Strategic Financial Management is all about delivering the best talented senior people across the business. We employ passionate people who are the experts and hold a wealth of experience. We understand and respect our clients' financial objectives and realities to drive their lifestyle.
Come and meet our team...
Peter McCarthy - Financial Adviser/Director
Peter is an Authorised Representative of PFS (Authorised Rep No 334872)
Peter has over 20 years experience in the financial services industry, including over 15 years as a financial adviser.
He is a Certified Financial Planner and has completed a Diploma of Financial Planning.
Patrick Hardwick - Financial Adviser/Director
Patrick is an Authorised Representative of PFS (Authorised Rep No 334870)
Patrick has over 10 years experience in the financial services industry, this includes senior roles within the Private Bank of a large domestic bank and an international investment bank.
He is a Certified Financial Planner and has completed a Bachelor of Business in Financial Planning at RMIT University.
Alan Krakouer - Financial Adviser/Director
Alan is an Authorised Representative of PFS (Authorised Rep No 334871)
Alan has over 15 years experience in the financial services industry. This includes over 10 years experience as a financial planning adviser/analyst and 5 years experience as an actuarial analyst.
He has completed a Bachelor of Science majoring in Mathematics; a Graduate Diploma in Financial Planning; and is currently completing a Masters of Tax in the Graduate Law Program at the University of Melbourne.
Mark Lipshut – Financial Adviser
Mark is an Authorised Representative of PFS (Authorised Rep No 245005)
Mark has over 7 years experience in the financial planning industry.
He has completed a Bachelor of Commerce at the University of Melbourne and a Graduate Diploma in Financial Planning.
Mark oversees the preparation and implementation of your financial plan.
David Finchett – Associate Adviser
David has completed a Masters in Business Administration at Deakin University.
David is responsible for the preparation and implementation of your financial plan.
Charles Cooch – Associate Adviser
Charles has completed a Bachelor of Commerce at Monash University.
Charles is responsible for the preparation and implementation of your financial plan.
Christine Nesbitt – Senior Portfolio Administrator
Christine has over 20 years experience in the financial services and stockbroking industries.
Christine oversees the administration and monitoring of the portfolio administration system.
Weilani Hernata – Portfolio Administrator
Weilani has completed a Bachelor of Business in Accounting.
Weilani has three years experience in an Accounting role.
Weilani is responsible for the administration and monitoring of the portfolio administration system.
Tracy Pinnell – Office Manager
Tracy has over 3 years experience in the financial services industry.
Tracy is responsible for the day to day office management of SFM.
Christine Gidas – Business Operations
Christine has over 10 years experience in the financial services industry.
She has completed a Bachelor of Business – Administration; and Associate Diploma in Business Marketing at RMIT University.
Christine is responsible for the overall office management of SFM.
Anita Beach - Account Manager
Anita has over 15 years experience in accounting industry.
She has completed a Bachelor of Business – Accounting at Deakin University.
Anita is responsible for SFM’s bookkeeping functions.