Robert Sarafov - Director and Senior Adviser

CFP, Grad. Dip. Applied Finance & Investment, Grad. Dip. Financial Planning

Robert is a Certified Financial Planner™ (CFP) and holds Graduate Diplomas in both Financial Planning and Applied Finance and Investment.

Robert’s extensive experience in the financial services industry has been shaped by previous roles including General Manager of a boutique financial planning firm in Melbourne and State Manager for MLC Alliances in Victoria and Tasmania.

Robert also gained international business experience in Nagoya, Japan, establishing and managing his own corporate communication consultancy.

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Hayden Windsor - Director and Senior Adviser

CFP, B. Com, Dip FP

Hayden is a Certified Financial Planner™, the highest designation and internationally recognised certification within the financial planning industry. He also holds a Diploma of Financial Planning from Deakin University and a Bachelor of Commerce from the University of Tasmania.

Hayden has been involved in the provision of financial advice since 1998 and has extensive knowledge of financial planning areas, including wealth accumulation and retirement planning.

Hayden is passionate about developing and maintaining long term relationships with clients and business partners.

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Carol Tawfik - Senior Adviser

BBus (FP), CFP.

Carol has been involved in the provision of financial advice from 2002. She has a Bachelor of Business majoring in Financial Planning from RMIT University and is also a Certified Financial Planner™.

While Carol has a strong background in retirement and superannuation planning, she brings a depth of experience in working with a broad range of individuals and their needs. Carol is passionate about cultivating long term relationships and assisting clients in all aspects of their financial decision making and the achievement of what is most important to them. She places a strong focus on clarity, simplification and education thereby empowering clients with understanding and confidence around their financial choices.

Carol is a member of the Financial Planning Association of Australia.

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Luke Price - Adviser

CFP, Grad. Dip. Financial Planning, B. Com

Luke is a Certified Financial Planner™, the highest designation and internationally recognised certification within the financial planning industry. He has also completed his Graduate Diploma in Financial Planning and a Bachelor of Commerce.

In previous roles Luke has gained experience in both accounting and paraplanning, specialising in strategy, superannuation and risk.

Luke has a high level of technical knowledge in these areas and others and he enjoys establishing and managing long term client relationships.

Luke enjoys many forms of sport including Football, Cricket and Golf, he is a very loyal supporter of the Melbourne Football club!

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Loan Do - Para Planner

MSc. Acc, B. Fin, Dip F Planning

Loan holds a Bachelor of Science majoring in Finance from the Queen’s University Belfast and a Master of Management in Accounting from the University of Melbourne. She has also completed a Diploma of Financial Planning.

Loan has experience in the financial services industry building expertise in para planning, advice operations and client services.

She takes great pride in assisting both Clients and Advisers in the advice implementation stages with a focus on professionalism and attention to details.

In her downtime, she loves to sit back and meditate or practice yoga, which helps to create a harmonious atmosphere that carries over into her work.

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Calypso Waddell - Para Planning Team Leader

B Bus. (Banking and Finance), DFP

Calypso is a self-motivated, professional Para Planner who has previous experience in supporting Clients and Advisers in the implementation of Financial Advice strategies and investments.

Calypso has experience within the financial services industry as a para planner who assisted in the writing and formulation of strategic financial plans and modelling.  She is currently increasing her knowledge with her ongoing studies of a Diploma of Financial Planning (DFP).

Calypso strives to build strong and enduring relationships with both clients and business associates.

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Blake Henderson - Para Planner

B. Com

Blake has a Bachelor of Commerce with Majors in both Financial Planning and Accounting from Deakin University. Blake is also currently undertaking further studies to become a Certified Financial Planner™.

Blake has over two years in the financial services industry with supporting advisers with comprehensive Statements of Advice and Financial Advice strategies to help ensure clients are able to achieve their goals.

In his spare time you will usually find him at the MCG barracking on the Mighty Tigers or out playing golf with his mates.

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+61 3 9621 1000

Level 11, 379 Collins Street,
Melbourne VIC 3000,