Our Team of Advisers

/Our Team of Advisers
Our Team of Advisers 2017-08-24T10:52:56+00:00
Mike O'Connor

MIKE O’CONNOR

Mike’s passions are small business, networking and developing strong, long term relationships with clients. He has spent considerable time in commercial and private banking roles as well as developing and running his own business.

If you are looking for a broker that understands the banking process and values your custom, engage Mike to source the right deal for you, covering Residential Home Loans, Investment Loans, Refinance Loans, and more!

Barri Stear

BARRI STEAR

Barri has been in the Financial Planning industry for over 10 years. He holds a Diploma in Financial Planning and takes a holistic approach with his clients by listening to their individual needs. He commits to guide them in reaching their financial goals. Barri specialises in personal insurance (Life, TPD, Trauma, Income Protection) and superannuation.

NEW SOUTH WALES (NSW)

JOHN WOULFE

J & K INSURANCE SERVICES

John specialises in Risk Insurance and he’s been in the industry for 20 years. His clients are mostly based in Canberra and Sydney but he is happy to travel anywhere for good business.

He always aims to make his clients feel that they are “the most important client” he’s got. John wants to build a long term relationship with them.

MICHAEL MAIDEN

Michael’s career in the Finance industry began nearly 30 years ago. He is firmly dedicated to offering a caring, thorough, and understanding service. Michael’s objective is to make certain he has a complete understanding of his clients’ needs to ensure he offers advice that is always in their best interests.

VICTORIA (VIC)

MUDITHA PEIRIS

Muditha is highly qualified, having joined the Insurance industry in 2009 following an 18-year career in Banking. He holds an MBA from University of Wollongong and also has a Diploma in Financial Planning.

With his excellent product knowledge and his willingness to help, he is able to guide clients to find the right solutions. He is proactive, reliable, consistent, and has a passion for what he does. Muditha enjoys problem solving for this clients and thinking outside the square to help clients achieve the level of cover and protection they require.

CLEMENT LOBO

Clement brings a wealth of knowledge to his clients. He holds a Bachelors of Science degree and has ran his own company for many years. He moved into the Financial industry in 2009 after completing his Diploma in Financial Planning.

His area of expertise is Personal Risk Insurance. He enjoys meeting new clients and is passionate about helping clients with their individual needs. Please contact Clement for a professional review of your situation, for quotes or simply to help you with your individual insurance needs.

AUSTRALIAN CAPITAL TERRITORY (ACT)

DANIELLE COVENTRY

ENGAGE FINANCIAL PLANNING

Engage Financial Planning is a boutique Financial Advisory located in the Canberra and Queanbeyan areas. With over a decade of experience, Engage focuses on Personal Insurance, Business Insurance and Superannuation, providing a tailored and personalised approach in securing peace of mind with options purely in the best interest of their clients.

WESTERN AUSTRALIA (WA)

JOHN BEZUIDENHOUT

With John’s credentials and qualifications in the area of business and management including his wealth of experience, he stands out from among the rest. He ensures that he provides his clients with a high level of professionalism. John can work for you to obtain the best product to suit your needs and in the process, build a long standing relationship.