Meet Our Team

Over 70 Years of Combined Financial Expertise.

Roger Sousa

Director and Financial Planner

Qualifications and Membership Associations.

  • Master of Financial Planning

  • Advanced Diploma of Financial Planning

  • Diploma Financial Services

  • FASEA – Exam Standard Certification

  • Practitioner Member of the Association of financial Planner’s (AFA)

  • Tax (Financial) Adviser

  • Top Ranked Adviser 2018 – Advisor Ratings

What you are passionate about doing for clients?

I am passionate about placing clients in a better position than when we first met, this is one of the most rewarding feelings I get along with delivering a sense of satisfaction on client’s faces when they have reached their ultimate goal.

I do not take lightly what clients have entrusted my team and I with, their objectives, needs and goals!

What you like about financial planning?

Being able to utilise my expertise and knowledge to help clients is something special. The trust that clients place on me is a trust I do not waiver on.

Financial advice is a people business. Empowering myself with the appropriate expertise and knowledge gives me a sense of helping the community.

What you like doing in your spare time?

Do I have any spare time (haha)? Spending time with family.

I like the relaxing down time feeling away from the business of visiting my extended family, my broodmares, foals and yearlings that I breed at the farm. I love watching European football.

Watching the Formula 1. (I am not a rev head). Do not mind a red, with an espatada! (Portuguese style barbequed meat on a skewer).

Koreen Govender

Financial Planner

Qualifications and Membership Associations.

  • Master of Financial Planning

  • Advance Diploma Financial Planning

  • Member of the Association of Financial Advisers (AFA)

  • FASEA – Exam Standard Certification

  • Tax (Financial) Adviser

What you are passionate about doing for clients?

I am passionate about my role for various reasons:

  • Helping people make sound financial decisions.

  • Putting them on a path they never knew existed.

  • Re-directing their future is empowering to me.

  • When I feel empowered I feel a sense of belonging and satisfaction.

  • I am very passionate about seeking positive outcomes for my clients.

What you like about financial planning?

Financial planning gives me the ability to engage, and help people develop financial goals by providing strategies tailored to their situation.

Financial Planning gives the ability to build different skill sets which are essential to a client’s financial success.

Being knowledgeable technically and being skilled with people and handling their emotions isn’t easy, but it’s so rewarding

What you like doing in your spare time?

My best times spent are at the beach with my loved ones, practicing yoga and unlocking my creativity by learning how to paint!

Averylle Rocio Zelko

Assistant and Client Service Manager

Qualifications and Membership Associations.  

  • Bachelor of Commerce, Major in Business Management – Entrepreneurship Thrust

  • Advance Diploma in Financial Planning

What you are passionate about doing for clients?

I am passionate about giving clients comfort when they ring that they are in good hands. Uncovering Services and benefits they may be entitled to such as Age Pension, Concessions etc.

Being able to place Client’s mind at ease about investing and the financial markets – translating the industry in language they understand.

What you like about financial planning?

I like the abundance of expertise and knowledge that is available to help clients to navigate the financial planning maze.

Financial planning can change lives. It can save lives, it can protect lives.

What you like doing in your spare time?

Anything to do with food and dining! Eating, Baking, and Cooking for Family.   

Gaylene Johnson

Client Service Officer

Qualifications and Membership Associations.

  • Certificate 2 Business Services

  • Advanced Certificate Urban Horticulture

What you are passionate about doing for clients?

I like to build rapport with clients which will give the clients comfort when they contact us.

What you like about financial planning?

  • I like the variety of tasks and self-learning/ improvement the role brings.

  • I like the interaction with clients & finding out about their plans for their futures

  • I like that our clients value us & the positive difference we make with their financial futures

What you like doing in your spare time?

  • Spending time with family

  • Gardening

  • Reading

  • Holidays to anywhere, but especially a new destination     

Johnny Do

Client Service Officer

Qualifications and Membership Associations.

  • Bachelor of Business

  • Major in Management

  • Sub-major in Finance

What you are passionate about doing for clients?

I find it rewarding to work with clients who are just starting on their financial journey.

As they begin to plan for their future, I can provide them with valuable insights into financial concepts and help them navigate the complexities of financial planning.

By doing so, I can allow clients to make informed decisions about their finances and build a strong foundation for their financial future.

What you like about financial planning?

Financial planning is a complex and dynamic field that requires knowledge and expertise in a wide range of financial topics.

I appreciate the analytical and problem-solving aspects of financial planning, I also enjoy the fact that financial planning allows individuals to take control of their finances and work towards achieving their goals whether it be buying a home, saving for retirement or paying off debt.

What you like doing in your spare time?

In my spare time I like to go to the gym, as this is a great way to maintain a healthy lifestyle, improve physical fitness and boost my overall mental wellbeing.

I also love to spend time with family & friends, creating memories by going to dinner together or just by enjoying each other’s company.