A professional team of industry leaders
Our team of experienced professionals and industry leaders is here to guide you every step of the way, providing expert advice and personalised solutions tailored to your unique needs.
The right knowledge for your specific needs
Our comprehensive suite of services has drawn together a professional team of industry leaders. Depending on your specific financial services needs, we have a professional team member ready to help:
Robert O'Reilly
Born in Dalby, Robert is a local and a proud Queenslander. With an extensive background in banking, insurance and finance Robert completed all of his qualifications including a Bachelor of Commerce and Advanced Diploma of Financial Planning whilst working in the financial services sector and is currently completing a Master of Financial Planning at Griffith University.
Having provided financial advice as an adviser in large banking corporations as well as smaller dealership groups, he has a solid industry network and client base which he values. In the creation of his own company Apex Financial Services Group, Robert puts his clients at the forefront of all decision making when implementing change. As sole Director of Apex, he will only engage in Financial Advice if it is in the clients best interest.
In his downtime Robert is an avid sports fan, and follows AFL religiously. He enjoys travelling and has previously travelled extensively through Asia and Europe.
Qualifications:
- Bachelor of Commerce
- Diploma and Advanced Diploma of Financial Planning
- Self Managed Super Fund Accredited
- Registered Tax agent (Financial Adviser) with Tax practitioners board
- Justice of the Peace (Qualified)
Click here to review and download Robert’s current Financial Services Guide (FSG) and Privacy Policy.
Simon West
Simon is our Lending Specialist who has a wealth of experience across all aspects of lending. He started in the industry in 2006 and has many happy clients he has helped reach their finance goals.
Simon tailors the lender to your needs, with access to over 30 different banks / lenders. His services include:
- Home Buyers
- First Home Buyers
- Refinancing
- DHOAS Lending
- Property Investment
- Commercial and Business Lending
- Personal and Car Loans
- Debt Consolidation
- Self Managed Super Fund Lending
Simon genuinely loves what he does and treats every day as a new challenge. “I want to build an ongoing relationship with you and manage both your current and future finance needs. With clients from Brisbane to Broome and Townsville to Tasmania, there isn’t an area that I can’t service and whether you are looking for a new loan or you are reviewing your current borrowings, I’m happy to chat. There is never a wrong time to see if you are currently getting the best deal.”
On the outside, Simon enjoys following the Carlton Blues as well as travelling with his family and watching live music.
Qualifications:
- Diploma of Finance and Mortgage Broking Management
Stephanie Dyer
Stephanie is a qualified financial adviser with Apex Financial Services. As our Associate Director, she works closely with Robert to ensure clients are getting high quality and personalised advice as well and seeing to the office running smoothly. She has previously completed a Bachelor of Commerce (Financial Planning) from the University of the Sunshine Coast and a Master of International Economics and Finance from the University of Queensland. Steph’s role as an adviser is to provide tailored and effective advice to clients both new and ongoing.
Stephanie has a strong focus on helping Veterans and specialises in providing advice within the realm of the Commonwealth Superannuation Scheme (CSC) along with Department of Veterans’ Affairs (DVA). This includes educating Veterans about Permanent Impairment (PI) offers, Special Rate Disability Pension (SRDP) offers, CSC pensions, Incapacity Payments and more.
Stephanie enjoys AFL and can quite often be seen at the Brisbane Lions home games. She also is an avid music listener and enjoys attending live concerts.
Qualifications:
- Bachelor of Commerce (Financial Planning)
- Master of International Economics and Finance
Nicholas Shaw
Nicholas joined Apex after more than 24 years in the Australian Army.
Leveraging off his personal experience, he is most passionate about assisting other Veterans navigate the discharge and transition process by helping them to understand and clarify their financial entitlements, goals, and opportunities.
His keen eye for detail and a good base understanding of Department of Veterans’ Affairs Legislation, has assisted Nicholas as he works with the other advisors when dealing with the myriad of compensation payments and pensions available to Veterans.
In his spare time, Nicholas is active in the RSL, enjoys boxing and football, and can be heard around town playing bagpipes in a pipe band.
Qualifications:
- Masters of Financial Planning
- Graduate Diploma of Financial Planning
Christopher Slade
Christopher is currently undertaking the final half of his Professional Year, underpinned by his 18 years of industry experience. He has previously completed a Bachelor of Business (Funds Management) from the Queensland University of Technology, and a Graduate Diploma of Financial Planning through KAPLAN.
His experience in both boutique firms and large institutions has driven a passion for the client experience. As our Associate Adviser, Christopher gets to live this by providing tailored financial advice that is easy to understand while also progressing the client towards meeting their goals.
In his downtime Christopher enjoys keeping active with his family whether it be attending his local Crossfit Box, hiking, or coaching his son’s junior soccer team. He is also passionate about mental health awareness and advocacy.
QUALIFICATIONS:
Bachelor of Business (Funds Management)
Graduate Diploma of Financial Planning
Sam Streeter
Sam has joined Apex as an Adviser Assistant after more than 15 years as a Paramedic. He was ready for a scene change and has been a huge value add to the team in the time he has been with us. Sam works closely with the Advisers, assisting with client meetings, completing compliance documentation and engaging in the plan development process. Sam has always been passionate about helping people and chose to pivot into financial advice to continue that trajectory. He has a keen interest in personal insurance, retirement planning and investing. Sam enjoys spending time with his family, cycling and all things finance and economics.
QUALIFICATIONS:
Bachelor of Health Science (Paramedics)
Masters of Emergency Health
Graduate Diploma of Financial Planning
Cristina Watson
Cristina currently undertakes all things administration related for the Apex team. Cristina assists our advisers in every aspect of the financial advice process along with liaising with providers and clients. Cristina has a great eye for detail and has a keen interest in the financial space. Cristina has a Bachelor of Science from University of Queensland with a wealth of experience in problem solving roles.
Cristina is a local to the area and an active mother of four who enjoys time with her family. She enjoys time down the coast and travelling.
QUALIFICATIONS:
Bachelor of Science
Bianca Nel
Bianca is an associate financial adviser presently completing her professional year. She has completed her Graduate Diploma in Financial Planning and Bachelor of Business (Accounting) from Queensland University of Technology.
Bianca’s current role is to accompany advisers in meetings where they meet a diverse range of clients, from young professionals just starting their financial journey to retirees planning for a comfortable retirement, building strong relationships, and truly listing to our clients. From these interactions, Bianca can develop comprehensive financial plans tailored to meet individual needs.
Bianca continues to stay at the forefront of industry trends and advancement, constantly expanding her knowledge and skill to serve their clients better. With a strong dedication to lifelong learning and an unyielding passion for financial planning, Bianca remains a beacon of support and expertise, helping individuals and families navigate the complexities of their financial lives and achieve their dreams.
Beyond Bianca’s professional pursuit, she finds solace and fulfilment in spending quality time with her family. Recognising the importance of work-life balance, she prioritises her loved one’s and cherishes every moment shared together. Bianca loves to explore the wonders of Australia with her family, immersing themselves in the country’s natural beauty and cultural diversity.
Qualifications:
- Graduate Diploma in Financial Planning
- Bachelor of Business (Accounting)
Kaitlyn Zelinski
Kaitlyn is a recent addition to our team here at Apex Financial Services. She is undertaking the role of Client Services Officer where she helps to manage clients’ first steps when seeking financial advice. Kaitlyn has a background in customer service and applies her experience in daily tasks to ensure we have strong communication with clients and external providers.
Kaitlyn enjoys playing AFL and in her off season, can be seen supporting the Brisbane Lions women at their home games.
Bec Surawski
Bec can be known for her passion for exceptional client care, a keen eye for detail and particular interest in finance. Bec has an extensive background in administration. Having recently started as a Client Services Officer at Apex, she is enjoying learning more about the finance world and Department of Veterans’ Affairs processes. In her spare time, she enjoys travelling and frequent trips to the beach.