Brisbane Financial Advisers

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 partner 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 Senior 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, joined the Alman Partnership. 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 joined the Alman Partnership. 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 joined the Partnership 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 daughter, keeping active and exploring the region.

ASIC Representative Number 001271571.

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 a Bachelor of Business (Majoring in Finance & Management), completed his Graduate Diploma of Financial Planning in 2019 and his Master of Financial Planning in 2020.

In late 2023, James joined the Alman Partners' Partnership.

ASIC Representative Number 001302887.

MFinPlan, ABFP®, CRPC®, GradDipFinPlan, ADFS(FP), DFS(FP)

Katrina is one of our highly-skilled Financial Advisers with over 30 years’ experience in the banking and finance industry. 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.

GDipFinPlan, DipFP, BCom(Acc)

Caitlyn is one of our skilled Financial Advisers. With over 7 years of experience in the financial services profession before joining Alman Partners, she spent several years within Alman Partners as an Associate, technical Client Service Officer and Financial Analyst.

With a thorough understanding of all aspects of the financial advice process, Caitlyn has a wide range of skills and technical acumen that allows her to confidently assist her clients.

Caitlyn completed her Bachelor of Commerce with a Major in Accounting at the University of Southern Queensland in 2015. She completed her Graduate Diploma in Financial Planning in June 2022, completing many subjects with a High Distinction and is on track to complete her Masters in Financial Planning in 2024.

She always aims to provide the best customer service possible and is more than happy to assist with client enquiries.

In her free time, she loves to spend time with her husband and two children, going camping and exploring exciting new attractions.

ASIC Representative Number 001303253.

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

MFinPlan, GCertFinPlan

Mel is one of our highly-skilled Financial Advisers, rejoining Alman Partners in 2022. She was awarded her Master of Financial Planning from Griffith University in 2018 and her Graduate Certificate in Financial Planning in 2017. She brings with her over 20 years of experience in various Financial Planning firms from around Australia.

Mel is passionate about the financial planning process and the ability for advice to transform clients’ lives so they can obtain ‘True Wealth.’ Mel also thrives on the ability to work within a growing and diverse team of professionals, where personal and professional growth and learning is wholeheartedly embraced.

Away from work, Mel loves reading and camping, and even better when she can mix the two together. She is a raving Parkrun fan and loves to ‘parkrun tourist’ when possible (Parkrun is a free, weekly five-kilometre timed run/walk, held at multiple venues globally. Anyone can participate, the events are free and they are run by volunteers).

ASIC Representative Number 001303255.