You won’t be dealing with a different person every day; our small but mighty expert team will be with you from start to finish.
Darius started working in the financial planning industry over 10 years ago resulting from a desire to help others achieve their goals.
Darius started Ready Advice on the basis to provide genuine assistances to Australians in all walks of life.
With many years of experience in client interaction, Darius listens to his clients and ensures their needs are met.
Being goal driven himself, Darius purchased his first home at a young age which only fuelled his passion for the industry, which is evident in all he undertakes.
Darius has been working with a wide variety of clients to achieve financial freedom.
Attentive, knowledgeable, and welcoming are just some of the term’s clients use to describe Darius.
Darius looks forward to working with clients, allowing them to live life freely without worrying about their finances.
Qualifications:
Eden has worked her way up through the ranks at Ready Advice since joining in 2021 and now serves as our Operations Manager. With a strong foundation in office administration and a background as a Real Estate Agent, Eden has developed a deep understanding of the operational needs that support the firm's success. As Operations Manager, she oversees the daily functions of the office, ensuring that all systems, processes, and workflows are streamlined to provide the best possible service to clients.
Eden’s commitment to continuous improvement and her excellent organizational and leadership skills have been instrumental in the development of the team. She has proven herself to be a valuable leader who fosters collaboration and ensures that both clients and staff receive the highest level of support. Eden’s passion for financial planning and dedication to professional growth led her to complete her Graduate Diploma of Financial Planning, and she is currently pursuing a Masters in Financial Planning to further enhance her expertise in the field.
Qualifications:
Diana plays a crucial role as the Office Manager at Ready Advice, bringing years of valuable experience from both the financial planning and insurance industries. Having joined the team in 2024,Diana’s attention to detail and organizational skills ensure the seamless management of office operations and client support. Her expertise in both business administration and financial planning enables her to coordinate day-to-day activities efficiently, supporting our commitment to excellence. Diana is a key point of contact for both clients and staff.
As a Certified Financial Planner, Stephen has a passion for guiding clients towards their long-term financial dreams and is dedicated to making financial aspirations a reality. Drawing on over two decades of experience in the financial services industry, he's no stranger to the complexities of wealth management.
Having also served as the Director of his own financial planning practice, Stephen brings a wealth of knowledge to the table. His forte lies in crafting personalised strategies that empower clients to build and safeguard their wealth while paving the way to a secure and comfortable retirement.
Beyond his professional prowess, Stephen cherishes the roles of husband and father, allowing him to empathise with the financial challenges families encounter. He deeply understands the transformative impact that sound financial advice can have on one's life.
Clients rave about Stephen's approachable nature, expertise, attention to detail, and unwavering professionalism. His friendly demeanour puts clients at ease, while his thorough approach ensures no stone is left unturned in achieving your financial goals.
Qualifications:
Meet Mitchell, a seasoned Financial Adviser with a wealth of knowledge and experience spanning over two decades. With a Bachelor of Commerce (Economics and Accounting), as well as a DFP, ADFP, and accreditations in SMSF, and Margin Lending, Mitchell is a trusted adviser in the world of finance.
Mitchell's journey in financial services began in 2001, and since then, he has been dedicated to providing tailored solutions and expert advice to his clients. His extensive background includes working in various capacities, from banks to accounting firms, private practices, and even owning his own business.
Throughout his career, Mitchell has demonstrated a remarkable ability to adapt and thrive in diverse environments.
One of Mitchell's notable strengths lies in his versatility in client engagement. He has worked with individuals from all walks of life, from mums and dads to CEOs of large corporations, where he has provided invaluable guidance both alike.
Mitchell's dedication to his clients is evident in his commitment to understanding their unique needs and goals. Whether it's crafting comprehensive financial plans or navigating complex financial decisions, Mitchell's personalized approach ensures that his clients feel empowered and supported every step of the way.
For tailored financial advice rooted in years of experience and a genuine commitment to client success, Mitchell is the trusted ally you need on your financial journey.
Qualifications:
Bachelor of Commerce (Economics and Accounting)
Diploma Of Financial Planning
ADFP ( Advanced Diploma Of Financial Planning)
SMSF (Self-Managed Super Funds)
Margin Lending
Jy brings a wealth of experience and expertise to our team at Ready Advice as a Financial Adviser. With a Bachelor of Commerce and a Graduate Diploma of Financial Planning under his belt, he is well-equipped to navigate the complexities of financial management and planning.
Prior to joining Ready Advice, Jy honed his skills through diverse professional experiences. He began his career as an accountant, gaining valuable insights while serving small businesses and working in public practice accounting. His meticulous attention to detail and analytical mindset were evident as he assisted clients in navigating financial challenges and optimizing their strategies.
Driven by a passion for financial services, Jy expanded his horizons by venturing into the realm of equipment finance brokerage. This endeavor broadened his perspective and deepened his understanding of the financial landscape, further enriching his skill set.
Jy transitioned to the field of financial planning, where he found his true calling. His diverse background and comprehensive understanding of finance enable him to offer tailored solutions that empower clients to achieve their financial goals.
At Ready Advice, Jy's dedication to delivering personalized advice and his commitment to excellence make him an asset to our team. With Jy's guidance, our clients can navigate the complexities of finance with confidence, knowing they have a seasoned professional by their side.
For expert financial guidance grounded in experience and integrity, look no further than Jy at Ready Advice.
Qualifications:
Bachelor of Commerce and a Graduate Diploma of Financial Planning
Fahad joined Ready Advice in 2024, bringing with him a wealth of experience in wealth management, superannuation, and financial analysis. Over the course of his career, Fahad has built a reputation for delivering detailed, client-centric financial advice tailored to each individual’s unique circumstances. His expertise spans retirement planning, risk management, investment strategies, and wealth accumulation. With a keen focus on understanding clients’ long-term goals, Fahad helps guide them through complex financial decisions. As an upfront adviser, he works closely with clients to build sustainable and comprehensive financial plans that will help them achieve their aspirations.
Paulus joined Ready Advice in 2024,bringing years of diverse experience in financial services. Throughout his career, he has specialized in financial planning, training and development, process improvement, relationship management, and customer service. Paulus takes pride in his ability to develop well-rounded financial strategies that align with clients’ financial goals while managing risk. His approach integrates a deep understanding of investment strategies, taxation, superannuation, and estate planning. As an upfront adviser, Paulus works closely with clients to provide them with holistic, long-term solutions that adapt to their evolving needs.
Isber joined Ready Advice in 2024 as an upfront adviser and brings years of in-depth experience in the financial planning industry. His comprehensive knowledge of superannuation, retirement planning, risk management, and wealth accumulation strategies allows him to provide expert financial guidance. Isber is committed to building long-lasting relationships with his clients by delivering personalized advice that helps them make informed decisions about their financial future. His ability to simplify complex financial matters for his clients has earned him trust and respect in the industry.
Paul, a new addition to our team, starting in 2025 as one of our annual review advisers. With years of experience in the financial services sector, Paul specializes in monitoring and reviewing clients’ financial plans to ensure they remain aligned with their changing goals. Paul works directly with clients to assess the effectiveness of their financial strategies, making adjustments as needed to help clients stay on track with their financial objectives. His proactive approach to client relationships ensures that clients receive the most up-to-date advice and support tailored to their needs.
Amaya brings a unique blend of expertise to our team, combining her background in web design and development with a passion for financial planning. With a Bachelor of Business from Southern Cross University under her belt, she initially ventured into the realm of web design and development, specialising in investment platforms for three years.
During her time in the tech world, Amaya's fascination with financial planning blossomed. Eager to deepen her knowledge and skills in this domain, she embarked on a journey to pursue a Master of Financial Planning at Griffith University. Now, with over a year of experience in the financial planning industry, Amaya seamlessly integrates her tech-savvy mindset with her financial acumen to provide comprehensive and innovative solutions for clients.
Amaya's diverse background allows her to approach financial planning with creativity and adaptability, ensuring that each client receives tailored support that align with their unique goals and aspirations. With a commitment to staying at the forefront of industry trends and technologies, she continuously strives to deliver exceptional service and value to clients.
Qualifications:
Bachelor of Business
Marie brings a wealth of experience and professionalism to her role as a Client Service Officer. She plays an integral part in the implementation of superannuation services, assisting with all aspects of superannuation administration. Marie holds a Bachelor of Commerce with a major in Finance, which enables her to approach her work with a strong understanding of financial principles and a focus on accuracy. Her role ensures that all superannuation-related matters are handled efficiently, allowing advisers to focus on delivering strategic financial advice to clients.
Cade joined Ready Advice in 2024 as a Client Service Officer, focusing on the implementation of superannuation services. With a Bachelor of Commerce degree, double majoring in Economics and Finance, Cade brings a strong analytical background to his role. His expertise allows him to support clients and advisers with effective and efficient processing of superannuation-related tasks, ensuring that clients’ accounts are managed accurately and in accordance with regulatory requirements. Cade's attention to detail and commitment to excellent client service are critical in helping our team deliver smooth and reliable outcomes.
Bonny, a dedicated member of our administrative team since 2023, is not only a meticulousprofessional but also a true team player. Her ability to handle complex tasks with ease and maintain a positive attitude under pressure makes her an indispensable asset to our organization.
Bonny is currently pursuing a Bachelor of Commerce/Psychology, majoring in Economics, showcasing her commitment to acquiring a diverse skill set. Her analytical mindset and passion for understanding economic principles contribute significantly to the success of our administrative operations.
In addition to her academic pursuits, Bonny actively participates in team-building initiatives and fosters a collaborative work environment. Her dedication to continuous learning and proactive approach to challenges make her an outstanding contributor to the success of Ready Advice.
Qualifications:
Bachelor of Commerce/Psychology, majoring in Economics (Currently studying).
Jaimie Legarth steps into her role as Client Service Officer (CSO) at Ready Advice in 2024 with a genuine passion for providing exemplary service to clients. Embarking on her career journey with a focus on excellence, Jaimie is committed to learning and excelling in her role. Her proactive approach and dedication to client satisfaction drive her ambition to uphold Ready Advice's standards of superior customer support. Jaimie eagerly anticipates building strong, enduring relationships with clients, grounded in reliability and a personalized approach. With a keen interest in professional growth and a commitment to making a positive impact, she looks forward to contributing to Ready Advice's reputation as a leader in customer service within the financial industry.
Aimee Green embarks on her role as Client Service Officer (CSO) at Ready Advice with a profound dedication to delivering exceptional customer service. Beginning her tenure in 2024, Aimee's commitment to client satisfaction shines through in every interaction. With a meticulous approach and a compassionate demeanor, she strives to provide clients with the utmost professionalism and support. Aimee looks forward to immersing herself in the financial services landscape, eager to contribute her skills and gain invaluable experience. Her proactive mindset and passion for helping others underscore her determination to uphold Ready Advice's reputation for excellence in customer care.
Caitlin started at Ready Advice in 2024,bringing with her years of experience in customer service. In her role as Client Service Officer, she provides vital support across various administrative and client service functions. Caitlin works closely with the team to ensure clients receive the best possible experience, from managing client queries to assisting with general account maintenance. Her dedication to customer service and client satisfaction helps ensure a seamless process for clients throughout their journey with us.
Meet Laila, an essential member of our administrative team, specializes in managing the intricacies of our annual reviews. With a keen eye for detail and excellent organizational skills, Laila ensures that every administrative aspect is executed seamlessly, providing our clients with a smooth and efficient experience.
Her passion for financial planning and meticulous approach to her work contribute significantly to the success of our annual review process.
Beyond her professional achievements, Laila is known for her collaborative spirit and willingness to go above and beyond to meet team goals. Her commitment to excellence makes her an invaluable part of the Ready Advice team.
Qualifications:
Diploma of Financial Planning (Currently studying).
Zaylee joined Ready Advice bringing years of experience in customer service. As an annual review administrator, Zaylee helps guide clients through the process of reviewing their financial plans, ensuring they stay aligned with their objectives and any changes in their circumstances. Zaylee’s attention to detail and commitment to delivering exceptional client service ensures that clients feel supported and confident throughout the annual review process.
By completing both a Bachelor of Actuarial Science, and a Master of Finance, along with a passion for problem solving, Anup has become an invaluable member of the Ready Advice team.
As a passionate go-getter, Anup handles the investing side of financial planning and is always willing to assist the other members of the team to better serve our clients.
Due to his dedicated and hardworking attitude, along with his vast knowledge, Anup has now progressed onto the role of Data Analyst and Office Manager.
Qualifications:
“Attention to detail is what I look at, and finding new efficient ways to do things is what I like”.
Qualifications:
Master’s in Structural Engineering
Person with decent excel skill, dedicated, organized and methodical individual. I have good interpersonal skills, am an excellent team worker and am keen and very willing to learn and develop new skills. I am reliable and dependable and often seek new responsibilities within a wide range of employment areas. I have an active and dynamic approach to work and getting things done. I am determined and decisive. I identify and develop opportunities.
Qualifications:
Bachelor of Civil Engineering
Hardworking, independent and enthusiastic woman and always eager to learn new things and share new ideas.
Qualifications:
Bachelor of Social work
Enthusiastic, self-motivated, reliable, responsible, and hard-working person. I am a mature team worker and adaptable to all challenging situations.
Qualifications:
Current doing bachelor in business administration
An open and honest, empathetic, hardworking and faithful to that which exists within me.
Qualifications:
Current doing bachelor in business administration.
Honest, reliable, and hardworking. Keen to learn new things.
Qualifications:
NEB Certificate (High School)
Self-starter who is keen to learn new skill and upscale myself to be the best version of myself.I would describe myself as patient, learner
Qualifications:
Currently studying Bachelor of Business Studies
Hard-working and passionate individual who isn't afraid to face a challenge.
Qualifications:
ACCA Aspirant, Bachelor of Business Studies
Ready Advice Pty Ltd ABN 64 648 215 972. Corporate Authorised Representative (AR No. 1293594) of Lifestyle Asset Management Pty Ltd (AFSL 288421),Level 35 Tower One, 100 Barangaroo Avenue, Barangaroo, NSW 2000
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.