.jpg) |
|
Jacqui Stewart Dip FP, SIA (Aff) - Director
Jacqui is based in New South Wales and Western Australia, and has a key operational and product development role. Jacqui offers 17 years experience in the industry predominantly in the areas of compliance and technical training with national firms that include KPMG Financial Services, Sealcorp Holdings and Lonsdale Ltd. Jacqui holds the Diploma of Financial Planning, Certificate in Financial Markets (SIA) and is currently undertaking a Masters of Commerce (Financial Planning). Jacqui is an affiliate member of the FPA and SIA.
Phone: (08) 9474 5100
Fax: (08) 9474 5188
|
John Kildea – Director
John is our Adelaide based Director and heads up the Audit and Technical division of the company. John and has been involved in the financial services industry since 1968. During that time, he had senior roles with major companies operating in the financial services industry as well as running his own business.
John is responsible for managing and servicing our Clients in the eastern states as well as supporting Acompli Consultants in technical matters.
 |
|
Hanna Abdullah - Consultant
Based in Western Australia, Hanna’s career in the finance industry began in 1992 with Citibank where she gained experience in various functions within the private client banking division. She migrated to Perth, Australia, in late 1997 and continued her profession within the mortgage broking and financial planning arenas. She has held various management positions in client services, product development and business development for the past 12 years before joining Acompli.
Her last position was with AMP as a Business Development Manager for Western Australia.
Hanna holds dual Bachelor of Science degrees in Business Administration and Psychology and is working towards completing her Diploma in Financial Planning.
Phone: (08) 9474 5100
Fax: (08) 9474 5188
|
 |
|
Jenny Basnec - Consultant
Based in South Australia, Jenny has been involved in the financial services industry since 1984 predominantly in matters relating to Dealers Services and Practice Management and has held management positions for the past 10 years. Jenny's key role is assisting companies in applying for the Australian Financial Services (AFS) licence, either streamline, composite or new. Jenny undertakes review work for holders of AFS licences and Authorised Representatives (AR) ensuring they adhere to legal and licensee requirements as well as compliance consulting and training.
Phone: (08) 8172 8904
Fax: (08) 8271 5022 |
 |
|
Mike Freeman - Consultant
Mike is based in Sydney, New South Wales and has over 25 years experience in the financial services industry in various technical and managerial roles, primarily in General Insurance. Additionally, he had senior compliance roles in financial services including licensing and audits/reviews for a major insurer, general insurance brokerages and numerous financial planning fims and their representatives.
Mike earned a degree in law from the Australian National University in Canberra and holds a practicing certificate as a solicitor and barrister in NSW. He is also a fellow of the Australian and New Zealand Institute of Insurance and Finance and holds a Diploma in Personal Financial Planning from the University of Southern Queensland.
Phone: (02) 9231 7664
Fax: (02) 9231 7575
|
Brett Jasper – Consultant
Brett is based in Sydney and currently provides compliance services to clients in New South Wales and the Australian Capital Territory. He holds a Bachelor of Commerce degree from Deakin University in Victoria, in which he majored in Finance and Accounting, and on completion of which was placed on the Deans Merit List for high achievement.
Previously Brett served 20 years in the Royal Australian Navy, followed by two years working as an Accountant for a mid tier Sydney based firm before coming to the financial services industry.
Kym Peters – Consultant
Kym has been in the financial services industry since 1980 and currently holds a Diploma of Financial Services in Financial Planning. Based in Adelaide, Kym’s extensive industry experience includes advising on Insurance, Superannuation, Investment and Share Market Trading. Prior to joining AFS Compliance, Kym held Senior Adviser positions and over the past couple of years, his key focus has been client audits.
|
|
|
Melissa Archer - Associate Consultant
Melissa joined the Western Australia office originally to provide compliance administrative assistance to the company. Since earning her Associate in Arts degree with Honours in Business Management, Melissa gained industry experience in retail banking and as an Investment Coordinator for CIGNA Financial Advisors where she was responsible for all aspects of investment sales support. This included new business processing, investment sales tracking and compliance. Melissa was licensed with NASD as a stockbroker and firm principal.
Melissa was recently promoted into the Associate Consultant position and will support SA and WA clients and Consultants.
|
 |
|
Kah Wai Hew - Associate Consultant
Kah Wai entered the financial services industry through work experience with Acompli in mid 2004. She completed her Bachelor of Commerce (Financial Planning) at Curtin University last year and achieved excellent results through her course of studies, illustrated by being a member of the Golden Key International Honour Society. She is enthusiastic about applying her knowledge from her courses and simultaneously absorbing information from the industry to broaden her knowledge.
In her new role at Acompli which began in January 2006, Kah Wai supports our WA, SA, and NT Clients and their Acompli Consultants by providing general compliance consulting and information acquired from researching complex queries. Kah Wai also coordinates AFS Licence and variation application documentation and processes on behalf of Clients and with Consultants
|
Jennifer Hudson-Taylor - Associate Consultant
Jennifer is based in Perth, Western Australia and has over 10 years experience in the financial services industry, beginning in an operational role with a chartered accountancy firm, and continuing with online stockbrokers (Sanford Securities), and most recently as a Compliance Officer with DJ Carmichael Pty Limited. She has also worked in the UK for Morley Fund Management and Bank of New York Europe. Jennifer is currently completing a Bachelor of Business in International Business and Business Law, after a completing a Cert IV in Business Management.
Jennifer uses her experience and education to advise on general compliance issue and client queries.
Burke - Audit and Technical Administrator
Trish is based in our Adelaide office and is part of the Audit and Technical team. She joined Acompli after a long career with the Australian Securities and Investments Commission (ASIC). Her roles at ASIC were varied and included responsibilities in the Business Centre, Human Resources, the Legal Team, Auditor and Liquidator registration and more recently, on the Financial Services Licensing team.
In her role with Acompli on the Audit and Technical team, Trish supports clients and consultants in the delivery of auditing services and provides technical support.
Karen Bendeich – Administration Officer
Karen is originally from Newcastle, New South Wales, where she gained Certificate IV in Business Administration and a strong background in Property Valuation. Having recently moved to Western Australia, Karen is now expanding her experience and knowledge as an Administrator in the Financial Planning industry.
Sydney Ford– General Manager
Located in the Perth office, Sydney recently joined Acompli to ensure the efficient operation and delivery of all company services. He is responsible for the administration, finance, IT and HR functions within the company.
Sydney holds a Bachelor of Commerce degree and has over 20 years experience working in the financial services and general insurance industries both in senior roles and management positions. Prior to joining Acompli, Sydney held positions as Business and Compliance Manager and Account Manager of a portfolio of Professional Risks businesses for a general insurance brokerage firm.