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:
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.
- 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)
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
- 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.
- Diploma of Finance and Mortgage Broking Management
Stephanie is a qualified financial adviser with APEX Financial Services, having recently completed her Professional Year. 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 current role as associate adviser is to conduct client meetings and create financial plans under the guidance of Robert, our director. She is learning to recognise and implement the most effective strategies for our clients whilst staying up to date with the ever-evolving laws and regulations in finance.
Stephanie has a strong focus on helping Veterans and specialises in Military superannuation along with Department of Veterans’ Affairs matters. This includes Permanent Impairment (PI) and Special Rate Disability Pension (SRDP) offers from DVA.
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.
- Bachelor of Commerce (Financial Planning)
- Master of International Economics and Finance
Nicholas joined APEX after more than 24 years in the Australian Army and is currently undertaking his Professional Year whilst completing his Master’s of Financial Planning.
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.
- Graduate Diploma of Financial Planning
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 is enjoys time down the coast and travelling.
Bachelor of Science
Teleisha is currently completing her Bachelor of Commerce and Bachelor of Economics at the University of Queensland. Leveraging her prior experience in an administrative capacity and integrating the knowledge she has acquired throughout her academic pursuit, Teleisha adeptly assumes the role of Paraplanner. Her responsibilities encompass a range of functional activities designed to foster enhanced client engagement. Teleisha’s exceptional communication skills and keen eye for detail not only contribute to her professional proficiency but also play a vital role in ensuring that clients receive the highest level of service and attention.
- Currently undertaking a Bachelor of Commerce (Finance)/Bachelor of Economics (Economics and Public Policy)
- Commissioner for Declarations
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.
- Graduate Diploma in Financial Planning
- Bachelor of Business (Accounting)
Shukura is responsible for providing administrative support to our clients, paraplanners and advisers. Leveraging her academic knowledge and past experiences, Shukura consistently delivers indispensable assistance to ensure smooth administrative operations. Her commitment to providing exceptional service is reflected in her warm reception and dedication to meeting the needs of every client.
Outside of work, Shukura indulges in her passion for food, often exploring various restaurants or cherishing quality time with her family during her downtime.
- Currently undertaking a Bachelor of Business degree at Queensland University of Technology