Investment Planning

Karen works with the advice & client services teams in our QLD offices, to ensure the smooth, efficient running of the team & processes that, ultimately, lead to exceptional client experiences.

James has been working in financial services for almost 20 years. He cares personally about his clients and enjoys helping people build and protect their wealth, through holistic advice.

Krystal works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.

Rachel works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs. She joined Treysta in early 2022.

Jeanne assists in the daily administration of the business, focusing on the day-to-day coordination of Self Managed Superannuation Fund workflow.

Julie has many years of experience in providing high levels of customer service and is first point of call for client enquiries, ensuring that our clients expectations are met.

Hayley brings a wealth of administrative experience to the group; she works closely with the advice team delivering an exceptional service to our clients.

Lily has impeccable attention to detail, and has been supporting clients & advisers in various roles since moving to Australia in 2011.

Claire has been working closely with our advice and operations teams, delivering a reliable, exceptional, and compliant service to our clients, for almost 12 years.

Larize is responsible for all areas of compliance work, including preparing company, trust and individual tax returns.

Krizza Kate specialises in Self Managed Superannuation Funds and audits.

Michael is responsible for general compliance tasks and self-managed superannuation funds. He is also in charge of handling all cryptocurrency onboarding.

Aaron joined the financial services industry to help people on the journey to achieve financial confidence, & he does just that by supporting both our clients & advisers.

Aaron is committed to developing his career & is passionate about driving clients towards success, which he helps do through supporting the advice team.

Kieren has a passion for finding innovative ways to improve the ways financial advice is provided & is working towards his goal of becoming an authorised financial adviser.

Judy has over 15 years experience in Public and Company Accounting, working for large Building and Construction companies in Victoria and recently in Queensland.

Amanda’s experience in Client Services, combined with Aged Care & Retirement Living technical expertise, provides great support to the Advice team & her clients.

David is a dedicated & innovative adviser, with over 15 years experience solving problems & helping clients protect & grow what they have now & in the future.

Jason is responsible for all areas of compliance work, preparing company and individual tax returns and is specialising in SMSFs and audits.

Manager responsible for a wide array of client matters, workflow management and mentoring staff. Leona has extensive knowledge of MYOB small business accounting packages.

Tim’s experience & passion for financial advice enables him to provide specialised advice to his clients across a wide range of financial matters, including risk protection & superannuation.

Doug’s passion for investment coupled with his dedication for our client’s financial wellbeing drives him to ensure that clients’ portfolios meet whatever needs they have.

Adam is a senior member of our advice team & a shareholder. He brings a strong technical background gained through many years of experience in the industry.

Laura ensures consistency in the communication and delivery of our service, she aims to continually improve efficiency for our team and clients.

Danielle co-ordinates the team and works on delivering our service to a sub-set of our client base, bringing together her 16 years of experience in the business.

Gary has worked as an Audit Partner, a Financial Controller and as a Senior Manager in Tax and Business Services in South Africa, Poland and since 2002 Australia.

Karl is a qualified CPA, registered tax agent and ASIC registered SMSF auditor, with more than 20 years’ accounting, taxation and business advisory experience.

Kristi leads our operations & corporate governance, and is a board member. She drives our commitment to deliver best in service & strategic direction.

Mark is the head of our advice team & a shareholder. He is a thought-leader in the industry & dedicated to improving the advice available to Australians.