The Team who helps Accountants and Financial Planners | InterPrac

Meet the Team

We realise that good people are critical to the success of any business. We pride ourselves on the skills and professionalism of our staff, and invest heavily in their training and development. When you receive customer service from InterPrac, whether it’s via our website, email, on the phone or in person, we want to ensure you are in contact with the best and brightest in the industry.

Directors and Management

Garry Crole

Garry Crole

Managing Director, InterPrac Financial Planning & CEO, Sequoia Financial Group

Garry Crole established the InterPrac Financial Planning AFSL in 2004. His skill and entrepreneurship has enabled InterPrac Financial Planning to develop as one of the largest Australian Financial Services Licensees focused on accounting and small business professionals in the Australian financial landscape.

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Brent Jones

Brent Jones

Managing Director, Sequoia Professional Services

Brent works with accountants and advisers to deliver excellent services into their practices.  Services include Legal documents, SMSF administration, General insurance and also Finance and Financial Planning.

All of these services which have been developed by InterPrac and Sequoia go to support the advice practice and their clients.

Brent works with the National Tax and Accountants’ Association to help its members, specifically with Legal documents and General Insurance services.

Brent was a founding director of InterPrac in 2004 and joined the Sequoia Financial Group in 2017. Brent is a qualified Systems Analyst, Graduate of the AICD Company Directors course and Member of the NTAA.

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Financial Planning

Garry Crole

Garry Crole

Managing Director, InterPrac Financial Planning

Garry’s skill and entrepreneurship has enabled InterPrac Financial Planning to develop as one of the largest Australian Financial Services Licensees focused on accounting and small business professionals in the Australian financial landscape.

Prior to joining InterPrac, Garry was a founding Director of one of the early multi agency adviser networks, The Moneyplanners, which grew to a network of over 300 associated advisers and Deakin Financial Planning (DKN), a business that was later sold to IOOF.

As the head of the Investment Committee, Garry has a keen interest in all asset classes but has a special passion for ASX listed companies and has a unique methodology of determining the Fair Value of listed companies, which is invaluable in his role in managing the InterPrac Model Portfolios.

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Steven Kallona

Steven Kallona

Head of Compliance Operations

With 20 years in Financial Services, 13 as a Financial Planner, Steven is passionate and motivated to support Advisers to ensure best practice.

He has spent 18 months ensuring a high standard of compliance has been met across multiple AFLS’s and now has the freedom to focus on InterPrac.  He aims to be fair and open in his approach so that Advisers can continue to assist their clients in meeting their objectives.

Steven is a huge soccer fan, most importantly Manchester United and has spent close to 30 years playing the game. He has also done some travelling with the family over the last few years with New York being top of the list of favourite places they have visited.

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Justin Harding

Justin Harding

Head of Legal Risk & Compliance

Justin Harding is the current Head of Legal, Risk and Compliance at the Sequoia Financial Group. He has gained extensive experience in compliance management, dispute resolution, remediation, and risk management over his career in financial services spanning 3 decades. Starting his career as an actuarial analyst, he has held roles as a consultant, business development manager, financial planning principal, and was Head of Legal and Dispute Resolution at the WT Financial Group before commencing at Sequoia in October 2023. He holds a Bachelor of Economics and a Bachelor of Laws (honours). Justin is thrilled to be part of the Sequoia Financial Group.

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Compliance & Adviser Services Teams

Compliance & Adviser Services Teams

Steven Kallona – Head of Compliance Operations

Ryan Hooper – Compliance Manager

Nicholas Carter – Manager Advice Compliance

Maria Englezakis – Manager Advice Compliance

Anja Cergolj – Senior Adviser Services Manager

Jaclyn Bazin – Adviser Technology Specialist

Maria Sherwill – Advice Marketing Manager

Jonathan Trapnell – Licensee Marketing Manager

Ben Liddle-Mulvaney – Senior Adviser Services Coordinator

Olga Baltrusaite – Adviser Services Coordinator

Angela Maglovska – Adviser Services Officer

 

 

 

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Ryan Hooper

Ryan Hooper

Manager Advice Compliance

Ryan has had a steady journey into Financial Services Compliance. He began as an Associate Adviser with Hunter Wealth back in 2011. He has since held multiple roles over the course of the last decade in Advice Compliance and Remediation mostly with AMP.  He has a deep understanding of the compliance landscape and is focused on a collaborative approach to help ensure that advisers on his panel never need to front up to a regulator.

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Nicholas Carter

Nicholas Carter

Manager Advice Compliance

Nick has over eleven years of experience in the financial services industry working across paraplanning, compliance, and remediation positions with large and boutique licensees.

Nick strongly believes in the positive impact high-quality financial advice can have on clients’ lives and works with advisers to help them achieve best practice and meet their compliance obligations.

Outside work Nick follows football, enjoys traveling, and trying out a diverse variety of restaurants.

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Maria Englezakis

Maria Englezakis

Manager Advice Compliance

Maria has many years of experience in the financial services industry – working as an adviser for 17 years and most recently spending  the past 4 years within compliance.

She enjoys working in compliance where she can use her 20+ years of knowledge and experience  to support advisers in this modern world, through education and development, with her common sense approach.

Outside of her 9 to 5 role, Maria also has 3 school aged daughters, who keep her very busy though their passion for soccer, singing and shopping.

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Anja Cergolj

Anja Cergolj

Senior Adviser Services Manager

Anja heads up the Administration Team that attends to the administration relating to onboarding and ceasing of Advisers, CPD, TPB registration, client transfers, and Commission.

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Jaclyn Bazin

Jaclyn Bazin

Adviser Technology Specialist

Jaclyn is an experienced Adviser Technology Specialist with over 18 years’ experience working with Financial Services firms. During this time, she gained valuable skills and knowledge in financial services, technology, training and user adoption, process improvement and project management.

Jaclyn is very passionate about working with advisers and their team to help them gain the most out of their technology solutions.

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Jonathan Trapnell

Jonathan Trapnell

Licensee Marketing Manager

Jonathan began his journey working in retail banking for ANZ many moons ago. He has since spent over a decade working in Retail Licensees with a strong focus on event management and collaborative endeavours.

Jonathan is responsible for our Continuing Education and Training (CET) Program organising the Wednesday Webinar series, Professional Development Days and the quarterly newsletters among other things.

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Maria Sherwill

Maria Sherwill

Advice Marketing Manager

Maria has a background in Marketing and has had extensive experience in the Australian Financial Services Licensee sector.  Maria understands the need for a Financial Planner to be culturally matched to their AFSL and appreciates the value of timing, circumstance, and due diligence in this process.  Over the years, Maria has further developed her skills to research, extend communication and listen to Financial Planners and co-ordinate enlightening interactions between them and the InterPrac PDM team, in order to explore opportunities.

Teamwork, effective communication, planning, and courtesy are integral components of Maria’s work ethic and she loves what she does.

Maria is very client-focused and passionate and respectful in her role of reaching out to advisers and thoroughly enjoys working cohesively with the liked-minded InterPrac PDM team.

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Ben Liddle-Mulvaney

Ben Liddle-Mulvaney

Senior Adviser Services Coordinator

Ben assists Anja in the day-to-day administration relating to Commissions, onboarding, and ceasing of Advisers, CPD, TPB registration, and client transfers.

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Olga Baltrusaite

Olga Baltrusaite

Adviser Services Coordinator
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Angela Maglovska

Angela Maglovska

Adviser Services Officer
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The Practice Development Team

The Practice Development Team

The team assists financial planning practices to develop and grow successfully.

Samantha Amos  – Head of InterPrac Practice Development

Paul Griffiths – Regional Manager VIC

Bernie Fernandes – State Manager SA/WA

Glenn Loadsman  – State Manager NSW/ACT

Michael Butler  – State Manager QLD

 

 

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Samantha Amos

Samantha Amos

Head of InterPrac Practice Development

Samantha joined the InterPrac Business Development team in February 2019.  With extensive experience in the Financial Services industry, she had the pleasure to work and learn from the most amazing and inspirational people in the  Industry.

Samantha is passionate about helping advisers achieve their own financial and business goals. Samantha takes her time to really understand your practice, what you wish to achieve and working together to a profitable, efficient, compliant client focused practice.

She loves to share her experience, knowledge and insights with the people that are important to her.

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Paul Griffiths

Paul Griffiths

Regional Manager VIC/TAS

Paul has over 30 Years’ experience in the Financial Services Industry, working across a number of Australia’s leading organisations.

His diverse skills in relationship management, business consulting, and change management have allowed Paul to provide valued support to practices to help them achieve their business goals and objectives. He has guided many practices through these challenging environments to help them adapt to the new world of advice.

Paul is passionate about the financial planning industry and enjoys partnering with quality financial planners.

Paul loves Trivia and spending time with family and friends.

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Bernie Fernandes

Bernie Fernandes

State Manager SA/WA

Bernie joined the Sequoia Financial Group as the State Manager for WA & SA, he has strong relationships with Referral Partners in Accounting, Legal and Lending, he brings extensive experience in Financial Services in Underwriting, Business Development and State Management positions.

At his previous Licensee he took the adviser footprint from 16 advisers to over 130 in Western Australia. He has also been the recipient of many industry awards for his solid sales technique.

 

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Glenn Loadsman

Glenn Loadsman

State Manager NSW / ACT

With over 25 years of business experience, and 12 years as a Financial Advisor, Glenn’s skill set perfectly complements all Financial Planning Practice models.

He has developed strong B2B relationships with industry leaders, helping his stakeholders maintain a competitive edge.

Glenn is passionate about helping business owners discover their own pathway to success. He invites true collaboration with the practice community to identify efficiencies, generate solutions and drive business sustainability.

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Michael Butler

Michael Butler

State Manager Qld

As current Queensland State Manager Michael was previously the National Compliance Manager. He brings operational experience gained at all levels through his 40 years in the finance industry across banking, investigations, as Professional Standards Manager at the Financial Planning Association of Australia, and Head of Compliance at Australian Financial Services.

Michael has been fortunate to experience the industry from all sides, having practical experience in dealing with regulators, clients, internal and external dispute resolution and Australian Financial Services Licensees, both small and large.

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Sharon Walker

Sharon Walker

Practice Development Manager (Based in QLD)

Sharon has worked in a variety of roles in the Financial Services Industry for over 30 years. She was a successful and award-winning Financial Adviser for over 17 years and knows that having goals and receiving good quality financial advice can make all the difference to living a better life.  For the past three years, she has enjoyed working with financial advisers and understanding their goals, clients and businesses, to assist them to grow their businesses efficiently, compliantly, and with happier clients.

Sharon is professional, hardworking and caring.  She wants to help and make a difference to advisers and their clients.

Sharon is currently on sabbatical returning in January 2025

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Finance

Matthew Caruana

Matthew Caruana

Finance, Taking Control

As a financial planner and mortgage broker with 15 years of experience in the construction industry, Matt can help with all your financial needs. From planning retirement, managed investments and personal risk insurance to construction and development finance, he has the experience and resources to assist.

Since 2006, Matt has been heavily involved in construction and business management and he still holds a commercial building licence. He joined Yellow Brick Road in 2013 in order to offer a complete range of financial services and quality advice to clients, whilst also helping them achieve their financial goals now and into the future. His time as Branch Principal at YBR Niddrie has given him a comprehensive understanding of how the finance industry works and how to personalise his clients’ lending experience. When YBR sold their wealth management business in 2020, he started providing financial advice under Control Finance.

In July 2022, Matt left YBR to take on the position of Chief of Operations for the newly revamped Taking Control Finance Services, formerly InterPrac Finance Services. Matt is friendly and enthusiastic about helping his clients reach their financial goals, yet realistic and humble enough to help keep them on track. He acts with integrity and passion, making sure that every concern is listened to and addressed with a personalised approach. All of these qualities combined with his advanced interpersonal skills results in his clients being informed at every stage of the lending process, leaving them with the confidence to take control of their financial future.

As a father of 3, Matt understands what it takes to run a household and some of the ongoing needs first-hand. Be it getting a new home, looking to invest or just getting more out of your money, Matt has a solution for you. He is a very objective based financial adviser and mortgage broker, committed to getting you to where you would like to be financially. He loves the Niddrie and Essendon area, its history and homes. When he’s not in the office he loves to spend quality time with his family, as well as playing guitar, singing and water-skiing up at Lake Mulwala.

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Insurance

John Plim

John Plim

Account Manager/Director, InterPrac General Insurance

John has been involved in the insurance industry for over 50 years which has included underwriting, claims and senior management.

In more recent years, John has been in the broking area of the business, which has included special industry focused projects and in the past ten years, has moved into senior management, specializing in accounting and tax-related products provided by InterPrac General Insurance.

His personal interest, apart from being an unsuccessful fisherman and an average golfer, is wildlife photography.

Taylan Hicks and Marissa Lemmings, Broker Assistants, Jillian Davis, Administration Assistant, and Chevez Evans, Customer Service Officer, support the team with the day-to-day tasks.

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Docscentre

The Docscentre Team

The Docscentre Team

The team can help you with setting up and amending your Companies, Trusts and SMSFs. They work closely with the in-house legal team to create high quality legal documents and provide the best service possible for our financial planners and accountants.

Nicole Koczak – Docscentre Manager

Toby Shen – Operations Assistant

Holly Edgerton – Operations Assistant

Alannah Shea – Operations Assistant

Amanda Butteriss – Operations Assistant

Alanna Adams – Operations Assistant

Katelyn Hague – Operations Assistant

Tameka Jones – Operations Assistant

Stephen Harvey – Legal Practice Director

Brett Davis – Technical Services Manager

Linda Shepherd  – Senior Associate

Anmol Seth – Lawyer

Sue Walton – Paralegal

Tayla Gannaway – Paralegal

Kellie Smythe – Marketing Coordinator

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SMSF Engine

SMSF Engine Team

SMSF Engine Team

Alex Polorotoff – Manager

Duc Hong – Team Leader

Zhaira Padua – Accountant

Sakshi Aggarwal – Accountant

 

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Alex Polorotoff

Alex Polorotoff

Manager, SMSF Engine
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Duc Hong

Duc Hong

Team Leader, SMSF Engine
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Zhaira Padua

Zhaira Padua

Accountant, SMSF Engine
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Sakshi Aggarwal

Sakshi Aggarwal

Accountant, SMSF Engine
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