Our advice team

Andrew Eadie


Private Client Adviser 
Representative of ipac



CERTIFIED FINANCIAL PLANNER®
Bachelor of Business
Diploma of Financial Services (Financial Planning)

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. 

Andrew likes financial advice because it’s about helping people make wise decisions now to get the best outcome for the future. He also enjoys the ongoing relationships with his 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 he can then tweak or fine tune things to maximise the opportunities available. 

Andrew also enjoys mentoring new advisers and colleagues by sharing his experiences. 

Spending time with my family is important to Andrew, as well as keeping physically fit with running and golf (though he doesn't get to play as much as he would like these days!). 

Andrew has a personal goal to one day run a marathon.

Matthew Eccles


Private Client Adviser 
Representative of ipac



Advanced Diploma in Financial Planning
Diploma in Business Management

Justice of the Peace
Member of the Financial Planning Association

SMSF specialist accreditation.

Matthew has worked in financial services since 2014 in South Africa and has been with AMP Advice since early 2018. He is a member of the Financial Planning Association and has a Diploma & Advanced Diploma in Financial Planning. He is currently studying towards a Chartered Institute of Management Accountants (CIMA) designation.

After finishing his South African financial planning studies Matthew commenced his career as a financial planner providing advice to both individuals and corporates. Matthew was then headhunted in 2017 by a boutique investment firm to launch and manage their new estate and risk planning division. He successfully achieved this whilst training a small team of advisers and providing advice to a handful of the company’s most complex clients.

Matthew is passionate about financial advice and ensuring that his clients receive the highest level of professional care. He is also obsessed with ethical and efficient business practices.

Away from work Matthew fills every free minute with new adventures with his wife by his side.

Kane Ellery


Private Client Adviser 
Representative of ipac



Diploma and Advanced Diploma in Financial Services (Financial Planning)
Member of the Financial Planning Association
SMSF specialist accreditation.

Kane joined the AMP Advice team in 2014 and has worked in the financial services industry since 2008. Along with his high business and commercial acumen, Kane has provided a broad range of strategic financial planning advice to help his clients to grow their wealth. By utilising a strategic approach with his clients, he has provided highly valued advice across a range of different client demographics.

Whilst Kane is passionate about providing holistic financial advice, he has placed a strong focus on maximising opportunities within superannuation, investment portfolios, and ensuring that a client's assets and their lifestylesare protected.

Kane's professional goal is to help his clients make informed decisions about their finances which in turn can lead them reach their own goals, and a better quality of life.

Outside of the office Kane's goal is to continue his professional and personal development and be as fit and healthy as someone half his age, which he needs to be to help raise two young children.

Antoinette Galluzzo


Private Client Adviser 
Representative of ipac



CERTIFIED FINANCIAL PLANNER®
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



CERTIFIED FINANCIAL PLANNER®
Bachelor of Engineering BE (Mechanical)
Diploma Financial Planning DFP
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.

Ljupco Ivanov


Private Client Adviser 
Representative of ipac



Bachelor of Business (Accounting)
Bachelor of Business (Finance)

Certified Financial Planner designated from the Financial Planning Association

Ljupco completed his degrees in 2014 and joined AMP in 2016. He achieved his Certified Financial Planner designation in 2019 showing his development and commitment to helping clients with their personal goals and objectives.

Ljupco enjoys discussing his clients’ life stages and asking about the longer terms goals that they have to truly complete wholistic advice for the present and for the future. He is experienced in assisting his clients plan for major life changes from the final accumulation years prior their retirement through to managing their retirement needs well after retirement. Most importantly he keeps discussions on financial concepts simple and easy to understand so that clients can walk away knowing exactly where their financial future is going.

Ljupco believes a sound financial plan is a cornerstone to navigating inevitable change throughout life and enjoys getting to know clients and their unique story.

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.

Jack Kewalram


Private Client Adviser 
Representative of ipac



Chartered Financial Analyst
Financial Planning Association Member
SMSF Association Member

Jack has been a financial adviser since September 2016 but has over 20 years of experience in the Financial Services industry. Prior to becoming an adviser, Jack worked with a couple of global asset managers focusing mainly on institutional client and asset consultants. Prior to this, Jack was an investment consultant to Private Banks and Independent Financial Advisers.  

Jack is passionate helping his clients achieve financial stability.  His goal is to move clients from working for their money to getting their money to work for them. He believes that this can be achieved by planning for a financial future by design rather than leaving the future to chance.

Daniel O'Rourke


Private Client Adviser 
Representative of ipac



CERTIFIED FINANCIAL PLANNER®
Advanced Diploma in Financial Services (Financial Planning)
Member of the Financial Planning Association of Australia (FPA)

 

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 helped 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.

Ashish Poudel


Private Client Adviser 
Representative of ipac



Master of Financial Planning

Ashish joined AMP Advice in February 2018 after graduating as a financial planner from AMP Adviser Academy – an industry leader in education and development of financial advisers. Ashish specialises in wealth management, superannuation and retirement strategies.

Ashish is passionate about helping his clients to successfully grow and protect their finances and achieve goals by providing personalised financial solutions. Ashish utilises his extensive knowledge and experience to make a positive difference in people’s lives by building an ongoing professional relationship.

Away from work Ashish is married to a nurse, enjoys playing soccer and spending quality time with family and friends.

Craig Stubbs


Private Client Adviser 
Representative of ipac



CERTIFIED FINANCIAL PLANNER®
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.

Alicia Sun


Private Client Adviser 
Representative of ipac



CERTIFIED FINANCIAL PLANNER®
Bachelor of Economics (Economics & Accounting)
Graduate Diploma in Legal Studies
Advanced Diploma of Financial Planning
Diploma of Financial Planning

Member of Financial Planning Association of Australia (FPA)

Alicia is an award-winning and FASEA-qualified financial adviser with over 10 years’ financial service industry experience across retail/business banking and financial planning. Alicia’s current role with AMP Advice involves working closely with retirees, high-net-worth families, C-suite executives and business owners to provide strategic and personalised holistic advice.

Alicia strongly believes that a sound and well-executed financial plan provides the roadmap to navigate some of the inevitable changes throughout various life stages and will make a profound difference to clients’ financial wellbeing. The passion to utilise her expertise to go above and beyond to help clients to understand, create, protect and plan for financial security is what motivates Alicia every day. To demystify and untangle the complexity in the world of personal finance, Alicia is committed to provide straightforward and tailored solutions to ensure clients stay in control of their financial future as life unfolds.

Alicia is a highly dedicated adviser, mentor and role model with a high standard of work ethics, she genuinely cares about her clients and is passionate about doing her absolute best to help clients achieving their financial aspirations through ethical and value-adding advice.

Alicia is trilingual (English/Mandarin/Cantonese) and a cake baking enthusiast, she enjoys good food and spending quality time with the family.

Helen Truong


Private Client Adviser 
Representative of ipac


Bachelor of Commerce - majoring in Financial Services
Advanced Diploma of Financial Services

Helen has worked in financial services with more than 12 years in the field of financial planning and joined AMP in 2013. Helen has experience with clients ranging from wealth builders to retirees.

Helen finds it very rewarding assisting clients achieve their financial objectives and pave their way to a better future.

Helen is passionate about enhancing clients' financial situations by providing innovative strategies that deliver solutions. This gives her clients peace of mind, allowing them to move forward with financial confidence.

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.

Betsy Bian


Associate Adviser
Representative of ipac



Master of Commerce Major in Finance
Diploma of Financial Planning

Betsy has been working in the financial planning industry since 2015. She found her interest in helping people to achieve their financial goals during her first role in a boutique financial planning company assisting advisers. Joining AMP Advice in July 2018, Betsy hopes she can work together with the advisers to provide excellent services to clients and take good care of their financial well-being.

Betsy has her own financial goals, like all AMP Advice clients, to achieve financial freedom. She is willing to take steps to learn more about investments, taxes, and financial planning strategies, use this knowledge in her daily life and share it with others.

Yanni Mavrikis


Associate Adviser 
Representative of ipac


 

Yanni has a Bachelor of Commerce majoring in Finance and Financial Planning. He started his career working as a loan processor until Yanni completed his studies and was given an opportunity with AMP to be one of the very first to commence on the new Adviser Pathways program.

He started his journey in AMP working in the campaigns team before moving into the concierge team where he helped clients connect with financial advisers. He then joined the phone-based advice team in AMP Assist, where he commenced his Professional Year as a New Entrant to the financial planning industry.

Yanni is passionate about helping Australians discover and achieve their financial goals. He strongly believes in the need for financial literacy and aims to be the helping hand for those individuals who want to pursue their dreams and make a difference in their lives.

Outside the office Yanni likes to play soccer as well as spending valuable time with family and friends.

Noah Buggy


Associate Adviser
Representative of ipac


 

Divagni Naidu


Associate Adviser
Representative of ipac


 


 

Our support team

Naomi Holmes


Head of AMP Advice East
Support Team


 

Roger Smith


Advice Manager (NSW)
Support Team


 

Karen Buckley


Client Lead
Support Team


 

Karen started with ipac financial planning in 2006. Since then she has gained experience working with many different types of clients. She now leads our team of Client Relationship Managers, as Client Lead. 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. She also enjoys working alongside her colleagues, 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. She believes that exercise promotes good health and positive mindset that carries across to daily work life. One of Karen’s goals is to complete the Great Ocean Road Marathon.

Farzana Akhter


Client Relationship Manager
Support Team


Bachelor of Business Administration
Diploma in Financial Planning

 

Cathy Trinh


Client Relationship Manager
Support Team


 

Cherry Baronia


Client Relationship Manager
Support Team


 

Donna Bunt


Client Relationship Manager
Support Team


 

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.

Josephine Faehrmann


Client Relationship Manager
Support Team


Diploma of Management
Bachelor of Communications (Public Relations)

Josephine has worked in the finance industry for 10 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 their 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, Josephine aims to explore more of Eastern Europe and the Americas. Volunteering is another interest of hers, which she continues to participate in at events around Sydney and leads amongst her peers.

Elizabeth Marsden


Client Relationship Manager
Support Team


 

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

Why not advice? 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.

Rosanne Pound


Client Relationship Manager
Support Team


 

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.

Alex Taei


Client Relationship Manager
Support Team


Diploma in Business Advertising

Alex joined AMP Advice in August 2018, where he provides support to advisers, maintains client relationships and assists with implementing advice. Prior to joining AMP Advice, Alex worked for Local Government Super for three and a half years where he was responsible for campaigns aimed at member retention and fund consolidation.

Alex takes pleasure in knowing that he has had a positive impact on clients and is very passionate about giving assistance in any way he can. He aims to further develop his skills in AMP and looks to make a positive contribution.

In his spare time, Alex enjoys competing in various sports, reading a good book, and listening to music.

Sadhana Weerawardena


Client Relationship Manager
Support Team


Investment Foundations Program
Certificate IV in Project Management
Bachelor in Engineering (Honours) in Aerospace Engineering

Sadhana’s career has spanned multiple continents, and includes earning a degree in Aerospace Engineering in the UK, working in Sri Lanka and the UK defence team, and relationship management with Airbus in Europe, before moving to Australia in 2013. In moving continents Sadhana also shifted careers from engineering to financial services working for a boutique firm and has recently joined AMP Advice as a Client Relationship Manager.

Sadhana is a left brain specialist, and strives to balance herself through acting and classical Sri Lankan dancing.  She also continues her family’s involvement with supporting hospitals in developing countries and giving back to the community. 

She takes great pleasure in making a positive contribution to enrich people’s lives, may it be comfort and safety up in the air or financial wealth and wellbeing.

Di Berthon


Receptionist
Support Team


 

Di has been with the Company for 25 years. Her interests are travelling, car rallying and power walking.

It's a dynamic and exciting industry, and Di has a strong focus on great Customer Service.

Her goal is to spread positivity to each client that enters the office, and to her colleagues.

Imelda Drury


Receptionist
Support Team


 

Imelda has worked in the financial word for 20 years. She has worked for Citibank, Societe Generale, Perpetual and now ipac.

Imelda loves the garden, exercise and travelling.Imelda finds it inspiring to see clients leave meetings with their advisers, owning a confident and positive attitude.

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

Rossmely Meza Cubas


Concierge
Support Team


 

Rossmely began her professional career in the health industry, working as a dental assistant. Looking for new opportunities she became interested in finance and joined AMP Advice as our Concierge.

Rossmely recently transitioned into financial advice due to her desire to help enrich the Goals 360 Experience at Kent Street. She aspires to deliver the best client service possible for everyone who walks through the door.

In her spare time she likes to experiment with photography and explore new cuisines with family and friends.

Jan Darmo


Tax Accountant
Support Team


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

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

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

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

Asish Narayan


Tax Accountant
Support Team


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 17 year'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.

Nola Charkos


Corporate Client Manager
Support Team


Bachelor of Commerce

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.

Angela Ehsani


National Manager – Law Sector
Support Team


Bachelor of Business
LLB

Angela joined AMP Advice in 2015. Prior to this, Angela practised law at firms such as Clayton Utz and Lander & Rogers, where she specialised in commercial disputes and claims involving injured clients. In her current role, Angela is responsible for sourcing and fostering relationships with key referral sources.

Angela has a client-focussed approach. She values the importance of understanding the client’s needs and goals from the outset, which ensures the delivery of positive outcomes for her clients. Angela works closely with lawyers and specialist advisers to ensure clients receive quality advice and tailored investment strategies for their lump sum damages.

Yasmin Parkes


Operations Manager - Law Sector
Support Team


Diploma of Human Resources (Distinction), Justice of the Peace

Yasmin has over 18 years’ experience in administrative and operational management roles within the financial services industry. She joined AMP Advice (formerly ipac) in 2008 and commenced her role with the Law Sector personal injury team in 2013.

Yasmin supports the Law Sector National Manager and works closely with our Specialist Personal Injury Advisers in delivering exceptional advice and service to our clients.

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.