Planner (CFP®)
Bachelor of Economics (Social Science)
Diploma of Superannuation Management
Diploma of Financial Planning

Craig joined AMP Advice in 2006 and has over 20 years experience in the financial services industry. He enjoys taking the time to help clients understand the options available to solve complex financial issues. Craig assists people to organise their financial affairs so they can build or preserve long-term savings, and helps people plan successfully for retirement, build wealth and manage various life transitions. Craig is a specialist adviser in Personal Injury and Total & Permanent Disability payments, and has a special interest in assisting injured people make the most of their compensation.


Client Adviser

Representative of ipac

Client Adviser

Representative of ipac

Client Adviser

Representative of ipac

Client Adviser

Representative of ipac

David Cuff

Client Adviser

Representative of ipac

BCom Grad Dip AppFin
Member of the Financial Planning Association of Australia

David has worked in the financial services industry since 2005 and has been with ipac since January 2007.

David enjoys the positive impact that comes from helping clients develop a strategy to achieve their lifestyle and financial goals, giving them financial confidence and peace of mind. He enjoys taking the time to get to know his clients in order to help work through any financial issues they may have, by guiding them through the options available, to enable them to reach these goals.

David helps people build wealth, plan successfully for retirement and manage life transitions such as retirement or change of employment. He also helps guide clients through more difficult life events such as declining health, loss of employment and events such as accidents, injury, illness and disability. 

David's goal is to positively impact his client's lives.


Gavan Young

Client Adviser

Representative of ipac

Certified Financial Planner ®
Bachelor of Economics
Bachelor of Laws
Fellow of FINSIA

Gavan Young has been a financial adviser since 1996, he has over twenty years experience in assisting clients bringing their financial goals to fruition. He prides himself in his big picture communication style in assisting clients unravel their true financial objectives and developing strategies for their achievement. He specializes in executives and senior legal professionals, as well as those going through career transition as a result of corporate change. He also has a long standing background in assisting clients receiving compensation.

Gavan goal is to maintain life balance for himself and his family and to bring these learning's to work for the benefit off his clients so that they may achieve an appropriate balance in relation to the achievement of their own objectives.  


Gregory Elias

Client Adviser

Representative of ipac

Certified Financial Planner ®
Graduate Diploma in Financial Planning
FPA Member
Justice of the Peace

Gregory has been a financial planner since 2006.

He often meets with clients who have inadequately prepared for their retirement, and it has ultimately led to them compromising the lifestyle they had originally planned for themselves.

Gregory however, has always been a firm believer that it is never too late to do the right thing, particularly when it involves an issue as important as securing your financial future.

In his role as a Client Adviser, Gregory partners with clients in an effort to suggest some recommendations and strategies designed to improve the efficiency with which they build wealth, and ultimately strengthen their overall retirement plan.

Gregory enjoys seeing his clients being able to live and retire comfortably, without stress and free from any financial duress.

That's why Gregory provides financial advice. To achieve financial liberty for his clients.


Greg Ryan

Client Adviser

Representative of ipac

Bachelor Business Newcastle University
Certified Financial Planner

Greg Ryan commenced his career in the banking and finance industry in 1987. During this time he has experienced and guided many clients through some very volatile periods in financial markets.

Since becoming a Financial Planner in 1997, Greg has helped a wide range of clients achieve their financial goals. His expertise extends across the areas of superannuation, retirement planning, tax effective wealth creation and estate planning.

Greg has a Bachelor of Business degree (Newcastle University) and is a CERTIFIED FINANCIAL PLANNER® professional, as recognised by the Financial Planning Association (FPA). He is a member of the FPA.

Greg's broad experience and ability to explain complex financial concepts in easy to understand language makes him an ideal person to help you achieve your financial goals.


Client Adviser

Representative of ipac

Client Adviser

Representative of ipac

Client Adviser

Representative of ipac

Associate Adviser

Representative of ipac

James Tang

Client Adviser

Representative of ipac

Certified Financial Planner ®
Advanced Diploma of Financial Planning
Bachelor of Applied Science
Masters of Business Administration
Justice of the Peace

James Tang is a certified financial planner with over 10 years adviser experience. He is dedicated to provide high quality advice and ensuring that client’s best interests are at the forefront when formulating strategies. James has advised a wide range of clients whether you have just landed your first job or considering age care package. He is a strong advocate of the value of financial advice and the benefit it can provide to clients whatever their stage of life maybe.

Almost every Olympian has a coach to help them becoming "Faster, Higher, Stronger". Ordinary Australian needs financial advice at some point in time to bring order to their financial life so their financial goals can be achieved.

James wants to be your first sounding board whenever you run into money-related matters. He will be available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information and make the best possible decisions.


Lachlan Latham

Client Adviser

Representative of ipac

Current – Certified Financial Planner (1 subject left)
Charles Sturt University - Bachelor of Business
Diploma of Financial Planning

Lachlan is a financial planner who focuses on helping individuals and families achieve their goals and objectives by partnering with them over the long term. Lachlan believes that financial advice provides clients with the opportunity to achieve things they would have not otherwise been able to achieve. Lachlan enjoys working with clients to help them plan for milestones throughout their lives— ranging from holidays to weddings, first homes, retirement, and many others.

Lachlan provides customised financial strategies for his clients. He places great importance on educating clients in plain English. Lachlan's areas of expertise include superannuation and retirement, investments, insurance, debt management and financial projections. Lachlan prides himself on his ability to demystify complex and confusing financial concepts for clients. His goals-oriented approach offers his clients peace of mind and confidence that they are working towards what is most important to them.

Away from the office, Lachlan is a keen golfer and is happiest when he has the opportunity to travel. He has a Bachelor of Business from Charles Sturt University, and is completing studies to become a Certified Financial Planner (CFP®). CFP® is an internationally recognised qualification and the highest level of certification that a financial planner can achieve. He is also a Justice of the Peace (JP).


Tim D'Astoli

Client Adviser

Representative of ipac

Certified Financial Planner ®
Bachelor of Business
Advanced Diploma of Financial Services (Financial Planning)
Justice of the Peace
Member of the Financial Planning Association Australia

Tim has worked in financial services since 1999, he enjoys providing clients with confidence and peace of mind when making well informed financial decisions for their future.

Tim is a CERTIFIED FINANCIAL PLANNER® Professional, has an Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Business (majoring in Financial Planning and Economics) from the University of Technology, Sydney.

Tim helps people build wealth, plan successfully for their future and manage life transitions (such as retirement or change of employment). Assisting a range of people including senior executives, professionals and retirees, Tim also has a special interest in providing financial advice for people with special needs due to accidents, injury, illness and disability.

Tim has always had a personal interest in wealth and investments. He enjoys helping people get peace of mind by making well informed choices to control their financial futures.

Tim's goal is to help make the complicated simple and ensure that clients are maximising opportunities available to them, not making avoidable mistakes – and doing so with minimal risk.


Aidan Hoh

Associate Adviser

Representative of ipac

Chartered Financial Analyst
Bachelor of Economics
Advanced Diploma of Financial Planning

Aidan Hoh has been a financial adviser with AMP since 12 February 2015.  Aidan has extensive experience in financial markets having worked as an institutional stockbroker in London covering on Pan-European equities and in Sydney advising on ASX listed shares.  He is currently studying to obtain a Master of Financial Planning qualification. 

Aidan believes that having goals is critical to success and planning is an important element in achieving any goal.


Associate Adviser

Representative of ipac

Associate Adviser

Representative of ipac

Associate Adviser

Representative of ipac

Associate Adviser

Representative of ipac

Anita Coelho

Associate Adviser

Representative of ipac

Bachelor of Commerce - Majoring in Finance and Financial Planning
Advanced Diploma of Financial Planning
Margin Lending – Personal Advice
Associate member of the Financial Planning Association of Australia (FPA)

Anita joined AMP Advice in 2010, initially as a client relationship manager in the Wollongong and Sydney offices before moving into an Associate Adviser role in 2015.

Anita has a passion for financial planning and believes it is an area that people often discuss but rarely plan for. She is keen to start helping people manage their wealth and make decisions that improve their financial future.

Anita is currently completing her studies to become a Certified Financial Planner and would like to transition into an adviser role in the near future.

Outside of work Anita enjoys spending time with her family and friends, playing netball, and knitting.


Gavin Eichholz

Associate Adviser

Representative of ipac

Chartered Accountant (CA)
Passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience
Diploma of Financial Planning
Masters of Counselling and Applied Psychotherapy
Post Graduate Diploma in Accounting
Bachelor of Business Science (Honours) in the special field of Business Finance.

Gavin is a Chartered Accountant with a broad range of experience working in both corporates and accounting practices over the past 16 years. This experience has enabled him to develop a wide and varied skill base. Formal studies, work experience and his own interest have allowed him to gain knowledge on financial markets and products.

He has also developed his interpersonal and relational skills through formal study and working in the areas of counselling, psychotherapy and coaching.

Gavin believes that financial planning offers him the opportunity to combine all his varied skills and experience. He is passionate about helping clients live more empowered lives through achieving their goals and aspirations. Gavin values listening empathically to clients, giving them sound financial advice and appropriate holistic support. He believes this will assist client's achieve the financial freedom for them to live their dreams.

Gavin would like to continue to develop and build his career in the Financial Planning Industry. This involves assisting and supporting clients financially and emotionally as they go through their life journey.

He is currently enrolled in the Advanced Diploma of Financial Planning


Jeremy Hutabarat

Associate Adviser

Representative of ipac

Bachelor of Commerce (Finance & Financial Economics) UNSW
Member of the Financial Planning Association of Australia (FPA)

Jeremy joined AMP Advice as an Associate Adviser in 2016. He has over 6 years experience in the financial planning industry.  He has worked as a Paraplanner in boutique financial planning companies assisting a broad range of clients as well as specialised advice to medical professionals.

Jeremy thrives on the prospect of helping people achieve their financial goals. His strength and affinity are for problem solving and simplifying and articulating strategies in easy to understand language.  He enjoys seeing people turn their goals and ideas turn into tangible and achievable plans.

Jeremy's goal is to continue to assist clients in achieving their financial goals.

He is also keen to complete his studies to become a Certified Financial Planner.


Karen Truman

Associate Adviser

Representative of ipac

Bachelor of Business Analysis (Financial)
Diploma of Financial Planning
Certificate IV in Finance and Mortgage Broking
Advanced Diploma of Financial Planning (currently studying).

Karen started her career in finance with Valor Financial Group, a small financial planning practice that specialises in self-managed superannuation funds and domestic and international direct equities. After almost three years experience working for a boutique, she moved joined ipac Securities as an Associate Adviser in 2016.

Karen has always been interested in finance, investing and problem solving. Her interest grew further having lived in London on her gap year during the 2008 GFC. She enjoys working with a team as well as helping people with decisions that improve their financial future.

Karen endeavours to build her knowledge and skills in Financial Planning and is completing studies with the aim of becoming a Certified Financial Planner.


Associate Adviser

Representative of ipac

Ljupco Ivanov

Associate Adviser

Representative of ipac

Bachelor of Business (Banking and Finance)
Bachelor of Business (Accounting)
Bachelor of Business (Management)
Advanced Diploma of Financial Planning

Ljupco is an Associate Adviser that is goals orientated, service and results driven with experience in the areas of debt restructuring, Self-Managed Super Funds and investment management.

While working as a Client Manager at an independent financial services group, Ljupco developed his skills from setting up and successfully completing consultations with new clients. Having worked with clients in all types of life-stages, from building wealth to pre-retirement, he has an excellent understanding of a person’s situation. Ljupco builds a strong relationship to provide financial advice based on sound financial knowledge.

Ljupco chose financial advice as his career path because it allows all of his financial knowledge and skills to be utilised. He enjoys creating a relationship with clients and the challenge of building a strategy and working with them on their financial structures to bring them lasting well-being.

One of Ljupco's goals is to continue building his investment and overall financial knowledge on one side and creating a wide and varied client portfolio on the other. His aim is to become an AMP adviser in the very near future.


Our support team

Head of Financial Planning NSW & ACT

Sydney Client Service Manager

Head of Corporate Development

Executive Assistant to Head of Financial Planning NSW

Eric Gibson

Head of Financial Planning NSW & ACT

Bachelor of Commerce (Hons)
Fellow Chartered Accountant (Ireland)
Cert IV Mortgage Broking
FPA (Allied Professional)

Eric joined AMP Advice ipac securities limited (now part of AMP Advice) in March 2004 and was Chief Operating Officer prior to becoming Head of Financial Planning for NSW & ACT in 2013.

Eric commenced his career with Ernst & Young. He worked for EY in both Ireland and the United States before moving out of practice when he relocated to Australia. Prior to joining ipac securities limited he held a number of senior financial roles with Cashcard Australia, BT Financial Group & Tricon Restaurants International (formerly PepsiCo).


Malcolm Gee

Sydney Client Service Manager

Diploma of Management
Diploma Financial Services (Financial Planning)

Mal has worked in and around financial markets and financial planning for almost 30 years. He manages the team of Private Client Advisers and Associate Advisers in Sydney, Sutherland and Wollongong.

Mal has seen firsthand the benefits advice can bring to clients to help them achieve their goals. Working with a team of professionals who really care about their clients achievements and seeing the advisers grow and develop in their own roles is what excites Mal about working in financial advice.

Aside from spending as much time with his young family as possible his goal is to halve his current golf handicap. Clearly 2 conflicting priorities that can sometimes be hard to manage.


Robert Coulter

Head of Corporate Development

Diploma of Financial Services (Financial Planning)

Robert Coulter joined ipac Securities in April 2011 as Head of Corporate Development. Robert is responsible for managing Corporate Consulting Services & Law Sector businesses for ipac Financial Planning.

Robert's role is to work with corporates, third party outplacement services firms, and Personal Injury legal firms in identifying, securing and growing the current ipac footprint and helping more people access quality financial advice.

Robert has over 27 years’ experience within Financial Services with the last 19 years focussed on Corporate Superannuation. Robert has held Senior Business Development/National Manager roles with a number of organisations prior to joining ipac Securities.

Prior to joining ipac Securities, Robert held the position of National Sales Manager – Employer Super for ING Australia/OnePath where he was responsible for Business Development, Key Account Management and Account Management.

Robert has also worked for BT Financial Group and ASGARD Wealth Solutions & AMP in Corporate Superannuation Business Development.


Monique Carbone

Executive Assistant to Head of Financial Planning NSW

Monique has worked in a supporting role in the financial services industry since 1995 and has worked at ipac / AMP Advice since 2005 when she moved to Sydney from Perth.  During her time at ipac she has had various roles which has enabled her to gain extensive knowledge of the business and the financial services industry.  She thrives on sharing this knowledge with others. She supports the NSW management team and advisers in delivering exceptional advice and service to our clients. 

Monique is a self-confessed shopaholic who enjoys spending time with her family and friends as often as possible. 


Lead Client Relationship Manager

Lead Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Michelle Best

Lead Client Relationship Manager

Diploma of Financial Planning

With a background in supporting Mortgage Brokers Michelle was eager to learn something new. In 2008 she joined a National Financial Planning & Stockbroking Firm and found a personal interest in the industry, something she could relate too. Over the years of managing private clients and supporting various financial advisers the opportunity to lead the team she was in became available & Michelle was ready for her next career adventure. 

Michelle is responsible for her household budget and she loves sharing knowledge. She has applied her industry knowledge to her structured home life.  

If Michelle can influence her family the importance of chatting to a financial adviser before pre-retirement age, that is rewarding in itself.


Carrie Holland

Lead Client Relationship Manager

Certificate III & IV in Financial planning

Carrie started her working life at the Commonwealth Bank in 1989 where she worked for 3.5 years as a bank clerk working in merchant services around the time of the first eftpos machine. Over the next ten years Carrie worked in various roles in administration support, where she expanded her skills in customer service, which helped Carrie secure a role with Perpetual Trustees in 2000 in an administration support role and moved into a Client Relationship Manager role.

In 2011 Carrie accepted a role with AMP Advice (formerly ipac) as a client relationship manager working with the new business advisers. And in 2013 when the opportunity arose to take on a leadership role managing the Sydney support staff, Carrie took the role to provide the chance to help lead the team she had worked with for the last 3 years.

After many years working in different areas of the financial service industry, Carrie is passionate about helping people and having seen the benefits of good financial advice and how it can help.

As a mother, to help and continue to support my daughter in her struggles with mental health to ensure she can live the best life possible.


Alex Tran

Client Relationship Manager

Diploma of Financial Services (Financial Planning)

Alex started his career in the Financial Services industry with Leveraged Equities in 2002 before relocating to Melbourne, joining ASX Perpetual, Equity Trustees and Trust Company.  With an abundance of back office experience and an enthusiastic client centric focus,Alex and ipac are a perfect fit where he can continue to deliver superior end to end service for clients.

Having seen entire life savings disappear with bad financial choices and resulting consequences, it is imperative why good, quality advice is needed today for tomorrow. 

Alex enjoys the challenges the role brings and complete satisfaction when he helps clients meet their financial goals and objectives, pre or post retirement.

To excel and exceed within the industry by further education and ongoing professional development. 

Outside of work, Alex enjoys keeping fit and healthy, travelling, discovering new places and living new experiences. 


Angela Lock

Client Relationship Manager

Diploma of Financial Planning and Advanced Diploma of Financial Planning

Angela has over 25 years experience in the financial services industry. She has extensive knowledge of the business and its functions. She has had various support roles, Fund administrator, Client Relationship Manager, Paraplanner Business Co-ordinator, Paraplanner and Financial Planning Assistant.

I enjoy meeting new clients and building on these relationships to ensure their goals and financial needs are achieved and additionally, providing the ultimate service for the clients.

As a mother, Angela is passionate about guiding and helping her two children for the future.


Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Ankita Dwivedi

Client Relationship Manager

MBA (Finance & Control)
Diploma in Financial Planning

Ankita has worked in a boutique financial planning firm before joining AMP in June 2016. In her current role, she provides administration support to the private client advisers and enjoys interacting with clients both in person and on phone.

Ankita believes that a career in financial planning will enable her to help people achieve their financial dreams and in return prepare her for the best financial future.

Ankita’s goal is to gain technical knowledge and build adequate skills to add real value in clients’ lives and be an articulate team member committed to providing superior client service.


Carlie Martin

Client Relationship Manager

Memberships: Medical Advances Without Animals (MAWA) Trust; Animal Justice Party of NSW; Humane Research Australia

Carlie has been at AMP since 2006, as a member of the financial advice support team.

Carlie loves helping people make the most of their finances so they can achieve their lifestyle goals.

To make the world a better place for animals. Also, she would love to learn Italian so that she can one day live in Venice.


Daniela Di Paola

Client Relationship Manager

DIPLOMA Financial planning Part 1

Daniela is a client relationship manager with 2  years’ experience in the financial advice industry.  Daniela has worked in a variety of customer-facing roles and teams including National Australia Bank , Anne street Partners Financial Services and AMP Advice Sydney formerly ipac securities limited .

Daniela is currently studying her Diploma of Financial Planning.

Daniela believes in helping people make their dreams a reality.

Daniela is a Goal orientated person and has a passion for financial freedom. Daniela’s Motto is "A Goal without a plan is just a wish "


Danielle Freund

Client Relationship Manager

Diploma Financial Planning

Danielle has worked in the financial services industry since 2012. She has worked at ipac as a Client Relationship Manager since 2014. 

Danielle has always had an interest in creating budgets.  This led to a diversion in her career which took her away from working as a sports administrator to now working in the financial services industry. Danielle enjoys helping a diverse range of individuals and considers herself lucky to be able to assist families with managing their finances and achieving their financial goals.

Danielle is working towards completing her Advanced Diploma in Financial Planning. Danielle’s long term goal is to become a Financial Planner herself. When Danielle is not working she likes to challenge her fellow colleagues in a number of athletic challenges such as push ups, burpees, abdominal planks and arm wrestling. Danielle currently holds the record for the longest losing streak in these challenges.

Outside of work Danielle enjoys spending time with her family and going to the beach.


Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Donna Bunt

Client Relationship Manager

Donna has worked in the financial services industry since 1998. Over the years Donna has been the Executive Assistant/Client Relationship Manager to one of the founders / co-owners of Tynan Mackenzie and since 2010 as a dedicated Client Relationship Manager at ipac

Donna has worked in administration and secretarial roles her entire career.  Through her parent's financial adviser Donna was encouraged to look at the financial industry as a career choice. 

Helping clients is Donna's ultimate goal. Assisting clients with the information they need to make their lives easier gives her great pleasure.  To alleviate a client’s worry and help them feel at ease about things is very rewarding.


Elizabeth Marsden

Client Relationship Manager

Elizabeth has 17 years of industry experience. She started at ipac as a temporary staff doing filing. She was then offered a permanent job as a Client Representative Officer in the ipac Client Service Team. She worked with exceptional people who were very passionate about customer service.  She left in February 2014 after the Client Service Team restructure. She worked for six months at BT Financial Group in the Adviser Commissions Department. Thereafter, she worked for three months in a Unit Registry and left for family reasons. She could not stay away from ipac/AMP. So, she came back to work as a Client Relationship Manager in the Lead Client Relationship Team in November 2015 looking after the non-advice clients.

Why not? Elizabeth says. Her parents owned a shop. They taught her at a young age the value of money and how to save. Elizabeth thinks that to be financially independent is great, and that everyone needs financial advice for peace of mind and it also helps us to have a better tomorrow.

Elizabeth wants to do voluntary work in the third world countries to help children. She also hopes to learn other languages like Spanish and Mandarin.


Farzana Akhter

Client Relationship Manager

Bachelor of Business Administration
Diploma in Financial Planning

Farzana joined AMP Advice Sydney as a Client Relationship Manager in May 2016, where she provides support to advisers, maintain client relationship and assist with implementing advice. Prior to joining AMP Advice, Farzana has worked in AMP contact centre for over a year as a Tier 2 Customer Advocacy Consultant helping customers and advisers with their enquiries and managing customer accounts. Farzana has experience in various AMP Retail and Corporate Superannuation, Insurance, Pension and Investment products. She has also worked in Insolvency industry where she assisted financially distressed customers in their difficult times.

Farzana enjoys assisting advisers towards achieving client's financial goals and finds it very rewarding and challenging at the same time. She is keen to learn several strategies to help clients build their wealth which will help her both in professional and personal level.

Farzana wants to study further within Financial Planning and gather more technical knowledge. She aspires to become a Financial Adviser in future. Her goal is to travel more, buy a bigger house and live happily with her family. 


Josephine Faehrmann

Client Relationship Manager

Diploma of Management
Bachelor of Communications (Public Relations)

Josephine has worked in the finance industry for 8 years, beginning as the office receptionist. With a communications background, she has also held positions in hospitality, media and non-profit sectors.

Assisting clients with structure in the financial aspects of life has allowed them to achieve their lifestyle goals, small and large. Being a part of this process is utterly satisfying.

As a keen traveller who loves experiencing new cultures, I aim to explore more of Eastern Europe and the Americas. Volunteering is another interest of mine, which I continue to participate in at events around Sydney.


Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Karen Buckley

Client Relationship Manager

Karen is a client relationship manager that started with ipac financial planning in 2006, has gained experience with working with many different types of clients. In Karen's  time at ipac she has worked with a number of advisers who have specialised in Personal Injury Claims ,Self- Managed Super and Career Transition advice.

Karen enjoys speaking with and establishing good rapport with clients.Karen also enjoys working alongside the advisers, supporting them so they are in a position to help their clients achieve their personal financial goals.  

Karen is passionate about health and fitness and in particular running.Karen believes that exercise promotes good health & positive mindset that carries across to her daily work life.One of Karen’s goals is to complete the Great Ocean Road Marathon.


Laura Bongailas

Client Relationship Manager

Laura has worked in the financial services industry since 2000, she joined ipac in 2001 and has an extensive knowledge of the business and has supported various advisers throughout this period. She has built great rapport with staff and clients through her years at ipac.

Laura has seen the importance of how excellent quality advice can help people meet their financial goals. She enjoys building relationship with clients that she has met working alongside the Financial Advisers.

Living life to the fullest is important to Laura. She enjoys the company of family and friends and always encourages them to stay positive and enjoy the present moment.  "everyday is a second chance"


Mansi Mahale

Client Relationship Manager

Master of Business (Accounting & Finance)
Bachelor of Commerce (Accounting & Finance)
Diploma of Financial Planning (currently studying)

Mansi has over 5 years experience in Customer Relations. She started in Financial Planning industry in 2014 as an Adviser Services Representative with Colonial First State. She recently joined AMP advice as a Client Relationship Manager and supports Private Client Advisers with advice implementation and maintaining strong relationships with our clients.

Mansi is passionate about finance and good at numbers. She possesses strong technical knowledge and enjoys supporting advisers on advice implementations. Her areas of interest lie in Superannuation, Investments, Taxation and Compliance.

Mansi's career goal is to continue her studies and expand her skills and knowledge in the financial planning industry. 


Marianne Maglaya

Client Relationship Manager

Marianne started as a receptionist in a small AMP branch following from a career as hair stylist. After much gained experience within the company, she acquired strong product knowledge in superannuation, insurance, retirement and investment.

Now with over 5 years experience, Marianne enjoys her role as a Client Relationship Manager supporting Private Client advisers and maintaining client relationships.

Marianne thrives on challenges and is always willing to learn, she believes working in the financial industry gives her that opportunity to expand her personal and professional growth.

Marianne has a passion for travelling the world, while still in her 20's, she has visited 25 countries and aims to make it 30 countries by the age of 30.


Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Mark Matejczuk

Client Relationship Manager

Bachelor of Financial Advising (major: Financial Planning and Accounting)
Currently studying - Masters of Commerce (major: Financial Planning)
DiveMaster - PADI

Mark has been working in client services industry since 2015 in various roles. Since finishing university and returning from travelling overseas, Mark has been working in the accounting industry in various roles as an Assistant Accountant and Bookkeeper. 

Financial advice is what I am passionate about because I have undertaken a university degree in financial advice, and I thoroughly enjoyed it and performed quite well in my financial planning major. Since completing my bachelor's degree I have undertaken a Masters of Commerce (majoring Financial Planning) to broaden my understanding of the industry.

Mark's goals are to become a financial adviser and complete his postgraduate studies, as well as obtaining further experience and knowledge in the financial planning industry.


Rosanne Pound

Client Relationship Manager

Rosanne's friendly professional client service approach for over 16 years has assisted many financial planning clients. In this role Rosanne works closely with advisers and clients to arrange meetings, provide reports and implement recommendations ensuring an enjoyable client experience.

Raising and educating four children who are now grown adults and pursuing their own careers has kept Rosanne and her husband Malcolm very busy.

A fitness enthusiast who is a regular visitor to the gym Rosanne also enjoys cycling, running and bushwalking. Family and travel are important with recent trips overseas watching her youngest daughter compete at the World Rowing Championships in Amsterdam and France.

Rosanne knows the importance of sound financial advice and how regular reviews assist clients in achieving their goals.

Continue working closely with the advisers, building on her knowledge and helping clients achieve their goals.


Stephanie Ooi

Client Relationship Manager

Bachelor of Business

Stephanie started her career in banking and finance at the Bank of Queensland as a Client Service Officer. During this stint, Stephanie developed a deep interest in financial planning due to her extensive exposure to personal and lending financial products. Looking to further her career, Stephanie joined ipac in July 2016, assisting advisers implement recommendations by engaging and building rapport with clients.

Stephanie hears far too often the belief that it is too early or not necessary to seek financial advice. She wants to help educate individuals across all walks of life, that smart planning now can help them reach financial goals sooner and lead to a healthier and less stressful retirement. 

Stephanie is motivated to continually build on her knowledge and experience within the industry so she can assist clients reach their financial goals more effectively.


Tina Mansour

Client Relationship Manager

Tina joined AMP/ipac in 2005 as PA to a Snr Financial Adviser. It was not long before she was asked to join the Law Sector Division primarily looking after Personal Injury Clients. Tina is now working with an adviser specialising in this area and is finding it very fulfilling as she has always enjoyed helping others, both professionally and personally. She has built a great rapport with staff and clients through her years at ipac.

Tina enjoys dealing with clients and helping them achieve their financial goals while continually learning new processes and systems.

Tina's main focus is to continue to provide exceptional customer service to all our clients as she has done over the years and enjoying it at the same time.


Business Analyst

Receptionist/Admin Assistant

Receptionist

Receptionist

Rebecca Acs

Business Analyst

Diploma of Financial Planning

Rebecca has been with ipac since 2010 and initially had a role in the iAccess Client Service as a Client Service Representative. She moved into ipac financial planning in July 2013 as a Client Relationship Manager looking after the non-advice clients and managing the prospective clients.

From October 2015 she took on a 12 month secondment role as a team leader, leading the Sydney, Sutherland and Wollongong support staff teams. In this time she discovered she had a passion for coaching & leadership, and process improvement.

Rebecca strongly values the need for financial advice and believes it should be more accessible to more Australians. Rebecca is lucky to work with a great bunch of financial advice professionals who really care about their clients and are passionate about what they do.

Rebecca recently started her new role as a Business Analyst and looking forward to the next set of challenges and the growth that comes along with it. Personally she wants to upsize to a bigger home in the next couple of years.


Claire Cavanna

Receptionist/Admin Assistant

BA Visual Arts University of Sydney SCA
MA Art Administration University of NSW COFA

Claire's Call Centre Management career in Insurance began at NZI until the company's amalgamation with GU where she then managed the CGU Call Centre; eventually taking on the role of National Call Centre Manager with QBE Insurance.
She has also maintained an active contribution to the visual arts sector, initially lecturing in printmaking and colour theory at the Uni of Wollongong as well as holding group and solo exhibitions.  Her works are in many collections including the National Gallery of Australia in Canberra.

In 2011 Claire decided to reduce her management responsibilities in order to focus on her artistic endeavours and, as such took on the role of Receptionist.
Her insurance background is a benefit to her current role as she has been able to transcribe her administration skills to support the Customer Relations Team.  She also has an affinity with our clients who are at similar stages of their lives and can therefore empathise with their future goals.

Claire's goal is to find a way to express the human emotion of being in the landscape from a conceptual/psychological viewpoint as an abstracted image.  That is, the image represents a particular insight of reflection by the human psyche to its position within the landscape.


Di Berthon

Receptionist

Di has been with the Company for 25 years.  Her interests are Travelling, Car Rallying, Power Walking.

It's a dynamic & exciting industry, with focus of great Customer Service.

Spread positivity to clients & staff.


Imelda Drury

Receptionist

Imelda has worked in the financial word for 20 years. She has worked for Citibank, Societe Generale, Perpetual and now ipac for the past 3 years. Imelda loves the garden exercise and travelling.

Imelda finds it inspiring to see clients leave after meeting with their advisers with a confident and positive attitude

Her goal is to welcome clients into the office with a relaxed, friendly and professional demeanour.


Tax Accountant

Tax Accountant

Business Development Consultant

Corporate Client Manager

Asish Narayan

Tax Accountant

Bachelor of Commerce (Accounting)
Diploma of Financial Services (Financial Planning)
Registered Tax Agent
Certified Practising Accountant
National Tax & Accountants Association

Asish has been a registered tax agent since 2000, and has more than 17year's experience as a tax adviser.  His years of knowledge and experience provides clients with a powerful advantage, towards planning their goals and their lifestyle needs.

Asish goal is to enhance his skills on a continuing basis and continue in-depth involvement in the Accounting profession. Outside of the office Asish is passionate about Horticulture and Cricket.


Jan Darmo

Tax Accountant

Bachelor of Commerce – Accountant
SMSF Auditor
Member of Association of Taxation and Management Accountants (ATMA)

Jan Darmo has worked in accounting and taxation services for his whole career, after finishing tertiary education in 2002. He joined H&R Blocks in 2003 managing Parramatta Office.

Jan became a registered Tax Agent in 2006 and he joined ipac in 2008 and has worked as a tax accountant for AMP Sydney.

Jan's goal is clients satisfaction by providing unique service to clients in a timely and efficient manner.


Nadine Cornet

Business Development Consultant

BA in Human Resources
Cert. Event Management
Member of AHRI

Nadine works in the Corporate Client Services team and is responsible for identifying new business opportunities for the national adviser team.  Nadine partners with Corporate Clients to develop and deliver financial advice programs for their employee groups.  Nadine's capabilities range from consulting with Human Resource professionals; communicating corporate messaging and advice programs with advisers; project managing large programs around career transition and financial wellness; producing marketing plans to ensure employee participation and maintaining partnerships for future corporate development.

Nadine's goal is to encourage corporate organisations to provide financial advice solutions for their employees, allowing them to take control of their money and ultimately reach their own financial goals.


Nola Charkos

Corporate Client Manager

B.Com

Nola works with corporate clients across a wide range of industries to identify, develop and deliver specialised national financial advice programs based on organisational objectives. Programs include career transition, retirement, executive remuneration, and more.

Nola has over 15 years of experience in working with corporate clients to deliver a range of consulting and project management services nationally and internationally.  Areas of experience include financial advice, human resources, marketing, corporate development, international business and diplomacy.

Nola believes that when corporates help their people to achieve their personal financial goals there are benefits not only for the employee but also for the employer by way of engagement, productivity and retention.

Nola's goal is to support organisations in providing solutions which have a real impact on their business objectives.


Advice Development Manager

Maria Moshonas

Advice Development Manager

Bachelor of Economics
Advanced Diploma of Financial Planning

Maria joined the team in 2015 and has over 16 years experience in the financial services industry. She has 7 years’ experience in Paraplanning before moving onto various team leader roles and developing a strong understanding of advice processes and compliance.  

Maria enjoys providing support to Advisers, creating efficiency and improving advice processes and outcomes.

Maria's goal is 'save for something big' - Building her dream home and traveling with her kids.