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 and later relocating to Brisbane for his secondary education, Robert is a proud Queenslander with deep local roots. His early career took him through a variety of roles before he discovered his passion for financial advice, a field where he has since made a meaningful and lasting impact.
With over a decade of experience as a Financial Adviser, Robert founded Apex Financial Services in 2018. His journey includes working with both major banking institutions and boutique advisory firms, giving him a broad perspective on the industry. However, it was his desire to reshape the client experience that led him to establish Apex. Robert was determined to move away from the sales-driven culture he observed in some practices, which often felt more like a transaction rather than a trusted partnership.
At Apex, Robert has built a self-licensed practice focused on transparency, integrity, and genuine value. His philosophy is simple: provide clients with the knowledge and support they need to make informed financial decisions, without pressure or sales tactics. He ensures that advice is only offered when it truly benefits the client, and he has personally trained every adviser at Apex to uphold this ethos.
As the business has expanded, Robert’s role has evolved. Today, he focuses on the strategic and regulatory responsibilities of running the business and leadership. He is responsible for designing and maintaining Apex’s model investment portfolios, ensuring he remains at the forefront of market trends and strategic developments.
Robert continues to manage his ongoing clients and provides ongoing training to the team, with a strong focus on DVA matters, Investments, Tax minimisation strategies, and Retirement advice.. He has a particular interest in the specialised area of Aged Care Advice.
Outside of work, Robert cherishes time with his wife and their three children, often found supporting their extracurricular activities. He is also a passionate sports fan, particularly the AFL which he follows religiously.
Qualifications:
- Bachelor of Commerce
- Diploma and Advanced Diploma of Financial Planning
- Self Managed Super Fund Accredited
- Justice of the Peace (Qualified)
Click here to review and download Robert’s current Financial Services Guide (FSG) and Privacy Policy.
Cristina Watson
As the Operations Manager, Cristina plays a central role in shaping Apex’s client experience and operational excellence. She oversees the day‑to‑day running of the business, ensuring every process, interaction, and outcome reflects Apex’s commitment to quality and care. With a meticulous eye for detail and a strong client‑first mindset, Cristina helps create a seamless and supportive environment for both clients and the team.
Cristina is passionate about delivering exceptional client experiences.. Whether welcoming new clients or supporting long‑standing relationships, she brings professionalism, warmth, and a personal touch to every interaction. Her leadership contributes to the positive, client‑focused culture that defines Apex.
Cristina brings a wealth of life and professional experience, from raising four children to building a diverse career across the pharmaceutical industry, property and Airbnb management, bookkeeping, and tax work. Her energy, dedication, and can‑do attitude shine through in everything she takes on.
Outside of work, Cristina enjoys travelling and having fun with her family and friends.
QUALIFICATIONS:
Bachelor of Science
Simon West
Simon is Apex’s Lending Specialist, bringing a wealth of experience across all areas of lending. Having started in the industry in 2006, he has helped countless clients achieve their finance goals through clear guidance and tailored solutions.
With access to more than 30 banks and lenders, Simon matches each client with the lending option that best suits their needs. His services cover:
- 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 approaches each day as a new opportunity to help someone move closer to their goals. He is committed to building long‑term relationships with clients, supporting both their current and future lending needs. With clients located across Australia, he provides accessible, reliable guidance no matter where they are, and is always ready to help review existing loans or explore new lending opportunities to ensure clients are getting the best possible outcome.
A long‑time friend of Robert’s from their footy days, Simon shares the same client‑first values that Apex was built on. His approachable nature, experience, strong communication skills, and ability to simplify complex lending scenarios make him a trusted and highly valued part of the team.
Outside of work, Simon enjoys following the Carlton Blues, travelling with his family, and watching live music.
Qualifications:
- Diploma of Finance and Mortgage Broking Management
Christopher Slade
Chris entered the financial advice industry in 2006 and completed his Professional Year in 2025. He has experienced significant growth as an adviser since joining Apex in 2024, building strong, ongoing client relationships through his depth of knowledge, calm approach, and the trust he naturally inspires. He is also a valued source of support for other advisers, who frequently turn to him for guidance and perspective. His strong work ethic and willingness to help make him a highly respected and relied‑upon member of the Apex team.
With a family history of serving our country, Chris has a deep understanding of the complexities surrounding Veterans’ Affairs and entitlements. He is passionate about making this process clearer and more accessible, ensuring clients receive advice that is easy to understand and aligned with their goals.
Chris is passionate about Mental Health Awareness and Advocacy, recognising the importance of community and connection in this space. Outside of work, he enjoys participating in local CrossFit competitions and cooking for family and friends.
QUALIFICATIONS:
Bachelor of Business (Funds Management)
Graduate Diploma of Financial Planning
Hannah Hines
Hannah joined Apex Financial Services as an Associate Adviser and is currently completing her professional year, bringing with her a wealth of experience gained since entering the banking and financial services industry in 2009. Over the years, she has developed strong technical knowledge and a deep understanding of a wide range of client needs.
Warm, friendly, and genuinely committed to her clients, Hannah is passionate about helping individuals and families achieve their financial goals through tailored advice and long‑term planning. Her client‑first approach, strong work ethic, and meticulous attention to detail contribute to the high standard of service Apex is known for.
Hannah has a natural ability to simplify complex situations, explain things simply and brighten the workplace. Her professionalism, thoughtful communication, and consistent follow‑through make her a standout contributor to the Apex team
Outside of work, she enjoys long walks and spending quality time with her family.
QUALIFICATIONS:
- Bachelor of Business Management
- Graduate Diploma of Financial Planning
Stephanie Dyer
Stephanie was the first employee to join Apex 2020 while still completing her studies. Now working remotely as she travels abroad until 2027, she continues to provide the same high standard of care and professionalism that has defined her career from the beginning.
Driven by a desire to help people understand the power of their money, Stephanie is passionate about developing tailored financial strategies that support her clients’ evolving goals. She focuses on her ongoing clients, delivering up to date advice as they move through new life stages with fresh goals and ideals. She is steadfast is completing ongoing education and research to ensure her advice and strategies remain effective and current in a constantly evolving financial landscape.
Outside of work, Stephanie enjoys travelling and spending quality time with friends and family. While she is currently not taking on new client meetings, she remains dedicated to supporting her existing clients.
Qualifications:
- Bachelor of Commerce (Financial Planning)
- Master of International Economics and Finance
Kaitlyn Zelinski
As a Client Services Officer, Kaitlyn is the welcoming first point of contact for clients beginning their financial advice journey. With a strong background in customer service, she ensures clear, seamless communication between clients, advisers, and external providers. Her sense of humour, caring nature, and can‑do attitude make her an invaluable part of the Apex team.
Alongside her client service responsibilities, Kaitlyn leads Apex’s Digital Marketing portfolio. She thrives in this space – updating the website, managing social media engagement, and coordinating marketing and promotional campaigns that strengthen our presence and brand.
Outside of work, Kaitlyn enjoys playing AFL and can often be found running personal training sessions in the early mornings before work.
Bec Surawski
As a Client Services Officer at Apex, Bec is continually expanding her knowledge of the Superannuation industry and DVA processes. Highly detail‑oriented and dedicated, Bec is also thriving in her role as Accounts Officer and is pursuing further studies in this area, as she continues to grow her expertise.
Bec has a passion for exceptional client care, a keen eye for detail, and a warm and caring nature. With an extensive background in administration, she brings professionalism, focus, and a genuinely caring approach to her role. She is the driving force of the administration team providing leadership and the dependable support the team relies on.
In her spare time, Bec enjoys travelling and going to the beach.
Cassie Sparnon
Cassie joined Apex as a Client Services Officer following a successful 15‑year career in pharmacy. Her extensive background in healthcare has equipped her with exceptional customer service skills, deep empathy, and a genuine passion for helping others.
As Apex’s dedicated Insurance Implementation Officer, she manages the submission of insurance applications and liaises directly with insurers, ensuring a smooth and seamless process from start to finish. Her professionalism and thoughtful communication ensure clients feel supported through what can be a personal and long process. Her dedication and perseverance make her a critical part of the team.
Cassie is currently studying a Bachelor of Applied Financial Advice at Griffith University, further demonstrating her commitment to supporting clients in new and meaningful ways.
Outside of work, Cassie enjoys cheering on her children in rugby league and basketball, as well as travelling and seeking out new adventures with her family.