TEAM

Simon Kelman

With a passion for self managed super and investments, Simon is driven to provide the best possible outcome and experience for his clients.

As an accredited SMSF Specialist Adviser with over 10 years of tried and tested industry experience, Simon is well positioned to help share his wealth of knowledge to help you achieve your financial and lifestyle goals. Simon see’s himself as a financial mentor for his clients, he knows that his true value is in empowering you with the knowledge to make the ‘right’ financial decisions.

Simon prides himself on his ethics and the core belief that your interests as a client are paramount, as a client you are guaranteed the support and advice you require when it is most needed.

He understands that you have worked hard for what you have and want to understand what is going on with ‘your’ money, he understands the importance of keeping you informed and up to date with what is happening with your investments and markets in Australia and abroad.

 Simon more than welcomes a discussion over a cuppa with anyone who is willing to ‘have a chat’; with no charge for a first meeting, there is no reason not to see how may benefit from his experience and education.

Rod Magill

Rod Magill brings with him 40 years of tried and tested experience in the financial services industry, after joining the industry with AMP in 1977 and shortly thereafter stepping into a management role, Rod then decided to take his talents to Legal and General. After 20 years of training and educating financial advisers on how to perform their jobs, Rod decided to take a more client focused role and has been a trusted adviser to over 200 clients for the past 20 years.

Safe to say that after 40 years in the industry Rod has seen and done it all, this wealth of experience goes a very long way in ensuring he aligns his clients with the right products and strategies to achieve their desired financial outcomes. With a resounding knowledge of centre link and issues surrounding retirees

Rod is very much focused on working with retirees to enjoy the lifestyle they desire and have worked so long for to achieve, Rod also has a passion for self-managed super and can work with you to utilise this vehicle to make the most of your retirement savings and estate planning strategies.

Rod more than welcomes a discussion over a cuppa with anyone who is willing to ‘have a chat’, with no charge for a first meeting, there is no reason to at least not to see how you can benefit from 40 years of industry experience.

Pratiksha Sondhi

Having a passion for accounting, Pratiksha joined our firm in 2016. She has obtained a Bachelor of Commerce  (specializing in Accounting and Finance) from Deakin University, and has previously worked in public practice accounting firms before joining us. She now performs a crucial role in maintaining our funds administration, as well as the preparation of tax returns and financial statements. Pratiksha envisions becoming a CPA in the near future. Apart from cooking and baking, her dedication towards financial services mindset is demonstrated by her personal interest in shares and property investment.