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.
Garry Crole established the InterPrac Financial Planning AFSL and jointly manages InterPrac Ltd. 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 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 her 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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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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The Compliance team is managed by Michael Butler, the National Compliance Manager.
The rest of the team is Shane Miller, Manager Advice Compliance, Cozette Crimp, Junior Compliance Analyst, Anja Cergolj, Administration Team Leader and Nishtha Kukreja, Administrative Assistant and Olga Baltrusaite as Adviser Support Services.
Anita Jurgens assists the team in a Marketing and Adviser Support role.
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As National Compliance Manager, Michael Butler 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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As a key member of the InterPrac Compliance team, Shane Miller is enjoying the opportunity to work and share with advisers to help them better service their clients.
A Financial Planner since 1999, Shane brings with him a raft of experience across both boutique and institutional advice spaces. His experience includes stints as technical manager, supervision of advice standards and advice remediation projects in the banking sector. In past lives, he has operated his own human resource consultancy, lectured at MBA level and worked in the engineering industry with international management responsibility.
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The team, Mark Ryan, National Business Development Manager and Samantha Amos, the National Practice Manager, assists financial planning practices to develop and grow successfully.
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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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With over 30 years’ experience, earned through an extremely diverse range of positions and responsibilities, Mark joined InterPrac in 2017 and continues his extensive and successful career within the financial services industry. Following numerous years as a financial adviser in major banks and boutique operations, Mark transitioned into Dealer Group Management, holding key roles including Head of Distribution, Head of Financial Services, and National Practice Manager.
Mark enjoys working closely with Practices assisting them grow in a profitable, professional and compliant manner. He has developed strong relationships with many of the key players in our industry, which can be utilised to provide solutions to many of the challenges faced by financial advisers today.
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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, specialising in accounting and tax related products provided by InterPrac General Insurance.
His personal interests, apart from being an unsuccessful fisherman and an average golfer, is wild life photography.
Taylan Hicks, Marissa Lemmings and Skye Hutchinson, Broker Assistants and Jillian Davis, Administration Assistant, supports the team with the day to day tasks.
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Mat has 28 years experience in the insurance industry. He now specialises in insurance for SMEs, Construction, Trades services, Engineering and the Manufacturing sectors.
He believes in developing long term relationships and emphasises the importance of building trust and integrity with his clients.
Mat really enjoy the diversity that the industry offers, working with a broad range of clients to find the best insurance and risk management solutions for their unique businesses.
When not reviewing policies, Mat enjoys gardening and the great Aussie outdoors fishing, camping and bush walking.
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Haley has been with InterPrac since 2007 and is the manager of the corporate document division, NTAA Corporate. She has helped NTAA members set up thousands of companies, trusts and SMSFs and enjoyed getting to know and building relationships with NTAA members. She works closely with our in-house legal team to ensure the documents provided are of the highest quality, and with a strong background in customer service, she and the team strive to go the extra mile to provide the easiest and best experience for accountants.
Haley is an avid reader and sport fan and on weekends enjoys listening to live music with friends and spending time with her niece and nephews.
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Team Leader Runy Devine with other team members Nicole Perkins, Shahina Dangol and Eimear Hester 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.
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The team is managed by Mark Phillips, Director, SMSF Services. The rest of the team is Duc Hong, Fund Accountant, Alex Polorotoff, Senior Accountant, Abira Chowdhury Accountant, Linda Phillips, Fund Administrator and Alicia Thompson assist the team as an Administrative Assistant.
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Mark is a highly qualified superannuation specialist with over 30 years’ experience in the financial services industry. His detailed knowledge and experience comes from working hands on with self-managed superannuation funds on a daily basis.
Mark is a Specialist Member of the SMSF Association, a member of the National Tax & Accountants’ Association (NTAA) and a Registered Tax Agent specialising in superannuation. In addition Mark holds both a Bachelor of Business (Accounting) and a Graduate Diploma in Financial Planning.
Mark has been employed by, and worked as a consultant for, a number of leading fund managers and superannuation funds within Australia, including Aviva, Merrill Lynch Investment Managers, IOOF Investment Management and Plum Financial Services.
Mark’s other passions include following the mighty Bombers, being heavily involved in the running of the local cricket club, spending time with family and friends, and undertaking major projects around the home.
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The team is managed by Wayne Southey. Wayne is assisted by Tommy Bragne, Lead Developer, Harry Le and Umair Qureshi, all very talented Software Developers.
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Mark is a Financial Adviser and operates under InterPrac Securities Pty Ltd, Corporate Authorised Representative No. 338629 of InterPrac Financial Planning (AFSL number 246638).
He is a highly qualified adviser with over 30 years’ experience in the financial services industry.
Mark is also a Director of InterPrac Financial Planning Pty Ltd.
Mark’s FSG and Adviser Profile
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Clare is a Financial Planner and operates under InterPrac Securities Pty Ltd, Corporate Authorised Representative No. 338629 of InterPrac Financial Planning (AFSL number 246638).
Clare has worked in the Financial Services Industry for many years and is currently studying her Masters of Financial Planning. She brings with her a diverse knowledge of financial planning, life experience and loves being a Financial Adviser.
Clare’s FSG and Adviser Profile.
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Ying supports Claire Shewan in the day to day administration of InterPrac Securities.
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