Our team

With a wealth of experience in the financial planning sector, Athina Antzoulatos serves as our highly respected Office Manager, overseeing the daily operations that keep the business running smoothly. Her background spans multiple areas of client service, team management, and compliance administration, making her a cornerstone of our operational leadership.

Athina is deeply involved in ensuring internal systems and workflows remain efficient, compliant, and aligned with industry standards. She coordinates the administrative and support teams and ensures that our client-facing processes deliver both professionalism and care.

Her calm, solutions-focused approach, combined with exceptional attention to detail and people management skills, has made her an indispensable part of the team.

Yankat is an accomplished Financial Adviser with a wealth of knowledge and experience spanning over two decades. His dedication to helping individuals and families achieve their financial goals has made him a trusted name in the industry.

Yankat's educational background showcases his commitment to continuous learning and professional growth. These qualifications have equipped him with the expertise necessary to navigate the complexities of financial planning. With over 22 years of hands-on experience in Financial Planning, Yankat has honed his skills to greatness. His extensive track record in assisting clients in various financial matters, from retirement planning to investment strategies, sets him apart as a seasoned professional in the field.

Yankat has been a proud member of the Financial Advice Association Australia since 2012. This membership underscores his dedication to upholding the highest standards of ethics and professionalism within the financial advisory community. Yankat's commitment to his clients, extensive experience, and active involvement in professional organisations make him an invaluable asset to anyone seeking sound financial advice. With his guidance, you can be confident in achieving your financial aspirations and securing a brighter future.

Qualifications: Diploma in Financial Planning. Advanced Diploma in Financial Planning. Bachelor of Commerce. Diploma of Finance and Mortgage Broking Management.

Kasandra Siljanovski is an accomplished Financial Adviser with a broad and diverse background in wealth management, investment strategies, retirement planning, and tax optimisation. Throughout her career, Kasandra has demonstrated a remarkable ability to adapt and excel in a variety of financial environments, always ensuring that her clients receive the highest level of support tailored to their unique needs.

One of Kasandra’s key strengths is her versatility in client engagement. She has worked with a wide range of clients, from individuals just starting to build their wealth to high-net-worth individuals seeking sophisticated strategies for managing their assets. Her approach remains consistent across all clients: she is committed to deeply understanding each client’s personal and financial circumstances, allowing her to offer guidance that is both practical and strategic.

Kasandra's dedication to her clients is clear in the time and care she invests into understanding their goals. Whether it's creating a comprehensive financial plan to secure their future or helping them navigate complex decisions around investments or retirement, Kasandra’s approach is always personalised and thoughtful. She takes the time to educate her clients, helping them gain clarity and confidence in their financial choices. Kasandra’s unwavering commitment to empowering clients ensures that they not only feel supported but also in control of their financial journeys, equipped with clear strategies for success.

Her ability to communicate complex financial concepts in a simple and accessible way further cements her as a trusted partner for her clients. Kasandra’s expertise, empathy, and approachability make her a sought-after adviser, dedicated to helping clients build, protect, and grow their wealth with assurance and peace of mind.

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Ashleigh Siggs is one of our skilled and reliable Client Service Officers specialising in insurance, with over 2 years of experience in the industry. Drawing from her background in various client-facing roles, Ashleigh has developed a strong customer-focused mindset and a deep understanding of the intricacies involved in managing insurance policies. Her role is essential in assisting clients with a variety of insurance needs, ranging from updating coverage and managing claims to ensuring all policy-related documents are accurate and up to date.

Throughout her career, Ashleigh has demonstrated a natural aptitude for navigating the complexities of insurance, enabling her to efficiently manage the administrative tasks that can often feel overwhelming for clients. Her keen eye for detail ensures that all necessary paperwork is completed accurately and submitted on time, helping to avoid delays and issues. Ashleigh’s ability to streamline these processes allows her to provide a seamless experience for clients, offering peace of mind and reducing the stress that can come with managing insurance policies.

Ashleigh’s compassionate approach to customer service is another hallmark of her work. She listens carefully to clients’ needs, addresses their concerns with empathy, and ensures that they receive the best possible support throughout their insurance journey. Her attention to detail and commitment to clear communication has earned her the trust and loyalty of her clients, who value the reliability and care she provides. By focusing on building long-term relationships, Ashleigh plays a crucial role in not just assisting with immediate needs but also fostering a sense of confidence and security in her clients’ insurance decisions. Through her dedication and expertise, Ashleigh contributes significantly to the overall success of the team and the satisfaction of clients.

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Jade O'Farrell is a highly competent Client Service Officer, specialising in superannuation, with a diverse background in client relations, especially in the real estate sector in England. Her role involves assisting clients with the intricate administrative processes that come with managing their superannuation accounts, from updating personal details and managing documentation to providing updates on accounts. She ensures that all aspects of a client's superannuation portfolio are well-maintained and timely processed.

Jade is known for her exceptional organisational skills, keen eye for detail, and efficiency in managing client requests. Her previous experience in real estate has given her a strong foundation in building and maintaining lasting relationships with clients. She is able to translate this expertise into the superannuation realm, ensuring clients feel supported and well-informed every step of the way. In addition to her technical role in managing superannuation accounts, Jade’s communication skills are invaluable, as she regularly updates clients on important account changes or investment opportunities, ensuring they are always in the loop regarding their retirement savings.

Jade takes a personal approach to every client interaction, her approachable and friendly nature makes her an excellent first point of contact for clients seeking assistance, and her reliability and commitment to excellent service contribute significantly to client satisfaction and retention.

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Jason Klashovski is a skilled professional with a strong background in financial consulting and advisory services. He holds the RG146 qualification, which enables him to provide general financial advice across various sectors, including investment strategies and retirement planning. Jason is known for his analytical approach and commitment to helping clients navigate their financial journeys, ensuring they make informed decisions that align with their long-term goals.

Outside of his professional pursuits, Jason enjoys hosting game nights with friends and volunteering at local financial literacy workshops. His passion for cooking and experimenting with new recipes often turns Sunday dinners into family cooking sessions.

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Meet Jimmi, a seasoned veteran with an impressive seven-year journey in the finance industry. Leading as the Head of the Super Review Team, Jimmi is more than just a financial expert; he's your dedicated partner in ensuring your financial triumph. What sets Jimmi apart is his authentic care for clients. Beyond managing finances, he's in the business of building lasting relationships. Jimmi takes pride in a detailed understanding of your goals, ensuring that the results achieved align seamlessly with your aspirations. In his role as your Senior Client Manager, Jimmi transcends being merely a professional – he becomes your advocate for financial well-being. In his spare time Jimmi enjoys hiking through national parks on the weekends and starts every morning with a cold pool plunge.