Advice, For You
Your Superannuation Expert
Our goal is quite simple; to make positive financial differences in the lives of our clients, that they can feel now and later in life. We’re a team of dedicated, like-minded professionals with one united vision; to engage in value-adding interactions that improve the financial futures of as many Australians as possible. We review, advise and drive out quality financial advice with only you in mind.
Giving Back
Better Futures For Everyone
On our positive impact mission, we identified we have the power to touch the lives of those far beyond our clients. Through close client relationships, we've unearthed a diverse range of charities, initiatives and communities close to their hearts, areas in which they would love to make a difference. And so, we started there… It’s amazing, the web of goodwill we can weave when we put our minds to it.
Our Leadership Team
Matt McNaughton
Matt is a highly skilled professional with over 30 years’ experience within the Banking and Financial Services industry. With his proven industry track-record and solid business reputation, he joins Superannuation Advice Australia (SAA) as General Manager Matt’s breadth of…
Anthony McAleer
A Financial Planning and Human services professional with a long career assisting people to grow and thrive. Working with the human part and the governance side of an Australian Financial Services Licence (AFSL) really excites our Executive Manager. Having…
Brendan Jordan
Qualifications: Bachelor of Business Administration (BBA), Diploma of Financial Services, Advanced Diploma of Financial Services, Self-Managed Super Funds (SMSF), Certificate IV in Finance & Mortgage Broking, Margin Lending Adviser (Personal Advice) Brendan is a highly qualified and ethical professional, with over 15 years’ experience within…
Frances Elbeb
A self-motivated and independent professional, Frances is highly regarded for natural ability to identify and critically assess complex procedural workflow strategies. With over 14 years of operational management experience spanning education, aviation and finance, Frances excels in collaborating with…
Danielle Fricker
Qualifications: Bachelor of Business (Finance), Bachelor of Science (Biological Sciences), Diploma of Financial Planning Danielle first entered the finance industry in an administrative role. Working across various departments enabled her to lay down solid foundations in business processes, and…
Raelene Love
Insurance Specialist Manager A senior underwriting specialist and member of the Australian Life Underwriting & Claims Association (ALUCA), Raelene has over 25 years’ experience honed within the Insurance and Financial Services industries. As Insurance Specialist Manager, Raelene employs her…
Tomislav Vukovic
Authorised Representative No. 1273105 Qualifications: Diploma of Financial Planning (RG146) FASEA qualified, Tommy has eight years’ experience within the financial services sector. His previous industry knowledge was cemented at a small, family-owned practice, where Tommy first discovered his passion…
Kasey Renwick
A highly motivated and results-driven Customer Care Manager, Kasey has more than ten years of industry experience in the development and implementation of complex, client-centric processes and procedures. To this end, her core strength lies in devising innovative solutions…
Olivia Putland
Olivia has 10 years demonstrated managerial experience. She first discovered her passion for building cohesive teams and mentoring individuals along their chosen career paths, while managing multiple successful restaurant sites. Her background in business and training, coupled with her…
Caira Novak
Asta Lowry
Molly Hoyt-Bull
DELIVERING TAILORED FINANCIAL SOLUTIONS
Our Advisers
Anthony Carboon
Authorised Representative No. 465418 Qualifications: Diploma of Financial Planning (RG146) A finance professional who enjoys helping people achieve their goals and making a difference, Tony has over 30 years’ experience spanning customer service, banking, lending, general insurance, wealth management…
Bronwyn Hodges
Authorised Representative No. 275984 Qualifications: Graduate Diploma of Financial Planning , Diploma of Financial Advising, Margin Lending and Geared Investments Bronwyn is a seasoned financial planner with over 23 years of comprehensive experience, in the financial services industry. Her journey…
Christian Stanger
Authorised Representative No. 0314767 Qualifications: Diploma of Financial Planning (RG146), Advanced Diploma of Financial Planning, BA Christian has been delivering quality financial advice since 2009 after starting work in his father’s wealth firm three years earlier. Holding a Diploma…
David Searle
Authorised Representative Number: 274560 Qualifications: Diploma of Financial Planning, Diploma of Financial Markets, Economic & Legal Context for Financial Planning With over 30 years of experience in various roles within the financial services industry, David possesses extensive knowledge and…
Diogo Rodrigues
Authorised Representative No. 1271445 Qualifications: Bachelor of Commerce (Financial Planning and Accounting) Diogo holds a Bachelor of Commerce, with a double award major specialising in Financial Planning and Accounting. After graduating in the top five percent of students, he…
Domenic Romeo
Authorised Representative No. 1005687 Qualifications: Bachelor of Commerce (Economics and Marketing), Diploma of Financial Planning With 28 years in financial services, including the last 18 at a major stockbroking firm in Perth, Domenic brings extensive expertise to the field.…
Gabrielle Eynon
Authorised Representative No. 1007550 Qualifications: Masters in Financial Planning, Advanced Diploma of Financial Planning, Diploma of Financial Planning Gabrielle boasts a distinctive career spanning over 15 years in financial planning, personal insurance, home lending, remediation, and compliance. With exceptional expertise…
Glenn Hedger
Authorised Representative No. 1302889 Qualifications: Bachelor of Commerce, Diploma of Financial Planning Glenn, a dedicated financial planner, is unwavering in his commitment to turning clients’ financial goals into reality. Armed with a Bachelor of Commerce specialising in Financial Planning…
Isabel Dallas
Authorised Representative No. 1269327 Qualifications: Advanced Diploma of Financial Planning, Bachelor of Commerce (Honours), Diploma of Accounting Isabel has diverse experience in the financial industry, having started as a graduate at the Reserve Bank working in the liquidity forecasting area.…
Jake Souter
Provisional Adviser No. 1311008 Supervisor: Tomislav Vukovic AR No. 1273105 Qualifications: Bachelor of Commerce, Graduate Diploma of Financial Planning Jake is passionate about helping individuals achieve their financial goals and is committed to raising financial literacy levels across Australia. Before transitioning…
Jason Wong
Authorised Representative No. 1008231 Qualifications: Graduate Diploma of Financial Planning, Advanced Diploma of Financial Services, Bachelor of Business, Self-Managed Super Fund Accreditation A finance professional with 15 years’ experience, Jason’s wealth of industry knowledge extends to portfolio modelling, wealth management,…
John Pearson
Authorised Representative No. 312314 Qualifications: Advanced Diploma of Financial Planning John has been in the Financial Services industry for 18 years and has provided advice within the areas of superannuation, investment, personal insurance, estate planning and aged care. John…
Julie Bullen
Provisional Adviser No. 1311213 Supervisor: Tomislav Vukovic AR No. 1273105 Qualifications: Bachelor of Business, Majoring in Financial Planning and Taxation Julie is a dedicated Provisional Financial Adviser who brings a wealth of passion and determination to her role. With a background…
Justin Chong
Authorised Representative No. 1246053 Qualifications: Graduate Diploma of Financial Planning, Bachelor of Commerce (Economics & Finance), Diploma of Financial Planning Justin dedicates his efforts to understanding his clients’ current circumstances and requirements and guiding them towards sound financial decisions.…
Karunesh Arora
Authorised Representative No. 1271928 Qualifications: Advanced Diploma of Financial Planning, Diploma of Financial Planning, Master of Professional Accounting, Bachelor of Commerce A finance professional who enjoys helping people achieve their goals and making a positive difference, Karunesh has 6 years’ industry experience spanning…
Krisna Ngetis
Authorised Representative No. 1303525 Qualifications: Bachelor of Commerce (Financial Planning, Finance), Bachelors of International Business As a financial advisor at SAA, my responsibilities include conducting annual reviews with clients and providing guidance on any inquiries or ideas they may have…
Kristelle Harris
Authorised Representative No. 462342 Qualifications: Bachelor of Commerce, Advanced Diploma of Financial Planning, Margin Lending and Geared Investments I serve as a Financial Adviser with expertise spanning both superannuation and insurance domains. With a robust 13-year tenure in the…
Larissa Coert
Authorised Representative No. 1270730 Qualifications: Double Bachelors in Event Management and Employment Relations, Diploma of Financial Planning (RG146) Larissa’s 15 years of customer service experience and natural ability for building relationships, assists her in relating well to all her…
Michael Jerard
Authorised Representative No. 299742 Qualifications: Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Financial Planning), Certified Financial Planner, SMSF Accreditation, Bachelor of Commerce Michael Jerard brings over 15 years of experience in the Financial Services Industry, starting…
Niyoosha Reinehr
Authorised Representative No. 1241234 Qualifications: Diploma of Financial Planning, Advanced Diploma of Financial Planning, Bachelor of Commerce (Finance) Driven to make a difference, qualified Financial Adviser Niyoosha, has 15 years’ demonstrated history in the field of financial planning. Her high…
Robert Catherall
Authorised Representative No. 288857 Qualifications: Advanced Diploma of Financial Services ( Financial Planning), Diploma of Financial Services (Financial Planning), Certified Financial Planner Rob is a financial planning professional with more than 20 years of experience providing expert financial planning…
Russel Molin
Authorised Representative No. 340338 Qualifications: Advanced Diploma of Financial Services (Financial Planning), Self-Managed Super Fund Accreditation, TASA and the TPB of Professional Conduct Accreditation Before immigrating to Australia in 2009, Russel worked as a Financial Advisor for a large…
Samuel Boon
Authorised Representative No. 1305760 Qualifications: Bachelor of Commerce (Financial Advising, Managerial Economics), Graduate Diploma of Financial Planning Samuel Boon, an accomplished financial adviser with over four years of experience, specialises in crafting personalised financial plans for individuals and organisations. His…
Samuel Price
Provisional Adviser No. 1311335 Supervisor: Tomislav Vukovic AR No. 1273105 Qualifications: Bachelor of Applied Financial Advice I am passionate about helping people reach their goals and protect themselves and their families in times of financial uncertainty. Before embarking on becoming a…
Sharmila Phal
Authorised Representative No. 1002911 Qualifications: Graduate Diploma of Financial Planning, Advanced Diploma of Financial Planning Sharmila Phal is an accomplished financial professional with more than 17 years of experience providing expert financial planning advice. As an Authorised Representative, she holds…
Sharon Trestrail
Authorised Representative No. 413891 Qualifications: Graduate Diploma of Applied Finance (Financial Planning), Bachelor of Business (Banking & Finance), Super Concepts ICFS Specialist SMSF Course Sharon’s career journey reflects a unique blend of expertise in both financial services and hospitality industries.…
Shreya Singh
Authorised Representative No. 1252348 Qualifications: Advanced Diploma of Financial Planning, Diploma of Financial Planning (RG146), Master of Human Resources & Industrial Relations, Bachelor of Commerce Driven to make a difference, Shreya is a Certified Financial Planner – passionate about helping people achieve…
Stephen Baird
Authorised Representative No. 1004713 Qualifications: Diploma of Financial Planning (RG146), Advanced Diploma of Financial Planning, Member of Financial Planning Association of Australia Stephen emigrated from Scotland 25 years ago and enjoys helping his clients protect and grow their wealth,…
Stephen Hoyes-Cock
Authorised Representative No. 1002961 Qualifications: Graduate Diploma of Financial Planning, Bachelor of Commerce (Management and Marketing), Diploma of Financial Planning, Diploma of Finance and Mortgage Broking Stephen Hoyes-Cock is a seasoned financial adviser with a profound dedication to helping individuals…
Stuart Reeves
Authorised Representative No. 248496 Qualifications: Diploma of Financial Planning, Bachelor of Business (Accounting), Bachelor of Business (Banking & Finance), Certified Financial Planner Stuart Reeves, a seasoned Financial Planner with over 20 years of experience, is dedicated to assisting clients in…
Tiffany Cosh
Authorised Representative No. 1001500 Qualifications: Graduate Certificate in Financial Planning As a Financial Adviser, I guide clients on finance management and security. I recommend investment strategies, cost reviews, and retirement planning for superannuation. I also advise on contributions, fund performance,…
Yadvinder Singh
Authorised Representative No. 1269286 Qualifications: Bachelor of Commerce (Finance & Accounting), Diploma of Financial Planning, Securities and Managed Investments Yadvinder is a financial planner with a strong background in banking and finance. With 7 years of industry experience, he has…
To celebrate success by rewarding our staff and customers and making a difference in the community.
To be Australia’s leading Financial Services company, delivering affordable, scaled, professional advice, to educate and help everyday Australians achieve their financial goals.
Integrity - do the right thing, without compromise.
Innovation - look for the smartest way forward.
Collaboration - Live as one team with one vision.
Compassion - Listen, learn and act with empathy.
Integrity & Professional Conduct
Partnered with Lonsec
We’re proud of our partnership with Lonsec Investment Solutions, Australia’s Number 1 Investment Research Company. Lonsec joined our Investment Committee to help us deliver better outcomes for our clients. The Lonsec team leverages the expertise of over 130 employees and 65 analysts to help shape, quantify and build our highly diversified actively managed portfolios. Working closely with Australia’s number 1 Research House helps us make better-informed investment decisions and provides our client’s with peace of mind.
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