Our stellar team here at SF are the best of the best. We grew from a team of just two, to fifteen within a couple of years and are super proud of the crew we've accumulated. Meet our team below so you can put a name to a face when you join us!
James Millard
Director | Head Financial Adviser
An entrepreneur at heart, James puts a different spin on the traditional world of Financial Planning. He believes in discovering your true values and living by them. He practices this in his own life with wife Tash, and kids Ada and Eden in tow, by living close to the beach, surfing, early morning yoga, and plenty of sunshine.
Randy Araya-Bishop
Director | Mortgage Broker
Randy joined SF in 2019 to head up our mortgage broking team. He's one of the finest brokers in the country and has an impressive list of qualifications to back him up. He's a soccer fanatic, playing for Easts FC, loves exploring the Blue Mountains on foot, and is a keen snowboarder when the season hits.
Patrick Czajka
Financial Adviser
Patrick is the second adviser at SF. He comes from a strong paraplanning and advice background and is keen to apply his skills to the personal and relaxed ways of SF. One of our Melburnian's, Pat's a keen traveler but golf and tennis will have to do in the meantime.
Cara Williams
Financial Adviser
Cara is our first Brisbane-based adviser and is incredibly passionate about working with clients to help fulfill their dreams! She has some impressive personal achievements from trekking in the Himalayas & Kokoda trail, carving up indoor skydiving tunnels and completing over 50 obstacle course races including a 24 hour world championship race.
Laura Loveard
Head of Client Experience
Laura joined SF right at the start and has overseen everything from client experience, training and new staff onboarding, to marketing and strategy. She recently moved close to the Hunter Valley, meaning her weekends are packed with wine tastings, markets & taking her beloved German Shepherd out to explore.
Karinda Simpson
Client Services Administrator
Star team trainer, insurance whiz, and systems genius Karinda joined the SF team in 2019. Starting out to help mid Covid-19, we quickly learned we couldn't live without her. She's living the ultimate Aussie dream by travelling the country with her family in their caravan while working on the road. Keep up with her travels over at our blog!
Gervy Lagrosas
Client Services Administrator
Our biggest smile belongs to Gervy who is the voice of many of our client emails, and is the brains behind a lot of our admin and insurance work. She sends us daily reminders of how many days are left until the weekend where she has the freedom to sleep and watch Netflix to her heart's content.
Anna Dairo
Client Services Administrator
Anna is a maths whiz and cryptocurrency enthusiast at heart and loves being part of a financial planning team. She's also got an impressive green thumb and grows herbs and ornamental plants like a pro. And an impressive cherry on top - she can read and write in Korean.
Nycolle Roberts
Broker Assistant
Nycolle is our first broking assistant, helping Randy keep on top of our home loans. Also based in Melbourne, this is her first remote working role and she's loving the flexibility being at home with her hubby and furry friend Murray.
Nick Surace
Mortgage Broker
Nick has 6 years experience as a mortgage broker and recently joined SF's growing home loans team. He has a young family with 3 kids to chase around, and spends his down time on the couch playing video games and watching Netflix.
Jack Davis
Client Services
Jack is currently studying to become a financial adviser and is thrilled to have joined the SF team to learn the ropes from the ground up. He is a lover of the natural world, a passionate ocean photographer and health & fitness enthusiast.
Angelie Diola
Client Services Administrator
Angelie is our resident insurance and implementation wizard with a background in Management Accounting. When she's not tracking applications or updating forms she's working to learn Japanese in her spare time. Another animal fan - Angelie has a cuddly chocolate Labrador who features in our fortnightly Zoom catch ups and loves a swim with his mum at the beach.
Trish Canedo
Client Services Administrator
Trish is our newest admin star with an impressive background in Accounting. She's responsible for all of our client on-boarding and kick-starting every plan. While Trish loves spending her time reading novels and comics, she has a busy schedule with a family of 5 pugs to care for!
Jess Holmstrom
Paraplanner
Jess is our in-house paraplanning legend and is our first Tassie resident! Jess and her husband Adam enjoy taking their little son Ollie to the beach and travelling at every opportunity. She's pumped to join a remote and flexible team so she can spend a few more hours with the fam and cooking up a storm.
Luka King
Marketing & Operations Assistant
Luka is our super keen Marketing & Operations assistant, working alongside Laura to make sure everything at SF runs smoothly! Another beach addict, Luka is lucky to have the Old Bar surf nearby, and when he's not there, you'll find him hanging with his lovely girlfriend or jamming on the guitar.
Ready to get stuck in?
Check out our Defining Sufficient session
or book a 15 min call below with the team.