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

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 – Financial Planner

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

Allyce is our newest Financial Planner. Her role within the business is establishing new clients relationships, assisting with anything Centrelink and supporting Shonel and Darcy where necessary with our current clients. Words from Allyce:  My journey began as a fun conversation with Shonel in 2020. Skip forward five years and…