That breath of fresh air when you walk into the office? The reason it seems that bit brighter and cheerier than outside? That’ll be Nicola. Receptionist and Looker-afterer extraordinaire.
The coffee she’ll make you
Dedication to St. Kilda FC
Known as the Dream Team, these three extraordinary individuals are our admin superstars, the front line of our back office if you get the drift. They’ll solve your problems before you knew you had them. They are also responsible for keeping the advisers on track, busy and fully occupied providing advice. The fact that it only takes three of them to do that is proof of how good they are.
Rob’s financial planning career began in 1998. Prior to that he spent twenty years at Centrelink, ten of them in the Financial Information Service, and survived with a sense of humour. Of sorts.
A devoted family man, his other interests include reciting the entire back catalogue of “Get Smart” episodes verbatim.
'Dad joke' repertoire
Duncan is a Certified Practising Accountant, but we employed him anyway. Over 20 years specialising in financial planning and he’s almost human again.
Plus as a lifelong Demons supporter, he’s proven his resilience in the face of extreme adversity and utter hopelessness.
Dedication to footy tipping
Success in footy tipping
If empathy and care for people were the ingredients for rocket fuel, Steph could launch the Space Shuttle. She can even tolerate working with Rob and Duncan. Maybe her years in the theatre help her just grin and bear it.
Manager, Financial Planning
Elly is the manager of the Planning and Service team, and a devoted chocolate enthusiast. She’s a stickler for correct spelling and gramma, and loathe’s an errant apostrophe.
She is living proof that bright personality and stunning good looks are hereditary.
Centrelink Liaison specialists
Desi, Glenn and Roger are our Centrelink Liaison specialists, maintaining clients’ records on Centrelink’s web portal and troubleshooting issues clients may be having with the department.
There are only four qualities needed for this job: perseverance, persistence, patience and perseverance.
General Manager - Business Operations
In a career spanning ‘over 30 years’ Debbie has performed every role in financial services except actually printing the money. (See ‘Hobbies’ section).
She ensures we have a functional and efficient workplace and operating platform by managing the relationships with our service providers.
The quintessential Jill-of-all-trades and go-to girl, Debbie intricately combines the necessary technical expertise with the ancient art of hand-to-hand combat. Few would argue.
Love of travel
Alan has had a lengthy career in financial planning and management roles with the COUNT group, Wilson Dilworth and Perpetual. He founded ARA in 2002 to provide personal financial services free of the shackles of corporate ownership.
Also a devoted family man, he spends his spare time looking for rocket ship movies he hasn’t seen yet, and wondering where his hair went.
A Space Odyssey viewings