Essential Financial Advice

Category Archives: Staff

Shonel Vuletich – Director & Financial Planner

On March 7, 2016, Posted by , In Staff, With Comments Off on Shonel Vuletich – Director & Financial Planner

Darcy Johnstone – Financial Planner

On March 29, 2021, Posted by , In Staff, With Comments Off on Darcy Johnstone – Financial Planner

Greg King – Paraplanner & Head of Compliance

On March 7, 2016, Posted by , In Staff, With Comments Off on Greg King – Paraplanner & Head of Compliance

Tarryn Scott – Client Administration Manager

On October 11, 2018, Posted by , In Staff, With Comments Off on Tarryn Scott – Client Administration Manager

Tarryn Scott is our Client Administration Manager and ensures that all of our clients receive a truly high level of customer service. Words from Tarryn: Shonel has assisted my husband and I as our financial planner for many years and offered me the administration role at a time I really…

Allyce Sewell – Administration / Professional Year

On March 29, 2021, Posted by , In Staff, With Comments Off on Allyce Sewell – Administration / Professional Year

Allyce Sewell is our client administration assistant to Tarryn. Assisting with compliance, implementation of advice, applications, Centrelink and quality customer service. In addition to this role, Allyce is completing her professional year to become an adviser within our business. Words from Allyce: My journey began as a fun conversation with…