Rob McCann
General Manager – Director
Rob commenced in the financial services industry in 1973 and has held senior management positions with AMP, AXA, Tower, and in recent years with Winchcombe Carson Financial Planning and Guardian Financial Planning and is a co-founder of PATRON Financial Advice. Email Rob.
David Hasib
Director
David is a founding Director of PATRON Financial Advice. With over 15 years industry experience, David has a strong track record in establishing wealth management solutions to clients and in particular, wealth advisory businesses. David has served on a number of advisory boards and prior to the formation of PATRON ran a corporate practice of 15 advisers. Email David.
Katrina Conyers
Dip Mgmt
Operations Manager
Katrina commenced in the financial services industry in 2001 and has held various administration positions with Tower, Winchcombe Carson Financial Planning, HSBC and is now mainly responsible for finances, administration of new recruits, distribution of advisers commissions, and the organisation of events and conferences. Email Katrina.
Neal Hornsby
MBA, DipFS(FP)
Head of Risk & Technical
Neal commenced his career in the financial services industry with Prudential in 1983 as a risk writer then moved into financial planning. During the early 90s he set up several master agencies & a life office – RACV Life becoming its Principle Executive Officer in late 1994. More recently he has held senior management positions with CBA, TOWER, Challenger as well as holding consulting positions with Federal Treasury, RBA, APRA, ASIC and ran the NSW – VIC consulting arm of Minter Ellison Consulting. Neal is a member of the Australian Compliance Institute & the Risk Management Institute of Australasia.
Email Neal.
Sharon Cummins
State Manager VIC
Having begun in the industry 22 years ago, Sharon has held a number of positions. She began her career as a financial planner and ran a successful business which she sold in 2000. Sharon then joined Royal Sunalliance as a BDM then Guardian FP as State Manager. She then progressed to another Dealer Group and was promoted to National Sales manager before joining PATRON. Email Sharon.
Glenn Bennett
Practice Development Manager
Glenn commenced his career in the financial services industry in 2008 after spending 11 years in management roles in the retail industry where his responsibilities included: overseeing up to 50 employees; ensuring compliance with Australian Competition and Consumer Commission (ACCC) regulations; conducting training; liaising with product representatives, buyers, loss prevention officers and senior management. Prior to joining PATRON, Glenn held the position of Financial Planner for State Super Financial Services, where he specialised in wealth accumulation, pre-retirement, Centrelink and estate planning strategies. He has both the Diploma of Financial Services (Financial Planning) and the Advanced Diploma of Financial Services (Financial Planning). Email Glenn.
Philip Shao
Para-Planner (PAS)
Philip was for several years Senior Para planner / Team Leader at a general financial planning practice where he liaised between Para Planners and advisers, vetted and reviewed SOA’s and was responsible for providing the team with technical and compliance support as well as knowledge on a variety of topics. He then spent 12 months as a Client Services Manager with World Square Property Group where he was responsible for quality advice on properties and services to customers. Philip holds the Advanced Diploma of Financial Services. Email Philip.
Alvin Narayan
Paraplanner (PAS)
Alvin started in the financial services industry in 2005 in the USA selling subprime mortgages. Shortly after he moved to Australia & began a post-settlement officer position for a wholesale mortgage manager on behalf of ING then moved across to Senior portfolio administrator. Alvin brings solid experience in customer service & knowledge within various areas. Alvin has completed the Diploma in Financial Planning Tier 2. Email Alvin.
Kylie Dehn
Case Manager (PAS)
Kylie Dehn has been in the financial services industry for 10 years, commencing her career at NAB where she worked as a Case Manager for Senior Planners and Wealth Managers. After five years with NAB, Kylie was hired by Paragem Partners to work in operations & compliance. Kylie’s latest role was with Australian Unity where she Case Managed for a number of experienced and successful advisers and assisted the Business Development team. Email Kylie.
Danielle Lord
Case Manager (PAS)
Danielle is currently completing her Bachelor of Financial Advising and has joined the PAS team as a Case Manager. Previously she worked as a Vet Nurse and this is reflective within her high customer service skills. She also has a history of high achievements within her education and training results. Email Danielle.
Melissa Kershaw
Case Manager (PAS)
Melissa is relatively new to the financial services industry with 18 months experience. Previously she worked for a group of advisers with another dealer group assisting them in all areas of administration and client services. She has had many years’ experience in customer service roles and is looking forward to further training in this field. Email Melissa.
Diana Tini
Operations Administrator
Diana commenced in financial services industry in 2000 working in a small Financial Planning Practice. She then worked as an Underwriting Case Manager at ING for 5 years before moving in to various technical and Management roles. Diana is currently studying her Management Diploma. Email Diana.
Christine Leiter
Receptionist
Christine brings many years of experience to PATRON as a Receptionist, and over 9 years of those within the finance industry. As you walk through PATRON’s door you will be greeted with her warm and friendly smile. Email Christine.
Our Advisers
At PATRON we have a widespread network of advisers that are available to meet with you.
