Rhys
Senior Associate Adviser

Rhys is passionate about delivering
a seamless client experience, from implementing advice recommendations to
guiding clients through every step of their financial and personal journey. Rhys is dedicated to ensuring that each interaction with client’s is smooth and
stress-free, helping achieve their financial goals with confidence.

Currently, Rhys is studying the Kaplan Financial Planning
Diploma and completing his professional year, with the goal of becoming a fully
qualified Financial Adviser within the next two years.

In his personal time, Rhys enjoys playing basketball and supporting the
Collingwood Magpies at the MCG. He values spending time with friends and family
and is actively involved in his local Bayside Church community.

Academic Credentials:

• Bachelor of Commerce & Science, Monash University

Michael
Senior Associate Adviser

Michael is a Senior Associate Advisor at Forward Path Advisory, known for his ability to connect with a wide range of clients, from high net worth individuals to everyday families. His warm, genuine approach helps him build lasting relationships while simplifying complex financial concepts to make clients feel confident. Currently completing his Diploma of Financial Planning through Kaplan and progressing through his professional year, Michael aims to become a fully qualified Financial Adviser within two years.

Outside of work, Michael enjoys horse riding, with plans to own two horses, and participates in e-sports competitions. He also loves playing soccer and exploring new travel spots in Melbourne, always driven by his passion for strategy and innovation in both his personal and professional life.

Academic Credentials:

• Bachelor of Business (Banking and Finance), Monash University
• Diploma in Commerce, Monash University

Pierre
Client Services Manager 

Pierre is a client services manager at Forward Path Advisory. He joined the team following the completion of his VCE studies, and plans to study commerce at university. Outside of work, he likes to go to the gym and play acoustic guitar. In his spare time you might find him down at the Mornington Peninsula, spending time at the beach.

Academic Credentials:

• Bachelor of Commerce, University of Melbourne (Studying)

Yvonne
Senior Paraplanner

Yvonne is highly experienced and provides strategic and paraplanning advice to Financial Planning professionals. Yvonne started her career in Financial Services in London where she managed alternative investments (fund of hedge funds). Moving to Australia 15 years ago, Yvonne specialised in financial planning and has worked in this area for the last 15 years in positions such as Adviser Manager and Senior Paraplanner for Sydney based companies such as AGS and Private Wealth Partners. Due to her extensive knowledge in the investment space, Yvonne can provide holistic strategic and paraplanning advice that leads to better outcomes for practices and their clients. In her personal time Yvonne enjoys to travel around Australia with her husband and 2 teenage children, spending time in nature, reformer Pilates and hiking.

Academic Credentials:

• Master in International Finance and Law (University of Applied Sciences Frankfurt)
• Chartered Analyst for Alternative Investments ( CAIA)
• Diploma in Financial Planning

Sasha
Director & Principal Lawyer at Capital Five Partners

An innovative thinker and problem solver, Sasha has advised high net worth families and Australian and international businesses on a range of legal matters, such as complex estate planning, taxation, structuring and more. Sasha is highly regarded for her calm and empathetic approach especially when managing a complex succession plan for her clients.

Her taxation experience spans state, federal and international law, including income tax, GST, CGT, tax residency. Sasha has experience working in boutique multidisciplinary law firms and excels at thinking commercially and laterally in applying and balancing client interests with the law. In her spare time, Sasha enjoys staying active and travelling.

Academic Credentials:

• Master of Tax, Bachelor of Laws (Hons) – (University of Melbourne)
• Bachelor’s Degree, Bachelor of Laws (Hons) / Bachelor of Commerce (Accounting)

Brian
Small Business Specialist Lawyer

Brian’s business practice involves more than just litigation, he also works in shareholder matters, structuring, financing, trademarks, and acquisitions. His succession planning practice is in Wills, trusts, probate, and the financial aspects of family law.

Brian has worked extensively in private practice, as well as the not for profit sector. He regularly appears in the Magistrates’ and County Courts, and various Tribunals in Victoria. Brian understands that litigation can be stressful and expensive, and focuses on early resolution for the parties. When Brian isn’t working, he’s spending time with his 2 young children.

Academic Credentials:

• LLM (J.D.) Monash
• MBA Swinburne

Peter
Virtual CFO

Pete brings over 15 years of extensive experience in the finance and accounting field and currently serves as a Business Adviser and CFO for SMEs in Australia. Specialising in CFO advisory, business guidance, and investment analysis, he is dedicated to empowering business owners and investors to enhance their wealth through strategic financial expertise.

Pete thrives on working closely with business owners and leadership teams, aiming to elevate business performance through facilitated discussions supported by factual analysis and insightful perspectives on business and market dynamics.

Beyond his professional pursuits, Pete cherishes moments with his young family and enjoys indulging in sports, particularly cricket. His passion extends to environmental sustainability and poverty eradication, driving him to volunteer and support organisations dedicated to achieving these crucial goals.

Academic Credentials:

• CPA (Certified Public Accountant – Australia) Member 
• CFA (Chartered Financial Analyst – USA) Charter holder  
• CIMA (Chartered Institute of Management Accountants – UK) Member – Resigned  
• B.Sc. in Business Management and Computer Science