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 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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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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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 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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Steven Kallona – Head of Compliance Operations
Ryan Hooper – Manager Advice Compliance
Nicholas Carter – Manager Advice Compliance
Maria Englezakis – Manager Advice Compliance
Neil De Menezes – Manager Advice Compliance
Anja Cergolj – Senior Adviser Services Manager
Jaclyn Bazin – Adviser Technology Manager
Maria Sherwill – Advice Marketing Manager
Jonathan Trapnell – Licensee Marketing Manager
Olga Baltrusaite – Adviser Services Officer
Mohab Hamdy – Adviser Services Officer
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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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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 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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Neil is an experienced financial services professional with over 16 years of industry expertise, commencing in Paraplanning before moving to Advice Compliance positions within Vetting and Audit. He is dedicated to helping advisers deliver high-quality services while meeting regulatory requirements by providing guidance and support.
He is also focused on fostering collaborative partnerships to drive success in the ever-evolving financial planning landscape
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 is an experienced Adviser Technology Manager 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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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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The team assists financial planning practices to develop and grow successfully.
Paul Griffiths – State Manager VIC
Bernie Fernandes – State Manager SA/WA
Glenn Loadsman – State Manager NSW/ACT
Sharon Walker – State Manager QLD
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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 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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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 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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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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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.
Stephen Harvey – Head of Legal and Administration
Alannah Shea – Operations Assistant
Amanda Butteriss – Operations Assistant
Alanna Adams – Operations Assistant
Katelyn Hague – Operations Assistant
Tameka Jones – Operations Assistant
Liam Harvey – Operations Assistant
Brett Davis – Technical Services Manager
Chloe Liang – Lawyer
Anmol Seth – Lawyer
Sue Walton – Paralegal
Tayla Gannaway – Paralegal
Kellie Smythe – Marketing Coordinator
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Alex Polorotoff – Manager
Duc Hong – Team Leader
Zhaira Padua – Accountant
Sakshi Aggarwal – Accountant
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