Our team

Our team of seven financial advisers has a combined expertise of over 110 years in the industry. They are supported by a great team of technical specialists and administration staff.  

Phil Brown
Michael Balogh
Russell Pratt
Shaun Hunt
Adam Botheras
Terry Moore
Robin Longbottom
Emma Burckhardt
Rebecca Sutherland
Matthew Thomas
Kerry Jelonek
Olga Matiscsak
Nicole Filsell

 

Phil Brown
CFP® / Dip FP
Principal, Adviser and Authorised Representative
phil.brown@genesyswealth.com.au

Phil has been providing advice to clients since 1997. He specialises in giving advice in the following areas:
 
 
Phil is a principal of the member firm, and a member of the Financial Planning Association. 
 
Authorised representative number 239349.

 

Michael Balogh
CFP
Principal, Adviser and Authorised Representative
michael.balogh@genesyswealth.com.au

Michael has been providing advice to clients since 1982. He specialises in giving advice in the following areas:

 
Michael is a principal of the member firm, and a member of the Financial Planning Association. 
 
Authorised representative number 286532.

 

Russell Pratt
Dip FP, AMC - MFAA
Principal, Adviser and Authorised Representative
russell.pratt@genesyswealth.com.au

Russell has been providing advice to clients since 1997. He specialises in giving advice in the following areas:
 
 
Russell is a principal of the member firm, and is an Accredited Mortgage Consultant with the Mortgage and Finance Association of Australia.   
 
Authorised representative number 239474.

 

Shaun Hunt
Dip FP
Adviser and Authorised Representative
shaun.hunt@genesyswealth.com.au

Shaun has been employed with our firm since 2005, he has been an authorised representative for our firm since 2007. He specialises in giving advice in the following areas:
 
  • Wealth creation and investment strategies
  • Retirement planning
  • Debt management
  • Self managed super funds
  • Personal and corporate superannuation
  • Personal and business insurances
  • Estate planning.   
 
Shaun has completed his Diploma of Financial Planning and is currently completing a Bachelor of Applied Finance and an Advanced Diploma in Financial Planning.
 
Authorised representative number 333202.   
 

 

Adam Botheras
Grad Dip FP
Adviser and Authorised Representative
adam.botheras@genesyswealth.com.au

Adam has been employed with our firm since 2003, he has been an authorised representative for our firm since 2007. He specialises in giving advice in the following areas:
 
  • Wealth creation and investment strategies
  • Retirement planning
  • Debt management
  • Self managed super funds
  • Personal and corporate superannuation
  • Personal and business insurances
  • Estate planning.   
 
Adam has completed a Graduate Diploma of Financial Planning and a Diploma of Financial Markets.     
 
Authorised representative number 333201.

 

Terry Moore
CFP ®/ Dip FP
Consultant
terry.moore@genesyswealth.com.au

Terry Moore brings a wealth of knowledge to our business having been in the industry for many years both as a business principal and financial adviser.
 
Terry works in our business on a consultancy basis helping the Directions in Financial Planning Pty Ltd team with a range of tasks including managing ongoing client relationships and presenting seminars and events. 

 

Robin Longbottom
CFP ®/ Dip FP
Consultant
robin.longbottom@genesyswealth.com.au

Robin Longbottom brings a wealth of knowledge to our business having been in the industry for many years both as a business principal and financial adviser.
 
Robin works in our business on a consultancy basis helping the Directions in Financial Planning Pty Ltd team with a range of tasks including managing ongoing client relationships and presenting seminars and events.
 

 

Emma Burckhardt
M App Fin, Dip FM
Paraplanner
emma.burckhardt@genesyswealth.com.au

Emma has gained her Masters in Applied Finance and Diploma of Financial Markets.   
 
With strong administrative and technical skills, she provides valuable support to the advisers developing strategies and compliant advice documents in all areas of financial planning and insurance. 
 

 

 

Rebecca Sutherland
Dip FP, Bachelor of International Business
Paraplanner

Rebecca has gained her Bachelor in International Business and Diploma of Financial Planning, 
 
With strong administrative and technical skills, she provides valuable support to the advisers developing strategies and compliant advice documents in all areas of financial planning and insurance.   

 

Matthew Thomas
Cert IV Financial Services (Mortgage Broking)
Administration Officer / Loan Documentation
matthew.thomas@genesyswealth.com.au

Matt manages the advisers' diaries, prepares reviews for appointments and provides valuable administrative support to the adviser and paraplanning teams. 
 
Matt has recently completed his Certificate IV in Financial Services (Mortgage Broking), and assists our team with our mortgage broking services. 

 

Kerry Jelonek
Project and Office Coordinator
kerry.a.jelonek@genesyswealth.com.au

Kerry manages the advisers' diaries, prepares files for appointments, lodges new business, attends to underwriting queries, and provides valuable administrative support to the adviser and paraplanning teams. 
 
Kerry is one of the people to contact for:
 

 

Olga Matiscsak
Client Services Officer
olga.matiscsak@genesyswealth.com.au

Olga manages the advisers' diaries, prepares files for appointments, lodges new business, attends to underwriting queries, and provides valuable administrative support to the adviser and paraplanning teams. 
 
Olga is one of the people to contact for:
 

 

Nicole Filsell
Client Services Officer
nicole.filsell@genesyswealth.com.au

Nicole manages the advisers' diaries, prepares files for appointments, lodges new business, attends to underwriting queries, and provides valuable administrative support to the adviser and paraplanning teams. 
 
Nicole is one of the people to contact for:
 

 

Genesys wealth advisers you can rely on