Meet our Team

Senior Financial Adviser & Director

Joshua Fileti

Joshua is an experienced Financial Services professional renowned for his adept guidance through life's challenges. With expertise in strategic financial planning, Joshua takes pride in crafting tailored solutions to empower clients in reaching their financial aspirations and securing their future.

Outside of the office, Joshua finds joy in spending quality time with his family, savouring a double shot espresso, and passionately cheering for Ferrari on the Formula 1 calendar.

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Senior Financial Adviser & Director

Shane Case

Shane brings over three decades of expertise in strategic advice across diverse domains, with a notable focus on financial planning. For the past 28 years, Shane has successfully owned and operated his own financial planning businesses, demonstrating a keen understanding of personalised financial strategies.

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Beyond the world of finance, Shane is an avid enthusiast of boxing, often lacing up his gloves to engage in spirited bouts. He also enjoys trail running hitting the tracks to clear his mind and stay fit. And when the waters beckon, you'll likely find Shane casting his line into the depths, indulging in his passion for fishing.

Associate Adviser

Jasmine Eyles

Jasmine has worked in finance for the last 10 years, including banking, accounting, and financial planning, to her current role as an Associate Adviser. Graduating with a Bachelor of Commerce from Deakin University in 2020, Jasmine's journey has been marked by a dedication to continuous learning and a passion for helping clients.

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Outside of the financial realm, Jasmine finds solace in the natural beauty of the Limestone Coast, with a recent move to Adelaide following a stint in Perth.  Jasmine cherishes moments spent with her beloved dachshund, Summer, and delights in sharing laughter and good food with friends and family.

Associate Adviser

Sewwandi Perera

Sewwandi is an aspiring Financial Advisor currently pursuing a Master of Finance in Financial Planning. Sewwandi has extensive experience as an Investment Analyst in Sri Lanka, specialising in US listed equities.

Beyond Sewwandi’s professional pursuits, Sewwandi finds balance through yoga and indulging in a good book.

Senior Client Service Officer

Tania Baker

Tania has a history providing comprehensive support to planners and clients with skills in client relationship management, administrative and operational support.
 

What sets Tania apart is her dedication to providing personalised solutions and fostering strong relationships with ensuring seamless communication and exceptional service to both.

Outside the office, you’ll find Tania soaking up quality time with close family and friends, embracing all things fun and social, whether it's exploring new places, trying out new hobbies, or simply enjoying good company.

Client Service Officer

Manolo Barbosa

Manolo is an aspiring financial adviser, currently studying a Bachelor of Financial Planning at UniSA, and a dedicated Customer Service Officer at Synergy Private Wealth, with strong all-rounder capabilities tailored for business efficiency and growth.

With a passion for nature, Manolo finds inspiration in life's simple pleasure, spending his time hiking and relaxing at the beach whenever possible. Recently married, he is looking forward to starting his family soon. 

Manolo is committed to becoming a trusted advisor in the field in the near future, aiming for a brighter tomorrow for himself and his future clients.

Client Service Officer

Krystal Zhong

Krystal is currently pursuing a Bachelor of Economics and a Bachelor of Finance & Banking at the University of Adelaide. With a strong background in customer service and meticulous attention to detail, Krystal excels in providing efficient and effective support. Krystal’s passion for helping others to achieve financial success is evident in her dedicated work ethic and commitment to excellence.

Beyond her professional and academic pursuits, Krystal finds balance through sports like badminton and cherishes moments of tranquillity in nature.

Associate Adviser

Alana Meredith

With nearly 8 years of dedicated experience in the financial planning field, Alana brings a wealth of expertise to our team as an Associate Adviser. With a commitment to enriching the lives of those around her, Alana strives to make meaningful contributions both in and out of the workplace.
 

Beyond the professional realm, Alana finds happiness in her family whilst finding balance between her professional and personal pursuits.