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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.

Marshall Brentnall <h1 > DIRECTOR & SENIOR FINANCIAL ADVISER </h1>

Marshall Brentnall

DIRECTOR & SENIOR FINANCIAL ADVISER

Jeff Thurecht <h1 >DIRECTOR & SENIOR FINANCIAL ADVISER </h1>

Jeff Thurecht

DIRECTOR & SENIOR FINANCIAL ADVISER

Melody Edwards <h1> PERSONAL FINANCIAL ADVISER </h1>

Melody Edwards

PERSONAL FINANCIAL ADVISER

Mia Trott <h1> PERSONAL FINANCIAL ADVISER </h1>

Mia Trott

PERSONAL FINANCIAL ADVISER

Hung Nguyen <h1> PERSONAL FINANCIAL ADVISER </h1>

Hung Nguyen

PERSONAL FINANCIAL ADVISER

Belinda Marley-Wallace <h1> HEAD OF OPERATIONS & COMPLIANCE </h1>

Belinda Marley-Wallace

HEAD OF OPERATIONS & COMPLIANCE

Kate Buhagiar <h1> MARKETING MANAGER</h1>

Kate Buhagiar

MARKETING MANAGER

Kristi Teasel <h1> MORTGAGE BROKER </h1>

Kristi Teasel

MORTGAGE BROKER

Marc Bineham <h1> FINANCIAL COACH</h1>

Marc Bineham

FINANCIAL COACH

Ashleigh Steeles <h1> ASSOCIATE ADVISER </h1>

Ashleigh Steeles

ASSOCIATE ADVISER

Virginia Schreiber <h1> ASSOCIATE ADVISER </h1>

Virginia Schreiber

ASSOCIATE ADVISER

Amber Lin <h1> ASSOCIATE ADVISER </h1>

Amber Lin

ASSOCIATE ADVISER

Jasmyn Faux <h1> SENIOR ASSOCIATE</h1>

Jasmyn Faux

SENIOR ASSOCIATE

Jenny Porter <h1> SENIOR PFC AND TRAINING AND DEVELOPMENT SPECIALIST </h1>

Jenny Porter

SENIOR PFC AND TRAINING AND DEVELOPMENT SPECIALIST

Roisin Loughrey <h1> CLIENT AND INTERNAL RELATIONS MANAGER </h1>

Roisin Loughrey

CLIENT AND INTERNAL RELATIONS MANAGER

Che Balbin <h1> FINANCIAL PLANNING ASSISTANT </h1>

Che Balbin

FINANCIAL PLANNING ASSISTANT

Lilian Malig-on <h1> FINANCIAL PLANNING ASSISTANT </h1>

Lilian Malig-on

FINANCIAL PLANNING ASSISTANT

Elloise Abejuela <h1> FINANCIAL PLANNING ASSISTANT </h1>

Elloise Abejuela

FINANCIAL PLANNING ASSISTANT

Kurt Calleja <h1> FINANCIAL PLANNING ASSISTANT </h1>

Kurt Calleja

FINANCIAL PLANNING ASSISTANT

Ashley Aguirre <h1> SENIOR PARAPLANNER </h1>

Ashley Aguirre

SENIOR PARAPLANNER

James Alia <h1> FINANCIAL PLANNING ASSISTANT </h1>

James Alia

FINANCIAL PLANNING ASSISTANT

Hanna Salva <h1> FINANCIAL PLANNING ASSISTANT </h1>

Hanna Salva

FINANCIAL PLANNING ASSISTANT

Jay Anne Magbato <h1> FINANCIAL PLANNING ASSISTANT </h1>

Jay Anne Magbato

FINANCIAL PLANNING ASSISTANT

Flor Giango <h1> MORTGAGE BROKING ASSISTANT </h1>

Flor Giango

MORTGAGE BROKING ASSISTANT

Raphael Vincent Imperial <h1> FINANCIAL PLANNING ASSISTANT </h1>

Raphael Vincent Imperial

FINANCIAL PLANNING ASSISTANT

LATEST INSIGHTS WITH EVALESCO

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

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INSIGHTS

How to invest responsibly and ethically

Along with decluttering your spending plan, this time of year is an opportunity to revisit your investment strategy and how it aligns with your goals. If you’d like your money to make a difference to the world as well as your future, responsible investing may be for you

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INSIGHTS

Aged Care - are you prepared?

Aged care is now a vital concern, with conversations spanning generations as people grapple with planning for their own or their parents' aged care needs. We share how Australians are feeling the pressure as costs surge and complexities multiply and how our specialist Melody can assist.

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MARKET

Quarterly Investment Portfolio Update Q3 2023

Our latest quarterly investment update covers fund commentary, performance insights, an economic overview and an update on investment markets, all in an easy 2-minute read.  

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NEWS

Fun and learning in Cebu

And that’s a wrap on another unforgettable trip to the Philippines! Belinda and Jeff headed home with full hearts and so grateful for our incredible team there & the friendships and memories we have made with them.

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NEWS

Evalesco annual AAN offsite

At the start of September, the Evalesco team flew down to Melbourne for our three-day annual offsite. It was a jam packed few days full of learning opportunities and fun!

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INSIGHTS

Trusts and the new super tax rules 

Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super in place, many people with large balances are considering alternative vehicles to save for retirement

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TALK TO EVALESCO

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“How do I know Evalesco is the right fit for me?”

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.

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“How do I know how much money I will need to retire?”

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.

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“Why should I pay for financial advice?”

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.

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“How do you charge for your services?”

In our discovery meeting with you our advisers discuss the initial advice fee and the ongoing fees associated with our services.

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“What is the process for getting our own personal financial plan?”

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 signing the SoA, we discuss your questions, get you to sign the authority to proceed and complete any application forms before implementing the recommendations detailed in the SoA.

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“Should I pay more off my mortgage or put more money into super?”

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

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“How will I measure the value or success of receiving financial advice?”

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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SCHEDULE A CHAT

Evalesco Financial Services Level 17, 20 Bond Street Sydney NSW 2000
Phone: (02) 9232 6800

Financial Services Guide | General Advice Disclaimer | Privacy Policy | Complaints Procedure | Credit Disclosure 

Evalesco Financial Services Pty Ltd is a Corporate Authorised Representative (325313) of Australian Advice Network Pty Ltd.

ABN: 13 602 917 297 AFSL: 472901