Josie Prasad

Josie Prasad 0411 110 010

Josie is an experienced Portfolio Manager with over 9 years’ experience in the Private Banking sector. She initially began her career in Private Banking with the Commonwealth Bank of Australia then went on to continue with St George Private Clients.

With over 20 years’ of experience in residential and commercial lending Josie aims to build genuine trusting relationships with clients and, managing Wealth Building objectives holistically.

Josie has a Bachelor of Science (Marine Biology and English Literature) along with a Diploma of Financial Services and is an accredited Mortgage Consultant with the Mortgage & Finance Association of Australia (MFAA).

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Dean Heffernan

Dean Heffernan 0400 949 619

Dean has over 25 years in banking and finance with CBA. The past 11 years as an experienced Private banker looking after high net wealth clients and providing personalised professional service.

He prides himself on honesty and establishing long standing client relationships. With an understanding that the purchasing of a dream home can be the most important event in the lives of many, he ensures that clients receive the patient guidance and care needed to navigate through this time.

Dean has a Diploma of Financial Services and has a demonstrated skillset in lending , banking, credit analysis and business development.

His interest’s outside of work include travelling , outdoor activities especially all sports and currently coaching and refereeing soccer.

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Andrew Vassarotti

Andrew Vassarotti 0426 182 885

Andrew has spent over a decade working across industries including automotive, retail, construction, energy, mining, mineral processing, and infrastructure sectors. He prides himself in the ability to develop long lasting relationship with all kinds of people from contractors onsite, design engineers, managing directors, and mum and dad investors.

Andrew has just completed his first home purchase and understands how important receiving good advice is during this exciting time for individuals and families.  He is an excellent communicator and well versed at managing multiple stakeholders as part of complex projects.

Andrew has a Master’s of Project Management (construction major) along with a Certificate IV in Finance & Mortgage Broking. He is currently undertaking his Diploma of Finance & Mortgage Broking.  Outside of work he enjoys spending time in the gym with friends and travelling.

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Maurice Bortolin

Maurice Bortolin 02 9817 2220

Maurice is an accomplished and highly motivated client relationship management professional.  With 20 years’ experience as a Private Banker with the Commonwealth Bank of Australia, Maurice has extensive experience in Residential and Commercial lending and has a proven ability to build long term, trust-based relationships with his clients and their professional partners.

Maurice has tertiary qualifications in accounting and has completed the Diploma in Financial planning 1-4.

He enjoys spending time with his family and coaching his son’s junior soccer team.”

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Koglan Kumaradas

Koglan Kumaradas 0422 076 811

Graduating with a Bachelor of Commerce with a major in Finance, and the strong desire to take his studies further with a Master’s in Applied Finance, Koglan has joined our team with a keen sense of current market trends and the state of the economic landscape. His insatiable curiosity and interest in the dynamic world of finance provides the team with a broad scope of market knowledge, contributing and ensuring the continual growth of new and existing wealth portfolios.

Koglan’s background in retail and his role as a Customer Service Specialist has allowed him to develop an acute understanding of the client experience and he uses that knowledge to place the client at the forefront of his work.

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Susan Godbier

Susan Godbier 02 9817 2220

Susan is a dedicated Manager with high organisational skills and a strong background in customer service and Office Administration.

She began her career in finance with St George Bank and continued working with them in numerous roles for many years after. Her roles included the Banking Services and Support Manager for the St George Private Bank.

The next phase of her career was with Perpetual Trustees in their Estate, Philanthropy and Property area.

With over 30 years in the Financial Services Industry, Susan has proven managerial and leadership skills, along with strong communication, administration and organisational skills for always win/win solutions.

Susan is responsible for the care of our office and assists the team in achieving their common objective of building strong relationships with clients and helping meet their financial goals.

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Hayden Sydenham

Hayden Sydenham 02 9817 2220

Hayden believes that self-discipline, combined with traits, create and define an individual. These qualities impact the goals an individual has and the process they go about accomplishing them.

New to the finance but with an accomplished background in the Swimming industry, accomplishing results is not just a personal passion for Hayden but a professional one.

With over 16 years of training and loyalty to the sport, Hayden brings with him a passion for achieving the best possible results at all times and will ensure our clients achieve their wealth objectives with ease.

Hayden also has operated his own business ‘Splashes Mobile Swim School’ for over two years. Managing his own business allows Hayden to use his experience in management, coaching, and quality control as framework to keeping our clients protected and on track to meeting their dream goals.

 

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Gavin Murray

Gavin Murray 02 9817 2220

(AR 276932) Gavin started in the Industry in 2002 and has since gained experience not only as an adviser but also corporate experience for a Fund Manager in the UK.

He commenced his own business (Lifepath Advisers) in 2009 which merged with HUB Wealth Solutions in 2014 to create a truly specialised team.

Born and raised in Newcastle, Gavin is married and enjoys travelling, soccer and camping.

Since completing his Finance Degree at Newcastle University, he has gone on to further develop his skills as an adviser completing the Diploma in Financial Planning, Specialist Self-Managed Super accreditations and becoming a Certified Financial Planner®.

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Jakobus (Gilli) Gilliland

Jakobus (Gilli) Gilliland 02 9817 2220

(AR 453983) Originally from South Africa, Gilli started his career in Australia as a stockbroker in 2013. He had an interest in all areas of investment, and assisting clients meet their long term financial goals.

In 2015 an opportunity presented to start a career path towards becoming a Financial Advisor with Hub Advisory Group. Initially starting in a support role to an Advisor and working towards becoming one himself. Gilli now enjoys helping clients discover their goals, finding ways to overcome obstacles, and helping them achieve long term success, be it financial or personal.

Gilli enjoys mountain biking, and although he lacks the riding skills, he is working on his fitness to do some endurance races on his bucket list.

Gilli has completed a Bachelor of Commerce and a Diploma of Financial Planning, and is continuing this education to expand on his skillset.

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