management Team

Michael Kolatchew

Principal Financial Adviser

Who I Am:

Mike has over 15 years experience in the financial services industry, holding positions as a Financial Adviser, Property Buyers Advocate and Development Analyst.

He began his career as a property searcher and paraplanner for a financial planning firm on Brisbane’s Northside. During this time, he acquired a canny ability for identifying both gaps and growth opportunities for his clients.

What I Do & How I do it:

Having the right long-term strategy is the most important aspect in any financial plan. Utilising the resources you have to maximise your financial future is the best way to become financially secure. You have to know where you want to end up, and my job is to figure out how to get you there.

Who I Am:

Michael holds a Bachelor of Commerce (Accounting and Finance) and a Diploma of Financial Planning, and is a member of the Finance Brokers Association of Australia (FBAA).

What I Do & How I do it:

As a financial adviser, I specialise in helping clients build wealth for their future in a way that works for them. With a focus on superannuation, investments and insurance, I help my clients save money, invest savings into the right investment vehicles over time, and protect their assets and their families through insurance.
I understand that every client has unique financial goals, and will work closely with you to develop a plan for achieving them. This ensures that your long-term financial targets are supported by a tailored strategy and an equally long-term relationship.

Lisa Duong

Operations Manager

Who I Am:

As operations manager, Lisa is responsible for the smooth day to day running of the practice.  With a keen eye for detail, she helps to manage our client’s application process, reporting and back office operations.  Lisa is a valued member of our team and with her unique skill set, coupled with the technical knowledge of our advisers; we can ensure clients receive prompt and consistent service each and every day.

Marina Cole

Senior Researcher & Paraplanner

WHO I AM:

Marina is an experienced paraplanner with over 15 years experience in her field. She has completed countless advice documents for our clients and has a sixth sense when it comes to our advisers needs. Marina initially started off as a client of ours also, before we realised her exceptional ability to produce compliant documentation. She holds a Diploma of Financial Planning and currently contracts through SRW Professionals.