Meet the Team - 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 & CEO, Sequoia Financial Group

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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Financial Planning

Steven Kallona

Steven Kallona

Head of Compliance Operations

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.
Steve is responsible for compliance across all of Sequoia’s AFSL’s. 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

Justin Harding

Head of Legal Risk & Compliance

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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Ryan Hooper

Ryan Hooper

Manager Advice Compliance

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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Anja Cergolj

Anja Cergolj

Senior Adviser Services Manager

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 Bazin

Jaclyn Bazin

Adviser Technology Specialist

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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Olga Baltrusaite

Olga Baltrusaite

Adviser Services Coordinator
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The Practice Development Team

The Practice Development Team

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

Bernie Fernandes – State Manager SA/WA

Glenn Loadsman  – State Manager NSW/ACT

Sharon Walker  – State Manager QLD

 

 

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Bernie Fernandes

Bernie Fernandes

State Manager SA/WA

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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Glenn Loadsman

Glenn Loadsman

State 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

State Manager 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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Learn more about Financial Planning services

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Insurance

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