Our team
Our team of wealth advisers has a combined expertise of 28 years in the industry.
They are supported by four support staff members including paraplanners, self-managed superannuation fund (SMSF) specialists and administrative staff.
Michael Camm
Daniel Caulfield
Andrew Morris
Mark Gibson
Ryan Trickey
Zoe Oakenfull
Bronwyn Hall
Michael Camm is an Authorised Representative (Representative No: 239721) of Genesys and has had over 16 years' experience in the financial services industry. Michael holds a Bachelor of Business (Accounting and Economics), is a Fellow Certified Practising Accountant (FCPA - a Specialist in Professional Financial Planning), a Certified Financial Planner (CFP) and is a Self-managed Superannuation Fund Specialist. Michael’s skills ensure that you will receive the highest level of professional advice and service.
Daniel Caulfield is an Authorised Representative (Representative No: 239729) of Genesys. Daniel holds a Bachelor of Commerce and Diploma of Financial Planning. He is a member of the Financial Planning Association, is a Certified Financial Planner (CFP) and a Self-managed Superannuation Fund Specialist. Daniel’s skills are particularly appropriate for clients seeking professional advice in the areas of superannuation and investments.
Andrew Morris is an Authorised Representative (Representative No: 326757) of Genesys. Andrew holds a Bachelor of Business (Accounting) and a Graduate Diploma of Financial Planning. He is a fellow member of the Institute of Chartered Accountants in Australia, a fellow member of CPA Australia and a Self-Managed Superannuation Fund Specialist. Andrew is Manager of our portfolio of Self-Managed Superannuation Funds and has particular interests in Australian colonial artwork and English porcelain.
Mark is an Authorised Representative (Representative No. 239754) of Genesys. Mark holds a Bachelor of Business (Accounting) and is a Self-managed Superannuation Funds specialist. Mark's skills are particularly appropriate for clients seeking professional advice in the areas of investments, superannuation and risk insurance.
Ryan holds a Bachelor of Commerce. He became a permanent full time employee during November 2008 after completing tertiary studies. Ryan assists Andrew with our portfolio of Self-Managed Superannuation Funds. Ryan is currently completing further studies to become a Self-Managed Superannuation Funds specialist.
Ryan is an avid participant in cricket and football.
Zoe has completed her Certificate III in Business Operations (Administration) and has since taken on the role of Client Services Assistant. Zoe is currently studying a Diploma of Financial Services and hopes to continue on to obtain an Advanced Diploma. Zoe is normally one of the first point of contact for clients and will readily assist clients with their enquiries in a bright and friendly manner.
Bronwyn joined our office in August 2008. She brings with her, 5 years of previous experience in Financial Planning administration. As well as having studied DipFP unit 1 to further understand Financial Planning.
Bronwyn is usually one of the first points of contact with our office and will assist with your queries in a cheery manner.
