Our advice team

Gary Chamberlain


Private Client Adviser 
Representative of ipac



Master of Commerce

Gary joined ipac in 1998 and has over 30 years’ experience in the financial services industry, including 11 years as a senior executive.

Over the course of this impressive career, he has held roles as the Head of Risk Management and Head of Compliance for several leading financial institutions.

Why financial advice?

Gary’s extensive experience has given him a detailed understanding of financial markets, products and relevant legislation. Gary enjoys translating this knowledge to work closely with his clients and helping them meet their financial and lifestyle goals.

What are their goals? 

Gary is passionate about continuing education and is undertaking further university studies.

Recreational interests included property development, cycling and sailing. 

  • Associate Member of the Financial Planning Association of Australia (FPA)

Katie Hodgson (nee Molloy)


Private Client Adviser 
Representative of ipac



Bachelor of Commerce
Diploma of Financial Planning

Katie has worked in the financial planning industry for 9 years. She started working at AMP Advice Docklands in 2012 in a Paraplanning role, before moving into an Associate Adviser role in 2015.

Why financial advice?

Katie has always had an interest in personal finance, investing and problem solving. She enjoys working with the team to help people make decisions that improve their financial future.

What are their goals?

Katie is currently completing her studies to become a Certified Financial Planner.

  • Member of the Financial Planning Association of Australia (FPA)

Daniel Menzel


Private Client Adviser 
Representative of ipac



Certificate IV Financial Services
Bachelor of Commerce (Financial Planning and Marketing)
Masters of Financial Planning
Certified Financial Planner (CFP®) (currently completing)

Daniel is originally from a country town in South West Victoria, and started a career in Accounting before being offered a Cadetship in Financial Planning with WHK. Whilst working in Financial Planning and completing his Bachelor’s Degree, Daniel also ran his own tennis coaching business for 7 years in South West Victoria coaching State and International Juniors.

Deciding to progress his career further, Daniel moved to Melbourne and commenced work with ipac securities in 2012. During his time at ipac, Daniel has progressed through 4 roles: Client Relationship Manager, Para planner, Associate Adviser and now Client Adviser. Through this time he has finished a Bachelor’s Degree, Masters of Financial Planning (being the first person to complete the Master’s program with Kaplan in the space of a year) and currently completing a Certified Financial Planners course of which fewer than 2.5% of CFP holders are under the age of 30. Daniel’s role as an adviser here at ipac is managing new relationships to the business, identifying a need in those that require financial advice and guiding clients through the advice process.

Why financial advice?

After starting in Accounting, Daniel found it more satisfying educating and guiding clients through the advice process as personal circumstances change as people move different life stages. Clients genuinely have a need for financial advice and the process of identifying a client’s goals and developing a strategy to keep them on track to meet these goals is fulfilling part of the process. Being able to educate clients along the way so they better understand the advice and adjusting strategies to align with changes in personal circumstances is something which Daniel enjoys.

What are their goals?

As Daniel grows, his goals have become more focussed. Daniel wanted to purchase his first home and did this in April 2015; it’s now safe to say he has joined the many in the world of managing a large debt position. His main goal is and always has been since year 10 was to progress in Financial Planning and educate himself the best way possible. Daniel is now at the tail end of his education and joins a small percentage of financial planners having such qualifications. Developing his financial planning knowledge has meant that he have been able to educate and provide the most valuable advice to his clients. He still enjoys tennis and remains active within the Donvale Tennis Club and Currawong Tennis Club playing competitions. Being a country boy, he still enjoys going home to help on the family farm when possible and a hobby of building custom motorcycles. 

  • Member of the Financial Planning Association of Australia (FPA)

Anthony Nichol


Private Client Adviser 
Representative of ipac



Certified Financial Planner (CFP®)
Diploma of Financial Planning

Anthony has worked in the financial services industry since 1985 in a variety of roles and as a financial planner since 1995.

Anthony has been employed with AMP Advice Docklands since 2002 as a senior financial adviser.

Why financial advice?

Anthony enjoys helping people manage their finances to achieve their goals and   make a difference in people’s lives through the provision of quality advice.

What are their goals?

Anthony is passionate about helping people make informed decisions about their money and maximise the opportunities that money provides.

  • Senior Associate member of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
  • Member of the Financial Planning Association of Australia (FPA)

Phillip Nolan


Private Client Adviser 
Representative of ipac



Chartered Accountant (Financial Planning Specialist)
Advanced Diploma of Financial Services (Financial Planning)

Phillip has spent 15 years in financial planning, after training as an accountant and spending 25 years in corporate finance roles, including 18 years with Ansett Australia. 

Why financial advice?

Phillip enjoys the interaction with clients; building long term relationships and helping them monitor and achieve their goals. He likes to concentrate on cash flows ensuring these match lifestyle needs and developing investment portfolios that do not carry unnecessary risk.

What are their goals?

Phillip’s family and close friendships, ensuring he remains happy and healthy. His golf game is not a passion!

  • Member of Chartered Accountants Australia and New Zealand
  • Member of the Financial Planning Association of Australia (FPA)

Ashwin Reddy


Private Client Adviser
Representative of ipac



Bachelor of Commerce (Accounting) and Laws (Honours)
Diploma of Financial Services (Financial Planning)
Graduate Diploma in Legal Practice

Ashwin joined AMP Advice Docklands in 2015. Prior to joining AMP Advice, Ashwin was the Principal of T.S.D. Advisory Group for three years specialising in tax and superannuation, incorporating pre or post retirement planning for Government and private sector professionals and business owners.  This included assisting clients across a range of ages and wealth levels with broader taxation and superannuation management issues, including optimal tax structures, maximising benefit entitlements within Self-Managed Superannuation Funds, defined benefit and government superannuation schemes, personal insurance and estate planning.  Before establishing T.S.D. Advisory Group, Ashwin was as an Associate Director at Dixon Advisory for six years providing specialist advice to the Self-Managed Superannuation Fund sector.

Why financial advice?

Ashwin works in financial advice because he is driven to share his knowledge with people so they may be able to achieve their goals, whilst maximising outcomes through financial confidence and peace of mind.

What are their goals?

Ashwin is passionate about learning and understanding people’s needs, values and goals from all walks of life, and it turn helping them develop a strategic plan that can lead to the fulfilment of those needs, values and goals.

  • Member of Certified Practising Accountants Australia (CPA) 
  • Member of the Financial Planning Association of Australia (FPA)
  • Chartered Tax Adviser with the Tax Institute of Australia
  • SMSF Specialist Advisor™ with the SMSF Association

Sam Rio


Private Client Adviser 
Representative of ipac



Certified Financial Planner (CFP®)
Graduate Diploma of Financial Planning
Bachelor of Science
Graduate Diploma of Exercise and Rehabilitation

Client Adviser AMP Advice Docklands: 2005-present

Financial Adviser HLB Mann Judd/Ray Carnall Financial Services: 2002-2004

Financial Adviser Financial Resources Group: 2001

Financial Adviser Colonial Financial Planning: 1999 – 2000

Financial Adviser Winchcombe Carson: 1998

Financial Information Service Officer, Centrelink 1996-1997

Sam provides advice in a broad range of areas including career transition, family law, personal injury settlements and government income support payments.

Sam helps people identify their cashflow needs, develop effective cashflow strategies and identify suitable short, medium and longer term goals including assessing their personal capacity to manage financial independence and the type of capital needed for this.

Why financial advice?

Sam finds great satisfaction in helping people and with meeting people with diverse backgrounds and needs.  The financial advice industry provides many challenges and is constantly changing so this provides me an opportunity to keep learning and growing and to pass this knowledge onto people to make a meaningful impact on their lives.

What are their goals?

To help make this industry become a true profession by providing uncompromised, comprehensive and meaningful advice that improves livelihoods.

  • Member of the Financial Planning Association of Australia (FPA)

Duro Rudic


Private Client Adviser 
Representative of ipac



Bachelor of Business (Accounting)
Diploma of Financial Planning
Certified Financial Planner (CFP®)

He has extensive experience in superannuation and self-managed superannuation funds, retirement planning, Centrelink, estate planning, investment markets, cashflow management, wealth creation and wealth preservation.

Prior to joining AMP Advice Docklands, Duro was a director and shareholder in a boutique financial planning practice and he has held positions of Compliance Manager, Responsible Officer for an Australian Financial Services Licensee as well as senior advising roles.

Why financial advice?

Duro believes that an integral element to achieving successful outcomes for his clients comes through building the right foundation, achieved by understanding his clients’ unique personal circumstances and lifestyle objectives, and merging these with tailored strategic advice.

He has witnessed firsthand the benefits of providing professional and impartial advice, and the confidence this inspires in people’s personal and financial wellbeing.

What are their goals?

Duro is passionate about identifying strategic and financial options available to his clients ensuring optimum lifestyle outcomes are achieved.

  • CFP® member of the Financial Planning Association of Australia (FPA)

Karen Sheldon


Private Client Adviser
Representative of ipac



Advanced Diploma of Financial Planning

Karen joined the team in 2010 and has more than 15 years’ experience in financial services. She worked as a Financial Adviser with a Hillross practise in Sydney for nine years prior to relocating back to Melbourne.

Why financial advice?

Karen gets satisfaction and enjoyment out of helping people determine and verbalise their goals, no matter how big or small, then working with them to assist in realising those goals.

What are their goals?

Education – at this point specifically educating her young daughter so she has the tools to deal with her ever-changing environment and increasing peer pressure.

  • Affiliate member of the Financial Planning Association of Australia (FPA)

Nga Nguyen


Associate Adviser 



Bachelor of Science
Diploma of Financial Planning

Nga has been working for AMP Advice Docklands over seven years in various roles administering client portfolios for advisers and clients invested in Generations/Summit/ipac/North products. As a Associate Adviser, Nga supports advisers with client engagement, assisting the implementation of advice with relation to superannuation, investment and insurance.  With extensive North product knowledge and expertise in administration, Nga has been able to build rapport with clients whilst effectively supporting advisers implement recommendations. 

Why financial advice?

Nga believes financial advice is an area young people rarely think and talk about as they feel retirement is too far away to consider now. It is imperative to educate and motivate people to set up a strong financial foundation, so that the road to retirement is seamless. 

What's their goal?

Nga is looking forward to broadening technical knowledge in financial planning, to travel more, increase personal volunteer efforts and develop on a passion for cooking.

Julie Pearsons


Associate Adviser 



Bachelor of Commerce (Finance, Economics and Financial Planning)
Diploma of Financial Planning

Julie is an associate adviser with more than 9 years’ experience in the financial advice industry.  Julie has worked in a variety of customer-facing roles and teams including OAMPS Financial Management, OAMPS Life Solutions, Trumpet Financial, ipac securities limited and AMP Advice.

Why financial advice?

Financial advice and financial services suits Julie’s skill set. She enjoys speaking with clients and providing advisers with help and support.

Julie always wanted to study Commerce when she was at school and ensured that she undertook the prerequisite subjects at school to study Commerce at University. She then pursued the financial planning industry.

What's their goal?

Julie is keen to develop and continue to further her career in the financial planning industry; her future goal is to eventually transition to a fully-fledged financial adviser.

Julie is currently studying her Advanced Diploma of Financial Planning.

Julie is passionate about running, triathlon, health, female empowerment and gender equality.

  • League of Extraordinary Women member
  • Business Chicks premium member
  • Member of the Financial Planning Association of Australia (FPA)

Michael Peros 


Private Client Adviser 
Representative of ipac


 

Aruni De Silva


Associate Adviser




Vega Yan 


Private Client Adviser 
Representative of ipac


 

Cameron Balemi


Associate Adviser





 

Our support team

Vanessa Imlay


Client Realtionship Manager



Bachelor of Arts
Diploma of Financial Planning (currently studying)

Vanessa migrated to Australia 7 years ago with a background of 13 years in various industries such as Hospitality, Telecommunications & Financial Services.

Vanessa’s first job in Australia was with a boutique financial firm based in Brunswick where she assisted the two Directors with Tax Services & Financial Planning. She worked here for 2 years before she decided to move to city and work in a bigger company. 

She joined AMP Advice Docklands in 2011 and has been working as a Client Relationship Manager assisting with maintaining client relationships and providing support to Private Client Advisers.

Having worked for 20 years in the customer servicing environment, Vanessa’s dealings with clients are professional & compassionate.

Why financial advice?

Vanessa has a personal interest in managing her finances well as she made one of her biggest investments of life when she built her first home in 2011. She wanted to work in an industry where she could learn how this can be achieved and help others do the same.

What's their goal?

Vanessa is currently doing her Diploma in Financial Planning and is keen to do well in achieving a high grade.

She loves travelling and her next big trip will be to America to visit her older sister who she hasn’t seen in 10 years.

Vanessa’s passion is certainly anything to do with food. She loves cooking and feeding others. Her dream is to be able to start up her own business in catering.

Danielle Richardson


Client Relationship Manager



Diploma of Financial Planning
Advanced Diploma of Business Administration
Bachelor of Business (Marketing)

Danielle has 15 years’ experience in the financial services industry, Danielle joined AMP Advice Docklands in 2007 she has an extensive knowledge of the business and its functions and has supported most of the advisers at one point or another. She has built a great rapport with staff and clients through her years at ipac.

Why financial advice?

Danielle enjoys building relationships with clients and helping them achieve their financial goals, watching them enjoy the benefits of good financial advice in retirement.

What's their goal?

As a mother of a young daughter, Danielle is passionate about giving her the best opportunities and experiences in life. 

Teresa Ross


Client Relationship Manager



Bachelor of Arts

Teresa joined AMP Advice Docklands as a Client Relationship Co-ordinator in September 2009 providing administrative support to one of the Private Client Advisers and other members of the team.

Before joining AMP Advice Docklands, Teresa worked for nab, initially in its Business Banking Centre, from where she moved to Retail Operations serving Corporate customers.  Looking for a more challenging role, Teresa opted to join the Financial Planning sector of the Bank working with senior Financial Advisers, where she worked for several years gaining a wealth of experience.

Prior to moving to Australia, Teresa worked both in Dubai and India, in senior and executive support roles. 

Why financial advice?

Teresa enjoys working in the financial services environment dealing with clients on a day to day basis assisting the Adviser in helping people realise their dreams and achieve their goals. It provides her with opportunities to enhance her knowledge of the superannuation and pension environment, while continually learning new processes and systems. Teresa comes to work each day as she finds it a rewarding, challenging and meaningful experience, with never a dull moment.

What's their goal?

Teresa is passionate about helping people.  Client satisfaction is of paramount importance to her and she enjoys connecting with clients both on a personal and professional level. In addition, Teresa is also obsessed about compliance (a fact her colleagues will attest to) and settles for nothing less than an “A” rating at audits.

Elena Harper


Lead Client Relationship Manager



Advanced Diploma of Financial Services (Financial Planning)
Certificate IV Training & Assessment

Elena has been in the financial services industry for almost 30 years with over 20 in financial planning. Elena is an experienced financial services professional having held roles including; Customer Services, Learning & Development and Compliance.

Elena is passionate about every Australian being able to access quality financial advice at the right time in their life to make the most of opportunities and achieve their goals.

Why financial advice?

Elena enjoys working with advisers, supporting them in the provision of quality advice in a constantly evolving regulatory environment.

In her spare time, Elena is trying to establish a vegetable & herb garden and planning her next holiday. 

Nick Amore 


Head of Advice South and Client Services 




Brendan Hill 


Associate Advice Manager 




Jane Middleton 


Client Relationship Manager 




Yolanda Piantella 


Concierge 




Patrick Malone 


Advice Manager 




Paula Stewart 


Advice Development Manager 




Mano Sadishkumar 


Client Relationship Manager 




Cameron Bao 

 

Client Relationship Manager 




Lori Nardella 


Concierge 




Important information

AMP Advice is a registered trademark of AMP Limited, licensed to IPAC Securities Limited (ABN 30 008 587 595, AFS Licence No. 234656).  IPAC Securities Ltd is a wholly owned subsidiary of the AMP group, ampadvice@amp.com.au

The information on this webpage is provided by IPAC Securities Ltd and contains information that is general in nature only. It does not consider your personal circumstances. It’s important you consider your personal financial situation and needs and read the relevant product disclosure statement before deciding what’s right for you.

If you decide to purchase or vary a financial product, your financial adviser, IPAC Securities Limited and other companies within the AMP Group may receive fees and other benefits. You can read the Financial Services Guide online for information about AMP Advice’s products and services, including the fees and other benefits AMP Companies and their representatives may receive in relation to products and services provided to you. You can also ask us for a hard copy.

All information on this website is subject to change without notice.