The Team
Teneale Petersen ADFS(FP)
Financial Adviser
Teneale is one of our highly qualified Financial Advisers who possesses a deep understanding of the technical framework of our profession. Teneale will complete a Bachelor of Commerce majoring in Financial Planning, Finance and Management with Deakin University in early 2012.
She has a passion for working with people and demonstrates a high level of maturity and compassion when dealing with clients.
In her private time she is a keen soccer player and is a valuable member of the Brothers Women's Team.
Karen Mason ADFS(FP)
Financial Adviser/Analyst
Karen's role in our firm is to analyse complex financial strategies in consultation with our advisers continuing the process to the construction of statements of advice. She liaises constantly with our clients providing a 5 star service experience. Karen brings to our firm more than 26 years of experience within the banking and finance profession recently completing an Advanced Diploma in Financial Services adding to her Certificate 3 in Finance and also accreditation as a Mortgage Consultant.
Karen is enjoying life married to Gary with their children. We should also mention Sparty the cat.
Lynda Grieve - B.Com
Financial Analyst
Lynda's role in our firm is to analyse complex financial strategies in consultation with our advisers continuing the process to the construction of statements of advice. She liaises constantly with our clients providing a 5 star service experience. Previously employed as an Accountant with over eight years accounting and tax experience, Lynda decided to advance her career within wealth management.
Lynda holds an Advanced Diploma in Accounting and has completed a Bachelor of Commerce degree with majors in accounting and financial planning via the Deakin University.
Lynda and her husband Angus have the joy of parenting the beautiful Olivia and are joined by their two border collies, Tasha & Abby.
Rita Azzopardi CPA, B.Com
Chief Financial Officer
As company accountant, Rita combines her exceptional accounting and business management skills to ensure the smooth and efficient operation of our practice.
A born and raised local, Rita has witnessed and gained experience from the inevitable market cycles which have affected Mackay over the years. Married to Brett in 1994 they have been blessed with two beautiful children, Rebecca and Hayden.
Ellie Fordham
Financial Analyst
Ellie holds a Certificate II in Business and is currently completing her Bachelor of Business (Financial Planning) with RMIT University.
Ellie has 5 years of experience in Financial Planning and brings to the team a wealth of technical ability as well as a warm and approachable attitude. As a local girl born and raised in the Pioneer Valley, Ellie spends her spare time volunteering for the Pioneer Valley Agricultural Show, Relay for Life and enjoys supporting the Broncos.
Kerri Stephan
Administrative Assistant
As receptionist at Alman Partners, Kerri is an enthusiastic and professional member with over 9 years of experience in customer service. Kerri is an active member of the Mackay community, always raising her hand to help, especially when it comes to animals. Kerri volunteers for the RSPCA and has a collection of animals of her own; including two horses, several cats and fish. Kerri is also organising her wedding to fiancée Duncan.