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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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 its 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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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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Anita completes a broad range of tasks to assist Garry in his day-to-day activities.
She also supports the Advisers to ensure that each of their websites and other client facing marketing material meets the Licensee’s compliance requirements.
Anita’s work experience includes over 10 years in finance and banking in South Africa before emigrating to Australia. She started working at InterPrac in August 2018.
Anita also spent 10 years in military service before joining the corporate world.
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Michael Butler – Head of Advice and Compliance
Steven Kallona – Manager Advice Compliance
Rebecca McPherson – Manager Advice Compliance
Cozette Crimp – Compliance & Key Accounts Coordinator
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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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With 15 years in Financial Services, 13 as a Financial Planner, Steven is passionate and motivated to support Advisers to ensure best practice.
He has spent the last 18 months ensuring a high standard of compliance has been met across multiple AFLS’s and have promoted effective changes where he has been assigned. 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 have 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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With 5 years as a Financial Planner and 7 years within financial services overall, Rebecca has worked for large institutions along with boutique firms within holistic advice areas.
Furthermore, Rebecca has previous experience across other sectors including Retail, Hospitality, Marketing and Sales.
Rebecca is passionate about the value proposition of providing high quality financial advice and aim to be objective, fair and honest in her approach as she assists others to meet their regulatory, ethical and best interest duties with their clients and the greater community.
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Cozette works as part of the Compliance Team, facilitating Fourth Line reviews and providing Lonsec research to advisers. She organizes webinars and PD events for the Continuing Education Training program, and also supports Michael Butler with the administration relating to IDR and EDR.
Cozette comes to us from Toronto, Canada and has a professional background in Marketing, Customer Service and Administration. She has been living in Melbourne since January 2018.
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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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Hayden assists Anja in the day-to-day administration relating to onboarding and ceasing of Advisers, CPD, TPB registration, and client transfers.
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Ben assists Anja in the day-to-day administration relating to Commissions, onboarding, and ceasing of Advisers, CPD, TPB registration, and client transfers.
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The team assists financial planning practices to develop and grow successfully.
Samantha Amos – National Practice Manager
Paul Griffiths – Regional Manager
Barry Strapps – Regional Manager SA/WA
Glenn Loadsman – Practice Development Manager NSW/ACT
Sharon Walker – Practice Development Manager QLD
Jaclyn Bazin – Adviser Technology Specialist
Maria Sherwill – Advise Marketing Manager
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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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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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Barry Strapps has an extensive background in the financial services sector spanning over 30 years.
Barry joined InterPrac in 2021 with a demonstrated commitment to partnering with financial planning practices to achieve efficient business and client focused outcomes together with raising the standards for financial advice.
Through adviser education, support and maintaining a strong client focused culture, Barry is helping our community of advisers prepare for the future.
Prior to joining InterPrac, Barry was the Business Consultant for SA/WA for Centrepoint Alliance. His career has featured a diverse range of roles with companies including AMP Financial Planning and Asteron.
Barry is an avid cyclist, and most weekends escapes to the picturesque Adelaide Hills to enjoy the many great climbing routes on offer.
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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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Jaclyn is an experienced Adviser Technology Specialist with over 15 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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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, Jillian Davis, Administration Assistant and Chevez Evans, Customer Service Officer, supports the team with the day to day tasks.
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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.
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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.
Runy Devine – Team Leader
Nicole Perkins
Jasmine O’Brien Best
Tayla Gannaway
Suzana Gomes
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Mark Phillips, Director, SMSF Service
Alex Polorotoff – Senior Accountant
Abra Chowdhury – Accountant
Alicia Thompson – Accountant
Duc Hong – Fund Accountant
Linda Phillips – Fund Administration Manager
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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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