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.

Contact us
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.

Contact us
Learn more about InterPrac

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.

Contact us
Compliance Team

Compliance Team

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.

Contact us
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.

Contact us
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.

Contact us
Cozette Crimp

Cozette Crimp

Junior Compliance Analyst
Contact us
Anja Cergolj

Anja Cergolj

Administration Team Leader
Contact us
Olga Baltrusaite

Olga Baltrusaite

Adviser Support Services
Contact us
Dilraj (Dale) Sahni

Dilraj (Dale) Sahni

Commissions Administrator, InterPrac Financial Planning
Contact us
The Business Development Team

The Business Development Team

The team, Mark Ryan, National Business Development Manager and Samantha Amos, the National Practice Manager, assists financial planning practices to develop and grow successfully.

 

Contact us
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.

Contact us
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.

Contact us
Learn more about Financial Planning services

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.

Contact us
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.

Contact us
Learn more about Insurance services

Finance

Sorry, there is nothing to show at the moment.

Learn more about Finance services

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.

Contact us
The NTAA Corporate Team

The NTAA Corporate Team

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.

 

Contact us
Learn more about NTAA Corporate

SMSF Engine

SMSF Engine Team

SMSF Engine Team

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.

Contact us
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.

Contact us
Alex Polorotoff

Alex Polorotoff

Senior Accountant, SMSF Engine
Contact us
Duc Hong

Duc Hong

Fund Accountant, SMSF Engine
Contact us
Linda Phillips

Linda Phillips

Fund Administrator, SMSF Engine
Contact us
Alicia Thomson

Alicia Thomson

Administrative Assistant, SMSF Engine
Contact us
Learn more about SMSF Engine

InterPrac Ltd

Information Technology Team

Information Technology Team

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.

Contact us
Learn more about InterPrac

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 is also a Director of InterPrac Financial Planning Pty Ltd.

Mark’s FSG and Adviser Profile

Contact us
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.

 

Contact us
Ying Zhang

Ying Zhang

Client Services Officer

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

Contact us