Meet the people who are helping our clients to be healthy, wealthy and happy.

OUR TEAM

Life is full of transitions. Some are planned and looked forward to, others are thrust upon us. We’ve helped hundreds of people make thousands of transitions.

Evalesco is a highly-experienced financial advisory business located in Sydney. It’s our purpose to empower our clients, through the delivery of great financial advice, to be healthy, wealthy and happy. We help make your financial success much easier. Whether you’re struggling with information overload, finding balance between making financial progress and enjoying your lifestyle now, or if you’re just time poor – we’ve got the strategies, tools and tactics to help.

We’ve helped hundreds of people plan for and transition with confidence to the lifestyle that
they want in retirement. We know the impact of good holistic financial advice can make and we have the life experience, technical capability and quality support team that can make that
difference for you.

Jeff Thurecht

CEO

Marshall Brentnall

CHIEF INVESTMENT OFFICER & DIRECTOR

Belinda Marley-Wallace

GENERAL MANAGER

Melody Edwards

SENIOR FINANCIAL ADVISER & AGED CARE SPECIALIST

Blake Cullen

SENIOR FINANCIAL ADVISER

Paul Luu

FINANCIAL ADVISER - INSURANCE SPECIALIST

Jasmyn Stekovic

FINANCIAL ADVISER

Amber Lin

FINANCIAL ADVISER

Kristi Teasel

MORTGAGE BROKER

Jenny Porter

ASSOCIATE

Jason Xie

ASSOCIATE - INSURANCE

Mai Anh Nguyen

ASSOCIATE

Kate Buhagiar

MARKETING MANAGER

Samantha Foley

ADVICE DELIVERY AND TECHNOLOGY MANAGER

Lisa Faferko

BUSINESS SERVICES MANAGER

Olivia Bosevski

BUSINESS SUPPORT OFFICER

Lilian Malig-on

SME RETIREMENT AND AGED CARE

Ashley Aguirre

SENIOR PARAPLANNER - INSURANCE

Hazelle Colita

FINANCIAL PLANNING ASSISTANT

Raphael Imperial

FINANCIAL PLANNING ASSISTANT

Harold Amaba

FINANCIAL PLANNING ASSISTANT

Karyl Velez

FINANCIAL PLANNING ASSISTANT

Charles Barrios

FINANCIAL PLANNING ASSISTANT

Adah Plarisan

FINANCIAL PLANNING ASSISTANT

LATEST INSIGHTS AND PODCASTS WITH EVALESCO

Our latest perspectives on the topics that may impact you, helpful tips and news from our team.

Podcast

Ep 41 – How we actually build your portfolio

This episode explores how portfolios are built around client goals, risk tolerance and long-term strategy. It looks at investment philosophy, diversification and strategic asset allocation, and how staying disciplined helps investors navigate market volatility with confidence.
Podcast

Ep 40 – Preparing the Kids: How to Talk About Money Without Spoiling Them

Helping the next generation develop confidence with money starts with open conversations and strong foundations. This discussion explores how families can prepare kids and adult children for financial decisions through education, practical cash structures and age‑appropriate investing knowledge, supporting confidence and independence over time.
Featured

Why equal isn’t always fair

Passing on wealth is not just about numbers on a page. We explore the key considerations for families thinking about the next generation and long-term legacy planning, including how early conversations, clear intentions and the right structures can help reduce misunderstandings and preserve family relationships over time.
Podcast

Ep 39 – Women, Money and Confidence: Closing the 13% Gap

Only 13% of women feel confident about their long-term financial future. This episode unpacks what sits behind that confidence gap and how supportive, values‑led advice can help women feel more in control.
Featured

Ep 38 – Family Wealth Planning: Fair vs Equal and Other Tough Questions

Estate planning can raise some of the toughest family questions. In this episode, the conversation explores fairness versus equality, the challenges that can arise in blended and estranged families, and why starting estate planning early can help reduce conflict and create clarity for everyone involved.
Podcast

Ep 37 – How strong governance protects your investments: Lessons from recent headlines

Headlines create fear, but clarity comes from understanding the systems protecting your money and the people standing behind good advice.
Featured

Ep 36 – The value of being prepared: Real-life trauma insurance claims stories

When serious illness strikes, the right insurance can make all the difference. This episode explores how trauma insurance can provide financial relief, reduce stress and support families during some of life’s most challenging moments.
Insights

Rethinking Life Insurance: Why it’s an act of love, not a grudge purchase

Learn how reframing life insurance as an act of love and responsibility can help you protect your family and make confident, informed decisions today. 

TALK TO EVALESCO

We know the impact of good holistic financial advice can make and we have the life experience, technical capability and quality support team that can make that difference for you. We’ve empowered over 1000 families through the delivery of great financial advice, to be healthy, wealthy and happy.
The amount of super you’ll need when you retire depends on your big costs in retirement and the lifestyle you want. The Associate of Superannuation Funds of Australia (ASFA) estimates for a single $44,224 a year and for couples $62,562 a year is how much you may need. This is only an indicator and our advisers assess everyone’s individual circumstances.
The fees we charge for financial advice is only a fraction of the value we derive for our clients, meaning our clients are always better off after seeing us. Rarely do we encounter a new client invested appropriately for their needs, with adequate risk protection, structuring and estate planning provisions in place. Even small tweaks to a financial plan over a long period of time can result in drastically better outcomes for our clients which eclipses the fees of the financial advice. Additionally, you can opt-out of an ongoing fee arrangement at any time.
In our discovery meeting with you our advisers discuss the initial advice fee and the ongoing fees associated with our services.
After our initial phone call to discuss why you are seeking a financial adviser, we arrange a discovery meeting that outlines what is important to you, your current position, our areas of advice, our approach. We then present a Statement of Advice (SoA) to discuss your goals and our recommendations and go through the steps of how to proceed to the implementation stage. After answering any questions you may have, you will sign the authority to proceed and complete any application forms before we implement our recommendations detailed in the SoA.
One thing to consider is the interest rate on your home loan in comparison to the rate of return on your super fund. Before making a decision, it’s also important to weigh up your stage in life, particularly your age and your appetite for risk. Whatever strategy you choose you’ll need to regularly review your options if you’re making regular voluntary super contributions or extra mortgage repayments. As bank interest rates move and markets fluctuate, the strategy you choose today may be different from the one that is right for you in the future
We believe the true value of financial advice isn’t found in dollars and cents (although this is important too!) but in the peace of mind a financial plan can provide. It’s knowing where you want to go and how to get there, with a dedicated team behind you every step of the way.
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