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…