"In Conversation With...": Podcast Series

Kristine supports our advisers and clients, implementing agreed advice and ensuring the highest standard of service to our clients.

Karla supports our financial advisers, delivering high-quality service to our valued clients.

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

Aamai supports our financial advisers, delivering high-quality service to our valued clients.

Flora is a management accountant and Xero Certified Advisor. She supports our business services and accounting team with financial modelling & analysis, payroll whilst delivering clear and efficient accounting solutions.

Brendan has over 10 years’ experience in mortgage broking, delivering tailored lending solutions and guides clients confidently through the borrowing process.

Andrew has over 25 years’ experience in taxation and accounting. A thought-leader in tax strategy and structuring, he sits within our tax division with deep technical expertise.

Trent is a financial adviser and is passionate about protecting and growing his clients wealth. He is also a qualified CPA with strong expertise in taxation, compliance and business structuring.

Sida is a Chartered Accountant with 14 years’ experience in public practice. She specialises in taxation, financial reporting and SMSF compliance.

Jennifer drives operational excellence across our Accounting business unit, leading our process, efficiency and delivery frameworks to ensure seamless client outcomes.

Paul brings over 30 years of experience in the financial services industry. Joining our firm through the acquisition of his established practice, Paul enhances our advisory offering with extensive expertise in tax planning, wealth management, and business advisory services. His deep knowledge and client-focused approach continue to provide exceptional value to individuals and businesses alike.

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

Eva supports our advisers and clients, implementating agreed advice and ensuring the highest standard of service to our clients.

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

Hayley meets and greets clients and other visitors to our Gold Coast office, and ensures the office environment maintains a high standard

Steve is responsible for all areas of compliance work, preparing and signing off on company tax returns and specialises in SMSFs and audits.

Lesley supports our financial advisers, delivering high-quality service to our valued clients

Matthew supports our advice team with advice document preparation, conducting research and other admin support

Lyn works closely with the Accounting team, supporting them with all administration tasks and assisting clients with their admin needs.

Mel supports our advisers and clients, implementing agreed advice and ensuring the highest standard of service to our clients.

Ivan specialises in Self Managed Superannuation Funds and audits, and supports our lead accountants.

James supports our QLD based advisers, delivering high-quality service to our valued clients, using his client experience skills honed in his previous role in Client Services.

Sam works closely with our advice and operations teams, delivering a reliable, exceptional, and compliant service to our clients.

Aaron supports our QLD based advisers, delivering high-quality service to our valued clients.

Nat works closely with Dion to ensure clients experience the best in service & efficiency when searching & applying for a loan.

Dion is a proactive & results oriented specialist mortgage broker. He is completely client focused, building strong relationships to ensure the best outcomes possible.

Rob has been working with clients as an adviser for over 15 years. He cares personally about his clients and enjoys helping people build and protect their wealth, through integrated advice.

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.

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.

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.

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 is passionate about helping the next gen be more engaged with their finances & to learn how to use them to realise their goals.

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 has been a part of our business for a decade, prioritising the growth of quality advice within the business & broader community.

Laura leads our growth & transformation efforts, helping the business evolve & thrive. Passionate about making things better & simpler, she streamlines operations & brings fresh ideas to life.

Danielle leads our financial planning team, driving strategy, supporting advisers, & ensuring clients receive personalised, compliant advice that helps them achieve their financial goals.

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 with 25 years’ experience in accounting & taxation, specialising in the business advisory & self-managed superannuation sectors.

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.