Our People
Meet our team
We pride ourselves on building and maintaining a positive, performance-driven culture where employees want to come to work every day and have opportunities to grow and unlock their potential. Meet the people who make it happen.
Executive Chairman | Director
James McGregor
Sydney
jwmcgregor@aptwealth.com.au
James is the Executive Chairman of Apt Wealth Partners, bringing over 35 years of experience in the Financial Planning Profession. James focuses on strategic leadership in mergers and acquisitions (M&A), governance, and investment management, guiding the firm’s long-term growth and success.
He is a Certified Financial Planner® Professional with the Financial Advice Association of Australia and holds a Bachelor of Arts (Economics) and a Diploma of Financial Planning. James is also a Fellow of the Chartered Institute for Securities and Investment and the Australian Institute of Company Directors underscoring his commitment to excellence and professional development in the financial services industry.
Chief Executive Officer | Director
Andrew Dunbar
Melbourne
andrewd@aptwealth.com.au
Andrew Dunbar is the Chief Executive Officer of Apt Wealth Partners, responsible for driving the firm’s strategic direction, fostering a strong and inclusive culture, and aligning the team behind a shared vision for client excellence, sustainable growth and innovation.
With over two decades of experience in financial services, Andrew brings a proven track record of leadership, strategic vision, and client focus. His accolades include being named the FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year in 2019, and ranking in the top 2 of the Barrons Top Financial Advisers in 2022, 2023, 2024 and 2025.
Andrew holds degrees in Commerce and Economics from Monash University, is a Graduate of the Australian Institute of Company Directors, and maintains his Certified Financial Planner® professional status with the Financial Advice Association of Australia (FAAA).
Beyond his executive responsibilities, Andrew is committed to community impact. He chairs the board of the Lungitude Foundation and contributes to the Cancer Council’s Pro Bono Program, supporting families facing financial challenges during cancer treatment. Outside of work, Andrew is a proud father to Jack, Charlotte, and Chloe.
Chief Operating Officer | Director
Mark Bardzinski
Melbourne
mark@aptwealth.com.au
Mark Bardzinski is the Chief Operating Officer at Apt Wealth Partners, bringing over 30 years of experience across banking, lending, insurance, and financial advice. He is responsible for leading the firm’s operational and financial strategy, ensuring that systems, processes, and resources are aligned to support sustainable growth and deliver exceptional client outcomes.
Mark plays a key role in translating strategic vision into operational execution. He oversees technology, supplier relationships, and internal operations, ensuring the business runs securely, efficiently, and in line with regulatory expectations. His leadership fosters a culture of collaboration and continuous improvement across the organisation.
Mark holds qualifications in both financial planning and mortgage broking. He is a Fellow Chartered Financial Practitioner through the Asia Pacific Financial Services Association, a Senior Associate of the Financial Services Institute of Australasia, a Financial Planner AFP® member with the Financial Advice Association of Australia (FAAA) and a member of the Mortgage and Finance Association of Australia.
Head of Innovation and Client Experience | Director
Melita Daff
Melbourne
melita@aptwealth.com.au
Melita’s primary responsibilities include continuously reviewing and improving the way we do things at Apt to maintain a top-notch client experience and to make us more efficient so that we can welcome more clients to partner with us on their journey to lifestyle and financial success. She loves problem solving, researching and testing new technologies and software, and thinking outside the box to come up with appropriate and innovative solutions to address client pain points and internal inefficiencies. Melita has been with Apt for over 20 years and her qualifications include a Diploma of Financial Services (Financial Planning) and a Diploma of Management. She’s also a member of the Financial Advice Association of Australia (FAAA).
Head of Expat Services & Senior Financial Adviser | Director
John Versace
Melbourne
johnv@aptwealth.com.au
John Versace is an experienced financial planner with extensive expertise in helping expats protect and grow their finances to reach their goals. He uses this wealth of knowledge to support Australian expats, those migrating to Australia, and US citizens living on our shores.
Based in Melbourne, Victoria, John has been in the financial services industry for 15 years, 10 of those with Apt Wealth Partners, where he is a Senior Financial Adviser. He is known amongst expat communities for his deep knowledge of wealth building and protection in multiple jurisdictions, helping people live their best lives wherever they reside.
John holds a Bachelor of Business (Economics and Finance) from RMIT and a Graduate Diploma in Financial Services. He is also a Certified Financial Planner® with the Financial Advice Association of Australia (FAAA).
Outside work, John is a passionate football fan, following AFL and soccer. His weekends are usually spent with his family, enjoying the outdoors and spending time with his daughter.
Chief Investment Officer | Partner
Sarah Gonzales
Sydney
Sarah is Apt Wealth Partners Chief Investment Officer. She has over 15 years’ experience in investment research, covering a wide range of asset classes, and portfolio construction. Sarah is responsible for providing portfolio construction solutions for advisers and their clients and manages the Apt Wealth Partners Model Portfolios and Separately Managed Accounts.
Sarah has completed a Bachelor of Applied Finance with a Bachelor of Commerce (Accounting) and a Masters of Applied Finance from Macquarie University.
Senior Financial Adviser | Partner
Tim Conde
Sydney
tim@aptwealth.com.au
Tim has over 20 years’ experience in Financial Planning, after starting his career in the investment banking sector.
He holds a number of qualifications, including a Bachelor of Economics from Macquarie University, and the CERTIFIED FINANCIAL PLANNER® professional status with the Financial Advice Association of Australia (FAAA).
Tim enjoys helping clients navigate the ever-changing financial world we live in through long-term relationships, understanding each client’s personal circumstances and tailoring advice to suit.
On a personal level, Tim enjoys trying to keep fit and getting outdoors and is an active member of the Burning Palms Surf Life Saving Club.
Executive Operations Manager
Daniela Durpetti
Sydney
daniela@aptwealth.com.au
Along with managing office operations, Daniela is responsible for effective and efficient client service. Daniela also assists our financial planners with the management and administration of their client portfolios. In addition to her 15 years’ experience, Daniela has completed a Diploma of Financial Services (Financial Planning) and Diploma of Business Administration.
Head of People and Culture | Partner
Abbie Gellatly
Melbourne
abbie@aptwealth.com.au
Abbie Gellatly is Head of People and Culture at Apt Wealth Partners, where she is responsible for setting the direction and overseeing the implementation of Apt’s people strategy.
Beginning her financial services career on the client side before moving to people and culture, Abbie has a unique understanding of the industry and the people within it. As an HR leader, Abbie has developed significant expertise across employee experience, health & wellbeing initiatives and strategic business planning. In addition, she is passionate about lifelong learning.
She holds a Bachelor of Business (HR) and a Diploma of Financial Planning and is SMSF-Accredited.
Outside the office, you’ll find Abbie exploring local restaurants, planning her next travel adventure or hitting the beach.
Senior Financial Adviser | Partner
Steve Toniazzo
Melbourne
stevet@aptwealth.com.au
Steve is a Senior Financial Adviser and an Advice Leader at Apt Wealth Partners. He has over 25 years’ experience in the Financial Services Sector, including 20 years in the Financial Planning industry.
Steve holds a number of qualifications, including a Bachelor’s degree in Business (Banking & Finance) and a Diploma of Financial Services (Financial Planning). He also holds the CERTIFIED FINANCIAL PLANNER® professional status with the Financial Advice Association of Australia (FAAA).
In addition to general financial planning, Steve has a particular interest in aged care financial advice and holds accreditation as a specialist in this area.
On a personal level, Steve enjoys spending time with his family and friends, playing golf, and attending sporting events.
Xplan Experience Manager
Kellie Ryan
Geelong
kellie@aptwealth.com.au
Kellie Ryan is the Xplan Experience Manager at Apt Wealth Partners. Since first commencing with Apt in 2008, Kellie has held numerous roles, including Client Services Manager and Financial Planner & Operations Manager.
Currently, Kellie works closely with our Head of Innovation and Client Experience to maintain, develop and implement strategies to enhance client and staff experience. Kellie holds a Diploma of Financial Services (Financial Planning).
Outside of work, Kellie holds a Black Belt in Taekwondo and trains in Hapkido and Brazilian Jiu Jitsu. She enjoys spending time with family and making the most of the outdoors.
Senior Financial Adviser | Partner
Michelle Heffernan
Melbourne
Michelle.heffernan@aptwealth.com.au
Michelle is a Senior Financial Adviser and with two decades experience in financial planning and she finds genuine joy in being part of her clients’ lives and sharing in the outcomes they achieve along the way.
She is highly qualified with a Bachelor of Commerce and an Advanced Diploma of Financial Planning. She is also a Certified Financial Planner® with the Financial Advice Association of Australia (FAAA).
Michelle has a particular interest in investment markets, with responsible investing a key expertise.
Senior Financial Adviser | Partner
Emily Lanciana
Melbourne
emily@aptwealth.com.au
Emily Lanciana is an experienced financial planner with a passion for helping people define and reach their goals to live their best lives.
She is a Senior Financial Adviser at Apt Wealth Partners, the 2021 FPA Professional Practice of the Year. At the firm since 2018, Emily has developed specialised expertise in Expat Financial Planning, supporting Australians living abroad to navigate their finances.
A participant in the Cancer Council Pro Bono Program, Emily gives her time and expertise to help seriously ill Australians and their families make the best possible financial moves at one of life’s most difficult times.
Emily has been in the industry since 2012 and holds a Bachelor of Commerce majoring in Financial Planning, Finance and Marketing from Deakin University. She is also a Certified Financial Planner® with the Financial Advice Association of Australia (FAAA).
Outside work, Emily enjoys spending time with and caring for her many pets, going to the gym and reading.
Head of Compliance and Licensee Operations | Partner
Rhett Pudney
Sydney
Rhett is responsible for compliance policy and managing the broader licensee operations of the business. He has worked in the Financial Services industry for over 20 years, and has completed a Bachelor of Arts (Hons), an Advanced Diploma of Financial Planning, a Diploma of Finance and Mortgage Broking Management, a Diploma of Training and Assessment, a Diploma of Quality Auditing, and a Diploma of Project Management. Rhett is also a Certified Anti-Money Laundering Specialist with the ACAMS.
Senior Financial Adviser | Partner
David Maddock
Geelong
david@aptwealth.com.au
David Maddock is an experienced financial planner with a strong interest in helping clients gain peace of mind over their finances today and into retirement.
Based in Geelong, Victoria, David has been in the advice industry for almost 20 years. Amongst his colleagues and clients, he is known for his calm, measured approach and deep knowledge of self-managed super funds (SMSF), helping his clients navigate the many complexities.
He holds a Bachelor of Commerce from Deakin University and is a Certified Financial Planner® with the Financial Advice Association of Australia (FAAA). He is also an SMSF Specialist Adviser (SSA®) with the SMSF Association.
Outside work, David is a passionate community member and supporter of his local football club, where he volunteers as a junior football coach. When not at the football field, his weekends are spent outdoors with his family and their two dogs or running to reach his fitness goals.
Executive Coordinator
Stephanie Eckert
Melbourne
stephaniee@aptwealth.com.au
With over 11 years of experience in the financial advice industry, Stephanie serves as a key collaborator to Apt’s Head of Advice and Managing Director.
Her primary responsibilities include managing high-level projects and operations, leading internal marketing strategies, providing support for M&A initiatives and managing workflow to ensure that director’s priorities are met. She finds fulfillment in continuous learning and making meaningful contributions to the industry and company growth.
Stephanie also holds a Diploma of Financial Planning and is currently pursuing an Advanced Diploma of Leadership and Management
Outside of work, Stephanie is dedicated to her family, with a 1-year-old son and a four-legged companion. She enjoys outdoor activities such as hiking, going to the gym, and spending time at the beach.
Senior Financial Adviser
Lisa-Anne Han
Melbourne
lisa-anne@aptwealth.com.au
Lisa-Anne is a caring, dedicated and well-practiced financial planning professional, with over 20 years’ experience in the financial services industry, 13 of which she has specialised in financial planning.
In addition to her wealth of experience, Lisa-Anne is a CERTIFIED FINANCIAL PLANNER® with the Financial Advice Association of Australia (FAAA). Lisa-Anne has attained a Bachelor of Business, majoring in Banking & Finance, and a Master’s in Financial Planning.
Lisa-Anne is committed to her clients and maintains a high level of professionalism in her working life. In her spare time, Lisa-Anne loves finding new and exciting culinary delights, and keeps busy looking for her next adventure around the country and abroad.
Head of Advice VIC & Senior Financial Adviser | Partner
Matthew Dunbar
Melbourne
matthew@aptwealth.com.au
Matthew is a highly qualified financial adviser who has a broad range of financial services experience, having previously worked for major banking and accounting firms.
He holds a number of qualifications with a degree in Commerce from Deakin University. He also holds the Advanced Diploma of Financial Planning and the CERTIFIED FINANCIAL PLANNER® professional status with the Financial Advice Association of Australia (FAAA).
Matthew enjoys building long-term relationships with clients by getting to know what is important to them and providing them with appropriate professional advice and personal ongoing service.
On a personal level, Matthew enjoys spending time with his family and friends, keeping fit, playing golf, and supporting the Carlton Football Club.
Operations Manager
Catrina Jordan
Sydney
Catrina Jordan is Operations Manager at Apt Wealth Partners, where she is responsible for managing day-to-day operations for the Insurance Team. In addition, Catrina provides training and support to all our client service, risk and business administration areas, ensuring everything runs smoothly, from staff onboarding to team events.
Catrina has a background in insurance claims management and holds her Diploma of Financial Services (Financial Planning). She enjoys working with our dynamic insurance team, helping clients realise their goals and using her knowledge and experience to assist them during the claims process.
Outside the office, Catrina enjoys giving back to her local Blue Mountains community, where she has been a member of the Rural Fire Service for over fifteen years.
Senior Financial Adviser
Frank D’Alesio
Melbourne
frank@aptwealth.com.au
Frank D’Alesio is an experienced financial planner with a passion for being part of his clients’ journeys, supporting them to achieve life and financial goals.
Based in Melbourne, Victoria, Frank has been in the advice industry for 14 years, joining Apt Wealth Partners in 2020 as a Senior Financial Planner. He is known for his high level of service and contemporary approach, empowering his clients by providing them with choice, freedom and flexibility.
Frank holds a Bachelor of Business in Financial Planning from RMIT and is a Certified Financial Planner® with the Financial Advice Association of Australia (FAAA).
Outside work, Frank enjoys playing and watching soccer and spending time with the family. He is a passionate movie buff and can often be found at the cinema.
Head of Advice NSW & Senior Financial Adviser | Partner
Robert Greig
Sydney
robert@aptwealth.com.au
Robert Greig is an experienced financial adviser with a passion for assisting individuals, couples and families to build their financial position, navigate life events and ultimately achieve their goals. Based on the Northern Beaches of Sydney, Robert is known for his patient and approachable manner, making him the ideal choice for people dealing with inheritance, bereavement or settlements. He has a proven track record in achieving successful outcomes for clients at all stages, from those looking to build on their existing wealth to those navigating retirement.
As the Head of Advice NSW and Senior Financial Adviser at Apt Wealth Partners, Robert has over a decade of professional experience. He holds a Master of Financial Planning and a Bachelor of Applied Social Science.
Outside work, Robert is deeply committed to volunteering and fundraising within his local community. His charitable efforts have been widely recognised by the Apt team, earning him the Apt Life Value Award in 2023 and 2024 for his fundraising initiatives, mentorship skills, and community involvement. Robert is married and has three children.
Senior Financial Adviser | Partner
Tracey Pace
Melbourne
tracey@aptwealth.com.au
Tracey has been working in the financial services industry since the late 1990s. Joining Apt Wealth Partners from Semaphore Private in January 2020 following a merger of these businesses, Tracey enjoys the long-standing client relationships she has developed over an extended period of time. Seeing individuals reach, and often exceed, their planned goals is most rewarding. Guiding and supporting clients when plans go “off script” is where Tracey believes great advisers show their worth.
Tracey holds a Bachelor of Business (Financial Planning) and is also a Certified Financial Planner® professional with the Financial Advice Association of Australia (FAAA).
Additionally, she has completed all FASEA (Financial Adviser Standard and Ethics Authority) compulsory education requirements.
Tracey loves spending time with her family, is an amateur baker, and tries to regularly extend her “planning” skills to travel-related tasks.
Senior Financial Adviser | Partner
Elizabeth Wise
Sydney
Elizabeth is a Senior Financial Adviser at Apt Wealth Partners. Elizabeth began her career at Apt as a Client Services Manager in 2015, later transitioning into a client advisory role.
She holds a Bachelor of Commerce and a Graduate Diploma of Financial Planning.
Outside the office, Elizabeth is a long-serving member of the North Bondi Surf Life Saving Club and enjoys spending time at the club with her friends and family. She competes competitively in surf ski paddling and has represented Australia in Downwind Ocean Racing.
Client Service Manager
April Kara
Sydney
April assists Michael and Tim with the management and administration of their client portfolios. April has over 6 years’ experience in financial services providing high quality professional administration support and client interaction.
Senior Mortgage Adviser
Matthew Baker
Geelong
matthewb@aptwealth.com.au
Matt has over 11 years of experience in banking and finance including both personal and business banking. His customer first mindset, backed by his Diploma of Finance and Mortgage Broking Management, makes him the ideal person to speak to if you’re considering a property purchase or refinancing an existing arrangement.
Financial Adviser
Jessica Santiago
Melbourne
Jessica Santiago is a Financial Adviser at Apt Wealth Partners, who has been with the company since 2018 and has over 6 years of experience in the industry.
She holds a Master of Financial Planning from Griffith University, and a Diploma of Financial Planning and Bachelor of Business (Economics and Finance) from RMIT University.
She is passionate about helping people make the complex simple and empowering them to achieve lifestyle and financial success.
Outside of the office, Jessica enjoys travelling, cultural immersion and discovering new food. She has a love for the great outdoors, fitness and spending time with family and friends.
Financial Adviser
Daniel Kalisperis
Melbourne
daniel@aptwealth.com.au
Daniel Kalisperis is an Adviser with Apt Wealth.
Daniel has been in the financial advice industry since 2016, as a paraplanner and client services manager, before joining Apt in 2022. He is passionate about helping people plan for and realise their dreams and has experience working with the intricacies of SMSFs and Corporate Trustees.
He holds a Bachelor of Business in Economics and Finance and a Graduate Diploma of Financial Planning.
Outside the office, Daniel enjoys drawing and design, going to the gym and the beach as well as spending time with his two French Bulldogs.
Senior Financial Adviser
Sean Moran
Geelong
sean@aptwealth.com.au
Sean has worked in financial services since 1997 including 12 years in London and Hong Kong. He holds a Bachelor of Commerce majoring in Finance as well as a Graduate Diploma in Financial Planning and is also a Financial Planner AFP® with the Financial Advice Association of Australia (FAAA). As an experienced professional Sean provides holistic financial advice to new and existing clients as well as educating them about their finances. He enjoys getting to know clients goals and developing plans to help them achieve what they want with their finances. Outside of work Sean keeps busy looking after his young family and enjoys trail and road running.
Insurance Service Manager
Inez Jacobs
Sydney
Inez is responsible for assisting with the smooth running of the Insurance Advice team by supporting all areas of insurance administration allowing the Insurance Advice specialists to maintain their focus on client relationships. Inez has a Diploma in Business Administration and a Diploma in Leadership and Management.
Senior Financial Adviser
Tamara Bellucci
Sydney
Tamara Bellucci is an experienced financial planning professional with a deep commitment to helping her clients achieve peace of mind.
As a Senior Financial Adviser at Apt Wealth, Tamara is a passionate advocate for the power of advice and finds it incredibly rewarding to see her clients realise their life and financial goals.
Highly experienced with a decade in the industry, Tamara holds a Bachelor of Business (Finance and International Business) and Advanced and Graduate Diplomas in Financial Planning.
She is also a dedicated fundraiser for FightMND, an organisation that seeks to find treatment and, ultimately, a cure for motor neurone disease.
Outside the office, Tamara enjoys travelling, keeping fit and is kept busy as a mum of two young children, Adriana and Matthew.
Head of Portfolio Management | Partner
Adam Bajcarz
Sydney
Adam has over 10 years’ of financial services and investment experience, researching and evaluating public and private market investments across a wide range of asset classes. He is a voting member of the Apt Wealth Partners Investment Committee with other responsibilities covering portfolio construction and management of the Apt Wealth Partners Model Portfolios and Separately Managed Accounts.
Adam has several academic and professional qualifications including a Bachelor of Laws and a Bachelor of Commerce (Corporate Finance) from the University of Adelaide, a Diploma in Financial Planning and a Certificate IV in Finance and Mortgage Broking. He is also a CFA Charterholder.
Manager of Advice and Client Support | Partner
Rochelle Dunham
Melbourne
Rochelle is the Manager of Advice and Client Support at Apt Wealth Partners, supporting and managing the Advice and Client Support teams. With over 18 years of experience in the financial industry, she excels in fostering positive relationships and enhancing client experiences.
Rochelle is passionate about creating a culture of learning and collaboration within teams. She is an expert in effective communication and works well with diverse teams and stakeholders to achieve shared goals.
She enjoys working in the finance industry because it centres around positively impacting clients’ lives. In her role, she continually seeks ways to improve operations and enhance client service.
Outside of work, Rochelle spends her time watching her two kids play football, netball, and basketball on weekends. She also enjoys embarking on caravan adventures with her family and their beloved four-legged family members.
Investment Operations Administrator
Steve Nobilo
Sydney
steven@aptwealth.com.au
Steve assists the firm with the management and administration of our client portfolios. He provides office support by helping with client services, investment operations and database administration. In addition to his experience gained at our firm, Steve has acquired a Diploma of Business.
Senior Financial Adviser
Brett Rowe
Melbourne
brett@aptwealth.com.au
Brett has a number of years of experience in the financial services industry, with the majority of this time spent working for a large and mid-sized wealth management firm.
Brett’s qualifications include a Bachelor of Business and a Diploma of Financial Planning. Brett is also a Certified Financial Planner® professional with the Financial Advice Association of Australia (FAAA).
Client Service Manager
Sam Blake
Melbourne
Sam currently assists Tracey Pace and Brett Rowe with the management and administration of their client portfolios. Sam has over 6 years’ experience within financial planning firms delivering high quality administration to planners and clients. He is currently studying Bachelor of Commerce.
Senior Insurance Adviser | Partner
John McLaughlin
Melbourne
johnm@aptwealth.com.au
John has been working in the financial planning industry since 2005. He joined Apt Wealth in 2020, from a major bank, where he gained experience in all aspects of financial planning.
He holds a Bachelor in Business and a Diploma and an Advanced Diploma in Financial Planning. He is currently studying to complete his Graduate Diploma in Financial Planning and is a member of the Financial Planning Association.
He is passionate about providing excellent service to his clients and working towards their individual goals.
John is married with two young boys and enjoys spending time with his family and friends. He enjoys all sports and is a longtime supporter of the Melbourne Football Club. He is also heavily involved in the local sporting clubs where his boys actively participate.
Project Manager
Karolina Scales
Melbourne
karolina@aptwealth.com.au
With our focus on continuous improvement, Karolina manages pivotal business projects to enhance client and team experience.
Karolina is determined to deliver projects that achieve our objectives, drive efficiency and effectiveness, and foster collaboration. Striving to balance the needs and priorities of all key stakeholders.
Karolina’s passion for financial planning stems from her belief that financial education should be available to all and from working with Advisers and a team of professionals at Apt who help people live their best lives.
Karolina holds a Bachelor of Commerce and an Advanced Diploma in Public Relations. Working in the financial planning industry since 2003, she has experience across various roles, including administration, client services, and practice management.
Whilst not at work, Karolina enjoys family life, pilates, music, holidays by the river or beach, and supporting the Western Bulldogs Football Club.
Senior Financial Adviser | Partner
Jakob Ayres
Melbourne
Jakob@aptwealth.com.au
Jakob Ayres is a Senior Financial Adviser with Apt Wealth.
Jakob joined Apt in 2020, his first role in the financial advice industry, drawn to it by his passion for helping others to thrive. He has spent three years supporting Apt advisers and working with our clients on his journey to becoming an adviser.
He holds a Bachelor of Commerce (Financial Planning).
Outside the office, Jakob loves both snow & water skiing. He is also a dedicated fan of the Richmond Football Club and gets to games whenever time permits.
Client Services Manager
Jess Bray
Geelong
Jess assists David Maddock and Sean Moran with the management and administration of their client portfolios. Before joining Apt, Jess worked in client services roles where she gained a great deal of experience. Her qualifications include Certificates 3 & 4 in Financial Services and Accounting.
Senior Paraplanner
Chelsea Jiang
Sydney
chelsea.jiang@aptwealth.com.au
Chelsea Jiang is a senior paraplanner, working within Apt’s Compliance team. With over 7 years in the financial advice industry, Chelsea uses her knowledge and skills to develop professional financial advice documents.
She holds a Bachelor of Economics, a Master of Mass Communication and a Master of Financial Planning.
Investment Analyst
Anthony Yang
Sydney
anthony.yang@aptwealth.com.au
Anthony assists the firm with the management and administration of our client portfolios, including the Apt Wealth Partners Model Portfolios and Separately Managed Accounts. Anthony has completed a Bachelor of Actuarial Studies and Commerce with majors in Finance and Financial Economics. Anthony has also successfully completed the CFA Level 1 qualification.
Financial Advice Associate
Tarryn Chen
Sydney
tarryn@aptwealth.com.au
Tarryn is a Financial Planning Associate with a Bachelor of Applied Finance and Commerce. He is highly motivated and goal-oriented, with a passion for helping individuals secure their financial futures.
He has a strong foundation in customer service management. He is now on a transformative journey to acquire a Graduate Diploma in Financial Planning to become a dedicated and empathetic Provisional Financial Planner.
Beyond the numbers and charts, he believes in the importance of physical and mental well-being, enjoying his spare time at the gym and on the track running.
Financial Advice Associate
Tiffany Dawson
Melbourne
tiffany@aptwealth.com.au
Tiffany is a Financial Advice Associate who specialises in supporting UK expats and clients with UK assets to manage and transfer their wealth to Australia in a tax-effective way. With two years of experience in the financial advice industry, she brings strong cross-border knowledge and a clear understanding of UK and Australian financial systems.
Tiffany has completed her Graduate Diploma of Financial Planning and is passionate about delivering clear, structured advice that supports confident financial decision-making. Prior to financial advice, she spent eight years working as a mechanical engineer across Australia and the UK, experience that continues to shape her analytical approach and attention to detail.
She enjoys building trusted, long-term relationships with clients and supporting them through important financial and life decisions.
Outside of work, Tiffany enjoys the outdoors, Melbourne’s food scene, and exploring with her son and two beagles.
Client Services Associate
Mimi Metseagharun
Melbourne
mimi@aptwealth.com.au
Mimi is a Client Services Associate based in the Melbourne office. She supports advisers and clients across the advice process, assisting with client onboarding, account setup and ongoing portfolio administration.
Mimi is responsible for coordinating document collection and managing client data to ensure information remains accurate and up to date. She works closely with advisers and operations to support a smooth and efficient client experience and has an interest in assisting clients with expat services.
Mimi holds a Bachelor of Commerce and a Bachelor of International Studies, which led her to begin her career in the financial advice industry with Apt Wealth Partners. Outside of work, she enjoys strength training, keeping active, reading and exploring new cafes and restaurants.
Senior Financial Adviser | Partner
Toby Simpson
Melbourne
toby@aptwealth.com.au
Toby Simpson is an experienced financial planner with deep expertise in all matters related to UK expat finances. Originally from and starting his career in the UK, Toby also has experience working in Australia, Africa, the Middle East, and Asia, giving him a first-hand understanding of the challenges faced by expats.
He has over 25 years of international financial services experience and has spent the last six years advising individuals and families. Now based in Melbourne, Victoria, Toby is passionate about helping expats navigate complex cross-border scenarios, developing robust strategies to ensure they can live their best lives, wherever life takes them.
Toby holds the Graduate Diploma of Financial Planning and a Diploma of Financial Planning.
Outside the office, Toby is a sports fanatic, watching and playing numerous sports, a passion he shares with his wife and children. When he is not cheering them on or coaching cricket, he can be found on the soccer or hockey fields.
Personal Mortgage Adviser
Aimee Telford
Melbourne
aimee@aptwealth.com.au
Aimee Telford is a Personal Mortgage Adviser at Apt Wealth Partners, with a diverse background in the building and novated lease industry.
She is passionate about achieving amazing results for her clients and thinking outside the box. Aimee brings an understanding of the sensitivity around the biggest purchase in one’s life – a home or investment property – and supports clients through the process.
Aimee has over 4.5 years of experience in the industry and holds a Certificate IV in Finance and Mortgage Broking.
Outside the office, Aimee volunteers with the Royal Children’s Hospital, something she has been involved with for over 15 years. She enjoys live music and is mum to cheeky Oscar and wild child Fleur.
Financial Adviser
Joel Galenda
Melbourne
Joel@aptwealth.com.au
Joel has more than 4 years of experience in Financial Planning and successfully completed his full-time Professional Year with Apt Wealth Partners.
He holds a Bachelor of Commerce, majoring in Economics and Finance, and a Graduate Diploma in Financial Planning.
As an authorised Representative of Apt Wealth Partners Pty Ltd (Apt Wealth Partners) and Financial Adviser registered with ASIC, Joel is able to assist clients in achieving their financial goals.
Financial Advice Associate
Ben Thomson
Sydney
ben@aptwealth.com.au
Ben is a Financial Planning Associate with more than eight years of experience in the wealth management industry. With a background spanning investment operations in the UK and paraplanning in Australia, he brings a well-rounded understanding of the strategies that help clients strengthen and grow their financial position. He also has a strong interest in investment markets and portfolio construction, which informs his approach to supporting tailored financial advice.
Ben enjoys working with clients from all walks of life, taking the time to understand their goals and uncover opportunities to improve their financial wellbeing.
Outside of work, Ben is often found enjoying live music, spending time on the golf course (even if the scorecard doesn’t always show it), or getting out into nature.
Financial Advice Associate
Lachlan O’Neill
Sydney
lachlan@aptwealth.com.au
Lachlan O’Neill is a Financial Advice Associate based in Sydney, with three years of experience in the financial planning space. He supports financial advisers across advice preparation, strategy implementation, client service and ongoing review processes, bringing a well-rounded financial and legal perspective to his role.
Lachlan enjoys helping clients feel understood and supported, with a strong focus on empathy, clear communication and attention to detail. He collaborates closely with advisers and team members to help deliver seamless and well-considered financial planning outcomes.
Outside of work, Lachlan enjoys spending time with his family, including his partner, stepdaughter and pug. He is a passionate Canterbury Bulldogs supporter, and maintains a regular gym training routine.
Financial Planning Assistant
Lady Taboada
Lady@aptwealth.com.au
Lady provides administration support to Lisa Haley and Frank D’Alesio. Lady has completed a Bachelor of Science majoring in Airline Management.
Compliance Associate
Connie Yi
Sydney
Connie Yi is a Compliance Associate within Apt Wealth’s in-house Compliance team.
With more than half a decade’s experience as a paraplanner and remediation case assessor, Connie brings a wealth of knowledge and a deep understanding of the regulatory environment. She particularly enjoys working in the financial advice industry because she loves helping people build wealth and plan for a well-deserved retirement.
Connie holds a Graduate Diploma of Financial Planning.
Outside the office, Connie can be found spending time with her young son and loves getting outdoors to enjoy the stunning scenery in Sydney and surrounds.
Client Services Associate
Tyler Hempel
Melbourne
tyler@aptwealth.com.au
Tyler helps to deliver a high-quality service to Apt Wealth clients.
He has a Bachelor of Commerce degree from Deakin University, majoring in Financial Planning.
Outside the office, Tyler likes spending time with family and friends. He is an outgoing individual who enjoys watching and playing all kinds of sports, especially basketball and football.
Senior Financial Adviser
David O’Brien
Sydney
david.o@aptwealth.com.au
David is a Senior Financial Adviser with a strong background in the financial industry. He holds a Graduate Diploma in Financial Planning, Bachelor of Business degree and holds the CERTIFIED FINANCIAL PLANNER® professional status with the Financial Advice Association of Australia (FAAA).
David has many years of experience in the financial advice industry and finds fulfillment in assisting individuals in achieving their financial goals.
Outside of work, David enjoys working out at the gym, and is a passionate supporter of Arsenal, his favourite football team in the English Premier League.
Senior Financial Adviser
Dermot Reiter
Melbourne
dermot@aptwealth.com.au
Dermot brings a strong and diverse set of skills and experiences obtained over the last ten+ years working with individuals and families to provide tailored wealth management solutions, with deep expertise in helping expats protect and grow their finances to reach their goals. He’s passionate about building life-long relationships with clients while empowering them to make better financial decisions.
Dermot is highly qualified with degrees in Commerce from Swinburne University of Technology and a Graduate Diploma of Business from Monash University. He holds the Certified Financial Planner® professional status with the Financial Advice Association of Australia (FAAA).
On a personal level, Dermot is a keen golfer and enjoys playing the piano & bass guitar, keeping fit, reading and volunteer work.
Financial Advice Associate
Alisha Sandhu
Melbourne
alisha@aptwealth.com.au
Alisha Sandhu is a Financial Advice Associate at Apt Wealth Partners, where she takes pleasure in the opportunity to assist individuals in achieving their goals in ways that go beyond conventional financial planning. Whether it involves realising travel aspirations, enabling educational pursuits, or providing support for families, Alisha is committed to making a meaningful difference in the lives of clients.
Alisha holds a Bachelor of Commerce with a major in Financial Planning and a Bachelor of Law.
Client Services Manager
Jessica Zammit
Melbourne
jessica.z@aptwealth.com.au
Jessica is a Client Service Manager based in the Melbourne office, bringing over nine years of experience in the financial planning industry. She works alongside advisers Dermot Reiter and Frank D’Alesio to support clients across the advice process. Jessica coordinates portfolio administration, account maintenance and manages client documentation to deliver a smooth and considered client experience.
Outside of work, Jessica enjoys live music events, attending art exhibitions and discovering the local food scene of Melbourne.
Client Services Manager
Ashlyn Antony
Melbourne
ashlyn@aptwealth.com.au
Ashlyn Antony is a Client Services Manager at Apt Wealth Partners. She is passionate about helping clients achieve their financial goals and making a substantial difference to their lives.
Ashlyn holds a Bachelor of Business degree, majoring in Financial Planning and Accountancy.
In her leisure time, she enjoys swimming, organising cultural events for Indian youth, going to the gym, and exploring new recipes.
Receptionist
Lori Andrewartha
Melbourne
lori@aptwealth.com.au
Lori Andrewartha serves as the receptionist at our Melbourne office, playing a key role in our interactions with clients.
Lori joined Apt 2+ years ago and thoroughly enjoys working with the rest of the Apt Wealth Partners team to help our clients achieve their financial goals.
She has a Bachelor of Business (Banking and Finance) Degree & a Diploma of Business in Hospitality Management.
Outside work, Lori enjoys walking her dogs and spending quality time with my family and friends.
Client Service Manager
Billy Bromidis
Melbourne
billy@aptwealth.com.au
Based in our Melbourne office, Billy supports clients by implementing and administering the advice process while building strong, lasting relationships. He is part of Apt’s dedicated Expat team, focusing on the unique needs of UK and US clients.
Billy holds a Bachelor of Business, majoring in Banking and Finance with a minor in Accounting. Passionate about helping people achieve their goals, he enjoys seeing clients reach important financial milestones and gain confidence in their future.
Outside of work, Billy is very family orientated and enjoys keeping fit and playing or watching a range of sports.
Solicitor
Claire Richards
Sydney
claire@aptwealthlegal.com.au
Claire is an accomplished solicitor admitted to the Supreme Court of New South Wales and High Court of Australia in 2020.
With extensive experience in criminal law, family law, wills and estates, conveyancing, property law, commercial matters, and civil litigation, she is known for her attention to detail and strong communication skills.
Outside of work, Claire is an animal lover – especially for her dog Morty. She is also a keen netball player.
Legal Counsel
Leon McPaul
Melbourne
leon@aptwealthlegal.com.au
Leon works as Legal Counsel for Apt Wealth Legal Services. He was admitted as a lawyer at the young age of 20. He has cultivated expertise in Wills and Deceased Estates, Trusts, Family Law, and General Litigation.
Leon assists clients from diverse backgrounds in all aspects of estate planning, catering to a wide range of needs from straightforward to complex, medium, and high net wealth estate planning. Leon’s background in family law assists clients with considering the issues of the next generation in succession planning, including strategies for protecting inheritances in the event of separation.
Legal Counsel
Georgina Jones
Melbourne
georgina@aptwealthlegal.com.au
Specialising in private client law, Georgina has experience across trust structuring and administration, estate planning, estate administration and disputes.
Georgina began her legal career in New Zealand, where she gained extensive experience in private client law before relocating to Melbourne. Georgina was admitted as a Barrister and Solicitor of the High Court of New Zealand in 2023 and then to the Supreme Court of Victoria in 2026.
Known for her thoughtful and client-centric approach, Georgina recognises the importance of supporting individuals and families through complex and personal matters with clarity, professionalism and care.
Georgina holds a Bachelor of Laws (Honours) from the University of Auckland.
Legal Counsel
Natasha Hawke
Melbourne
natasha@aptwealthlegal.com.au
Natasha practises across estate planning, administration and litigation in our Wills & Estates team. Her work includes preparing Wills and estate planning documents, advising on estate planning strategies, assisting clients with probate applications and estate administration, and acting in estate litigation and elder abuse matters.
Natasha began her career as a criminal law paralegal, working throughout her undergraduate and postgraduate studies, and was admitted to practice in 2020. Before joining the Apt Wealth Legal Services Wills & Estates team in 2025, she practised in Wills and Estates alongside VCAT administrative work and interstate personal injury compensation.
Known for her compassionate care and attention to detail, Natasha guides clients through sensitive matters with clarity and a focus on practical, considered advice.
Natasha holds a Master of Laws (Juris Doctor) from Monash University and a Bachelor of Arts (Criminal Justice Administration) from RMIT University.
Legal Counsel
Erin Varker
Melbourne
erin@aptwealthlegal.com.au
Erin works as Legal Counsel for Apt Wealth Legal Services. She commenced her legal career as an articled clerk after graduating with Honours in Law from Monash University in 2007.
She has developed a comprehensive skillset across various legal areas, including Commercial Law, Business & Franchising Law, Wills & Estates, and Migration Law.
With this extensive skill set, she can approach matters from several perspectives and provide clients with comprehensive and holistic advice.
She brings a myriad of experiences and a genuine passion for finding solutions for her clients.
Finance Broker
Albert Kavcic
Keilor/Keilor East, Melbourne
albert@acceptancefinance.com.au
Albert Kavcic is a Finance Broker at Acceptance Finance, working with families across Keilor and the surrounding Melbourne suburbs to secure home loans and grow investment portfolios.
Albert joined Acceptance Finance in 2015 and brings more than three decades of experience across the finance, banking and mortgage broking industries. His understanding of clients’ needs, built up over a long and varied career, has made him one of the most trusted brokers in the Keilor and Keilor East area, and he has picked up a string of industry awards for service and sales along the way.
Relationship building and a friendly, approachable style are what Albert’s clients keep coming back for. Outside work, he’s a diehard Carlton supporter and starts most mornings with a cappuccino, switching to a macchiato by the afternoon.
Finance Broker – Vehicle & Equipment
Giulia Polizzi
Balwyn, Melbourne
giulia@acceptancefinance.com.au
Giulia Polizzi is Acceptance Finance’s Vehicle and Equipment Finance specialist, and the main point of contact for car, plant and equipment finance across the business.
Giulia has been with Acceptance Finance since 2002 and has built one of the longest-standing client bases in the leasing team. Her experience spans heavy haulage transport, yellow goods, and plant and equipment finance, and she has developed deep technical knowledge of leasing structures over that time.
Giulia takes real pride in the long relationships she’s built with her clients, many of whom have stayed with her for the better part of two decades.
Finance Broker
John Empey
Warrawee, Sydney
john@acceptancefinance.com.au
John Empey is a Finance Broker at Acceptance Finance, working from his own office in Warrawee to help clients across Sydney’s Upper North Shore with home loans, investment loans and refinancing.
John has been a finance broker since 2008. Before moving into broking, he spent ten years as Executive Director and Head of Mortgages at ING Bank and ING Direct, and 17 years before that at Citibank Australia, where he held state manager roles in WA and NSW before becoming Head of National Distribution for Consumer and Business products.
John is married with two children, with a daughter in London and a son studying at Macquarie University. Golf is his weekly fixture, and he follows the Sydney Swans and, further afield, the Toronto Blue Jays.
Finance Broker
Matt Mannaert
Balwyn, Melbourne
matt@acceptancefinance.com.au
Matt Mannaert is a Finance Broker at Acceptance Finance and one of the country’s top-performing mortgage brokers, known for his work with property investors.
Matt joined Acceptance Finance in March 2009 and has written more than $1.3 billion in residential and commercial lending over that time. He’s a regular in the Top 100 Residential Brokers in Australia, has been named the number one writer in white label lending for Connective, Australia’s largest mortgage aggregator, on multiple occasions, and is a member of the Bankwest Hall of Fame for residential broking. Matt specialises in investment lending and loan structuring, helping clients build sustainable property portfolios and maximise their borrowing capacity.
Matt is married with twins in high school, and the family property is shared with Lilly the cat, Shelby the dog and more horses than he cares to count. When he’s not working, he’s partial to a good steak with a glass of red, or a game of poker with mates.
Finance Broker
Matthew Papuga
Balwyn and Hoppers Crossing, Melbourne
matthewp@acceptancefinance.com.au
Matthew Papuga is a Finance Broker at Acceptance Finance, splitting his time between the Balwyn office and Hoppers Crossing to stay available to clients across both areas.
Matthew moved into mortgage broking after starting his career in healthcare, and that background now shapes his focus: he specialises in loans for health professionals, many of whom can access exclusive lender policies such as a 5% deposit with no Lender’s Mortgage Insurance, flexible income verification and preferential interest rates. He also assists clients with home loans, investment loans, self-managed super funds and commercial lending.
Outside work, Matthew enjoys trying new food and cuisines, spending time with family and hiking. He speaks English and Serbian.
Finance Broker
Minji Kim
Balwyn and Ringwood, Melbourne
minji@acceptancefinance.com.au
Minji Kim is a Finance Broker at Acceptance Finance, an award-winning broker known across Balwyn and Ringwood, and a trusted contact for Melbourne’s Korean community.
Minji joined Acceptance Finance in November 2018, after four years’ experience as a loan processing manager in mortgage broking. She works across home loans, refinancing, SMSF lending, vehicle and equipment finance, commercial loans and investment loans.
Minji is Korean and works closely with many Korean professionals and businesses across Melbourne. Outside work, she’s a keen photographer and avid traveller who spends her weekends catching up with friends at new restaurants.
Finance Broker
Richie Kasai
Balwyn, Melbourne
richie@acceptancefinance.com.au
Richie Kasai is a Finance Broker at Acceptance Finance, based out of the Balwyn office and known across Kew and Doncaster.
Richie’s background in corporate finance and management gives him a practical edge in finding the most competitive and suitable mortgage for each client’s circumstances, whether that’s a straightforward home loan, a commercial loan, an SMSF loan or an investment loan.
On weekends, Richie’s usually found cheering on his beloved Essendon Bombers, or out on the golf course.
Finance Broker – Northern Rivers
Russel Shaw
Ocean Shores, Northern Rivers NSW
russel@acceptancefinance.com.au
Russel Shaw is a Director of Acceptance Finance and its Senior Finance Broker for the Ocean Shores office, working across the Northern Rivers region and South East Queensland, with the backing of the Melbourne head office.
Russel entered the broking industry in 2007 and joined Acceptance Finance in May 2010, bringing an extensive background in merchant banking along with hands-on experience developing and investing in his own property projects, including renovations, subdivisions and multi-apartment builds.
Russel also serves on Acceptance Finance’s board of directors.
His advice to anyone starting their lending journey is simple: learn how to budget.
Finance Broker
Sally Whitworth
Balwyn, Melbourne
sally@acceptancefinance.com.au
Sally Whitworth is a Finance Broker at Acceptance Finance, focused on educating clients so they can make informed decisions about their loan choices.
Sally entered the finance industry in 1999, joined Acceptance Finance in 2001 and has worked across nearly every part of the lending side of the business, including mentoring, broker training, process development and a seat on the leadership team. These days her focus is on working one-on-one with clients, helping them set up loans that evolve as their lives do, from a first home through to upgrades, growing a family and starting a business.
Sally has helped hundreds of clients over the years and takes real pride in the long-term relationships she’s built with them.
Finance Broker
Sharon D’Costa
Melbourne
sharon@acceptancefinance.com.au
Sharon D’Costa is a Finance Broker at Acceptance Finance, helping clients across home loans, refinancing, SMSF lending, reverse mortgages and commercial finance.
Sharon brings extensive experience in the insurance and financial services industry. She’s known for her detail-oriented, client-first approach, whether she’s helping someone buy their first home, refinance or arrange commercial finance.
Sharon aims to make the lending process as smooth and straightforward as possible, from application through to settlement.
Director
Daniel Di Conza
Balwyn, Melbourne
daniel@acceptancefinance.com.au
Daniel Di Conza is a Director of Acceptance Finance, having driven the development of the company’s mortgage division for more than two decades.
Daniel entered the finance industry in 1992 and joined Acceptance Finance in 2002, growing the mortgage side of the business from the ground up. His hands-on approach has underpinned the firm’s growth, and he’s regarded as a genuine thought leader within the broking industry. Since Acceptance Finance’s July 2026 partnership with Apt Wealth Partners, Daniel has taken on responsibility for strategic growth initiatives and acquisition opportunities across the combined group.
Daniel is married with three sons, which keeps him busy outside of work. Asked what he’d say if the world fell silent for 20 seconds, his answer was simple: nothing; he’d just enjoy the quiet.
Loan Processor
Gretchen Isidro
Clark, Philippines (Acceptance Finance support team)
Gretchen Isidro is a Loan Processor with Acceptance Finance’s Clark team, supporting brokers and clients in Australia to keep loan applications moving smoothly.
Gretchen joined the Clark team in 2025. Before that, she worked as a senior credit analyst and collection specialist for a logistics company in the United States, experience that gives her a sharp eye for detail when working through applications and meeting deadlines.
Outside work, Gretchen is a proud fur parent who loves to travel, having already explored several countries across Asia, with plenty more on her list.
Loan Processor
Harry Gamer
Clark, Philippines (Acceptance Finance support team)
Harry Gamer is a Loan Processor with Acceptance Finance’s Clark team, helping keep client applications flowing smoothly and on schedule for the Australian team.
Harry joined the team in 2021, bringing experience as a senior underwriter for a US-based financier. He enjoys the problem-solving side of the role and the daily contact with the Australian team.
At home, Harry’s a self-described gamer who spends his spare time playing games with his son and travelling with his family.
Broker Support
Janet Wintle
Melbourne
janet@acceptancefinance.com.au
Janet Wintle is a core member of Acceptance Finance’s client services team, providing broker support from application through to settlement.
Janet has over 22 years’ experience providing administration support to mortgage managers and lawyers, and uses that experience to guide clients through what can be a rocky application process. She regularly hears from clients about how much that guidance means to them.
A one-eyed Collingwood supporter, Janet spends her spare time with family and friends and is always planning her next trip.
CEO at Acceptance Finance
Jonathan Cornish
Melbourne
jonathan@acceptancefinance.com.au
Jonathan Cornish is the CEO of Acceptance Finance, having worked his way through nearly every part of the business for nearly two decades.
Jonathan joined Acceptance Finance in November 2007 in the client services team, moved into a Finance Broker role in 2009, and after close to ten years as a broker, took on leadership of the operations team, overseeing compliance, IT, marketing, accounts and HR. He stepped into the CEO role in 2024 and still works closely with a network of accountants and financial planners to make sure their clients get clear advice on their finance needs. In July 2026, Jonathan led Acceptance Finance into its strategic partnership with Apt Wealth Partners, a move he says gives the business greater scale while keeping its personalised service, branding and client relationships unchanged.
Jonathan is married with three kids. When he’s not at work, he’s attempting to be a handyman, training in Brazilian jiu-jitsu or watching the Wallabies.
Broker Support
Mansi Singla
Melbourne
mansi@acceptancefinance.com.au
Mansi Singla is part of Acceptance Finance’s Broker Support team, helping clients through their home loan journey and the process of building a property portfolio.
Mansi joined Acceptance Finance in 2021, having started her career in financial services in 2019. She is passionate about building her industry experience and has a clear goal in sight: earning a place among Australia’s Top 30 Mortgage Brokers under 30.
Outside work, Mansi loves to travel, try new food and fill her spare time with adventures.
Loan Processor
Mark Ordonez
Clark, Philippines (Acceptance Finance support team)
Mark Ordonez is a Loan Processor with Acceptance Finance’s Clark team, supporting clients and brokers as applications move through to settlement.
Mark joined Acceptance Finance in 2025. He’s passionate about teamwork and keeping morale high across the team, and enjoys helping clients move smoothly through each stage of the process while important deadlines are met.
Mark’s idea of a good afternoon includes a black coffee or a flat white, depending on his mood.
Office Manager
Megan Ponniah
Melbourne
megan@acceptancefinance.com.au
Megan Ponniah is Acceptance Finance’s Office Manager and part of the Business Partnership Team, and she is often the first person clients meet when they visit the office.
Megan spent over a decade in banking with Bank of Melbourne and Westpac from 1992 to 2004, working across consumer and commercial lending before being promoted to Executive Assistant to the Manager of Retail Lending. She joined Acceptance Finance in 2015 as Office Administrator and now also supports the Leadership Team.
Asked what she’d say if the world fell silent for 20 seconds, Megan didn’t hesitate: tell the people you love how much you love them, before it’s too late.
Broker Support
Michael Bennett
Melbourne
mike@acceptancefinance.com.au
Michael Bennett is part of Acceptance Finance’s Broker Support team, helping guide client deals through to settlement.
Michael joined Acceptance Finance in September 2021 and has since become a valued member of the Broker Support team. He has a strong interest in mathematics and finds real satisfaction in solving problems for clients.
In his spare time, Michael reads, is learning the piano and gets outdoors as often as he can. Above all, he loves sharing a good meal with friends and family.
