YIELD FINANCIAL PLANNING - Key Persons
Job Titles:
- Digital Marketing Coordinator
- MARKETING and COMMUNICATIONS COORDINATOR
- MARKETING and COMMUNICATIONS COORDINATOR Financial Advice Support
Anuresha is a Digital Marketing Coordinator at yield financial planning. Currently pursuing for her Master's in marketing management at Swinburne University of Technology. Further she holds a Bachelor of Marketing Management.
Job Titles:
- Director
- Portfolio Manager
- Portfolio Manager Investment Committee Asset Consultant
Ben has been working in financial markets for over 20 years, including with several of the major international investment banks and has worked closely with James since 2004. He has been on the Investment Committee at Yield Financial Planning since inception, and brings a unique share market insight.
Ben is a director and portfolio manager of RED Asset Management, which is a global equities asset manager, consulting to wholesale clients to deliver absolute return outcomes via an unconstrained and style agonistic investment strategy.
Job Titles:
- Client Experience Consultant at Yield
- Client Experience Consultant Financial Advice Support
Brad is a Client Experience Consultant at Yield, he holds an Associate Diploma of Business and is currently studying a Bachelor of Business (Financial Planning and Accounting) at Swinburne University of Technology.
Brad enjoys working at Yield for a range of reasons, particularly because it's such a supportive work environment where everyone is a team and feels valued. Brad appreciates that we all share the same key beliefs of what it means to work at Yield, and what is important to each of us.
Outside of work Brad likes to live life to the fullest. He is an enthusiastic and friendly person. He's a family man who enjoys spending time with his sisters as well as keeping busy with his close friends and is a board and card game enthusiast. Brad loves going on adventures with his partner and experiencing new places. He's an avid Geelong supporter (very Important) and very much loves living in the present while being equally excited for the future.
Job Titles:
- Senior Paraplanner Financial Advice Support Team Leader
Leading our Financial Advisor professional support team, Daniel is responsible for creating great client outcomes, by supporting our Financial Advisors to deliver our Client Experience. Being interested in technology, he completed a Certificate III in Information Technology, before studying a Bachelor of Computer Science at Victoria University. Daniel also holds a Diploma in Financial Planning.
Daniel enjoys working at Yield because we all share a common goal of genuinely wanting to help improve the lives of the people we work with. It's a culture that supports friendships with one another that endure both in and outside of the working environment. Dan loves seeing our Financial Advisory team, our company and our clients prospering because of our combined client focussed efforts because it is a rewarding experience.
Daniel has been part of the Melbourne Financial Planning team since 2013 and, for Daniel, knowing he has played even a small part in our client's success, keeps him passionate about what he does.
Job Titles:
- Member of Yield 's Investment Committee
- Senior Financial Advisor Financial Planner Accredited SMSF Association Specialist
Dilip Dutt is a Senior Financial Advisor and a member of Yield's investment committee. He has been advising clients on their financial needs for over 35 years. Prior to joining Yield, he gained valuable experience providing a comprehensive range of services to professional executives, business owners and retirees. The diversity of clients has provided helpful insights to the various stages of life and the financial requirements to achieve a desired lifestyle.
Dilip has previously owned his own financial planning practice as well as working for boutique financial planning firms in the CBD and Kew. He has a specialist interest in legislative and economic matters and how this applies to formulating client strategies.
He is an Associate Financial Planner® (AFP), registered with the FPA and holds a Diploma in Financial Planning with Kaplan Professional
Job Titles:
- Client Experience Consultant Financial Advice Support
- Client Experience Consultant With Yield
Isha is a Client Experience Consultant with Yield, primarily responsible for assisting Yields Financial Advisors to implement advice solutions for their clients. Having completed her Bachelor of Commerce (Finance and Accounting) at Deakin University, Isha is currently undergoing her Masters in Financial Planning.
Isha chooses to work at Yield because she admires their dedication to customer satisfaction and their mission to personalise financial solutions that add real value to our clients lives and retirement. While Isha has previously worked in multiple customer service and support roles, she views the opportunity at Yield Financial Planning to support Yields Financial Advisors as an excellent opportunity to advance her career in financial planning and to assist people in reaching their financial goals.
Outside of work and study, Isha enjoys baking, painting, and likes to dabble in different arts and crafts hobbies
Job Titles:
- Founding Director
- Founder & Managing Director Financial Planner Surrey Hills & Sydney
James McFall is the founding director of Yield Financial Planning. His main roles include chairing the Yield investment committee and leading the business to ensure Yield remains at the forefront of best practice Financial Planning advice in Australia. He holds a Master of Commerce (Financial Planning), Graduate Certificate of Commerce (Financial Planning) and a Diploma of Financial Advising. He is a Certified Financial Planner (CFP®), has a Certificate IV in Property Services (Real Estate), is SMSF accredited and is a passionate advocate of the Financial Planning industry. What James loves most about Financial Planning is the satisfaction of helping our client's transition to retirement with confidence.
Growing up in the north-eastern suburbs of Melbourne, James was interested in business from a young age and had several small enterprises. Travelling extensively in his 20's, James discovered a love for the share market and became an avid reader of everything investing. What attracted James to finance initially, was a drive to learn how to make money work, so he didn't have to! What has transpired since is a lifelong passion for helping others do the same. Working first at a stockbroking firm, he identified financial planning as a career path in 2000.
A people person by nature, James saw that financial planning could create life-changing outcomes and was inspired by the opportunity to make a difference in a fledgling industry, while also fulfilling his passion to build a vibrant and successful business. This has led him to hold directorships in several businesses, including property planning advice and property education, that have shaped his understanding of what it takes to build a great client-centric business.
As an advisor, James specialises in the needs of high net worth individuals, business owners, doctors and senior executive professionals. His advice expertise extends to complex tax structuring, investing in shares; property and debt markets, debt structuring, SMSF, personal insurances, wealth accumulation and retirement planning.
James has been humbled to receive professional recognition and awards, including as one of the top three Certified Financial Planners CFP in Australia, 2018 and 2020. A family man, with close friends and a wide network, James is passionate about living life for now and for the opportunity that the future presents. A lover of great food and wine, travel experiences (especially off the beaten track), skiing and staying fit and healthy, James is excited by the future and helping others shape theirs.
Job Titles:
- Financial Advisor & Mortgage Broker Financial Planner
- Financial Planner
- Specialist
Jarrod Ferrier is a Financial Planner and Mortgage Specialist at Yield Financial Planning. Jarrod brings a wealth of expertise to the table, combining comprehensive financial planning with intricate knowledge of the mortgage industry. Jarrod is well equipped with industry knowledge, having completed a Double Degree in Accounting and Finance in 2015 and becoming a certified Mortgage Broker in 2021.
Job Titles:
- Research Manager for Lifespan Financial Planning
- Research Manager Investment Committee Asset Consultant
John Kounadis has been the Research Manager for Lifespan Financial Planning for over 10 years and is a member of the Yield Financial Planning Investment Committee. With over 20 years of experience in financial markets, he has worked as an equity analyst, dealer, equity manager and Institutional Broker (equities and derivatives).
John has worked for Switzerland Insurance (Swiss Re) where he was head of Australian equities and Credit Suisse First Boston (First Pacific) as a broker. He holds a BSc (Hon), an MBA (AGSM) as well as a Diploma of Financial Planning. Before becoming involved in financial markets he worked for RIO at various locations around Australia.
Job Titles:
- Marketing and Communications Co - Ordinator
- Marketing and Communications Coordinator Financial Advice Support
Kathryn is a Marketing and Communications Co-ordinator team member at Yield Financial Planning. She holds a Bachelor of Media and Communication (Advertising) from Swinburne University of Technology.
Kathryn works at Yield as she sees it as an amazing opportunity to be part of a strong, passionate team that adds value to the lives of its clients. As well as being an exciting opportunity to further her skills in marketing and design. Kathryn has previously worked in sales and customer service roles, recognising that the services Yield provides are thorough and highly personalised, making Yield a workplace Kathryn feels she can continue to grow in and feel proud of the work she is doing.
Outside of work, Kathryn loves all things film, fashion, and food.
Job Titles:
- Accounts Manager Financial Advice Accounts
Kerryn's role in finance is to put her detail-focussed talents to work for the Yield Financial Planning team in Melbourne. She looks at the accounts with a microscope, making sure all bills are paid and the accounts reconcile. Kerryn takes pride in looking at the bigger picture too, ensuring that the Income Statement reflects every detail accurately, preparing reporting in a timely manner for the Financial Advisor Director to assess the business on a regular basis.
Job Titles:
- Business Efficiency Manager Financial Advice Support
- Yield 's Business Efficiency Manager
As Yield's Business Efficiency Manager, Kirsten is responsible for ensuring all of Yield's processes are optimised to deliver a seamless client experience; drive innovation and ensure compliance.
Working across business industries for over 20 years, Kirsten works at Yield to bring a different perspective as well as extensive experience in developing and delivering business strategies and process frameworks to improve performance and achieve great results for clients.
Kirsten holds a Bachelor of Education, Graduate Diploma, Business Administration and Management and most recently is a Graduate Company Director from the Australian Institute of Company Directors.
With a love for her family and friends, she is also passionate about travel, food, wine and AFL!
Job Titles:
- Associate
- Associate Financial Advice Support
Lee is an Associate at Yield Financial Planning in Melbourne. She is a member of the Advisers Team providing assistance to ensure Yield Financial Planning deliver a meaningful and rewarding client experience.
Lee has been working in the industry for over 20 years and enjoys developing warm and meaningful relationships with clients. Being with clients through their advice journey, and assisting them in achieving their financial goals, is important to Lee.
When not in the office Lee enjoys catching up with family and friends and cooking up a storm.
Job Titles:
- Senior Financial Advisor Financial Planner Surrey Hills & Chadstone
Onur Serbest is a Senior Financial Advisor at Yield Financial Planning in Melbourne. He is a Certified Financial Planner (CFP®), holds a Bachelor of Commerce (Financial Planning, Finance & Management) from Deakin University, is SMSF accredited and is an Authorised Representative of Lifespan Financial Planning. Onur brings a diverse range of experience as a Financial Advisor working with professionals focused on wealth accumulation and as they transition to retirement.
Onur joined Yield to take the next step in his career. His focus is to become a leader in a practice that exists for the sole purpose of placing clients at the forefront of everything they do and to deliver exceptional client outcomes over the long term.
Outside of work, Onur spends most of his time with his son, family and friends. He is an advocate for good health and enjoys cycling and running. He is also a lover of coffee, good food and travel.
Job Titles:
- Paraplanner Financial Advice Support
Peter is a paraplanner at Yield Financial Planning in Melbourne. Peter holds a Diploma of Financial Planning and a Bachelor of Commerce (Finance). He is a member of the Financial Advisor support team, assisting in plan writing along with other responsibilities that include supporting the team in preparing, implementing, and reviewing Financial Advice.
With a focus on studies in corporate and investment-based finance throughout his time in university, Peter found his interest in wanting to provide value, while creating a lasting positive impact directly to the lives of people in the community instead. This is why he joined the Yield Financial Advisor team, because he saw the opportunity of working with Yields Financial Advisors and team as a great way to contribute positively to people's lives while learning directly from leading industry professionals and to gain invaluable experience along his journey.
While not in the office he can be found undertaking small projects in arts & crafts, coding, and whatever else catches his interest in the moment. Over the years, he has taken a jab at learning piano, guitar, and attempting various sports such as Lacrosse, Martial Arts, Tennis, and Volleyball.
Job Titles:
- Financial Advisor Financial Planner
- Financial Planner at Yield
Tamsin is a qualified Financial Planner at Yield. Originally from the sunny Gold Coast, her experience spans over 13 years in Accounting, Stockbroking, and Financial Advisory, making Tamsin well-equipped to assist clients.
Driven by her passion for helping people thrive, Tamsin builds trusting and personalised relationships with each of her clients. By attentively listening to their needs, she strives to offer advice that aligns with their values and goals, always keeping their best interests in mind.
Tamsin has particular strengths in retirement planning, aged care and personal insurance advice, and loves to work with younger clients when she gets the opportunity to as well.
During weekends, Tamsin takes pleasure in exploring Melbourne's offerings with her partner. She also cherishes moments spent playing with her beloved, big fluffy black cat, Panther.
Job Titles:
- Client Experience Consultant Financial Advice Support
Tran is a Client Experience Consultant at Yield Financial Planning in Melbourne. She holds a Bachelor of Commerce in Finance and is currently pursuing a Master of Commerce degree.
As part of the client service team, Tran plays a key role in enhancing the overall experience for Yield's clients. She leverages her academic background in finance to provide knowledgeable support and ensure a smooth process for clients engaging with the firm's advisors.
Tran is passionate about personal growth and continuing education, which drew her to the dynamic environment at Yield. She looks forward to further developing her expertise while working alongside the company's leading professionals in financial services.
Outside of work, Tran enjoys an active lifestyle through boxing and exploring Melbourne's vibrant coffee scene. An avid fitness enthusiast, she believes in maintaining a healthy work-life balance.
Tran is excited to contribute to Yield's client-centric approach and play a role in delivering an exceptional experience. She remains committed to her professional development journey at the firm.