Rhys

Financial Adviser

Rhys is a Financial Adviser who works with individuals, families and high-net-worth clients to help them make more informed decisions about their financial future.

He takes the time to understand each client’s circumstances, priorities and long-term objectives, developing tailored strategies across superannuation, investments, retirement planning, personal insurance, estate planning and broader wealth management. 

Rhys is focused on simplifying complex financial matters and providing clear, considered advice that gives clients confidence in the decisions they make. 

He is committed to building long-term relationships and supporting clients as their wealth, circumstances and financial goals evolve over time.

Academic Credentials:

• Bachelor of Commerce & Science, Monash University
• Graduate Diploma of Financial Planning, Kaplan Professional

Michael
Financial Adviser

Michael is a Financial Adviser who works with individuals,
families and high-net-worth clients across a broad range of financial planning
needs.

He is known for building strong relationships with clients
and taking a considered approach to understanding what is important to them
before developing strategies aligned with their broader financial objectives.

Michael has a strong ability to simplify complex financial
concepts and provide practical, strategic advice across wealth creation,
superannuation, investments, retirement planning, personal insurance and estate planning.

His focus is on providing clients with clarity and
confidence in their financial decisions while building trusted, long-term
advisory relationships.

 Academic Credentials:

• Graduate Diploma of Financial Planning, Kaplan Professional
• Bachelor of Business (Banking and Finance), Monash University
• Diploma in Commerce, Monash University

Aaron Kumar
Client Services Manager

Academic Credentials:

• Bachelor of Business Law and Bachelor of Banking and Finance 

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