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

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 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 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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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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Anita Jurgens

Anita Jurgens

Executive Assistant to Garry Crole | Marketing & Adviser Support

 

 

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Compliance Team

Compliance Team

Michael Butler – Head of Advice and Compliance

Shane Miller – Manager Advice Compliance

Cozette Crimp – Junior Compliance Analyst

Anja Cergolj – Administration Team Leader

Nishtha Kukreja – Administrative Assistant

Olga Baltrusaite  – Adviser Support Services

 

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Michael Butler

Michael Butler

National Compliance Manager

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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Shane Miller

Shane Miller

Manager Advice Compliance

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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Rebecca McPherson

Rebecca McPherson

Manager Advice Compliance

With 5 years as a Financial Planner and 7 years within financial services overall, Rebecca has worked for large institutions along with boutique firms within holistic advice areas.

Furthermore, Rebecca has previous experience across other sectors including Retail, Hospitality, Marketing and Sales.

Rebecca is passionate about the value proposition of providing high quality financial advice and aim to be objective, fair and honest in her approach as she assists others to meet their regulatory, ethical and best interest duties with their clients and the greater community.

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Steven Kallona

Steven Kallona

Manager Advice Compliance

With 15 years in Financial Services, 13 as a Financial Planner, Steven is passionate and motivated to support Advisers to ensure best practice.

He has spent the last 18 months ensuring a high standard of compliance has been met across multiple AFLS’s and have promoted effective changes where he has been assigned. 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 have 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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Cozette Crimp

Cozette Crimp

Junior Compliance Analyst
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Anja Cergolj

Anja Cergolj

Administration Team Leader
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Olga Baltrusaite

Olga Baltrusaite

Adviser Support Services
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The Business Development Team

The Business Development Team

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

Mark Ryan – National Business Development Manager

Samantha Amos  – National Practice Manager

Glenn Loadsman  – Practice Development Manager NSW/ACT

Sharon Walker  – Practice Development Manager QLD

Jason Hayes   – Adviser Operations Manager 

 

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Mark Ryan

Mark Ryan

National Business Development Manager

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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Samantha Amos

Samantha Amos

National Practice Manager

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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Glenn Loadsman

Glenn Loadsman

Practice Development 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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Sharon Walker

Sharon Walker

Practise 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.

 

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Jason Hayes

Jason Hayes

Adviser Operations Manager

With over 14 years’ experience in the financial services industry, Jason joined Interprac from Yellow Brick Road in 2020. His diverse experience in portfolio analysis and research, trading across various instruments, adviser operations and process development will enable Jason to provide practical compliant solutions to your practice and add value to your overall operations.

He has a passion for all-things investment related; and coupled with a hands-on approach will work with you to get an understanding of your needs so that your business can engage with your clients in an efficient and practical manner.

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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, 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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Mathew Plim

Mathew Plim

Account Manager, InterPrac General Insurance

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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Finance

Dilraj (Dale) Sahni

Dilraj (Dale) Sahni

Commissions Administrator, InterPrac Financial Planning
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NTAA Corporate

Haley Craig

Haley Craig

Manager NTAA Corporate

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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The NTAA Corporate Team

The NTAA Corporate 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.

Runy Devine  – Team Leader

Nicole Perkins

Shahina Dangol

Eimear Hester

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SMSF Engine

SMSF Engine Team

SMSF Engine Team

Mark Phillips, Director, SMSF Service

Alex Polorotoff – Senior Accountant

Abra Chowdhury – Accountant

Duc Hong –  Fund Accountant

Linda Phillips – Fund Administration Manager

Alicia Thompson  – Graduate Accountant

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Mark Phillips

Mark Phillips

Director, SMSF Services

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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Alex Polorotoff

Alex Polorotoff

Senior Accountant, SMSF Engine
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Abra Chowdhury

Abra Chowdhury

SMSF Accountant
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Duc Hong

Duc Hong

Fund Accountant, SMSF Engine
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Linda Phillips

Linda Phillips

Fund Administrator, SMSF Engine
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Alicia Thomson

Alicia Thomson

Administrative Assistant, SMSF Engine
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InterPrac Ltd

Information Technology Team

Information Technology Team

Wayne Southey – Team Leader

Tommy Bragne – Lead Developer

Harry Le – Software Developers

Umair Qureshi – Software Developers

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InterPrac Securities

Mark Phillips

Mark Phillips

Financial Adviser, InterPrac Securities

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’s FSG and Adviser Profile

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Clare Shewan

Clare Shewan

Senior Financial Planner

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 Zhang

Ying Zhang

Client Services Officer

Ying supports Claire Shewan in the day to day administration of InterPrac Securities.

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