Our Team

Mark Bastiaans

Principal Financial Adviser

Mark is a Certified Financial Planner (CFP) – the highest industry recognised qualification – with over 18 years’ experience, predominantly as a Senior Private Client Adviser for major employer and corporate superannuation funds (Mercer and UniSuper). He is dedicated to providing individual and unique strategic financial advice that meets the needs of his clients.

Qualifications

  • Certified Financial Planner, (CFP)
  • Bachelor of Business (Banking and Finance)
  • Advanced Diploma of Financial Services (Financial Planning)

Professional Associations

  • Financial Planning Association Australia (FPA)

 

 

Jack Gallagher

Financial Adviser

Prior to completing a Graduate Diploma in Financial Planning at the University of South Australia, Jack had a long career in corporate finance with a particular specialisation in treasury management. He has extensive experience in wholesale financial markets (foreign exchange, interest rate and commodity), risk management and corporate funding with ASX listed companies.

Jack focuses on tailoring strategic financial advice for clients that sets out a clear path through often complex situations and allows financial opportunities to be optimised. Jack uses financial advice to educate clients and provide them with the confidence to make clear, well-informed decisions about their financial future.

Qualifications

  • Graduate Diploma of Financial Planning – University of South Australia
  • Masters of Applied Finance – Melbourne University
  • Bachelor of Economics – The University of Adelaide

 

 

Georgia Camerlengo

Financial Coach

Georgia Camerlengo is a passionate Financial Coach with a strong commitment to educating young adults through financial empowerment. Working alongside industry experts, I bring a wealth of practical and technical experience coupled with a dedication to delivering excellent results for all clients. My mission is to empower young adults and in particular young women with the financial literacy skills to be able to maximise their finances. From setting up a budget to understanding the basics of investment or navigating superannuation, I’m here to assist you on your own financial journey to make informed financial decisions.

Qualifications

  • Bachelor of Financial Planning – University of South Australia

 

 

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