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Contributors

  • Alicia Pevely

    Alicia Pevely, Sophie Grace Pty Ltd

    With a Bachelor of Laws (LLB) from University of Wollongong, Alicia Pevely is the Manager of Licensing and Compliance at Sophie Grace Pty Ltd. Sophie Grace Pty Ltd are one of Australia's leading legal firms for the financial services industry. In her role, Alicia Pevely assists clients with AFSL and ACL applications and is a subject matter expert in the area of Limited AFSL Applications.

    1 Articles
  • Daryl LaBrooy

    Daryl LaBrooy, Hillross Financial Services Ltd

    Daryl La'Brooy is the Principal at Hillross St Kilda Road and Authorised Representative at Hillross Financial Services. With over seventeen years of experience as a Financial Planner, he has been providing financial advice since 1998. Daryl is also the author of 'Business Ownership Bulletproofed', a practical guide to estate planning and asset protection for business owners. You can purchase a copy at http://www.bops.com.au.

    1 Articles
  • Fred Schebesta

    Fred Schebesta, Finder.com.au

    At just 26, Fred Schebesta had the biggest payday of his life when he and his business partner sold their first start-up for $1.36 million. Years on he runs creditcardfinder.com.au and US site finder.com and finder.com.au - ranked in top 1,000 websites in Australia by traffic volume and serving over a quarter million Australians per month looking to get the best deals on credit cards, home loans, vehicle finance, savings accounts and other categories of financial products.

    10 Articles
  • Jason Penna

    Jason Penna, Paraplanner.com.au

    Jason Penna has been involved in financial services for over 14 years, working as a paraplanner, personal financial adviser, and business adviser. With a keen interest and passion for entrepreneurship, Jason has also founded and operated a number of successful online businesses as well as offline businesses. Currently the Director of paraplanner.com, Jason has a vision for the future of paraplanning that will allow advisers and paraplanners to reduce costs, improve business efficiencies and achieve optimal work-life balance whilst working in a profession that they love.

    2 Articles
  • Dr. Jim Taggart

    Dr. Jim Taggart, Mentor Education

    Dr Jim Taggart is the Chairman of Mentor Education. Having been involved in the financial planning sector for nearly thirty years, Dr Taggart possesses a wealth of knowledge and experience. He presently serves on the board of TAFE NSW Western Sydney Institute and started his own financial services advice practice in 1987. Jim also holds his doctorate in Business Administration, is an Adjunct Professor at Notre Dame University, is a recipient of the Medal of the Order of Australia (OAM) and won the Association of Financial Advisers, Financial Advisor of the Year Award 
in 2005.

    1 Articles
  • Rich Peterson

    Rich Peterson, Paraplanner.com.au

    Rich Peterson is the Founder & CEO at Paraplanner.com.au, the largest contract paraplanning service in Australia. Rich has worked as a paraplanner, providing advice and strategies for over $22 billion of investment funds.

    2 Articles