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.
Michael Schembri
Technical & Professional Standards Manager
Michael commenced his career in the financial services industry in 2002 after completing a Bachelor of Business majoring in Economics and Finance. Prior to joining PATRON, Michael was with AMP in customer service and management roles before moving on to a Senior Para-Planner and Technical Manager role in the TRON and subsequent PATRON businesses. Michael holds the Advanced Diploma of Financial Services (Financial Planning). Email Michael.
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.
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.
Tracey Sykes
Case Manager (PAS)
Tracey has worked for a leading financial adviser over the past 10 years. Having completed Certificate IV in business management she is currently working to complete the Diploma of Financial Services. She currently works as a Case Manager for PATRON Financial Advice combining the experience of dealing with the daily management of an advisers office with the responsibilities of being a team member in the PATRON organisation. Email Tracey.
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.
Alvin Narayan
Case Manager/Paraplanner (PAS)
Alvin started in the financial services industry in 2005 in the United States of America selling subprime mortgages. Shortly after he moved to Australia and began a post-settlement officer position for a wholesale mortgage manager on behalf of ING. He then moved across to Portfolio management and held the title as senior portfolio administrator for one of the largest trusts companies in Australia. He has held multiple clients under his administration with 100 million FUM. Working for a reputable company for 3 years he brings solid experience in customer service, knowledge within mortgages, (trusts, trustees, trust managers), master servicer duties & compliance. Alvin has completed the Diploma in Financial Planning Tier 2.
Email Alvin.
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.
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.
Our Advisers
At PATRON we have a widespread network of advisers that are available to meet with you.
