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 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 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 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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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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Anita Jurgens

Anita Jurgens

Executive Assistant to Garry Crole | Marketing & Adviser Support

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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Compliance Team

Compliance Team

Michael Butler – Head of Advice and Compliance

Shane Miller – Manager Advice Compliance

Rebecca McPherson – Manager Advice Compliance

Steven Kallona – Manager Advice Compliance

Cozette Crimp – Compliance & Key Accounts Coordinator

 

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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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Rebecca McPherson

Rebecca McPherson

Manager Advice Compliance

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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Steven Kallona

Steven Kallona

Manager Advice Compliance

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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Cozette Crimp

Cozette Crimp

Compliance & Key Accounts Coordinator

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 Cergolj

Anja Cergolj

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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Hayden Keltie

Hayden Keltie

Administrative Assistant

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 Liddle-Mulvaney

Ben Liddle-Mulvaney

Adviser Services Officer

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 Practice Development Team

The Practice Development Team

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 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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Paul Griffiths

Paul Griffiths

Regional Manager

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

Barry Strapps

Regional Manager SA/WA

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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Glenn Loadsman

Glenn Loadsman

Practice Development 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

Practice Development Manager (Based in 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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Jaclyn Bazin

Jaclyn Bazin

Adviser Technology Specialist

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 Sherwill

Maria Sherwill

Advice Marketing Manager

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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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, Jillian Davis, Administration Assistant and Chevez Evans, Customer Service Officer, supports the team with the day to day tasks.

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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.

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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

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

 

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SMSF Engine

SMSF Engine Team

SMSF Engine Team

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 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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Abra Chowdhury

Abra Chowdhury

SMSF Accountant, SMSF Engine
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Alicia Thomson

Alicia Thomson

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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