Our team
Our specialist team of wealth advisers come from a broad range of backgrounds including banking and finance, trades and superannuation. They are led by an entrepreneurial management team.
Peter Audet
Clare Sanderson
Matt Kallis
Shane Carty
Mike Smith
David van den Berg
Laurel Shakespear
Alex Lukashenok
Peter is one of the founding Directors of 4people Pty Ltd.
He has been an adviser since 1992 having worked within the financial services industry from 1988.
Peter specialises in strategic planning with a particular interest in the efficient use of business and tax structures, self-managed superannuation funds, retirement and tax planning.
He is responsible for providing advice on the most complex of issues that face all clients, particularly those of significant wealth. Peter is passionate about providing the best possible outcomes to all clients he comes into contact with.
Peter is a motor racing enthusiast and a proud father of five.
Peter's authorised representative number is 239328.
Clare holds the position of General Manager within 4people. Prior to joining the financial planning industry she held various roles within the legal professional service management sector. Clare splits her time between strategic planning, compliance and best practice policy implementation, human resources, marketing and information technology while overseeing the financial aspects of the firm.
Clare is extremely motivated, ensuring that the firm as a whole achieves both its short and long term strategic goals. She has recently completed her post-graduate studies in management and is currently enrolled in an MBA.
Matt has over seven years experience as a Financial Adviser. He specialises in the area of investments; in particular portfolio construction and financial markets. Matt is responsible for the recommendation of all investment products within the firm with a focus on creating portfolios that are both robust and 'best-of-breed'. He is passionate about economics and financial markets and helping clients understand the intricacies of these areas.
Matt holds a Bachelor of Business majoring in Economics and Banking and Finance. He has also completed a Graduate Diploma in Financial Planning and is accredited to provide advice on listed securities.
Matt's authorised representative number is 283155.
Shane has worked in the Financial Services Industry since 1998 and has been advising for over thirteen years. Shane focuses on building ongoing relationships with our existing clients to ensure they reach their financial and lifestyle goals. He is passionate about ensuring clients transition to retirement smoothly and are able to realise their retirement goals.
Shane has completed a Bachelor of Science and a Diploma in Education as well as a Diploma of Financial Planning and the Tribeca Self Managed Superannuation Fund Accreditation.
He is a father of three boys and much of his spare time is taken up by his involvement in junior sport.
Shane's authorised representative number is 239259.
Mike has ten years experience as a Wealth Adviser. His key focus is superannuation including self managed superannuation funds and retirement planning. He looks after an existing client base of approximately 200 clients and ensures that he assists his clients in realising their financial goals.
Along with a focus on superannuation Mike also gives advice on succession planning and debt management.
Mike holds Diploma of Financial Advising and Tribeca Self Managed Superannuation Fund Accreditation. He is a dedicated family man with four children.
Mike's authorised representative number is 300672.
David has over 8 years experience within the financial planning industry. He is passionate about providing a personal service to his clients and finds his most enjoyable and challenging role in getting to know new clients and building an ongoing relationship. He ensures that his clients focus on what they are willing to achieve and what is important to them about their financial future - he focuses on improving a client's situation and making a difference.
David specialises in self managed super funds, wealth accumulation and estate planning. He derives a deep level of personal satisfaction through the positive contributions he makes both personally and professionally to his clients.
In 2002 David received an award for academic excellence through his study of Masters of Financial Planning.
David's authorised representative number is 263500.
Laurel has been employed in the financial services industry for over 35 years. The past six years have been in financial planning and personal risk management. Prior to that Laurel held roles based in Sydney and Brisbane with two major general insurers.
Laurel holds an Advanced Diploma of Financial Services (Financial Planning).
Her focus is personal risk management and Laurel is eager to ensure that her clients are financially protected in the event of the unexpected. Laurel is also the 'go to' person ensuring that all clients are efficient taken through the underwritting process, coordinating with all insurance companies.
Laurel's Authorised Representative Number issues by ASIC is 306274.
Alex has over ten years experience in the financial planning industry, and is presently working as a strategist in our Toowoomba office. Alex specialises in strategic planning with a particular interest in the area of superannuation and retirement planning. He especially enjoys working through less common cases that involve a thorough knowledge of the rules that are not often used.
Alex holds various degrees in Business, Commerce and Engineering and has been involved in teaching Financial Planning at the tertiary level over the last four years. He has recently completed a research paper on the future direction of the financial planning industry that was presented at the Asian Finance Association Conference in Brisbane in 2009.
Alex is a member of the Financial Planning Academics Forum (FPAF) that aims to foster communication, research collaboration and industry-academe cooperation in the area of personal financial planning.
