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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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, Richard Pollock, Compliance Manager, Tadeya Pacnik, Compliance Analyst and Anja Cergolj as Administrative Assistant.

Anita Jurgens assists the team in a  Marketing and Adviser Support role.

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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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Richard Pollock

Richard Pollock

Compliance Manager

Richard qualified as a Financial Planner in 2005.  He worked as a Financial Planner in a family business and later started his own para planning and compliance outsourcing business.

Early 2018, Richard joined the Compliance team at InterPrac as Compliance manager.  He is very knowledgeable about the financial planning and compliance fields and always give 100% to assist all the InterPrac advisers to ensure that their clients receive the best service and advise.

 

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Tadeya Pacnik

Tadeya Pacnik

Compliance Analyst
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Anja Cergolj

Anja Cergolj

Administrative Assistant, Financial Planning
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The Business Development Team

The Business Development Team

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

 

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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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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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Tristan Utting

Tristan Utting

Practice Manager

Tristan joined InterPrac in late 2017.  He has graduated from his associate role and is the first point of contact for all of our South Australian and Tasmanian advisers, as well as some Victorian advisers.

Tristan is keen to learn and add value to your practice and might not as yet not have the level of experience or knowledge of someone senior, he has the ability and drive to know where to find the answers to the questions you may have.

He enjoys assisting successful financial planning practices create growth opportunities and develop more efficient ways to run their businesses.

 

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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.

John is assisted by Matthew Plim as Account Manager, Taylan Hicks and Skye Hutchinson as Broker Assistants and Rhiannon Holloway in a Customer Service capacity.

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Finance

Darren Ray

Darren Ray

Finance Consultant

Darren Ray has been appointed by Interprac Finance Services Pty Ltd as a Finance Consultant in Vehicle and Equipment Finance and Leasing.

Darren has been in the in the asset finance industry for 18 years and have worked for both a financier (Esanda) and brokers.  He is dedicated to ensure all clients needs are met quickly and professionally.

 

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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

Haley Craig, Runy Devine, Nicole Perkins, Siân Clifford, 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.

 

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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, Linda Phillips, Fund Administrator and Alicia Thompson assist the team as an Administrative Assistant.

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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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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

The team is managed by Sean Yao.  Sean is assisted by Tommy Bragne, Lead Developer and Wayne Southey, Padma Priya, and Umair Qureshi, all very talented Software Developers.

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Sean Yao

Sean Yao

Manager InterPrac Information Technology

Sean is a technology leader with over 10 years dynamic software engineering and DevOps experience spanning across New Zealand and Australia. He manages the IT department at InterPrac and is passionate about building great engineering teams.

Prior to InterPrac, Sean was the technical co-founder of a start-up specialising in cloud based logistics app, and has also been involved with many different software projects across different industries including ERP, ticketing and e-commerce systems.

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InterPrac Securities

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.

Clare is assisted by Maria Sherwill in a Client Services support role.

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