PROFILESERVICES.COM.AU - Key Persons
Alison originally joined Profile in 2000. Alison assists the Financial Planners in providing comprehensive and specialist advice to clients, as well as managing Profile's compliance obligations including chairing the Compliance Committee. Alison came to Profile with extensive experience in the administration of corporate superannuation funds and enjoys helping her colleagues with superannuation and technical matters.
Alison's formal qualifications include a Bachelor of Economics from the University of NSW, a Diploma of Superannuation Management from Macquarie University, and a Diploma of Financial Planning from Deakin University.
Anderson Burkett - a chartered accountancy firm -made a decision to exit financial planning and focus on its core business of accountancy. They felt Profile offered the right combination of services and support to its clients and staff, and the transaction completed in 2003. Phillip Win, who had headed up the planning business at Anderson Burkett, joined Profile and is today a Director of Profile.
Andrew joined Profile in October 2017 as an Associate Adviser before working his way to become a registered Associate adviser in December of 2018. As an Associate Adviser, Andrew is committed to developing his professional expertise while gaining experience providing an excellent financial advice service to our clients whilst having his sights set on attaining a Certified Financial Planner (CFP) qualification and gaining further skills through continued training. His passion for engaging with clients stems from a background in small business ownership and he uses financial strategy, excellent business ethics and well-formed decisions to build meaningful customer relationships.
Andrew's drive comes from a passion for financial strategy combined with an appetite for ethical practices. With the many changes the industry is undertaking, Andrew is positioned to spearhead a new wave of ambitious and zealous advisers that put the client's interests first, one client at a time.
Away from the office, Andrew is an adventurous traveler with a thirst for new experiences. He dabbles in drum playing, loves the beach, and keeps fit by swimming laps before coming into the office. Living and breathing an active lifestyle gives Andrew the energy to take on challenges with his best foot forward.
Job Titles:
- Associate
- Financial Adviser
Angela joined Profile in August 2021 as an Associate Adviser. Angela worked in Funds Management for 15 years then made the transition to financial advice seeking to make a difference at a personal level.
Angela enjoys working with a diverse range of clients, untangling complex problems, simplifying financial arrangements and ensuring a client's needs are met. Her strength is in educating clients and mapping out a situation so a client feels confident working towards their goals.
Angela has completed a Bachelor of Engineering and Bachelor of Commerce from the University of Sydney, then in 2020 completed a Graduate Diploma in Financial Planning from Kaplan Professional.
When not at work Angela enjoys an active outdoor lifestyle and sharing good food with friends.
Job Titles:
- Senior Client Services Officer
Anita joined Profile in 2007 shortly after moving from New Zealand to Australia. She is currently working as a Senior Client Administrator. She is a graduate in Economics and has undertaken post graduate study in Public Administration. Anita loves to spend her free time with her family. She enjoys outdoor activities with her two sons and watching movies. But shopping still remains on top of the list!
Bonnie joined Profile in October 2020. Prior to joining Profile, Bonnie worked in customer service and administration in local government, before travelling to Canada on a working holiday. Bonnie has trained in Office Administration and has a Bachelor of Social Science.
Bonnie is originally from Mudgee and has settled there to be closer to family and friends. In her spare time, she enjoys reading, watching movies and travelling.
Job Titles:
- Associate
- Financial Adviser
Charlie joined the Profile team in March 2020 as an Associate Financial Planner after previously working in a similar role on the Gold Coast. He was drawn to the financial planning industry as he has a passion for helping people and is enthusiastic about the opportunity to impact peoples financial lives for the better.
Charlie completed a Bachelor of Finance degree Majoring in Finance and Financial Planning. He is currently working towards completing his professional year through the guidance of the experienced Profile advice team.
In his downtime Charlie enjoys exploring new places and meeting new people. He also keeps fit by playing football and going to the gym.
Job Titles:
- Associate
- Financial Adviser
Daniel joined Profile in September 2021 as an Associate Adviser. Daniel has been working in financial planning industry since 2017, starting as an associate in a boutique financial planning practice, followed by a period of time working as an Intra-fund Adviser for a superannuation fund.
Daniel has a Bachelor of Arts, Master of Applied Finance, Diploma of Financial Planning and an Advanced Diploma of Financial Planning.
Daniel gains great satisfaction from helping clients feel in control of their finances and confident they are on track to achieve their goals.
Erica joined Profile as part of the acquisition of Orion Financial Group in 2019. Erica is the quick wit of the office, always ready with a joke or well-timed comment. Erica joined the financial advice profession in 2010 after taking some time out to raise her two sons.
Erica is the details person when it comes to insurance-if you need to know anything about a process, a particular insurance provider's strengths or weaknesses, or how to pay your overdue policy Erica is your go-to. Erica must bring these skills to the office from her favourite pastime: playing soccer year-round!
Frank Smith has been a very important part of Profile's story from the very beginning. As one of Garry's mentors for many years, the two have forged a lifelong friendship as well as a great working relationship. Garry named Frank as honorary chairman at our founding, in acknowledgement of Frank's great assistance, knowledge and wisdom.
Frank started in the industry with AMP back in 1949 and was one of the first ever graduates of the CFP program, the highest designation a planner can have in Australia.
Frank retired in 1994 after 45 years in the industry. He remains very much a part of Profile, as one of our ‘alumni' retired staff network, and he and wife Connie continue to come in for their annual reviews!
Job Titles:
- Senior Financial Adviser
- Senior Financial Planner
Kelly joined Profile in July 2018 as Senior Financial Planner - having started her Financial Planning career in 1993 at Deloitte Touche Tohmatsu, whilst completing her Bachelor of Commerce. After a relatively short stint with MLC in a Corporate role, Kelly longed to get back to working directly with clients and in 1995 joined a boutique Financial Planning firm in Sydney.
In 2000, Kelly started her own Financial Planning practice in Parramatta, where she was able to build a successful business focussed on building sincere personal relationships with her clients, many of whom she regards as friends today. In 2010 the business was purchased by Strategic Wealth Solutions and Kelly continued in her role until July 2018.
Over the course of her career to date, Kelly has achieved her Degree in Commerce (majoring in Economics and Finance) from the University of Western Sydney, completed the Diploma of Financial Planning from Deakin University and attained the professional designation of Certified Financial Planner in 1999. Kelly has been an active member of the Financial Planning Association since 1994.
Kelly is happily married with two children and lives in Kellyville. Family is central to Kelly who is engaged in many activities along with her husband and children. Kelly has enjoyed many volunteer positions over the years and is currently the Secretary of the National Water Ski Racing Association Region V Australia. Kelly enjoys many social activities and loves to spend time with family and friends at Lake Conjola, on the South Coast of NSW.
Kinjal joined Profile in July 2021 as a Bookkeeper assisting the Finance and Operations Manager. Prior to joining Profile, Kinjal has had over 5 years of experience in financial services and construction industry.
Kinjal is kept busy with her two beautiful daughters and enjoys outdoor activities with her family. In her spare time, she loves watching movies and going out shopping.
Job Titles:
- Member of the Board
- Senior Financial Adviser
Kurt initially joined Profile in 1999, working part-time in the administration team while completing his University studies. On completion of his degree, he moved into corporate banking with the Commonwealth Bank, where he developed a strong knowledge of entity structures, as well as cashflow and debt structuring. In 2006 Kurt returned to Profile, where he now works as a Senior Financial Planner.
Kurt's passion for planning is to help people make their own, well-informed financial choices by breaking down complex information and situations, and identifying the important issues that need to be addressed. He has a particular interest in Self-Managed Superannuation Funds (SMSFs) and the range of beneficial strategies they can open up for clients. Kurt holds a Bachelor of Agricultural Economics (Majoring in Corporate Finance, Economics and Agricultural Economics) and a Diploma of Financial Planning. He is a member of both the Financial Planning Association of Australia (FPA) and the Self-Managed Superannuation Professionals' Association of Australia (SPAA).
Job Titles:
- Chief Executive Officer
- Profile 's CEO
Lena became Profile's CEO in October 2021 after joining the business in early 2018. She is an accomplished professional manager in the wealth advice segment with over 22 years of industry experience.
Lena's career began with a family-owned financial planning practice in Canberra and saw her move to Melbourne working for a mid-tier accounting firm and a small, listed financial services group before arriving in Sydney in 2006. She then spent several years working for a major Australian bank in their wealth management division working with hundreds of financial planning practices all over Australia. After having her son, Lena moved back into private practice; first with a mid-tier accounting firm before arriving at Profile.
Lena has earned an Executive MBA from the Australian Graduate School of Management, a Bachelor of Business in Management and International Business from Charles Sturt University and holds financial planning and adult education qualifications. She has also attended a Strategic Leadership course at the Stanford Graduate School of Business in the US.
Lena and her family are foodies at heart, and she is perpetually grateful her partner and stepdaughter love to do all the home cooking.
Natalia joined Profile in October 2017 and is part of our administration support team. Prior to joining Profile, Natalia worked in the banking and credit union sector of financial services for over 15 years, developing her office management and client services skills. Led by her desire to help others, Natalia is eager to assist the team in helping our clients achieve their financial goals.
Originally a singer and dancer in her 20's and subsequently becoming a dance teacher and voice coach, Natalia is fueled by her passion for performing arts and enjoys attending a variety of concerts, as well as partaking in the occasional karaoke. A firm believer in work-life balance, at home Natalia keeps busy pursuing her hobbies and spending time with her family.
Job Titles:
- Finance
- Operations Manager
Nicole joined Profile in July 2018. Prior to joining Profile Nicole has had over 20 years of finance experience spanning across a range of industries from financial services to building and infrastructure.
In the role of Finance & Operations Manager, Nicole is able to put her time management and organisational skills to work. She is passionate about data and process improvement, and she enjoys developing reports to help drive business decisions.
In her spare time, Nicole is kept busy - wrangling her 3 beautiful children, volunteering on the school P&C and coaching a local netball team. Nicole enjoys gardening, catching up with friends and working on her twin daughters' YouTube channel.
Peter joined the Profile Board as chairman in early 2015.
Peter has over 31 years of experience in banking and financial services, including 23 years with the NAB and 8 years with Macquarie Bank. He is an accomplished Senior Executive and director who has worked at senior executive levels for over 20 years, including appointments within Australia, the UK and the USA.
Peter is passionate about conscious leadership and driving performance through leveraging people, and for the past 6 years has developed a career as an executive coach, a consultant in the field of strategy and leadership development and as a company director. He currently sits on the Board of the Create Foundation supporting the Foundation's involvement with children in the Australian care system.
Peter loves spending time with his family, travelling, keeping abreast of current and international affairs and following the trends in international financial markets. He is also is a keen distance runner and regularly raises funds for charities through his fitness activities.
He is an experienced leader, board member, chairman and a champion for clients. He believes strongly in values-based business principles and is keen to make a difference at Profile.
Job Titles:
- Managing Director
- Member of the Board
- Senior Financial Adviser
- Member of the Financial Planning Association of Australia
Phillip commenced his career in the financial planning sector during the final year of his Economics degree at the Australian National University in 1995 and then becoming an authorised representative in 1999.
Phillip then moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing his post graduate studies in Financial Planning, attaining the professional designation of Certified Financial Planner®.
Phillip holds a Bachelor of Economics (majoring in Statistics) from the Australian National University and a Diploma of Financial Planning from Deakin University.
Phillip is a member of the Financial Planning Association of Australia and the Boutique Financial Planning Group (BFP), having been an Executive member for 4 years.
Phillip commenced his career in Financial Planning during the final year of his Economics degree at the Australian National University in 1995. Phillip then moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing his post graduate studies in Financial Planning, attaining the professional designation of Certified Financial Planner®.
Phillip holds a Bachelor of Economics (majoring in Statistics) from the Australian National University and a Diploma of Financial Planning from Deakin University.
Phillip is a member of the Financial Planning Association of Australia and the Boutique Financial Planning Group (BFP), having been an Executive member for 4 years.
Phillip lives in the Blue Mountains with his wife and two sons, and enjoys outdoor activities such as bushwalking, road and mountain bike riding and golf. Being from Wagga Wagga, Phillip's sense of community shows him coaching his son's soccer team and managing his cricket side. Phillip is a volunteer fire-fighter with the Warrimoo Bush Fire Brigade and combines his passion for cycling with fundraising activities, including riding 1000kms over 7 days to raise close to $7,000 for the Future2 Foundation , one of the industry's way of making a lasting difference in the lives of those who need it most, giving disadvantaged young Australians a second chance and hope for a better future.
Phillip has a strong interest and knowledge of investment markets and is constantly exploring "cutting edge" strategies to deliver to the clients of Profile.
Rachael joined Profile in July 2014, following 2 years with Centric Wealth Advisers. From 2015 Rachael was working as an Associate Financial Adviser under the guidance of two of Profile's Senior Financial Advisers. Building on her knowledge from her studies she also gained the experience of assisting clients in all aspects of the client planning process. Having attained the necessary qualifications and experience as an Associate Financial Adviser, Rachael was promoted to the role of Financial Adviser in July 2017 and continues to feel passionate about delivering a high quality service, and developing new strategies to ensure her clients' financial well-being.
Rachael completed a Bachelor of Business degree majoring in Finance at UTS, Sydney and then continued on to complete the Diploma of Financial Planning and the Advanced Diploma of Financial Planning. She has also attained her Certified Financial Planner CFP® designation and successfully passed the National FASEA Exam.
Rachael enjoys travelling, having caught the travel bug at an early age after living in Sydney, Singapore and Perth before the age of 10. She also enjoys keeping active and volunteering at a Social Club for those with intellectual disabilities.
Sara Beckinsale joined Profile in January 2022. Sara is a mother of 2 children and is looking forward to developing her career with the Profile team. Sara has previously worked in Administration and Accounts throughout the Mudgee Region and spent her younger years living in Kandos.
Sara has a passion for the Mudgee region and all it has to offer. Having seen the town grow during the years Sara feels encouraged with the opportunities in the town and hopes to bring a local feeling to our Mudgee branch. She has recently bought some land with her partner and together they are renovating and refreshing the land to its former glory. Sara also enjoys horse riding and spending time on her property with her children.
Originally hailing from the USA, Scott has worked in the Australian financial services industry since 2008. He began his career here as an analyst for a small financial services publishing firm, before joining UBS Wealth Management and then Profile in 2011. Promoted to a Financial Adviser in 2012, Scott works meticulously on creating strategies to ensure clients' financial and personal goals are met. He prides himself on delivering exceptional customer service and support.
Scott holds a Masters in Personal Financial Planning, an Advanced Diploma in Financial Planning and is an accredited Aged Care Professional. In July 2016, Scott earned his Certified Financial Planner® designation, the highest designation in the profession. He is also a member of the Financial Planning Association of Australia.
In his free time Scott enjoys playing soccer, golf, travelling, and keeping up with American sports - especially ice hockey, with his favourite team being the Dallas Stars!
Job Titles:
- Senior / Office Co - Ordinator
Sharon joined Profile in August 2011 and is part of our Administration Support Team. Prior to joining Profile she worked with State Super Financial Services for over 18 years, in both administration and client services roles. Sharon loves spending time with her three children and her six grandchildren. When a little quiet time is needed she enjoys reading and knitting.