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Angus Dockrill is the Director at Identity McIntyre Financial Group (IMFG). He is passionate about helping people and chose a career in financial advice specifically to help people through the financial complexity of life.
As important as ‘money’ is in the modern world Angus believes money is simply a means to an end; an enabler to achieve what is important in life; and a tool for you to control, not the other way around. To that end, having worked at Australia’s largest and most respected financial advisory firms for 16 years, Angus founded IMFG.
Angus’ mission is to provide a relaxed and friendly environment that will give his clients the tools and confidence to make smarter financial decisions. Angus is a Certified Financial Planner and a Self Managed Superannuation Specialist Advisor with post-graduate studies in investment and applied finance.back to top
Anne Graham has been in finance for over 25 years and is the winner of a host of awards including the 2009 Money Management Financial Planner of the Year Award, and the 2011 Securitor National Adviser of the Year.
Anne joined McPhail HLG Financial Planning in 2001 and is Partner and Managing Director. Anne is a Certified Financial Planner, a Certified Practicing Accountant and has been awarded a Bachelor of Business (Accounting), Graduate Diploma of Financial Planning and Graduate Diploma in Applied Finance and Investment. She is currently studying for the Masters of Applied Finance.
Anne’s passion is providing values-based advice to help clients meet their financial and lifestyle goals. Her specialties include pre-retirement planning, wealth accumulation and aged care. Anne is also actively involved in promoting the profession of financial planning through discussion groups, seminars, advisory councils and committees.back to top
Benjamin Land is the Co-Founder and Chief Executive Officer of Exit West, a for-profit Social Purpose Business that sets aside up to 10% of its own profits for reinvestment into charitable Non Government Organisations (NGO’s).
A Farm-boy from the Canadian Prairies; Ben always knew he wanted to “travel the world and help people.” Those missionaries visiting childhood church “flew airplanes in jungles and shot poison darts from their mouth.” – in a 4yr-old claim to his Mother.
A few International Volunteer Trips combined with a professional background in Corporate Event Management & Facilitation, produced Exit West: Guiding corporate teams on humanitarian work trips. Weaving a thread of authenticity through the silos of corporations by facilitating a paradigm-shift for employees.
Ben is a speaker; facilitator; partnership-broker; collaborator; visionary, entrepreneur, Ecstatic Husband & Father (1 Daughter). With experience in Financial Services, Alternative & Exempt Markets, he views currency & finance as ‘Resources of Today’ to procure the ‘Resources of Tomorrow’ (water, land, energy). Benjamin maintains a holistic view of prosperity and is honoured to be part of the WITB Team.back to top
Jo Brassett is well known within the Financial Services community. She’s known for her transparent straight talking communication style and likes to have a laugh, whilst working hard as a Financial Adviser. Jo is a successor to a fully independent family-run business IAS with its own AFS License. The family is proud of helping clients and offering advice for over 40 years.
Jo works with businesses and families to build and protect their financial wellbeing; this is offered by way of a holistic values based financial planning including General insurance. With the depth and breadth of her experience she is able to provide clients with a tailored plan to meet their goals and financial objectives. Jo holds true to the idea that everybody has a right to financial security.
Jo is proud to be involved with the AFA and volunteers her time to Chair the NSW/Canberra GenXt Committee.back to top
Josh Masters has always had a passion for property and has been investing in the market for the last 17 years and has worked as a professional Buyers Agent for the last 5 years.
Working as a Director/Buyers Agent at BuySide Buyers Agency, Josh acts independently for his clients, providing an end-to-end “concierge-style” buying service that’s built on sound strategy and a proven buying process.
Josh is the author of Why Property Why Now and is also the creator of the mobile application for property investors called Suburb Investor. He oversees offices in Sydney and Brisbane and has been a finalist for Buyers Agent of the Year as well as the Most Innovative Agency of the Year. Josh specialises in helping time-poor people build their wealth through property.back to top
Liam Shorte has over 20 years experience in Financial Services having worked in the UK and Middle East with Royal & Sun Alliance and here in Australia with Verante Financial Planning for 12 years. He is a founder at SMSF online advice and guidance service Eviser.com.au .
Liam’s passion is to offer strategic planning and SMSF advice to a range of small to medium business owners, individuals, and executive clients; people who have worked hard and want to plan for the future and see the value in expert advice.
While specialising in Self Managed Super Funds with financial coaching for SMSF Trustees, he also helps those who wish to use a less active option and want to access advice on investment/superannuation portfolio construction, debt consolidation, insurance, use of family trusts and retirement planning.
Liam holds a Bachelor of Business, an Advanced Diploma in Financial Services (Financial Planning). Liam is also a SMSF Specialist Adviser(TM) and NSW Chairman of the SMSF Association. He also is an AFP member of the FPA.back to top
Naomi is Managing Director and Executive Financial Planner at Tudor Investassure, a privately owned, client focused practice operating under a boutique licence.
Naomi has a Masters in Applied Finance (Financial Planning) and 15 years’ experience in the finance industry, having worked for a major Bank in her early career before moving into private practice. She is passionate about assisting her clients to build, manage and protect their wealth.
Naomi specialises in providing bespoke financial solutions for professional and self-employed women and their families. As a new mum, Naomi understands the unique pressures and challenges working women face while raising a family and seeks to provide holistic, comprehensive and strategic financial plans that cater to a families’ priorities.
Naomi is an Authorised Representative of Professional Wealth Services Pty Ltd (AFSL 312047) ATF Professional Wealth Services Unit Trust ABN 58 174 609 776. Naomi is a Fellow of FINSIA and a member of the AFA.back to top
Named “Best Buyer’s Agent” in 2012 by the Real Estate Institute of NSW at its annual Awards for Excellence event, Nick Viner originally trained and qualified as a solicitor with top tier “Magic Circle” firm Allen & Overy in London from 2002 – 2004. Having relocated to Sydney in 2004, Nick re-qualified as a solicitor in NSW in 2005 whilst at Herbert Geer & Rundle solicitors. He then worked as a solicitor inhouse for CBA and Australand.
Nick’s experience as a property solicitor includes a wide range of activities from assisting Mariner Financial in respect of due diligence leading to the acquisition of Sydney Opera House Car Park by a Mariner unlisted trust to extensive property conveyancing experience working for purchasers, vendors and mortgagees.
Nick became a licensed buyers agent in 2009 before setting up his business, Buyers Domain. With a keen eye for property, Nick has successfully helped his clients find and buy their ideal homes and investment properties in Sydney. Nick uses his professionalism, attention to detail, extensive network of contacts and broad property experience and knowledge to exceed his clients’ expectations.
Nick has a Masters degree in Law and holds a real estate buyers agents licence. He is a committee member of the Real Estate Institute (NSW) Buyers Agency Chapter.back to top
Renee Hush is a Certified Financial Planner ® and the Director at MLC Advice Parramatta. Renee has worked in financial services for over 12 years, the last six as a Financial Planner.
Renee is an Authorised Representative of GMW Adviser Services Limited trading as MLC Advice. She is a Certified Financial Planner® member of the Financial Planning Association as well as a member of the Mortgage and Finance Association of Australia (MFAA).
Renee holds a Bachelor of Business (Finance and Banking); Certificate IV in Mortgage Broking, Diploma and Advanced Diploma of Financial Services and specialist accreditation in Self-Managed Superannuation Funds.
Renee’s technical expertise blends well with her ethos of bringing honest and transparent financial advice to each and every client. She has a true customer service focus and aims to build long-lasting relationships with her clients.
Renee is passionate about educating clients to take control of their finances and achieve their financial goals. She is an active supporter of the Community and currently volunteers with Dress for Success Sydney and MLC Advice Parramatta is a supporter of Northcott Disability Services.back to top
Sarah Leslie is one of the founding directors of Thinc Wealth. After nearly 15 years in the financial planning industry Sarah Leslie has been recognised as a leader in the industry, with Thinc Wealth receiving awards for innovative client services as well as featuring in numerous financial publications including Smart Investor and the Financial Review’s Asset Magazine.
Sarah believes in “live for today, provide for tomorrow” – you don’t have to wait to start doing the things you’ve always been dreaming of but you do need to plan for them.
Sarah finds that many clients come to her:
Over the years Sarah has helped hundreds of entrepreneurs, corporate escapees, consultants and professionals to identify and live a lifestyle that is valuable and meaningful for them. She believes there has never been a better time to start ticking off your bucket list and living your ultimate life than right now!
Sarah holds a Bachelor of Business in Financial Planning is a Certified Financial PlannerTM and holds accreditation in Self Managed Superannuation Funds.back to top
Steve Macdonald is the Investment Director at Infinitas Asset Management. Steve has over 20 years of experience in the financial and investment markets. His experience includes investment portfolio construction and management for Individually Managed Accounts and SMA’s at one of Australia’s largest funds management companies (BT Financial Group) where he was a Senior Portfolio Manager and had responsibility for over $A600 million.
Steve was an Associate Director, stockbroker and dealer in the financial markets for Macquarie Equities and Macquarie Bank and during his 8+ years there he was involved in the establishment of Macquarie’s agricultural commodities trading desk. He has worked as a financial planner and investment advisor at Westpac’s Private Bank and at a boutique investment firm – providing wealth management advice to high net wealth investors.
In the late 1980’s Steve was Compliance Manager at Dominguez Barry Samuel Montagu Limited & Midland Montagu Australia Limited – one of the most dynamic merchant banking groups of that era. Steve trained and worked initially as an accountant.
Steve is a co-founder of Infinitas and is an Executive Director of Infinitas Asset Management Limited.back to top
Tom has worked in the financial services industry as a financial adviser since 2008.
His role as a Life Risk Adviser involves educating, assisting and providing advice in the area of personal insurance and superannuation. The concept of personal insurance is not new, however the life insurance industry has changed and continues to change at a rapid pace.
Tom has spent many years in the financial services industry and decided several years ago to specialise in the area of personal risk insurance. He knows from his experiences that people have very little or no personal insurance in place, putting themselves and their families at financial risk.
Tom has completed an Advanced Diploma of Financial Services (Financial Planning). With these qualifications and experience, he is well qualified to help clients to achieve their financial goals.back to top
Yianni Tsimopoulos has been with the Nationwide Group of Companies since 2002 as Managing Director & Senior Wealth Adviser. Yianni believes his previous years as a Mortgage Broker and Senior Accountant working with families and individuals were an ideal foundation for his work as a financial adviser.
From the very beginning, Yianni has always focused on providing a client-centric comprehensive service and it is his distinctive approach that contributes to the success of his clients. He takes the time to really get to know his clients, determining their goals and objectives and developing proactive strategies that not only empower them in their own business, but exceed their expectations of an advisor.
Attention to detail, good listening skills and great empathy are symbols of his appreciation by his clients. He is effectively supported by a great team whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
Yianni has recently taken the opportunity to fulfil the role of the State Chair of the Association of Financial Advisers GenXt Board which focuses on the “Next Generation” of Financial Advisers in Australia. He has a deep passion for the industry and will continue to support new advisers who enter the industry.
Yianni is a member of the AFA as well as the FPA along with being an Associate Fellow of the Australian Institute of Management (AIM) and an Associate Fellow of the Taxation Institute of Australia (TIA).back to top