Our Team

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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

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

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)

Our Founder

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

Our Advice Support Team

Ashleigh Davis

Ashleigh Davis

Associate

Daniel Hansen

Daniel Hansen

Associate

BBus (Fin. Acc.)

Siobhan Petersen

Siobhan Petersen

Associate

BBus(FP)

Nadine Saron

Nadine Saron

Advice Service Manager

AdvDipFS (FP), DipFS (FP)

Emily Young

Emily Young

Financial Analyst

DipFP

Alyisa Lette

Alyisa Lette

Financial Analyst

AdvDip PP

Our Operations Team

Jenean Du Preez

Jenean Du Preez

Client Service Operations Manager

Broc Nicholson

Broc Nicholson

Client Service Officer

Kylie Purser

Kylie Purser

Client Service Officer

Elana Clark

Elana Clark

Client Service Officer

GradDipFP, DipAcc

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

Nicole van der Merwe

Nicole van der Merwe

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

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

Dr Steve Garth

Independent Investment Committee Member

Our Executive Operations Team

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

AP Bear at Alman Partners True Wealth Mackay & Brisbane

AP Bear

Client Relations

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