Alman Partners has a dedicated team of highly qualified and experienced financial experts who are uniquely positioned to help you reach your goals. Learn more about your Financial Adviser and our support team below.
CFP®️ Professional, DFP, Accredited Investment Fiduciary®️
Steve joined our firm in 1998 and became a partner in 2004. Steve possesses a deep level of financial theory and is able to adapt academic research to the real world of investing. His presentations make complex ideas not only understandable but also useful.
With over 20 years' experience in the financial planning profession and business management, Steve has assisted many clients achieve their most important goals. Steve is passionate about his client's future and providing exceptional advice and direction.
Steve has been instrumental in developing a team culture built on excellence and fun. This has resulted in Alman Partners being the employer of choice within our profession. Steve was awarded a Diploma of Financial Planning through Deakin University. He holds the professional designation of Certified Financial Planner®. In 2017 Steve achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.
Steve is a founding Director of The Mackay Community Foundation and served on the board from 2003-2019. In 2012 Steve was awarded the Financial Planning Association's Queensland Community Services Award for his work with The Mackay Community Foundation and commitment to providing financial literacy education to our community.
ASIC Representative Number 001001393.
CFP® Professional, MFinP, BBus-Acc
Frances joined our firm in 1999 and became a partner in 2005.
Frances is an expert in many aspects of finance and investment strategies and excels at helping clients with complex situations. With a wealth of experience in the financial services industry, Frances has the ability to explain the sources of investment returns and how portfolios take advantage of them.
Frances expresses great empathy with, and concern for her clients. She has a unique ability for taking complex financial matters, breaking them down and then translating them in essential, simple terms for her clients.
Frances is one of the highest qualified Financial Planners in Australia. She was awarded a Masters Degree in Financial Planning from the University of the Sunshine Coast, in addition to a Bachelor of Business majoring in Accounting from Central Queensland University. Frances also holds a Diploma of Financial Planning from Deakin University and holds the professional designation of Certified Financial Planner. In 2017, Frances achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.
Frances has been a board member of the Mackay Community Foundation since January 2018; engaging with the community to raise awareness of the Foundation, and raising funds for those less privileged in our community. She has also taken on the role of Treasurer of the Mackay Financial Planning Career Development Group since January 2018.
ASIC Representative Number 001001426.
CFP®️ Professional, BEng, DipMgt, DFS(FP), Accredited Investment Fiduciary®️
Paul joined our firm as a partner in 2010. 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' 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 a genuine care and concern for people are among his strongest attributes.
Attention to detail is second nature to Paul, so this, backed with the Alman Partners’ 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.
ASIC Representative Number 001001430.
CFP®️ Professional, BCom(Fin, FP, Mgt)(Hons), ADFS(FP)
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 is a member of the Financial Planning Association (FPA) of Australia, and in 2016 received the professional designation of Certified Financial Planner. In 2017 Teneale achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.
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.
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.
Outside of work Jason can be found in the bush – trail running or mountain biking, or spending time watching his boys playing rugby.
ASIC Rep. No. 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 of experience in Investment Banking.
Niyati's financial acumen and analytical prowess are second to none and together with her global experience, bring 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 loves to learn 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.
Niyati and her husband are enjoying their ride as parents and their adopted dog Denver.
ASIC Representative Number 001250721.
DipFP, ADFP, BA Hons (Bus, Mgt)
Kelsey commenced employment with our firm in May 2016, after moving from the UK and spending some time in Cairns. Kelsey holds a Business and Management Degree, completed her Diploma in Financial Planning in 2017, her Advanced Diploma in Financial Planning in 2018, and currently finalising her Graduate Diploma in Financial Planning. 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 to 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. In her spare time, she enjoys spending time with her partner and young daughter, meeting new people, and exploring the region.
ASIC Representative Number 001271571.
GradDipFinPlan, DFS(FP), ADFS(FP), CommDec.
Katrina is one of our dedicated Financial Advisers with over 27 years’ experience in the banking and finance industry. In 2020, Katrina completed her Graduate Diploma in Financial Planning. 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.
Caitlyn has recently advanced to the role of Associate Adviser after spending 2 years as our technical Client Service Officer and Financial Analyst. With over 5 years of experience in the financial services industry and experience in roles such as Personal Assistant, Research Officer and Retail Manager, Caitlyn has a wide range of skills 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 is presently on track to complete her Graduate Diploma in Financial Planning in June 2022 completing many subjects with a High Distinction. Following her graduation, she aims to finish her Masters.
She always strives 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.
Chairman & Founding Partner
CFP® Professional, AIF, DFP, FPA Fellow
Scott established Alman Partners in 1985 and continues as Chair of the executive team.
Scott's skills in strategic planning have underpinned our firm's overall direction, while his problem-solving innovations for clients set the firm apart from its competitors.
Scott was one of the first generation of Certified Financial Planners in Australia and has been a pioneer within the profession, particularly in the area of fee for service advice and education. Nationally, Scott has received recognition for his achievements and the respect of his professional peers through industry awards, published articles and speaking engagements.
Scott was awarded a Diploma in Financial Planning through RMIT in 1995. He holds the designation of Certified Financial Planner and is a Fellow of the Financial Planning Association of Australia. Scott established The Mackay Community Foundation in 2003, being founding Director and Chairman to assist the less fortunate in the Mackay regional community.
In 2008, Scott's contribution to the Mackay community was recognised when he was selected as the winner of the Queensland Regional Achievement and Community Awards, in recognition of his work with The Mackay Community Foundation and with the development of a financial literacy program for children and adults.
ASIC Representative Number 001001428.
Alman Partners' DNA
Scott’s 30-year anniversary message
Our Operations Team
Senior Financial Analyst
Bryn joined our team as Senior Financial Analyst in March 2021. Having 10 years of experience within the financial services industry, including working within a major superannuation fund, Bryn understands the evolving and complex nature of the financial planning world.
Based in our Brisbane office, Bryn is often found with a book in hand as he completes his Bachelor of Business, majoring in Financial Planning. Bryn obtained his Diploma in Financial Planning in 2013, following up with his Advanced Diploma in 2016.
Having a young family, and active pet Beagle, Bryn is often busy on weekends enjoying the natural environment around the Brisbane region. He has been lucky to travel the world and enjoys searching for fresh powder at his favourite ski-slopes at Wanaka (NZ) or Japan.
Senior Financial Analyst
Andrea joins our team as a Senior Financial Analyst with 16 years of experience in the Financial Services industry. She has had various roles including Client Service Officer, Practice Development, Compliance and Quality Assurance, as well as Remediation.
Andrea holds an Advanced Diploma of Financial Services and SMSF & Gearing accreditations. She is currently studying at the University of Sunshine Coast for her Bachelor of Arts (majoring in Journalism).
Originally from North Queensland, Brisbane is now Andrea’s home, and she is an avid Broncos supporter. Andrea has a daughter, 2 dogs and a cat, and an identical twin sister. In her spare time, she enjoys nothing more than exploring the outdoors, camping and watching sunsets. She also enjoys a good book or podcast and hopes to visit Mexico one day.
Jenean Du Preez
Client Service Operations Manager
Jenean is our highly dedicated Client Service Operations Manager. With over 3 years of experience as one of our Client Service Officers, she has taken on the role to manage this team.
Originally from Bloemfontein, South Africa, Jenean has a strong background in the financial services industry, having worked for fund and asset managers for 10 years before moving to Australia.
Jenean has worked in various roles including Reception, Administration, Personal Assistant and Marketing Assistant, with skills in social media management and event planning. She has also completed programs in Public Relations and Office Management.
Jenean is dedicated to her work and loves a challenge, taking the lead on many improvement projects within the firm. With her guidance, many of our Client Service Officers have achieved great things in their roles.
In her free time, Jenean loves spending time with her husband and two teenage children, taking their two dogs for long walks on the beach and enjoying the outdoors.
Client Service Officer
Originally from Townsville, Kim has a strong administrative background, having worked in accounts administration and high level Client Service Officer roles; as well having spent 7 years employed at a criminal law firm.
With her husband, 3 daughters and the family dog, Kim has made Mackay her home. In her spare time, Kim enjoys being active with her family, playing rugby league, netball, touch football, and dancing. Kim has also been a member of the Mackay Dragon Boat Club and can often be found driving to or from Forrest Beach, just outside of Ingham; where she spends weekends with her family.
Client Service Officer
Born and raised in Carmila, Broc ventured to Sydney for 2 years where she began work in the financial services industry as a Client Service Officer. However, she returned to the Mackay region as she couldn’t resist the local charm.
Over the past 5 years, Broc has worked in numerous customer service roles. She has completed Certificates 2 & 3 in Business, and is looking to forward to progressing her career by studying financial planning.
Broc loves providing clients with the best service and outcomes and is a great addition to our team.
In her spare time, she enjoys spending time with her family and friends, exploring the outdoors, going camping, fishing and even spending time with the cows.
Client Service Officer
Alyisa joins our Client Service team, bringing with her over 8 years’ experience in the financial planning industry. Having a genuine love of helping people, superior customer service is extremely important to Alyisa. Her friendly personality ensures that after every encounter you leave with a smile.
After a long day, Alyisa loves curling up with a good book and a cup of tea (or glass of red). She also loves spending time with her young family and watching her son play basketball.
Client Service Officer
Mary-Ann joins our vital Client Service team bringing with her 8 years of experience in Property Management. She possesses a high level of administrative and organisational skills and enjoys providing the best possible service to her clients.
Currently studying her Bachelor of Property majoring in Financial Planning, Mary-Ann loves a challenge and looks forward to graduating in the near future.
Along with her 2 children, Mary-Ann enjoys the outdoors, going to the beach and camping.
Client Service Officer
Michelle has joined our talented team of Client Service Officers, having a strong background in administration. Michelle has vast experience in a range of fields including Project Management, Teacher’s Aide, Advertising and Marketing, and is a fully qualified Chef. Michelle always has a smile on her face and makes every client engagement a delightful experience.
Having lived in Mackay her whole life, she loves spending time in our amazing outdoors with family and friends either camping, boating or fishing. She also volunteers with her local school P&C and for Marine Rescue.
Client Service Officer
Cert III Fin.Ser.
Born & raised in Mackay, Ataahua joins our Client Service team bringing with her 5 years’ experience in the Financial Service industry. Holding a Certificate III in Financial Services, Ataahua enjoys strengthening her skills through study.
Ataahua began her working career in Administration and Hospitality & Tourism before moving to Finance (Collections and Retail Banking).
As a family-focused mother of 2, Ataahua enjoys spending time outdoors with her children and family dogs.
Client Service Officer
Kylie has recently taken on the role of Client Service Office after originally joining our team as Director of First Impressions in early 2019. Having experienced a range of roles in the financial planning industry, dating back to 2003, Kylie has acquired a collection of skills and knowledge that allows her to comfortably assist any client or support our team.
Kylie adds her own creative flair to any work assignment with her personal motto being “live a creative life.” This certainly shows in her passion for mixed media art, card-making & photography. Additionally, in her spare time, Kylie enjoys experiencing the outdoors with camping, fishing and 4WD-ing, or relaxing by the pool with her dog and a good book.
Client Service Officer
MAdvFin, CFA Level III Candidate, MCom (Bus. Admin + Acc.), BMgt (Fin)
Originally from Mumbai, India, Mehak moved to Melbourne in 2019 and more recently relocated to Mackay to join our Client Service Team. As a fresh university graduate, Mehak aspires to one day be a successful Financial Adviser.
Mehak is currently completing her Masters 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 Masters of Commerce in Business Management & Accounting.
In her spare time, Mehak enjoys traveling 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.
Client Service Officer
Sam joins our Client Service Officer team having completed his Bachelor of Commerce (Majoring in Finance) in 2020. Prior to this, Sam spent 6 years working in the Construction industry ranging from high-risk work such as a Crane Dogman to Jackhammering.
Born in Mount Isa, Sam grew up in Brisbane and loves spending his free time helping out and playing at his local football club, Easts Rugby Union. Sam is a people person and thoroughly enjoys motivating the team to achieve their best.
Shakara joined our team in September 2020 in the role of Office Operations. Coming from the Aviation and Customer Service industries, Shakara is committed to providing positive client engagements. She is dedicated to building strong relationships with our clients and key relations.
Enjoying a challenge, Shakara is committed to assisting our team wherever possible while becoming the best version of herself.
Outside of work, Shakara enjoys travelling, spending time at the beach and with her family and friends, as well as dining out.
Dr Steve Garth
Independent Investment Committee Member
Dr Steve Garth is the Principal of Principia Investment Consultants and an independent member of the Alman Partners Investment Committee.
Steve's role is to provide his expertise, insights, academic rigour and experience to our Investment Committee around areas such as asset allocation, implementation and the evaluation of investment strategies and investment managers.
For nearly two decades, he played a key role in helping grow the Australian arm of global asset manager Dimensional Fund Advisors. During his career he has managed Australian and global equity portfolios, managed the Asia Pacific trading team and oversaw the introduction of direct market access trading, and for the last 10 years he specialized in managing the firm’s fixed interest strategies.
Before joining Dimensional in 2001, Steve was on the faculty of the University of New South Wales. His teaching and research interests were in optical fiber technology and quantitative finance.
Steve received his PhD in Applied Mathematics from the Australian National University. He also holds a BSc in Mathematics and Physics, a BA with majors in History and Politics, and holds a Masters of Applied Finance (MAppFin). As well, he has a Graduate Diploma in Business Administration.
Steve is a member of the Australian Institute of Company Directors.
Our Executive Operations Team
Kerri commenced employment with our firm in 2011 and has transitioned from Receptionist to Client Service Officer to Project Officer and Creative Executive. Kerri assists our Executive Team with administrative tasks, monitors and assists with project progression, assists in staff training and resourcing, and manages our marketing endeavours. Having a passion for graphic design, she is constantly refreshing our documents and marketing material to ensure our clients are always kept up to date.
Kerri’s friendly and helpful manner, combined with her exceptional work ethic ensures our clients and team have all the support they require. In her spare time, Kerri enjoys relaxing with her young family and pets, and studying Ancient Egyptian History.
Chief Financial Officer
Born and raised in Mackay, Rita commenced with our firm in 2003.
As company accountant, Rita combines her exceptional accounting and business management skills to ensure the smooth and efficient operation of our practice. In addition, Rita plays a major role in our human resources and compliance teams.
Rita has gained valuable experience from witnessing the inevitable market cycles which have impacted Mackay over the years and which she applies in her work with our firm.
Rita achieved her Bachelor of Commerce from James Cook University in 1990. Rita holds the professional designation of Certified Practising Accountant.
Business Improvement Executive & Partner
AssocDElecEng, DipBus (FM)
Matthew joined Alman Partners in October 2018 and was born and raised in Mackay. Matthew has a passion for continuous improvement, with a deep understanding of how to increase efficiency and remove frustrations by the application of continuous improvement methodologies and technology. Matthew joined the Alman Partnership in 2021, becoming our first non-Adviser Partner.
He started his working life as an electrical apprentice and has a diverse work history across, predominately, the mining and manufacturing industries, in roles spanning engineering, project management, maintenance and technology.
Outside of work you'll find Matt fishing and crabbing, walking on the beach and enjoying time with his family and friends.
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