For the average Australian, the financial services landscape can prove both complex and technically challenging. Legislation, regulations and financial planning strategies are constantly changing. That’s why we place a great deal of emphasis on having an experienced, committed and professionally qualified financial planners and client services team.

Our ongoing investment in professional development and personal education also ensures the PFG team remain informed and educated on the changing conditions that might impact on our clients’ affairs.

We welcome you to get to know our award-winning team – where we’ve come from and the important contribution we make to our clients’ financial lives.

Financial Planners (Melbourne)

Angelo Panella

Senior Financial Planner

I am able to discuss and explain complex investment, insurance and superannuation matters to clients in an easy, simple and effective manner.

• a.panella@pfg.com.au
• 03 9375 5100
• 0419 556 665
• Moonee Ponds

Frank Oliveri

Senior Financial Planner

I like to assist people to achieve their goals by giving them a clear path and cutting through the red tape.

• f.oliveri@pfg.com.au
• 03 9375 5100
• 0407 357 404
• Moonee Ponds

Daniel Martinez

Senior Financial Planner

Ultimately my role is to provide peace of mind that my clients are on the right path to achieving their financial goals.

• d.martinez@pfg.com.au
• (03) 9375 5100
• 0450 603 642
• Moonee Ponds, Barwon Heads

Frank McLinden

Senior Financial Planner

I enjoy meeting with people and getting involved in their financial and insurance planning.

• f.mclinden@pfg.com.au
• (03) 9375 5100
• 0419 524 370
• Moonee Ponds

Vince Madaffari

Financial Planner

To work closely with clients to help them build a better future.

• v.madaffari@pfg.com.au
• (03) 9375 5100
• 0403 254 306
• Moonee Ponds

Adam Walisinghe

Financial Planner

I take pride in providing life changing financial plans for my clients, their family and their business.

• adam@pfg.com.au
• 03 9375 5100
• 0425 792 803
• Moonee Ponds

Julie Penfold

Financial Planner

Being a point of contact to assist clients with their financial objectives for all stages of life.

• j.penfold@pfg.com.au
• 0352559555
• Barwon Heads

Mark Flavell

Financial Planner

Financial Planners (Brisbane)

Andrew Rataj

Senior Financial Planner

I am passionate about guiding my clients to the financial freedom they work hard all their lives to achieve.

• a.rataj@pfg.com.au
• 07 3839 1114
• 0409 434 004
• Spring Hill

Lending Services

Carlo Cappello

Lending Consultant

Aldo Anile

Lending Consultant

Management

Liz Cassar

Head of Compliance & Events

Kerry Russell

Operations Manager

Compliance

Liz Cassar

Head of Compliance & Events

Paraplanning

Angie Krajina

Paraplanner

Client Services (Melbourne)

Kerry Russell

Client Services Officer

Client Services (Brisbane)

General Insurance