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 Ward Thomson

Business Consultant and Mentor

Over 23 successful years as a financial advisor.

When I was 11, I wanted to be a banker.

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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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Simon Morgan

PR and Marketing

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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Jennifer Kulow

When I was 11, I wanted to be a teacher

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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
www.wch.sa.gov.au/services/az/divisions/wab/nicu/index.html
 
Childhood Cancer Association Family Service (Support for Children & Families)
www.childhoodcancer.asn.au