Y PARTNERS WEALTH & ADVISORY - Key Persons
Job Titles:
- Financial Adviser
- Financial Advisory Team
Aldo was managing his own practice before joining the Y Partners team in 2020. He has been providing tailored advice and solutions to his clients for over 10 years and and is committed to helping his clients maximise their financial goals.
Job Titles:
- Accountant
- Group Leader
- Tax & Accounting Team
Ashlee started at Y Partners in 2016 after 9 months solo travel in Europe and the UK. She began as a Client Services Officer, providing essential administrative support to the team and our clients. Over the years her knowledge and experience has grown and she is now working as an accountant. She is undergoing further education with The Tax Institute to supplement her working experience. Ashlee is also responsible for the marketing of the firm, and finds satisfaction in managing and improving the Y Partners online presence.
Ashlee is the group leader for the Y Partners blood donation group and encourages all staff to donate regularly, she has coordinated the firms' involvement in Mental Health Weeks and organised a fundraiser for Carrie's Beanies 4 Brain Cancer.
Out of work, she loves spending time with her nephews Harry and Leo and her niece Grace.
Qualifications
Bachelor of Management (Marketing)
Job Titles:
- Director
- Tax & Accounting Team
Ben joined Y Partners in 2016. He receives great satisfaction in being able to assist his clients to achieve their business and personal goals throughout life by creating solutions for their success - he particularly enjoys spending time with clients as it allows him to get a good understanding of their goals.
Job Titles:
- Director
- Financial Advisory Team
David is one of the leaders of our financial advisory division. With a Diploma in Financial Planning, his experience in the field of financial advisory spans over 18 years with Y Partners.
Job Titles:
- Financial Advisor
- Financial Advisory Team
Elise joined Y Partners in late 2021 with prior experience in the financial planning industry working as a Financial Adviser Associate and Paraplanner. She completed her Bachelor of Business at RMIT University in 2017 whilst working in the accounting/defence industry. Elise has a passion for financial planning and is keen to help clients understand superannuation and other aspects of their financial circumstances and needs.
Elise is currently completing her studies to become a Certified Financial Planner and is looking forward to having a break from study. Working with Y Partners has assisted with giving her a broader understanding of her career and her future aspirations.
Elise spends much of her time outside of work with her family and friends and also enjoys hiking and yoga. She has completed the Yurrebilla Trail in a weekend and also competed in the Oxfam Trailwalker twice. Elise also enjoys travelling and is always planning a trip or two to enjoy the sun, beach or theme parks.
Qualifications
Bachelor of Business (Financial Planning)
Job Titles:
- Accountant
- Tax & Accounting Team
Hao joined Y Partners in 2017. She has over seven years of experience working in compliance with self-managed superannuation funds - she particularly enjoys working in this industry as it is well-regulated.
During her spare time, she loves reading and walking outdoors.
Job Titles:
- Director
- Financial Advisory Team
Jade and his team from Plan 4 Financial Solutions have recently merged with Y Partners in 2022. He has been an adviser since 2013 after working in corporate finance roles for several years and became managing director of Plan 4 in 2015. As owner/manager of his own financial planning practice for the past 7 years, Jade brings considerable experience to the management team at Y Partners.
Jade specialises in working with medical professionals, business owners and higher net-wealth individuals to manage tax-effective wealth creation and financial protection strategies for their future wellbeing. He provides the discipline and support needed to see these strategies through to fruition and has a keen personal interest in portfolio management where he is an integral part of the Y Partners investment committee. He also sits on several national consultancy groups within the Hillross advice network for the betterment of clients and the dealership.
Outside the office, Jade enjoys family time with his wife and daughters and has a passion for guitars and music after spending his earlier years as a touring musician.
Qualifications
Master of Financial Planning
Job Titles:
- Financial Advisory Team
- Paraplanner
Jamie joined Y Partners in 2010 and has over 15 years experience in the finance industry as a paraplanner. He specialises in financial modelling, portfolio rebalancing and the production of advice documents. He particularly enjoys being involved in helping clients meet their long-term goals through advice.
Job Titles:
- Financial Advisory Team
- Paraplanner
Matthew is part of the Leedam Sheppard & Associates team who merged with Y Partners in 2020. He has over 8 years of experience in the financial planning industry. In his role he works closely with advisers to develop tax-effective wealth creation strategies for client, to help them meet their financial goals and objectives.
Job Titles:
- Accountant
- Tax & Accounting Team
Michael joined Y Partners in 2022. Throughout his career Michael has always had a strong client focus and enjoys building professional and personal relationships. He loves getting to know his clients and their businesses to assist in achieving their goals.
Outside of work, Michael loves all things sport, be it playing or watching. Winter weekends he can often be seen wandering down the hill to cheer on the Power at the Oval.
Job Titles:
- Monique Di Fabio - Accountant
Monique joined Y Partners in 2020. She has worked in public practice since 2018 - having previously worked for BDO and as a Corporate Graduate Accountant for Wilson Parking. Along with her private sector experience, she also has a background in retail.
Job Titles:
- Monique Di Fabio - Accountant
- Tax & Accounting Team
Monique joined Y Partners in 2020. She has worked in public practice since 2018 - having previously worked for BDO and as a Corporate Graduate Accountant for Wilson Parking. Along with her private sector experience, she also has a background in retail.
Job Titles:
- Client Services Officer
- Financial Advisory Team
Nicholas joined Y Partners Partners in 2022, after working as an accounting officer. His role includes preparing financial documents, implementation of shares and assisting clients with various queries.
Job Titles:
- Director
- Tax & Accounting Team
Nicole started at Y Partners in 2011 as an Accounting Manager and was appointed as Director in 2021. She specialises in accounting, taxation and business advisory services, including providing technical taxation advice and solutions to clients, and assisting clients to achieve their goals from both a business and personal perspective. She also has extensive experience in the taxation of deceased estates and the building and construction industry.
Job Titles:
- Financial Advisory Team
- Paraplanner
Rebecca is part of the Leedam Sheppard & Associates team who merged with Y Partners in 2020. She joined the firm in early 2013. Her strong commitment to client services and exposure to different roles including former Receptionist and Client Service Officer, supports her current role as a Paraplanner.
Job Titles:
- Managing Director
- Financial Advisory Team
Richard is part of the Leedam Sheppard & Associates team who merged with Y Partners in 2020. He has been a financial adviser since 2002, before this he spent 3 years as an associate financial adviser.
Richard develops tax-effective wealth creation strategies with his clients and provides tailored, high level strategic advice and disciplined portfolio construction and review methodology to a range of high net worth families and individuals, corporate investors, trustees of self-managed super funds & discretionary trusts, private ancillary funds and many not for profit and charitable organisations.
With a thorough understanding of the issues facing medical professionals, whether in private practice or the public system, Richard also specialises in this area and maintains a strong reputation in this regard.