The People
Theo Marinis
Authorised Representative
Principal Financial Strategist
Bachelor of Arts (Economics)
Bachelor of Economics (Accounting)
Certified Practicing Accountant (CPA)
Certified Financial Planner™ (CFP®)
When I was 11, I wanted to be a fireman.
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Julie Marinis
Human Resources and Finance Officer
Muirden Business College Certificate
When I was 11, I wanted to be a dental assistant.
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Rob Hoepner
Financial Controller
Bachelor of Business (Accounting)
Certified Practicing Accountant (CPA)
When I was 11, I wanted to be a professional golfer.
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John Thomson
Board of Advice
Over 23 successful years as a financial advisor.
When I was 11, I wanted to be a banker or an artist.
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Ivana Samra
Practice Manager
When I was 11, I wanted to be the best softball player in the world.
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Keryn Johnson
CSA — Risk & Administration Assistant
When I was 11, I wanted to be 21.
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Simon Morgan
Public Affairs Consultant
Bachelor of Communication (PR)
Dip FS (FP)
When I was 11, I wanted to be a pilot.
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Mark Laing
Business Coach
Bachelor of Business
Master of Business Administration
When I was 11, I wanted to be an inventor.
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Dino D’Aloia
Authorised Representative
Financial Adviser
Diploma in Accounting
Advanced Diploma in Financial Services (Financial Planning)
ASFA Certificate
MLC Advisor Scholarship
When I was 11, I wanted to be a musician (drummer for U2!)
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Michael Callisto
Client Service Manager/Trainee Financial Adviser
Bachelor of Business (International Business)
When I was 11, I wanted to be a singer in a rock band
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We support the following charities
Make-A-Wish Foundation
www.makeawish.org.au
Women's and Childrens Hospital Neo-Natal Intensive Care Unit
Childhood Cancer Association Family Service (Support for Children & Families)