Andrew has been MFA’s biggest unfunded shareholder since 2008 and is celebrating his tenth anniversary with the company. He is currently the director of a number of businesses in the financial services sector and provides the MFA team with a unique style of leadership. Andrew’s main objective is to provide clients with the best advice possible and his vision is for our clients to become advocates of MFA after receiving outstanding service and experience from our team. He passionately believes that MFA is the financial advice confidant that a client can trust and depend upon.
Kathy has more than 20 years’ experience in the finance industry. She has worked with a wide variety of clients, particularly in the manufacturing, building and construction, primary production, and not-for-profit sectors. Kathy’s specialised knowledge in superannuation and retirement planning has enabled many clients to progress within their business and gain tax-effective retirement strategies. In 2017, Kathy won the SMSF Adviser of the Year award in South Australia. When she isn’t working, she enjoys spending time with family, traveling, and volunteering for the Matrics Netball Club.
Dave is an experienced and passionate specialist risk adviser who has worked in the financial services industry since 2007. He has extensive knowledge of business in general, having previously worked in business and sales management roles. He is currently the National Treasurer of the Association of Financial Advisers. When he’s not offering risk advice, Dave is busy running around after his two young daughters, he is a keen Port Power and Magpies supporter, an avid cook, and an enthusiastic cyclist.
Jonathan started his financial services career in 2004 and has been advising clients since 2007. He has broad experience across areas such as risk management, wealth creation, investment markets, and industry funds. Jonathan takes a holistic approach to financial advice and has an acute ability to see the whole picture. With a young family, he truly understands the financial challenges that other young families face and is passionate about helping them navigate their way through those challenges.
Ben has had a broad exposure to the financial services industry over the past ten years. His experience includes research, consultancy, paraplanning and financial planning both domestically and internationally. Ben's passion is to create a better tomorrow for the client and with his great analytical skills he is able to maintain long lasting client relationships. When not in the office Ben enjoys watching the Adelaide Crows and traveling.
With over 15 years experience in the Financial Services Industry, Bach is well versed in helping people their financial goals and objectives. He has experience in areas such as superannuation, retirement planning, wealth creation, tax strategies, Centrelink and risk management. His honest, positive and friendly nature makes clients from all walks of life feel immediately at ease. These traits with a diverse financial background make for excellent tools for managing his clients’ financial affairs. Outside of work, Bach enjoys supporting his beloved Crows and spending time with his young family.
Strategic Project Engineer
Jason has extensive paraplanning and technical experience, and is responsible for leading our efforts to make x-plan (resource and software management) workflow more effective by troubleshooting key areas, including approved product listings, paraplanning, statement of advice templates, and execution. A member of the compliance and investment committee, Jason enjoys renovating and spending quality time with his family in his spare time.
Rachel has been in the financial services industry for over 12 years. During that time, she has worked within several planning firms, established her own financial planning practice and has been a consultant to financial planning firms and licensees. Rachel assisted her clients with developing best practice, improving and creating efficiencies with technology and provided training to develop staff. Rachel provides the MFA Team with high level strategic and technical knowledge along with the management of the firm’s advice documentation.
TEAM LEADER Client Services
Tamara has worked in the financial services industry since 2006. Her first role was as a Risk Assessor of life insurance applications then progressed to managing the Risk Assessment Team in Sydney. Tamara also held a management role in Adviser Services for several years. After spending 5 years in China, Tamara has settled in Adelaide and is leading the MFA Team to ensure a positive and personable experience is delivered to our valued clients.
Client Services Manager
Amelia has been working in the financial planning industry since 2012. Currently in the role of Client Service Manager, she works closely with our advisers assisting clients with their financial and insurance needs. Amelia is usually the first to answer our phones and enjoys speaking with our clients – next time you call, make sure to say hello and have a chat with her. Outside of work, Amelia has two young children and often spends her spare time running after them.
Client Services Manager
Aaron joined the financial planning industry in 2011 and has worked for big corporations as well as boutique financial planning firms. Aaron has experience in Compliance and Paraplanning and has completed a Diploma of Financial Planning. Aaron has a broad depth of knowledge of the legislative requirements in the Financial Services Industry. He is currently studying his Advanced Diploma and looking to commence a Bachelor of Business (Marketing).