Our Team

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At Alman Partners, our people are at the heart of everything we do. Behind every successful client relationship is a dedicated team of experienced Financial Advisers, Specialists and Support Professionals who are passionate about helping individuals, families and business owners make confident financial decisions and achieve their goals. We believe exceptional financial advice is built on strong relationships, trust and a genuine understanding of what matters most to you. Whether you’re growing your wealth, planning for retirement, protecting your family or navigating life’s financial milestones, our team works together to provide personalised advice, ongoing guidance and exceptional service tailored to your unique circumstances. Get to know the people behind the advice and discover how their expertise, care and commitment can help you build financial confidence and create the future you envision.
Paul Shepherd

Paul Shepherd

Managing Director & Financial Adviser

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

Teneale Laister

Teneale Laister

Financial Adviser

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

Jason Kirk

Jason Kirk

Financial Adviser

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

Niyati Khanna

Niyati Khanna

Financial Adviser

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

Kelsey Dent

Kelsey Dent

Financial Adviser

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

James Alexander

James Alexander

Financial Adviser

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

Katrina Dhu

Katrina Dhu

Financial Adviser

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

Veronika Holubova

Veronika Holubova

Financial Adviser

CFP® Professional, MFinP, GradCertFP, ADFP, DipFP 

Ashleigh Thompson

Ashleigh Thompson

Financial Adviser

BBus(FinPlan)

Sam Henry

Sam Henry

Financial Adviser

MFinP, BCom

Mehak Advani - Financial Adviser & Partner | Committee Member at Alman Partners True Wealth

Mehak Advani

Financial Adviser

MAdvFin, CFA Program Level II, MCom, GradDipFP, BMgt (Fin)

Josh White

Joshua White

Financial Adviser

MFin, BCom, BEcon

Nadine Saron

Nadine Saron

Advice Service Manager

AdvDipFS (FP), DipFS (FP)

Ashleigh Davis

Ashleigh Davis

Associate

Daniel Hansen

Daniel Hansen

Associate

BBus (Fin. Acc.)

Siobhan Petersen

Siobhan Petersen

Associate

BBus(FP)

Elana Clark

Elana Clark

Associate

GradDipFP, DipAcc

Emily Young

Emily Young

Financial Analyst

DipFP

Alyisa Lette

Alyisa Lette

Financial Analyst

AdvDip PP

Tory Cross

Tory Cross

Financial Analyst

DipFP, DipSup, BBus(Econ)

Jenean Du Preez

Jenean Du Preez

Client Service Operations Manager

Broc Nicholson

Broc Nicholson

Client Service Officer

Erin Mackenzie

Erin Mackenzie

Client Service Officer

Stevie Schuster

Stevie Schuster

Client Service Officer

Prachi Tokas

Prachi Tokas

Client Service Officer

GradDipFP, BEcon

Jasmine Carvolth

Jasmine Carvolth

Client Service Officer

Rachel Uthayakumar

Rachel Uthayakumar

Client Service Officer

BBus (Econ)

Sumari Snyman

Sumari Snyman

Client Service Officer

Myles Bryan

Myles Bryan

Financial Advice Cadet

Cadetship Program

Will Carless

Will Carless

Financial Advice Cadet

Cadetship Program

Shakara Rose

Shakara Rose

Office Operations

Lily Barben

Lily Barben

Administration Assistant

Jodie Coates

Jodie Coates

Operation Systems & IT

Kylie Purser

Kylie Purser

Marketing Associate

Dr Steve Garth - Independent Investment Committee Member at Alman Partners True Wealth

Dr Steve Garth

Independent Investment Committee Member

Steve Lowry Senior Financial Adviser & Partner at Alman Partners True Wealth Mackay & Brisbane

Steve Lowry

Chairman

CFP®️ Professional, DFP

Rita Azzopardi

Rita Azzopardi

Chief Financial Officer

BCom

Matthew Falzon

Matthew Falzon

Business Improvement Executive

AssocDElecEng, DipBus (FM)

Kerri Wallace

Kerri Wallace

Creative Director/Executive Officer

Alexandra Cristaldi

Alexandra Cristaldi

Business Assurance Manager

LLB, BCom (Accounting), GradDip CA

AP Bear at Alman Partners True Wealth Mackay & Brisbane

AP Bear

Client Relations

Scott Alman Chairman & Founding Partner at Alman Partners True Wealth

Scott Alman

Founder

CFP®️ Professional, AIF®️, DFP, FPA Fellow

Alman Partners' DNA

Scott’s 30-year anniversary message

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