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Jason Cook

Jason Cook

Senior Financial Planner

Melbourne, Northern Victoria and South Australia

Jason joined our Financial Planning in March 2011. He has worked in financial planning since 2001. His experience includes roles with RetireInvest, Trust Company, Westpac and most recently ANZ. Jason's qualifications include a Diploma of Financial Planning through Deakin University, and a Bachelor of Economics through Monash University. He is a Certified Financial Planner. 

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Caroline Ngoi

Caroline Ngoi

Financial Planner

Victoria

Caroline has been employed in the financial services industry since 2003, predominantly in boutique financial planning firms. Her areas of expertise include self-managed superannuation funds, insurance, investments, Aged Care and retirement planning. Caroline has been employed with us since 2012.

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Jessica Higgins

Jessica Higgins

Financial Planner

Geelong and Western Victoria

Jessica has been employed in the financial services industry as a financial planner since 2006. She specialises in strategies around tax planning, superannuation/pension, Centrelink, retirement planning and aged care planning. She has a wealth of knowledge in Defined Benefit Schemes having previously provided advice to Victorian Government Defined Benefit members during her 8 years at VicSuper. Jessica's qualifications include a Bachelor of Commerce majoring in Financial Planning. She is a Certified Financial Planner.

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Ryan O'Dwyer

Ryan O'Dwyer

Financial Planner

Melbourne and Northern Victoria

Ryan is a Certified Financial Planner (CFP®) who has been working at Equip Financial Planning since 2012. He has been a part of the financial services industry since 2009 and his other qualifications include a Bachelor of Business majoring in Finance from the Australian Catholic University as well as an Advanced Diploma of Financial Services.

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Tony Foale

Tony Foale

Financial Planner

Melbourne

Tony is passionate about building long term trusted relationships and working with you to achieve your personal lifestyle and financial goals. Tony has been providing advice since 2006 specialising in building wealth inside and outside of superannuation, aged care, insurance, retirement planning and Centrelink. Outside of work, Tony is married and a father of two. He enjoys sport and travelling with his family.

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Paula Siddle

Paula Siddle

Financial Planner

Traralgon and Gippsland region

Paula has worked in the financial planning industry since 2004. A Gippsland local, she joined our Financial Planning in 2019 from RGM Financial Planners and is based in our Traralgon office. Paula’s qualifications include a double degree in Financial Planning and Accounting, and a Diploma of Financial Planning. She completed her Master of Financial Planning in 2020.

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Matt Kitchen

Matthew Kitchen

Financial Planner

Ringwood and Eastern Victoria

Matthew has been a qualified financial planner, providing advice in the financial services industry since 2012. He specialises in strategies around tax planning, superannuation/pension, Centrelink and retirement planning. Matthew is married and is a father of two. He enjoys the gym, the outdoors, spending time with family and friends and supports the Collingwood Football Club.

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James De-Petre

James De Petra

Financial Planner

Ringwood and Eastern Victoria

James De Petra will look to provide financial clarity and peace of mind for the future by working with you to achieve your personal lifestyle and financial goals. James is a qualified financial planner, providing advice in the financial services industry since 2012 and specialises in strategies around tax planning, superannuation/ pension, Centrelink and retirement planning.

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Richard Crosara

Richard Crosara

Financial Planner

Victoria

Richard has been in the financial services industry since 1993 and has been a financial planner since 2008. Prior to joining us in 2017, Richard worked for DFS Advisory as a financial advisor. Richard has extensive experience in superannuation and retirement planning, between both member services and boutique advisory organisations.

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Melissa Murphy

Melissa Murphy

Financial Planner

Victoria

Melissa has been employed in the financial planning industry since 2012 and commenced planning in 2017. Melissa has experience in superannuation and retirement planning within boutique advisory organisations. Melissa’s qualifications include an Advanced Diploma of Financial Planning and a Graduate Diploma of Financial Planning.

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New South Wales

Cara Sloshberg

Cara Sloshberg

Financial Planner

NSW & Queensland

Cara has more than six years of experience in the financial services industry, including roles with Midwinter working as a Paraplanner and StatePlus working in Client Services, Scaled Advice and then in Financial Planning. She has a wealth of knowledge in Defined Benefit Schemes having previously provided advice to NSW and Federal Government Defined Benefit members. Her qualifications include a Bachelor of Business from the University of Technology, Sydney, a Diploma of Financial Planning, and an Advanced Diploma of Financial Planning. She is a Certified Financial Planner CFP from the Financial Planning Association.

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Scott Jackson

Scott Jackson

Financial Planner

NSW

Scott has worked in financial services since 1998 and as a Financial Planner since 2005. His experience includes providing advice in a diverse range of environments from banking, government superannuation funds and boutique financial planning sectors. His area of expertise range from superannuation to managed investments and personal risk management.

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Western Australia

Ian McRae

Ian McRae

Senior Financial Planner

Perth, regional WA and NT

Ian has been employed in the financial services industry as a financial planner since 1999 and specialises in the area of superannuation and retirement planning. Prior to joining us in June 2012 Ian has previously worked in an accounting firm, run his own financial planning practice and provided financial planning advice for an industry super fund so he understands the philosophy of putting the member first.

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