Keith Bensley
AdvDipFP, DipFP, AdvDipAcc, SSA, SSAud®, RegTaxAgent, RegSMSFAuditor, MAICD, AFA, AIPA & JP(Qual)
Position
Chief Executive Officer
Bio
As Group CEO, Keith holds multiple directorships within the Future Assist group of companies, is a responsible manager on the ...
Nelson Loyola-Silva
BBus&Com, AdvDipFP, DipFP
Position
Director Of Wealth Management
Bio
Nelson commenced his career at Future Assist in 2010 and was appointed Director of Wealth Management in February 2019. Nelson holds ...
Sean McNeill
BSc(Ec), AdvDipFP(FS), DipFP(FS), FChFP
Bio
In 2010, Sean joined Future Assist and in 2012 and was charged with establishing the Future Assist Client Services Team ...
Phil Taylor
MBA, AdvDipFP(FS), DipFP(FS), FChFP, RM
Position
Group Head of Compliance & Professional Development
Bio
In 2005 Phil started his career in financial services. In 2006 he entered a financial adviser development program at ...
Trent Murray
Position
Group Operations & IT Manager
Bio
Trent started with Future Assist in 2013 as a technology consultant, officially joined the team in 2014 and today sits ...
Ben McTomlinson
BCom, SSA, DFP
Position
Head of Future Assist Accountants
Bio
Ben is a career accountant and prior to his time with Future Assist, comes from background of small to medium ...
Ryan Epa
AdvDipFP, DipFP, AFA
Position
Head Of Wealth Administration
Bio
Ryan is a member of the Future Assist Panel of experts, a founding member of the Future Assist MDA Investment ...
Daniel Thalji
BBus&Com, AdvDipFP, DipFP, FChFP
Position
Head Of Advisory Services
Bio
Daniel commenced his career in the financial services industry on the back of completing his bachelor’s degree in 2013. At ...
Colby Atkinson
BComm(Acc&FP), AdvDipFP, DipFP
Bio
Colby holds a Bachelors Degree in Commerce majoring in Accounting and Financial Planning. He worked in the Self-Managed Superannuation industry ...
Babak Zadeh
MComm(IntBus&Fin), MEM, BEM
Bio
Babak commenced his professional life initially as a Supervisor in the Construction Industry and continued to work as Construction Project ...
Brie Rogers
AdvDipFP, DipFP, CertIIIBus
Position
Senior Paraplanner
Bio
Brie commenced her career as a Paraplanning Administrator with Future Assist Group back in 2015. Since commencement, Brie has progressed ...
Thomas Akiva
AdvDipFP, DipFP
Position
Specialist Client Manager
Bio
Tom began his journey with Future Assist in 2016. He commenced as an Assistant Adviser where he helped clients set ...
