Our Team
Meet the experienced financial experts at Alman Partners, dedicated to helping you reach your goals. Get to know your Financial Adviser and the support available to you.
Our Advisers
Paul Shepherd
Managing Director & Financial Adviser
CFP® Professional, BEng, DipMgt, DFS(FP)
Teneale Laister
Financial Adviser
CFP® Professional, ADFS(FP), BCom(Fin, FP, Mgt)(Hons)
Jason Kirk
Financial Adviser
CFP® Professional, SMSF Specialist Adviser, GradDip. App.Fin&Inv, B.Econ
Niyati Khanna
Financial Adviser
CFP® Professional, CA, MBA (Finance & Strategy)
Kelsey Dent
Financial Adviser
CFP® Professional, GradDipFP, ADFP, BA Hons (Bus, Mgt)
James Alexander
Financial Adviser
CFP® Professional, MFinP, GradDipFP, BBus (Fin, Mgt)
Katrina Dhu
Financial Adviser
CFP® Professional, MFinPlan, ABFP®, CRPC®, GradDipFinPlan, ADFS(FP), DFS(FP)
Veronika Holubova
Financial Adviser
MFinP, GradCertFP, ADFP, DipFP
Ashleigh Thompson
Financial Adviser
BBus(FinPlan)
Sam Henry
Financial Adviser
MFinP, BCom
Mehak Advani
Financial Adviser
MAdvFin, CFA Program Level II, MCom, GradDipFP, BMgt (Fin)
Our Founder
Scott Alman
Founder
CFP®️ Professional, AIF®️, DFP, FPA Fellow
Alman Partners' DNA
Scott’s 30-year anniversary message
Our Advice Support Team
Ashleigh Davis
Associate
Ashleigh has recently advanced in her career to one of our Associates, coming from our highly-skille...
Daniel Hansen
Associate
BBus (Fin. Acc.)
Siobhan Petersen
Associate
BBus(FP)
Nadine Saron
Advice Service Manager
AdvDipFS (FP), DipFS (FP)
Emily Young
Financial Analyst
DipFP
Alyisa Lette
Financial Analyst
AdvDip PP
Our Operations Team
Jenean Du Preez
Client Service Operations Manager
Jenean is our highly dedicated Client Service Operations Manager, bringing eight years of experience...
Broc Nicholson
Client Service Officer
Born and raised in Carmila, Broc ventured to Sydney for 2 years where she began work in the financia...
Kylie Purser
Client Service Officer
Kylie is one of our highly skilled Client Service Officers and has been involved in the financial pl...
Elana Clark
Client Service Officer
GradDipFP, DipAcc
Erin Mackenzie
Client Service Officer
Erin is one of our vibrant Client Service Officers currently pursuing dual degrees in Professional C...
Stevie Schuster
Client Service Officer
Stevie joins our dedicated Client Service Officer team bringing with her over 14 years of experience...
Prachi Tokas
Client Service Officer
GradDipFP, BEcon
Jasmine Carvolth
Client Service Officer
Jasmine began her career in bookkeeping and accounting, following the path of her mother and grandmo...
Nicole van der Merwe
Client Service Officer
With a strong and diverse educational background, Nicole brings a unique blend of practical experien...
Myles Bryan
Financial Advice Cadet
Cadetship Program
Will Carless
Financial Advice Cadet
Cadetship Program
Shakara Rose
Office Operations
Shakara joined our team in September 2020 in the role of Office Operations. Coming from the Aviation...
Lily Barben
Administration Assistant
Lily joined us in May 2024 as our Administration Assistant, assisting in office operations. Lily is ...
Jodie Coates
Operation Systems & IT
Jodie grew up in the Financial Planning industry with both her father and brother being Advisers. Pr...
Dr Steve Garth
Independent Investment Committee Member
Dr Steve Garth is the Principal of Principia Investment Consultants and an independent member of the...
Our Executive Operations Team
Steve Lowry
Chairman
CFP®️ Professional, DFP
Rita Azzopardi
Chief Financial Officer
BCom
Matthew Falzon
Business Improvement Executive
AssocDElecEng, DipBus (FM)
Kerri Wallace
Creative Director/Executive Officer
Kerri commenced employment with our firm in 2011 and has transitioned from Receptionist to Client Se...
AP Bear
Client Relations
AP Bear joined the Alman Partners team in 2016 as Head of Client Relations. With years of experience...
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