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 proud Queenslander. With an extensive background in banking, insurance and finance, Robert started Apex Financial Services Group in 2018. His goal was to provide tailored advice with the view of helping clients reach their financial goals and the mindset that educating clients along their journey is an integral element of the service.
Having provided financial advice as an adviser in large banking corporations as well as smaller dealership groups, Rob has a wide range of industry experience and a network which he values.
As the Director of Apex, Rob puts his clients at the forefront of all decision making. He always employs an honest approach and will only engage in the financial advice process when it’s in the clients’ best interest.
In his downtime Robert is an avid sports fan and follows AFL religiously. He adores spending time with his family 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
- Justice of the Peace (Qualified)
Click here to review and download Robert’s current Financial Services Guide (FSG) and Privacy Policy.
Stephanie Dyer
Stephanie is a dedicated member of the Apex team, holding the role of Managing Director whilst also working as a qualified financial adviser. She joined the industry with a passion to help people learn more about the power of their money and to provide guidance to help clients set and achieve their goals.
In her daily role, Steph is liaising with clients and keeping the office running smoothly. She works closely with the team to ensure that processes are being followed and clients are being looked after.
Steph specialises in advice for Veterans including but not limited to topics such as Permanent Impairment (PI), Special Rate Disability Pension (SRDP), Incapacity Payments, Commonwealth Superannuation Scheme (CSC) including super accounts and pension payments. She recognises that Veterans’ operate in a niche and every changing environment with the benefits available to them and strives to provide clear and relevant advice that carves out confusion.
Stephanie enjoys AFL and can quite often be seen at the Brisbane Lions home games. She is also enjoys attending live music and travelling abroad.
Qualifications:
- Bachelor of Commerce (Financial Planning)
- Master of International Economics and Finance
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
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 18 years of industry experience.
With a family history of serving our Country, he understands that navigating Veteran’s affairs and entitlements can often be a complex, confusing process and is passionate about ensuring that the advice you receive is easy to understand and helps you achieve your goals.
Christopher is passionate about Mental Health Awareness and Advocacy, and the value of community in these spaces.
QUALIFICATIONS:
Bachelor of Business (Funds Management)
Graduate Diploma of Financial Planning
Sam Streeter
Sam has joined Apex as an Associate Financial Adviser after more than 15 years as a Paramedic. In his career as a paramedic, he served on a rescue helicopter in North Queensland where he worked with many veteran pilots and air crew, providing emergency health care, rescue and retrieval services to regional Queenslanders.
He was ready for a change of scenery 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. 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
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.