People

Our people make our company.

The Akambo team strives to maintain the highest industry standards and are passionate about making our clients’ interests top priority. We are committed to delivering a first-class service backed by industry experienced and dedicated advisors, award winning investment team and highly professional and engaged support staff.

Akambo is able to support all its clients, business partners and broader network through our purpose-built infrastructure including: Private Wealth Managers, In-house Investment Team, Dealer Services & Licensing Solutions, Lending Solutions, Legal Solutions, Paraplanning Support, Client Service Managers, Operations Unit, Compliance & Governance.

Executive Team

Madeleine Higgins – Head of Client Services

Maddi brings over 10 years’ of banking and wealth management experience to Akambo. Starting out at Commonwealth Bank of Australia as a Financial Adviser, she provided wholistic financial advice to retail and agri-business clients. Her drive for continuous development and adventure then saw her move to Canada, where she took the opportunity to work in Private Banking for National Bank of Canada.

Her role involved assisting with the structuring, analysis, and funding of complex credit deals for Ultra High Net Worth clientele.

She is passionate about people and delivering the highest standard of customer service.

Maddi holds a Bachelor of Commerce, majoring in Finance & Financial Planning from Deakin University.

George Katrantzis – Director & Lending Specialist

George is a Director of Akambo Lending Solutions and has worked in the financial services industry for over 20 years. He has extensive experience in Mortgage Broking and has also held positions with a number of Australia’s leading financial institutions, including 7 years at Macquarie Bank, as an Associate Director.

As a Lending Specialist, George prides himself on his strategic approach in achieving successful outcomes for clients, through personalised loan strategies and structures.

He holds a Bachelor of Commerce (Honours in Finance) from Monash University, and a Graduate Diploma in Applied Finance and Investment. Additionally, he has also completed a Diploma in Finance and Mortgage Broking Management and is a Full Member of the MFAA.

David Pitt – Head of Licensing

David’s is a founding partner of First Financial which is a medium size boutique financial planning firm which merged with Akambo Financial Group in April 2022. David has over 15 years of experience in managing his own financial planning team of four advisers and two support staff whilst also managing his own individual client base. During that time David was also instrumental in growing various external networks and establishing several key business partnerships with accounting, legal and mortgage brokering firms.

David’s new position as head of licensing will be a national support role focusing on the fast-growing external network of accounting and financial planning practices around Australia who are looking to either start their own advice practice or assist existing practices by enabling them to grow and improve the way they provide holistic advice for clients. David is passionate about the ever changing financial advice industry and landscape and believes that together everyone can achieve more however we need to continue to evolve as individuals and businesses to prevent being left behind.

Matthew Calderbank – Senior Manager – Licensing

Matthew brings over a decade of experience in Financial Markets and Client Services to Akambo Financial Group. Matthew has RG146 industry accreditation, has studied options (ADA1) and is always on the looking for the best ways to further his knowledge base. Matthew is a senior leader within the administration team and has driven several key projects and outcomes for Akambo and its clients.

Rob Petrie – Head of Private Wealth

With over 25 years’ experience in the financial services industry, Rob has built a reputation as a strategic, innovative, and results-driven leader with a proven track record in building high performing teams. A determined leader, Rob has a history of leading large teams through periods of sustained transformation driven by numerous complex environmental influences. An experienced financial planner with a passion for championing the cause of professional financial planners and the demonstrated link between planner advocacy and the execution of advice to secure positive financial outcomes for clients.

At Akambo, Rob focuses on assisting advisers to develop and implement sustainable, client-centric solutions.

Rob is a Certified Financial Planner (CFP®) and is a Member of the Financial Planning Association of Australia.

Josh Scipione – Private Wealth Manager

Josh is a relationship-focused adviser with a desire to achieve the best possible outcome for clients, being the driving force behind his energetic and passionate approach to financial planning. He is dedicated to developing and maintaining long term relationships with his clients, having worked in financial advice and wealth management since 2011.  Josh holds a Bachelor of Commerce (Economics, Finance & Financial Planning) from Deakin University as well as an Advanced Diploma in Financial Planning and is a member of the Financial Planning Association of Australia.

Josh specialises in wealth accumulation and protection strategies, pre and post retirement planning, superannuation including SMSF’s and Family Wealth Management.  Josh is a friendly, outgoing person and when he’s not working, you’ll likely find him supporting his beloved Carlton Football Club or out on the golf course!”

Josh Flett – Director

Akambo Legal Solutions is a collaboration with a leading boutique commercial law firm Fletcher Clarendon Pty Ltd designed to provide Akambo clients with direct access to expert legal services.

Josh is a Director of Fletcher Clarendon Pty Ltd and experienced in a range of estate planning, commercial, litigation, property and trust law matters. He regularly advises corporate and private clients in relation to setting up, running, acquiring or divesting of interests in businesses.

His knowledge of the structuring of business arrangements also places him in a unique position to provide comprehensive advice to private clients to ensure that appropriate consideration is given to business succession planning, asset protection and tax implications of their estate plans.

Josh holds a Bachelor of Laws (Honours) and a Graduate Diploma of Legal Training. He was admitted to legal practice in the Supreme Court of Victoria in 2008 and is admitted to practice in the High Court of Australia.

Rob Petrie – Head of Private Wealth

With over 25 years’ experience in the financial services industry, Rob has built a reputation as a strategic, innovative, and results-driven leader with a proven track record in building high performing teams. A determined leader, Rob has a history of leading large teams through periods of sustained transformation driven by numerous complex environmental influences. An experienced financial planner with a passion for championing the cause of professional financial planners and the demonstrated link between planner advocacy and the execution of advice to secure positive financial outcomes for clients.

At Akambo, Rob focuses on assisting advisers to develop and implement sustainable, client-centric solutions.

Rob is a Certified Financial Planner (CFP®) and is a Member of the Financial Planning Association of Australia.

Anthony Kapetanovic – Executive Chairman

Anthony is the founder and Executive Chairman of the Akambo Financial Group and over 25 years he has built a wide range of expertise in the financial services industry, including fields such as individual and commercial financial strategy, superannuation, corporate structuring, investment markets, capital and derivative markets and wealth creation. Anthony is a Certified Financial Planner (CFP®) and holds a Diploma of Financial Planning from Deakin University. Anthony holds a Masters in Business Administration (MBA) and a Masters in Business Law (MBL). Anthony is also a Member of the Financial Planning Association of Australia.

Joe Akiki – Director & Chief Executive Officer

Joe is a Director of Akambo Financial Group with extensive financial services industry experience where he has successfully led large, multidisciplinary teams, driving the delivery of high-quality sales and service outcomes for clients and business partners. This excellence has been acknowledged within the industry for several years with Joe being nominated in numerous business and leadership categories and being awarded a winner of the IFA Practice Principal of the Year award across Australia.

Joe has built a strong reputation for consistently providing effective wealth management advisory services and has a proven track record in delivering a very deliberate and targeted approach to expanding a business’s existing service offerings and revenue lines resulting in enhanced enterprise value.

Prior to joining Akambo, Joe worked for some of the largest financial services institutions across Retail and Private banking, wealth management, finance and insurance. Joe is also a Member of the Australian Institute of Company Directors (MAICD).

Chris Willaton – Director & Chief Investment Officer

Chris has been working in the wealth management industry since 1987, starting out at stockbroking firm McCaughan Dyson. He has since worked with Prudential Bache Securities, ANZ, and with Citigroup as a Vice President in the Private Client Group. He has extensive experience in managing investment portfolios and trading strategies over Australian and international equities. Chris is committed to ensuring that Akambo clients have access to a broad suite of innovative and transparent investment solutions that cater for an extensive range of investor needs and objectives. He has a Bachelor of Arts from Monash University and a Masters Degree in International Business from the University of Melbourne.

Chris Willaton – Director & Chief Investment Officer

Chris has been working in the wealth management industry since 1987, starting out at stockbroking firm McCaughan Dyson. He has since worked with Prudential Bache Securities, ANZ, and with Citigroup as a Vice President in the Private Client Group. He has extensive experience in managing investment portfolios and trading strategies over Australian and international equities. Chris is committed to ensuring that Akambo clients have access to a broad suite of innovative and transparent investment solutions that cater for an extensive range of investor needs and objectives. He has a Bachelor of Arts from Monash University and a Masters Degree in International Business from the University of Melbourne.

Bernard O’Connor – Investment Manager

Bernard is a co-founder of Akambo Financial Group and brings a wealth of experience from over 35 years in the equity, fixed interest, currency and futures industries. He has worked at numerous firms including McCaughan Dyson, Ord Minnett, Bell Potter, UBS and Citigroup as a Vice President in the Private Client Group. Bernard’s main areas of expertise are investment advice and management of risk both locally and internationally. He is RG146 industry accredited and has obtained accreditation in futures and derivatives locally and internationally has US series 7 equity qualifications.

Bernard is well known within the industry for his expertise in risk management, equity investing both domestically and internationally, and technical analysis having also lectured and provided support to the ASX and Australian Technical Analysis Association across Australia.

Robert Makdissi – Investment Manager

Robert has been working in the wealth management industry since 1998, starting out at stockbroking firm TD Waterhouse. He has since worked with UBS, Morgan Stanley and Baillieu Holst as a senior Wealth Management Adviser. He has extensive experience in managing investment portfolios and tailored trading strategies over Australian and International Equities and associated derivative products.

Robert has RG146 accreditation in securities, managed investments, margin lending and derivatives. He is ADA Level 2 accredited and experienced in advising on Exchange Traded option products, and has obtained US Series 7 qualifications. He has a Bachelor of Business from Victoria University and a Graduate Diploma in Applied Finance from Kaplan Professional.

Adrian Pelligra – Private Wealth Manager

After completing his undergraduate studies in Finance, Adrian gained knowledge and experience with some of Australia’s largest wealth management firms.

With an abundance of drive and dedication, Adrian is committed to providing tailor made and holistic financial advice to his clients to ensure that their expectations are not only met but far exceeded.

Adrian specialises in providing investment and wealth creation strategies, superannuation (including SMSF) advice, risk management solutions and retirement planning guidance. Adrian holds a CFP® and SPAA approved SMSF Accreditation amongst several other industry qualifications.

Greig Barrow – Investment Manager

Greig has been working in the Wealth Management and Financial Markets industries since 2002 across Retail Banking, Investment Banking, Private and Sophisticated Client Stockbroking, Portfolio Management, Securities Dealing, Options and Derivatives Trading, Financial Advising, Investment Product Research and Ratings and Senior Management Roles including Head of Intermediary Equities Desk at Lonsec.

Greig has RG146 accreditation in Securities, Managed Investments, Derivatives, Margin Lending, Superannuation, Life Insurance and Financial Planning. He is ADA level 2 accredited, has completed a Diploma of Business and Diploma of Financial Planning, is enrolled in the CFA program having completed level 1 and is a level 2 candidate, and was the Responsible Executive (RE) at Lonsec for trading compliance with ASIC regulations and ASX market integrity rules.

Bernard O’Connor – Investment Manager

Bernard is a co-founder of Akambo Financial Group and brings a wealth of experience from over 39 years in the equity, fixed interest, currency and futures industries. He has worked at numerous firms including McCaughan Dyson, Ord Minnett, Bell Potter, UBS and Citigroup as a Vice President in the Private Client Group. Bernard’s main areas of expertise are investment advice and management of risk both locally and internationally. He is RG146 industry accredited and has obtained accreditation in futures and derivatives locally and internationally has US series 7 equity qualifications.

Bernard is well known within the industry for his expertise in risk management, equity investing both domestically and internationally, and technical analysis having also lectured and provided support to the ASX and Australian Technical Analysis Association across Australia.

Nick Bugryn – Investment Manager

Nick is a member of the investment team with over 15 years’ experience in the Investment & Finance industry, holding roles and responsibilities across a range of asset classes. He is passionate about managing portfolios and extracting value for investors by assessing risk-adjusted returns. As a result, Nick has a deep understanding of how investments are successfully managed for investors within Australia.

Prior to joining Akambo, Nick held various roles with some of Australia’s largest financial institutions and has a Bachelor of Commerce majoring in Finance, Economics and International Trade.

Luke Brendish – Client Services Manager

Having entered the financial services industry a little over 12 months ago, Luke has established himself as a key member of the Akambo business providing end to end administration support for all clients and staff.

Nigel Judd – Private Wealth Manager

Nigel has over 10 years’ experience in banking and financial services and has been a financial planner since 2007. Nigel’s main areas of expertise and related fields of strategic advice are Superannuation (including Self-Managed), Retirement Income Streams, Centrelink, Wealth Creation and Protection. Nigel is a Certified Financial Planner (CFP®) and holds a Graduate Diploma of Financial Planning from the Financial Services Institute of Australasia (Finsia) and a Commerce/Arts degree from the University of Melbourne.

Brylie Curran – Xplan Solutions & Development Manager

Brylie is the Xplan Solutions & Development Manager across the group and provides support across a number of Akambo’s key platforms and software with a speciality in Xplan. Having worked in the financial advice industry since 2011, she brings many years of experience and is integral in the running of the day to day business through the operational and enablement support she provides to all staff, clients and authorised representatives of Akambo. Brylie is currently studying the Diploma of Financial Services, further complementing her industry experience and enforcing her appreciation for the end to end advice process.  In her spare time, Brylie enjoys catching up with friends, tending to her plant babies and listening to music. She is also an avid vinyl collector and can often be found browsing her local record stores on weekends.

Melissa Glover – Reporting Analyst

Melissa brings to Akambo years of financial industry experience in a range of administrative roles, with a focus on operational support and data analysis. Melissa specialises in XPlan and Commpay administration and assists the business through providing integral revenue processing and reporting.

Daniel Basic – Manager – Portfolio Risk & Operations

Daniel has a strong academic background and several years of experience in the financial services industry. With a keen interest in investments, he assists the Akambo Investment Committee manage the Akambo Model Portfolios. He enjoys working with clients, helping them with their queries and following the share markets.

Dimitri Poutakidis – Portfolio Services Manager

Dimitri completed a Bachelor of Commerce Degree at Melbourne University and has a background in financial services – having worked in the industry from 2016 to 2019 in client services and associate financial adviser roles. He then moved into the family business until late 2021 in an operational role. Dimitri utilizes a strategic approach when tackling business tasks and issues and believes that managing relationships and delivering on promises is vital to this.

Dimitri has a keen interest in the technical side of investment strategy and is keen to explore this as part of the investment operations team. Outside of work, Dimitri is a tragic Collingwood (AFL) and Arsenal (English Soccer) fan and enjoys spending time outdoors with his fiancé.

Matthew Calderbank – Senior Manager – Licensing

Matthew brings over a decade of experience in Financial Markets and Client Services to Akambo Financial Group. Matthew has RG146 industry accreditation, has studied options (ADA1) and is always on the looking for the best ways to further his knowledge base. Matthew is a senior leader within the administration team and has driven several key projects and outcomes for Akambo and its clients.

James Bonasera – Client Relationship & Training Manager

James has joined Akambo in a Client Services Manager role. James is in his third year of Applied Bachelor of Economics and Finance. He provides an exceptional standard of service and support to all Akambo clients.

Luke Broxton – Private Wealth Manager

Luke has been in the financial services industry since 1998. He has worked in a various administration and management roles across numerous large Australian Superannuation Funds. He has worked as a Financial Planner since 2006 and thoroughly enjoys helping his clients meet their goals and objectives. His goal is to provide holistic advice to his clients ensuring that they receive the most appropriate strategies and solutions. Luke holds an Advanced Diploma of Financial Services (Financial Planning) through Kaplan education and has RG146 accreditation.

Gosia Chapman – Marketing & Events Coordinator

Gosia is the Marketing & Events Coordinator at Akambo and brings many years of experience in financial services in similar roles. Gosia supports Akambo and all its staff, clients and business partners through her ongoing commitment to managing all online content, marketing collateral as well as general operations support.

Helen He – Wealth Operations Coordinator

Helen is the Wealth Operations Coordinator at Akambo and brings with her over 11 years of experience in financial planning industry, across both client services and as an Associate Adviser, with IOOF and AON which became Tribel Advisory. Helen holds a Bachelor of Commerce and Diploma of Financial Planning.

Helen is fluent in Mandarin and enjoys the arts and cultural scene, being an avid theatre goer and foodie, she also loves dancing Argentine Tango as well as hiking and camping activities. 

Peta Tobin – Operations Coordinator

Peta has been working in the financial services industry since 2002 in various administration roles, supporting diverse client portfolios, Financial Advisers and Management Teams. Peta is highly organised and has a meticulous approach to her work, ensuring both client experience and day-to-day operations are to the highest level and satisfaction.

Peta is passionate about financial services and all the facets of our business, as she collaborates with many departments in her day to day, ensuring that our teams are supported to deliver the desired client outcomes. In her spare time Peta enjoys Pilates, travelling and spending time with her close family and friends, and is also an avid book reader.

Ashley Roberts – Advice Hub Manager

Ashley is the Advice Hub Manager at Akambo Financial Group. He has been working in the financial services industry for over 10 years starting out as a para planner before becoming a financial planner and then as an advice coach. He has worked for both small practices and large institutions and brings extensive knowledge around both technical/compliance matters and of the overall end to end financial planning experience. Ashley has a Bachelor of Commerce from Deakin University with majors in Accounting, Finance and Financial Planning.

 

Ashley Roberts – Advice Hub Manager

Ashley is the Advice Hub Manager at Akambo Financial Group. He has been working in the financial services industry for over 10 years starting out as a para planner before becoming a financial planner and then as an advice coach. He has worked for both small practices and large institutions and brings extensive knowledge around both technical/compliance matters and of the overall end to end financial planning experience. Ashley has a Bachelor of Commerce from Deakin University with majors in Accounting, Finance and Financial Planning.

 

Brenton Ebinger – Paraplanner

Brenton completed bachelor’s in Financial Planning in 2019. He has worked in the financial planning industry for the past twelve months. He joined Akambo as a paraplanner in 2021. Brenton is involved in the technical preparation of statements of advice. His future goal is to become a Private Wealth Manager.

Nickolas Reissis – Paraplanner

Nickolas has been working with Akambo since 2016. During the first 18 months he fulfilled a Client Services Manager role, which allowed him to develop an in-depth understanding across all areas of administration and support. This foundation enabled Nickolas to progress into a Paraplanner role, which now sees him getting involved in more technical work, including reviewing and preparing SOA’s. Nickolas completed a Bachelor of Business, majoring in Economics & Finance, as well as a Diploma in Financial Planning in 2018. Nickolas’experience and study makes him an integral part of the support offering we extend to our network. Nickolas aspires to develop into a Private Wealth Manager in the future.

Declan Grech – Paraplanner

Declan is studying Bachelor’s of Financial Planning at RMIT. He is just beginning to work in the Financial Industry as he has worked as a manager at a supermarket for several years. He joined Akambo as a paraplanner in 2022.

Declan is passionate about finance and all the components of the business. He enjoys catching up with friends, staying fit, listening to music and is an avid movie watcher.

 

Pablo Vilela – Private Wealth Manager

Pablo joined Akambo in 2015, working with pre and post retires to enhance their wealth protection and wealth creation. Pablo enjoys spending time with his clients, ensuring they achieve the best outcomes from their financial situation through a complete understanding of their individual needs. Pablo holds an Advanced Diploma Financial Planning, Diploma Financial Planning and Diploma of Life Insurance he also holds accreditations in Margin Lending and Self-Managed Super Funds. Being fluent in Spanish, Pablo has gained valuable experience in the Spanish community as a Board member of United (Spanish-Latin American Welfare Centre). United provides services to the community for aged care at home, tax assistance and education programs.

Jane Zhou – Compliance Manager

Jane is the Compliance Manager at Akambo Financial Group. Jane has over 15 years of experience in the Financial Services industry and has a depth of understanding and knowledge of the compliance function that comes from having worked in various technical and compliance roles across a range of different advisory businesses. Her role at Akambo is to provide advisers with the support needed to understand the complex and ever-evolving compliance landscape, and to help advisers in better servicing the needs of their clients. Jane is a Certified Financial Planner (CFP®), and holds a Master’s Degree in Practising Accounting as well as a Bachelor Degree in Financial Planning.

Annie Pruys – Compliance Support Assistant

Annie is firmly committed to helping people achieve their lifestyle and financial goals by making smarter financial decisions, navigating through life’s challenges. Annie has been in the advice industry since 2015, commencing as a Client Service Manager, exposing her to a number of different aspects of the advice process which sparked her interest in Compliance where justification and high standards are employed. Annie also enjoys building strong rapport with clients and advisers, allowing her to find common ground and provide comfort and confidence in each situation. Annie holds a Bachelor of Business in Banking and Finance, and her Advanced Diploma in Financial Planning.

A food lover and mother to son Daniel and fur baby Maisey, Annie also plays indoor soccer. During winter she enjoys the snow and skiing, where she aims to ski in several different locations overseas. Annie is also a proud supporter of both Melbourne Football Club in the AFL and Melbourne City in A league.

Nicholas Supple – Mortgage Broking Associate

Nick has a Bachelor of Economics and Finance (with Distinction) from RMIT, and entered the mortgage and finance industry straight from University.

Nick has experience in: undertaking detailed comparisons and client analysis; researching lender policy and requirements; and compiling and managing applications for lodgement and settlement, ensuring positive outcomes for clients.

 

Avery Liu – Lending Associate

Avery holds a Bachelor of Economics, an Advanced Diploma of Accounting and Business and is undertaking a Diploma of Finance and Mortgage Broking. She has several years experience in the lending industry, having previously worked as a Mortgage Lending Specialist with one of the country’s most awarded mortgage broking practices and with ANZ as a Mobile Lender.

Avery combines an analytical approach with over 7 years’ prior experience in customer centric roles, making her well equipped to deliver exceptional client outcomes.

Jane Zhou – Compliance Manager

Jane is the Compliance Manager at Akambo Financial Group. Jane has over 15 years of experience in the Financial Services industry and has a depth of understanding and knowledge of the compliance function that comes from having worked in various technical and compliance roles across a range of different advisory businesses. Her role at Akambo is to provide advisers with the support needed to understand the complex and ever-evolving compliance landscape, and to help advisers in better servicing the needs of their clients. Jane is a Certified Financial Planner (CFP®), and holds a Master’s Degree in Practising Accounting as well as a Bachelor Degree in Financial Planning.

David Howell – Private Wealth Manager

David thrives on the challenge of helping clients capture what is important to them to build a long-term financial plan that can adapt to changing needs, and one which is aimed at bringing them lasting financial security. David has almost 30 years’ experience in the financial services industry and as an experienced Financial Adviser, David has spent the past 17 years providing holistic financial advice to a broad range of clients. David’s experience is also complemented by having previous roles in investment, marketing, and product teams within the investment management industry in the earlier part of his career. David’s extensive experience has given him a thorough knowledge of superannuation, social security, tax, Estate planning and investment strategies. David’s family and close friendships are important to him and help contribute to his health and happiness, however scoring his son’s cricket matches is not a passion!

Shaun Albert – Private Wealth Manager

Shaun is a big believer in helping people have clarity in their financial situation to meet their lifestyle and financial objectives.

Since 2013 Shaun has worked in a range of different roles, sharpening his skills to be able to provide complex holistic financial advice for all life stages.

Working with Shaun you will have greater confidence around your financial situation and be assisted to make more informed decisions to secure your financial future.

Shaun specialises in wealth accumulation strategies, retirement planning, tax structuring, insurances, family, and Estate planning strategies. He holds Graduate Diploma in Financial Planning and is currently undertaking his Master of Financial Planning qualification. In his spare time, Shaun will be running around after his young family at parks, cafes and play centres.

Duncan Logie – Private Wealth Manager

Duncan is a firm believer that quality financial advice empowers people to make great decisions, giving them the confidence to spend more time doing the things they love.  Duncan has been a financial planner since 2010 and has extensive experience working with clients from a range of different occupations and backgrounds. He is passionate about developing and maintaining long term relationships with his clients and seeks to make complex strategies easy to understand.

Duncan specialises in working with accumulators and pre-retirees where his extensive experience in strategic modelling allows his clients to make informed decisions about the actions they should take now, and the impact these decisions will have in the future. Duncan is a Certified Financial Planner (CFP®) and holds a Bachelor of Commerce from the University of Tasmania.

In his spare time, Duncan enjoys spending time with his family, playing golf and supporting his beloved Bombers!

Michael Batten – Client Services Manager

Michael has joined our Client Services team after completing his Bachelor of Business, Banking and Finance at Monash University. Michael utilises his hard working and focused nature in assisting all stakeholders in various tasks across the advice business. Michael is eager to continue gaining experience and further his studies in Finance whilst assisting our valued clients meet their varied goals and objectives. Outside of the office, Michael is often watching his beloved Melbourne demons play, while enjoying the company of friends and family.

Chris Kapetanovic – Compliance Coordinator

Having worked in the financial advice industry since 2014, Chris has gained valuable knowledge across superannuation, retirement planning, investments, and risk insurance for a varied client base, from wealth accumulators to retirees.

Chris prides himself on having a high attention to detail and being responsive to ensure an enjoyable client experience, whilst building lasting relationships with clients, their Private Wealth Managers and relevant third parties.

Chris is an avid supporter of the Melbourne Football Club and is passionate about travelling to gain new experiences.

Joshua Lee – Client Services Manager

Josh has a strong customer service and problem solving background and has taken a keen interest in all facets of the Akambo business. Josh has completed his Bachelor of Economics and Finance at RMIT and is committed to growing his skillset within financial planning, and gaining further professional experience, with future goals of becoming a financial planner.  Outside of work, Josh enjoys playing and coaching tennis, as well as travelling around the world when able to.

Jerry Kakolyris – Private Wealth Manager

Jerry appreciates how important people’s retirement goals are, particularly having experienced the Global Financial Crisis and addressing his clients concerns throughout. Jerry has over 15 years’ experience in Financial Planning, learning the ropes through administrative roles before transitioning to a Financial Planner in 2008, specialising in retirement planning, superannuation, investments, and wealth protection strategies. Jerry enjoys educating and coaching people to improve their financial position and achieve their lifestyle goals. Jerry holds a Bachelor of Business and holds a Diploma and Advanced Diploma of Financial Planning, with an accreditation in Self-Managed Super Funds.

Away from work Jerry enjoys a diverse range of foods, travelling, watching movies and catching up with family and friends. On the weekends he is usually watching or playing basketball and soccer with his sons.

Edward Loone – Client Services Manager

Edward has a passion for learning and delivering a high level of customer service within financial planning. Edward has joined the team after moving interstate from Tasmania and studying a Bachelor of Economics and Finance at RMIT. Given Edward’s dedication to helping others he is looking to continue his education in Financial Planning to further grow his skills and knowledge. In his spare time, he likes to spend time with friends, family, and his dog.

Jimmy Truong – Client Services Manager

Jimmy has been working in the financial services industry since 2014 and understands the value of providing a client-first approach. Jimmy completed his Bachelor of Commerce (Finance) and Bachelor of Science (Microbiology) in 2016 at Monash University and is currently completing his Graduate Diploma of Financial Planning at Deakin University.

Jimmy’s curiosity in how and why things work ensures he is always looking for new ways to improve business efficiency and client experience.

During his spare time, Jimmy likes to cycle around Victoria and play badminton. He is also an avid Essendon supporter and enjoys attending the game.

Dominique Berube – Client Services Manager

Dominique has a keen interest in financial services, focused on the best client outcomes and brings years of experience within the industry, from various roles of Office Manager, Paraplanner and Client Services. Dominique strives for an enjoyable client experience in all interactions to building strong relationships with clients.

Dominique is interested in learning more from a financial planning perspective, speaks fluent French and holds a Diploma in Tourism and a Certificate IV in Food Science and Technology. Outside the office, if not renovating Dominique enjoys weekends away with family, either by the water or at the snow skiing.

Natalie Vienet – Client Services Manager

Natalie has joined Akambo as a Client Services Manager having completed her Bachelor of Commerce degree majoring in Financial Planning.

She prides herself on providing an exceptional level of client service and possesses excellent problem-solving skills that she has developed since joining the Financial Planning industry. She understands the importance of building meaningful relationships with clients, thus assisting them to achieve their long-term investment goals.

Outside of work, Natalie enjoys spending time with family and friends, travelling, going to the gym and cooking.

Jackson Coleman – Client Services Manager

Jackson is passionate about finance and strives to help people manage their financial situation setting themselves up in the short and long term.

Jackson was a professional cricketer for Victoria and Melbourne Stars for 7 years before working in the Lending team at BlueRock Finance.

Jackson has a large investing interest and is currently completing a Bachelor of Business degree.

During his spare time Jackson likes to watch sport, play football and spend time with friends and his dog.

Jack Daley – Portfolio Services Manager

Jack started with Akambo in 2020 as a Client Services Manager after completing a Bachelor of Business majoring in Economics & Finance at RMIT. Working alongside our Private Wealth Advisers allowed Jack the opportunity to gain a solid understanding of the advice process, and solidified his passion for investments.

Jack now aims to apply the knowledge learned through his study and industry experience to be an integral part of the Akambo investments team.

 

Aaron Walshe – Private Wealth Manager

Aaron started his career in Financial Services in 2018. After completing his undergraduate degrees in Commerce (Finance Major) and Laws he undertook a Master of Financial Planning and became an authorised Financial Adviser.

Aaron prides himself on his ability to take complex financial matters and distil them into a series of simple decisions for clients.

Aaron is passionate about developing strategies and pathways for clients that are easy to implement and understand. He views the role of a Financial Adviser as akin to that of a professional coach. Helping clients make the right decision, at the right time (and avoid mistakes along the way) to produce the best outcome for them.

Aaron derives great satisfaction from helping clients achieve their financial goals and reducing the stress of managing their financial affairs. He specialises in retirement planning, tax structuring, personal insurance, estate planning and personal investments.

In his spare time, Aaron enjoys reading, spending time with his friends and family and going to the football to support North Melbourne.