AMAFA National Operations Manager Mario Finocchiaro said, “At AMAFA, we are committed to partnering with advisers who place professionalism, integrity and strong client outcomes at the centre of what they do. All three advisers embody these qualities and we welcome the opportunity to support them and their practices.”

Mr Finocchiaro said AMAFA aims to help advisers deliver advice clients can rely on. “Our approach is built around robust systems, well-defined standards and giving advisers the framework to perform at their best.”

Benjamin (Ben) McNeil, MB Financial Group

Based in Maroochydore, Queensland, Benjamin McNeil brings more than seven years’ experience in financial advice to Queensland-based MB Financial Group, helping individuals, families, professionals and business owners make informed financial decisions. His approach is practical and focused on what matters to each client, with personalised strategies that evolve as their lives change.

Thaveesh (Tav) Palapathwala, Obsidian Wealth Management

With almost a decade of experience in financial advice, Thaveesh (Tav) Palapathwala has built a reputation for thoughtful, tailored advice across financial planning, wealth creation, retirement and long-term investment strategies. Through his practice, Obsidian Wealth Management, he helps professionals, business owners and families align their financial decisions with the life they want to create.

Martin Wajda, Wealth Technology Financial Planning

Based on the Gold Coast, Martin Wajda, Wealth Technology Financial Planning, has been helping individuals and families make confident financial decisions since 2010, with advice tailored to each client’s goals, circumstances and stage of life. From starting a family to preparing for retirement, Martin works alongside his clients to develop financial strategies that support both their immediate priorities and longer-term goals.

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The group expects to recruit additional advisers over the course of the year, with several already in the pipeline and progressing through onboarding discussions.

AMAFA will support its newly-appointed advisers across business development, professional standards and peer collaboration, as part of its broader commitment to strengthening the advice profession.

“We look forward to working with them and supporting the continued growth of their businesses, including connecting them with their peers at our annual conference in Hobart this July,” Mr Finocchiaro said.

The AMAFA Annual Conference, The Next Chapter, will bring together AMAFA advisers from across the country and will focus on growing their businesses, challenging their thinking and contributing to the future of the profession.

Advisers new to AMAFA include:

• Daniel Collins Poppyred (VIC and UK): Dan is one of a select group of advisers authorised to provide financial advice in both Australia and the UK, specialising in UK pension consolidation and transfers for British expats living in Australia. He supports clients from offices in Melbourne and Cheltenham, England.
• Nadia O’Sullivan Quest Insurance and Financial solutions (QLD): Bilingual in English and Mandarin, Nadia is dedicated to supporting clients from diverse backgrounds. Having migrated to Australia from Guilin, China, she has a deep understanding of the challenges many migrants face when navigating a new financial landscape.
• Daniel Judge MADD Life (QLD): Daniel is a passionate financial adviser specialising in strategic, goal-driven advice for clients with young families. He develops clear, practical financial plans that give clients direction and confidence in their future.
• Peter Tribolet, Foundation Financial Advice (VIC): Peter has a wealth of experience and a strong commitment to helping clients navigate their financial future with clarity and confidence. He enjoys helping people achieve their specific goals and enhance their financial position so they don’t need to worry about money.
• Reid Menkens, Menkens Financial Group (QLD): Reid has spent 25 years helping clients make sound decisions around their personal and financial objectives. As a small business owner and family man, he understands the challenges people face and enjoys helping clients achieve the results they need.
• Terry Chudleigh, Inteplan Financial Solutions (NSW): Terry has been in the financial services industry for over 30 years, 17 as a financial adviser. He is passionate about financially educating clients in the accumulation phase of life, showing them how to create wealth without compromising their lifestyles.

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