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

Stephen Harisiou

Financial Planner

I actively work with clients to provide clarity and knowledge of their financial arrangement, so we can collectively make effective decisions.

• stephen@pfg.com.au
• 03 9375 5100
• 0403 648 335
• 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

Jo Newton

Financial Planner

Building long term client relationships is important. My role is to be a source of information, education and support.

• j.newton@pfg.com.au
• 03 5255 9555
• 0437 559 019
• Barwon Heads

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

Lisa Mortimer

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

Adrian Matricardi

Senior Administrator

Management

Scott Weeks

General Manager

Liz Cassar

Head of Compliance & Events

Angie Krajina

Paraplanning Manager

Angela Sculli

Project Manager

Kerry Russell

Operations Manager

Lisa Mortimer

Head of Client Services

Compliance

Debbie Whittaker

Compliance Officer

Paraplanning

Kevin McCoughtry

Paraplanner

Nick Donato

Paraplanner

Susie Gattini

Paraplanner

Kate Zhu

Associate Planner

Client Services (Melbourne)

Kirrily Holmes

Client Services Officer

Daniel Formica

Client Services Officer

Teri Custodio

Client Services Officer

Kerry Russell

Client Services Officer

Angela Beyer

Client Services Manager

Lisa Mortimer

Head of Client Services

Client Services (Brisbane)

Rosalie Jeffries

Team Leader

Sue Wang

Client Services Officer

General Insurance

Karen Wood

Client Services Manager – Personal & Broker

Kathy Boscaglia

Client Services Manager – Commercial & Broker

Frank McLinden

General Insurance Manager

Dylan Rodricks

Client Services Manager – Personal & Commercial