Annie is firmly committed to helping people achieve their lifestyle and financial goals by making smarter financial decisions, navigating through life’s challenges. Annie has been in the advice industry since 2015, commencing as a Client Service Manager, exposing her to a number of different aspects of the advice process which sparked her interest in Compliance where justification and high standards are employed. Annie also enjoys building strong rapport with clients and advisers, allowing her to find common ground and provide comfort and confidence in each situation. Annie holds a Bachelor of Business in Banking and Finance, and her Advanced Diploma in Financial Planning.

A food lover and mother to son Daniel and fur baby Maisey, Annie also plays indoor soccer. During winter she enjoys the snow and skiing, where she aims to ski in several different locations overseas. Annie is also a proud supporter of both Melbourne Football Club in the AFL and Melbourne City in A league.

Ashley is the Advice Hub Manager at Akambo Financial Group. He has been working in the financial services industry for over 10 years starting out as a para planner before becoming a financial planner and then as an advice coach. He has worked for both small practices and large institutions and brings extensive knowledge around both technical/compliance matters and of the overall end to end financial planning experience. Ashley has a Bachelor of Commerce from Deakin University with majors in Accounting, Finance and Financial Planning.

Jane is the Compliance Manager at Akambo Financial Group. Jane has over 15 years of experience in the Financial Services industry and has a depth of understanding and knowledge of the compliance function that comes from having worked in various technical and compliance roles across a range of different advisory businesses. Her role at Akambo is to provide advisers with the support needed to understand the complex and ever-evolving compliance landscape, and to help advisers in better servicing the needs of their clients. Jane is a Certified Financial Planner (CFP®), and holds a Master’s Degree in Practising Accounting as well as a Bachelor Degree in Financial Planning.

Joe is a Director & Head of Advisor Services at Akambo Financial Group with over 14 years of financial services industry experience where he has successfully led large, multidisciplinary teams, driving the delivery of high-quality sales and service outcomes for clients and business partners. This expertise extends across financial advice including superannuation, investments, risk management and wealth creation. Joe has built a strong reputation for consistently providing effective wealth management advisory services, developing new services and products to meet client requirements. Joe holds both a Diploma and an Advanced Diploma in Financial Planning and Business Management and Marketing, a Bachelor of Business and Commerce with a major in Finance and Management from Monash University, along with several other industry qualifications.

Born and raised in Melbourne, Joe is a passionate Essendon supporter and has a keen interest in all things sport. Joe places being a great father as his highest priority, and enjoys all the fulfilling and often challenging moments this brings.

Chris has been working in the wealth management industry since 1987, starting out at stockbroking firm McCaughan Dyson. He has since worked with Prudential Bache Securities, ANZ, and with Citigroup as a Vice President in the Private Client Group. He has extensive experience in managing investment portfolios and trading strategies over Australian and international equities and associated derivative products, in addition to providing broader investment solutions. Chris has RG146 industry accreditation, has extensive experience in advising on options and other derivative products, and has obtained US Series 7 qualifications. He has a Bachelor of Arts from Monash University and a Masters Degree in International Business from the University of Melbourne.

Anthony is the founder and Managing Director of the Akambo Financial Group and over 25 years he has built a wide range of expertise in the financial services industry, including fields such as individual and commercial financial strategy, superannuation, corporate structuring, investment markets, capital and derivative markets and wealth creation. Anthony is a Certified Financial Planner (CFP) and holds a Diploma of Financial Planning from Deakin University. He has been accredited as a Self-Managed Super Fund Specialist (SSA) with the Self-Managed Super Funds Association. Anthony is also a member of the Financial Planning Association of Australia. Anthony holds Master of Business Administration (MBA) and is a Member of the Australian Institute of Company Directors (MAICD). Anthony is also currently finalizing a Masters in Business Law (MBL).