Trusted Financial Advisers in “Suburb Name” | Expert Financial Planning & Wealth Management

CFP^®️ Professional, BEng, DipMgt, DFS(FP)

Paul joined our firm as a partner in 2010 and is Alman Partners' Managing Director.

Paul's passion and natural ability to manage risk and deliver positive financial outcomes, along with his keen desire to understand the values that drive people is invaluable.

Paul's background is one of Mechanical Engineering and Project Management with over 12 years of experience in major projects in the mining and construction industries. This vast experience empowers Paul with a wealth of skills and knowledge, which he draws upon to keep his clients on track and accountable to their plan.

He continually seeks improvement opportunities and enjoys the challenges that this brings. Leadership and genuine care and concern for people are among his strongest attributes.

Attention to detail is second nature to Paul, so this, backed by the Alman Partner's brains trust of best-in-class Financial Planning experts, makes him the perfect man to have as your Trusted Financial Adviser.

Paul holds the professional designation of Certified Financial Planner^®️ which he completed in 2015 and in 2017 achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board. Paul currently sits on the Alman Partners’ Investment Committee.

Continuing the Alman Partners' commitment to bringing the highest standards and world-class solutions to our client community, Paul and Steve are founding members of the Global Association of Independent Advisers (GAIA) - an exclusive network of independently owned investment advisory firms who are committed to putting clients' interests first. Paul sits on the GAIA Board as one of two Australasian Executive Representatives.

ASIC Representative Number 001001430.

CFP® Professional, ADFS(FP), BCom(Fin, FP, Mgt)(Hons)

Teneale commenced employment with our firm in 2008 and became an owner of Alman Partners in 2016.

Teneale is one of our highly qualified financial advisers who possesses a thorough understanding of the technical aspects required to deliver quality advice to our clients, within the ever-changing regulatory framework of our profession. She has a passion for working with people and demonstrates a high level of maturity and compassion when dealing with clients. With her empathetic manner, Teneale enjoys assisting clients to reach their most important life goals by providing comprehensive strategies in a way which is easily understood.

Teneale was awarded her Bachelor of Commerce (with Distinction) and an Advanced Diploma in Financial Services through Deakin University in 2012, majoring in Finance, Financial Planning and Management. She was awarded a lifetime membership to the Golden Key International Honour Society whilst studying at Deakin University. Teneale is a member of the Financial Advice Association of Australia (FAAA), and in 2016 received the professional designation of Certified Financial Planner^®️. She is a member of the Mackay FAAA Chapter. In 2017 Teneale achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board. She currently sits on the Alman Partners’ Compliance Committee.

Teneale has a wealth of knowledge in many areas of finance and financial planning strategies. Her ability to adapt this knowledge to help clients at all stages of their lives is second to none and provides clients with complete confidence and peace of mind.

As co-host of Wealth Experience podcast, Teneale thoroughly enjoys educating the broader community on all things financial. Teneale also has a monthly segment on ABC Tropical North Radio, Money Matters.

ASIC Representative Number 001001427.

CFP^® Professional, SMSF Specialist Adviser, GradDip. App.Fin&Inv, B.Econ

Jason joined our firm in September 2020 as a Financial Adviser, to manage and grow Alman Partners’ presence in South East Queensland. Bringing with him over 25 years’ experience, Jason has a vast amount of knowledge in the wealth management and financial services sectors.

Providing professional and quality financial advice to his clients is at the heart of what drives him on a day-to-day basis. Jason loves what he does and is extremely passionate about helping his clients achieve all that is important to them. Having managed his own financial planning firm, Jason has a thorough understanding and appreciation of what goes on behind the scenes in creating world-class investment solutions for his clients.

Jason holds the professional designation of Certified Financial Planner^® (2003), a Graduate Diploma in Applied Investment & Finance from the Australian Securities Institute (1999), where he was awarded the KPMG Prize after ranking first in Australia for Financial Statement Analysis. Jason is a Self-Managed Superannuation Specialist (SSA) (2009) and holds a Bachelor of Economics (1993). In 2014, Jason achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board and in 2021, became an owner of Alman Partners. Jason currently sits on both the Alman Partners’ Investment and Compliance Committees.

Outside of work Jason can be found in the bush – trail running or mountain biking, or spending time watching his boys playing rugby.

ASIC Representative Number 000275916.

CFP^® Professional, CA, MBA (Finance & Strategy)

Niyati moved to Mackay from Mumbai, India in 2014 and brought over 8 years of experience in the global financial sector. She is a qualified Chartered Accountant from the Indian Institute of Chartered Accountants and also holds a post-graduate diploma in Business Management from the Indian School of Business (Global FT Ranking 10). She has over 6 years' experience in Investment Banking.

Niyati's financial acumen and analytical prowess are second to none and together with her global experience, brings a new dimension of capability and cultural diversity to our team. Niyati is passionate about exceeding client expectations and delivering world-class advice, as she knows that this will increase the confidence and clarity our clients have for achieving their personal goals.

Niyati is a keen learner and in 2018 received the professional designation of Certified Financial Planner^®. She also completed her Advanced Diploma in Financial Planning and the Diploma in Financial Planning in early 2016. In 2021, Niyati became an owner of Alman Partners. She currently Chairs the Alman Partners’ Investment Committee.

ASIC Representative Number 001250721.

CFP® Professional, GradDipFP, ADFP, BA Hons (Bus, Mgt) 

Kelsey commenced employment with our firm in May 2016, after moving from the UK. She became an owner of Alman Partners in 2023.

Kelsey holds a Business and Management Degree, completed her Diploma in Financial Planning in 2017, her Advanced Diploma in Financial Planning in 2018, and her Graduate Diploma in Financial Planning in 2023. In 2024, Kelsey finalised her CFP Professional qualification.

She brings over 7 years of experience working in the UK financial services industry and enjoys continually developing her knowledge base, with a keen sense of personal evolution. Kelsey is passionate about building strong relationships with clients and assisting in meeting their goals through the development of technical strategies.

As a young adviser, Kelsey is passionate about driving positive change and evolution in the dynamic profession. She is enjoying making strong connections with her clients in this trusted position, providing meaningful change to their lives through quality advice.

As co-host of Wealth Experience podcast, Kelsey thoroughly enjoys educating the broader community on all things financial.

In her spare time, she enjoys spending time with her partner and young children, keeping active and exploring the region.

ASIC Representative Number 001271571.

CFP^® Professional, MFinP, GradDipFP, BBus (Fin, Mgt)

Originally from Brisbane, James spent almost a decade working for a global investment management firm across both their Sydney and Melbourne offices. As a member of their Global Client Group, his key responsibilities included leading and managing relationships with wealth management businesses across Australia & New Zealand and consulting with financial advisers on building an efficient practice while providing a successful investment experience to their clients.

His time with this firm introduced him to the Alman Partners team and in 2022 he decided to change paths and move into wealth management, joining Alman Partners’ Brisbane office.

James currently holds the highest qualification in Australia for a Financial Adviser - CFP^® Professional. He also holds a Bachelor of Business (Majoring in Finance & Management), completed his Graduate Diploma in Financial Planning in 2019 and his Master of Financial Planning in 2020.

In late 2023, James became an owner of Alman Partners.

ASIC Representative Number 001302887.

CFP^® Professional, MFinPlan, ABFP®, CRPC®, GradDipFinPlan, ADFS(FP), DFS(FP)

Katrina is one of our highly skilled Financial Advisers with over 30 years of experience in the banking and finance industry. In 2025, she received the highest qualification for a Financial Adviser in Australia - CFP^® Professional. In 2024 she received the accreditations of Accredited Behavioral Finance Professional and Chartered Retirement Planning Counselor through Kaplan Professional. In 2023 she completed her Master of Financial Planning through Kaplan Professional, after completing a Graduate Diploma in Financial Planning in 2020.

She is passionate about empowering her clients through education and financial literacy. Katrina loves building lasting relationships with clients and assisting them to achieve their goals.

Katrina enjoys spending quality time with family and friends, practising yoga, swimming and visiting the beach. She also has a love of travel and embarking on new adventures and experiences.

ASIC Representative Number 001008822.

MFinP, GradCertFP, ADFP, DipFP 

Veronika joined our team as an Associate Adviser in November 2020, having several years of experience in the industry. Originating from Prague in the Czech Republic, she moved to Australia in 2012 after living in the UK and the USA.

Veronika is passionate about raising awareness of the importance of financial literacy. She believes in a positive approach to life and transparency every step of the way.

Having accomplished a Diploma of Financial Planning and Advanced Diploma of Financial Planning at Monarch Institute in 2017, Veronika was awarded her Masters in Financial Planning from Griffith University in 2020. Veronika believes in achieving the best possible outcomes for her clients through exceptional service, ongoing rapport and above all else, having her client’s best interests at heart. Outside of work, Veronika keeps herself fit with outdoor hiking. She also loves exploring new interests, cultures and people.

ASIC Representative Number 001261567.

BBus(FinPlan)

Beginning her journey in the financial advice profession, Ashleigh began as a Financial Analyst back in 2016, which led her to Alman Partners in 2020.

With a deep-held desire to continue developing her skills, both personally and professionally, Ashleigh went on to study a Bachelor of Business (Financial Planning) where she graduated from RMIT in 2022 with Distinction.

Now a fully-fledged adviser, Ashleigh rejoined the Alman Partners’ team in 2023. Through her own life experiences and personal growth, she has discovered a passion for assisting others through their financial journey, allowing them to focus less on money and more on what matters most to them.

Born and raised in Mackay, Ashleigh enjoys exploring new destinations with her family, particularly visiting artisan markets and discovering new and exotic foods.

ASIC Representative Number: 001299165

MFinP, BCom

With a Bachelor’s Degree in Commerce (2020) and a Master’s in Financial Planning (2024), Sam brings a wealth of knowledge and experience to the table. After completing his studies, Sam took 15 months to travel across Europe, gaining invaluable life experiences and character development by living out one of his life goals.

Sam has extensive experience in client-facing roles across various industries. During his Bachelor studies, he worked as a foreman’s assistant in construction, and more recently, he has engaged with patrons as a bartender in Europe and a stockman at Dan Murphy’s.

Having experienced first-hand how Alman Partners enables people to explore and live their life of True Wealth, Sam is excited to help clients discover and lead their true wealth.

Financial Adviser Number: 001316119

Refer to Provisional Adviser Disclaimer here.

MAdvFin, CFA Level III Candidate, MCom (Bus. Admin + Acc.), BMgt (Fin)

Originally from Mumbai, India, Mehak moved to Melbourne in 2019 and relocated to Queensland in 2021 to join our team as a Client Service Officer. Mehak is currently a Provisional Adviser, having completed her studies and Adviser exam.

She has recently completed her Graduate Diploma of Financial Planning (awaiting graduation), and holds a Master of Advanced Finance from Monash University, alongside being a Level 3 Candidate of the CFA Programme. She has previous experience in Wealth Management, working as a Client Relationship Manager at a well-known firm in Mumbai. Mehak also holds a Master of Commerce in Business Management & Accounting. Her wealth of technical and analytical knowledge & skills, coupled with her love for being a people person, has helped her pave her way in the financial planning space. She is a member of the Alman Partners Investment Committee.

In her spare time, Mehak enjoys travelling and spending time with friends. She loves exploring new places and being outdoors. She has been very lucky to have travelled around the world, which has helped her grow as an individual and learn all about people and their different cultures.

Refer to Provisional Adviser Disclaimer here.