Meet the Team

Garry Crole

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.

Daryl Stout

Daryl is responsible for building advice capability and working with advisers and other financial services businesses, assisting them to realise their potential. Daryl partners professionals such as Lawyers, Accountants and Mortgage Brokers with quality Advisers. Committed to working with, leading and inspiring others, towards business and performance improvement, through the delivery of creative strategies based on more than 30 years of relevant financial services experience.

Specialties: Specialist recruiter of Financial Planners and support staff. Business improver and builder of capacity in Advice and aligned businesses.

Steven Kallona

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.

Justin Harding

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.

Compliance & Adviser Services Teams

Steven Kallona – Head of Compliance Operations

Ryan Hooper – 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

Olga Baltrusaite – Adviser Services Officer

Mohab Hamdy – Adviser Services Officer

Ryan Hooper

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.

Maria Englezakis

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.

Neil De Menezes

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 Cergolj

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.

Jaclyn Bazin

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.

Maria Sherwill

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.

Olga Baltrusaite

The Practice Development Team

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

Paul Griffiths

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.

Bernie Fernandes

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.

Glenn Loadsman

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.

Sharon Walker

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.

Sequoia Home Loans

Sequoia Home Loans is dedicated to guiding your clients seamlessly through the entire property financing process. Specialising in both residential and commercial mortgages, we will work with your client to achieve their dream homeownership or secure the perfect investment property.
Our team of seasoned mortgage brokers boasts extensive experience navigating the intricate world of loan products. We take pride in:

• Unmatched Lender Network: We maintain strong relationships with over 45 lenders, granting you access to a diverse array of competitive mortgage options. This extensive reach empowers us to find the most favourable rates and terms that perfectly align with your unique financial goals.

• Unbiased Expertise: Unlike banks that primarily promote their in-house products, our brokers prioritise your interests. We act as your objective partner, meticulously comparing loan options across a vast network of lenders to secure the most advantageous terms for you.

• Streamlined Process: The mortgage application process can be daunting. We simplify the journey by handling the paperwork, liaising with lenders on your behalf, and ensuring a smooth and efficient experience.

At Sequoia Home Loans, we value our partnership across the InterPrac Financial Planning network. Through our exclusive Mortgage Mate Program, we provide personalised support to assist the Financial Adviser’s clients secure residential and commercial property loans. We also offer clear, expert guidance on Self-Managed Super Fund (SMSF) lending, simplifying the process and delivering solutions tailored to each client’s goals.

Here are a few words from one of our valued Advisers at InterPrac
“I have referred a number of clients to Sequoia Home Loans who have all come back raving about the service that they received. I used to write loans myself, however I simply don’t have the time to provide mortgage broking services while running my financial advice practice. It works well being able to refer to Sequoia Home Loans who I know will look after my clients while freeing up my time”.
Stuart Fitzpatrick, Excel Financial Advisers