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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 & PERSONAL FINANCIAL ADVISER </h1>

Marshall Brentnall

DIRECTOR & PERSONAL FINANCIAL ADVISER

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

Jeff Thurecht

DIRECTOR & PERSONAL FINANCIAL ADVISER

Jules Knox <h1 >DIRECTOR & LENDING SPECIALIST ADVISER</h1>

Jules Knox

DIRECTOR & LENDING SPECIALIST 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

Dominic De Minaur <h1> INSURANCE SPECIALIST ADVISER</h1>

Dominic De Minaur

INSURANCE SPECIALIST ADVISER

Marc Bineham <h1> FINANCIAL COACH</h1>

Marc Bineham

FINANCIAL COACH

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> LENDING ASSOCIATE </h1>

Kristi Teasel

LENDING ASSOCIATE

Matt Last <h1> SENIOR ASSOCIATE </h1>

Matt Last

SENIOR ASSOCIATE

Ashleigh Steeles <h1> SENIOR ASSOCIATE </h1>

Ashleigh Steeles

SENIOR ASSOCIATE

Cody Findlay <h1> ASSOCIATE ADVISER</h1>

Cody Findlay

ASSOCIATE ADVISER

Virginia Schreiber <h1> SENIOR ASSOCIATE </h1>

Virginia Schreiber

SENIOR ASSOCIATE

Queenie Shen <h1> SENIOR ASSOCIATE </h1>

Queenie Shen

SENIOR ASSOCIATE

Jacob Cai <h1> PERSONAL FINANCIAL CONCIERGE    </h1>

Jacob Cai

PERSONAL FINANCIAL CONCIERGE

Jenny Porter <h1> PERSONAL FINANCIAL CONCIERGE </h1>

Jenny Porter

PERSONAL FINANCIAL CONCIERGE

Roisin Loughrey <h1> PERSONAL FINANCIAL CONCIERGE </h1>

Roisin Loughrey

PERSONAL FINANCIAL CONCIERGE

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

Che Balbin

FINANCIAL PLANNING ASSISTANT

Jessica Villaver <h1> FINANCIAL PLANNING ASSISTANT </h1>

Jessica Villaver

FINANCIAL PLANNING ASSISTANT

John Gordove <h1> MORTGAGE BROKING ASSISTANT </h1>

John Gordove

MORTGAGE BROKING 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

Daniel Tubman <h1> FINANCIAL PLANNING ASSISTANT </h1>

Daniel Tubman

FINANCIAL PLANNING ASSISTANT

Joanna Gullo <h1> FINANCIAL PLANNING ASSISTANT </h1>

Joanna Gullo

FINANCIAL PLANNING ASSISTANT

Mae Quina <h1> FINANCIAL PLANNING ASSISTANT </h1>

Mae Quina

FINANCIAL PLANNING ASSISTANT

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

Kurt Calleja

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

Your investing style - as unique as you

As interest rates start to increase after a lengthy period of historical lows, it’s a good time to think about how your money is working for you and whether your investing style and strategy is still in line with your goals...

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INSIGHTS

How to build mental resilience

With rising costs of living and interest rate hikes putting stress on Australian families and the pandemic still not behind us, it’s important to ensure that all of us are taking care of our mental wellbeing in these challenging times.

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INSIGHTS

The goldilocks phenomenon and your superannuation!

Or why the Government have it wrong and you are missing out on thousands! Most people don’t take much interest in their superannuation. Why would you, as it will be decades before you receive it.

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MARKET

Quarterly Investment Portfolio Update - Q2 2022

We share our latest collection of insights across our investment teams, as we provide detailed fund commentary of the Q2 2022.

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INSIGHTS

Sales move with housing values, interest rates

As the Australian housing market enters a downturn phase, the number of sales and listings that take place nationally are tipped to fall from recent highs.

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INSIGHTS

Super changes from 1 July 2022

As of July 1, 2022, new rules will benefit retirees through contribution opportunities, tax breaks for home buyers, downsizers, and contribution opportunities for those earning less than $450 per month.

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

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

ABN: 13 602 917 297 AFSL: 472901