Professional Advisers

Michael d’Apice

Managing Director, Authorised Representative

Michael has been with the AUB Group for over 27 years, and in the insurance industry for 35 years as a general broker and for the last 17 years of those as a Life Insurance specialist.  Michael has a wealth of experience as a business leader, and as an insurance broker.  Michael has qualifications in both life insurance and general insurance, and his area of expertise is business succession planning, personal wealth protection, and group risk insurance.

Michael is a member of the Association of Financial Advisers (AFA), Million Dollar Round Table (MDRT), and the recipient of the inaugural Millennium3 Foster Martin Award for his collaborative professional approach to help shape the future of the Millennium3 group.

Michael can be contacted directly by email, or by phone on 02 9392 7100.

Ben Donald

Director, Principal Adviser, Authorised Representative

Ben is one of our Next Gen advisers focusing on tailored risk insurance strategies for personal and business clients, and he also supports our existing clients with our annual review service.  Ben has been in the industry for over 8 years, and joined us in 2011.  Ben holds a Bachelor degree, Advanced Diploma of Financial Planning, and is currently completing a Masters in Financial Planning.  His main focus is on corporate employee benefits, SME’s, the legal profession, pilots and covering clients across Australia.

Ben moved to Sydney in 2010 to be with his now wife, and they plan to start a family in the next few years.  Although injuries are taking longer to heal from; he still plays rugby and enjoys a physical challenge having recently completed 2 Ironman triathlons.

Ben can be contacted directly by email, or by phone on 02 9392 7108.

Nicholas d’Apice

Authorised Representative 

Nick is new to the Financial Services profession and joined us in 2016.  Nick holds a Diploma of Financial Planning, and is a qualified solicitor with a Master of Law and Business degree.  Nick recently relocated to Sydney after almost 5 years in Hamburg working in logistics and maritime insurance as well as completing his Masters degree.

Nick can be contacted directly by email, or by phone on 02 9392 7112.

Brigitte Phillips

Authorised Representative

Brigitte joined AFS in December 2017 as part of the acquisition of Easyplan Financial Services, after having been part of the Easyplan business for many years.  Brigitte is an experienced financial adviser, and is located in our Wollongong office.

Brigitte can be contacted directly by email, or by phone on 02 4253 2413.

Exceptional Client Services & Operations

Kate Francis

Operations Manager 

Kate has over 12 years experience in Operations and General management, and has been with AFS since 2011.  Kate holds a Bachelor of Business degree from UTS and the Advanced Diploma of Financial Planning, and currently oversees all administrative and general management functions in the business, including the ever changing compliance requirements.  Kate is the proud recipient of the Millennium3 Practice Manager of the Year Client Service Award for 2017.

Kate can be contacted directly by email, or by phone on 02 9392 7109.

 

Sian Shaw

Senior Client Services Manager

Sian has worked with AFS since 2006, and in the financial services industry since 2000, and is currently studying towards the Diploma of Financial Services. Sian supports our advisers with our new clients and existing clients.

Sian can be contacted directly by email, or by phone on 02 9392 7101.

Anthony De Rosa

Authorised Representative / Client Services Manager

Anthony joined the AFS team in 2017 and attained his Authorised Representative status in February 2018.  Anthony holds the Diploma of Financial Services (FP), and a Diploma of Business.  Anthony’s advisory experience includes time in Asia as a private banker and implementing corporate insurance policies.  Anthony has also spent time assisting rural Australian clients as a financial planner.

Anthony works closely with our Advisers & Client Services team to provide services, advice and claims assistance to our clients, and is located in our Sydney office.

Anthony can be contacted directly by email, or by phone on 02 9392 7123.

Angela Lu

Client Services Manager (Trainee)

Angela joined the AFS team in July 2017 as a new recruit to the Financial Services profession.  Angela graduated from UNSW in 2017 with a Bachelor of Commerce degree, majoring in Finance & HR Management.  In her leisure time, Angela enjoys weight lifting as one of her hobbies.  Angela works closely with our Advisers & Client Services team in our Sydney office.

Angela can be contacted directly by email, or by phone on 02 9392 7107.

Sharon Davies

Client Services Administrator

Sharon joined the AFS team in October 2017 after having been in Education for many years.  Sharon previously worked in banking before taking leave to look after her family.  Sharon loves travelling, reading and cooking.  Sharon works closely with our Advisers & Client Services team in our Sydney office.

Sharon can be contacted directly by email, or by phone on 02 9392 7114.

Anna Schipp

Client Services Administrator

Anna joined the AFS team as part of the AFS acquisition of EasyPlan Financial Services in December 2017, after joining EasyPlan in 2005.  Anna holds a Private Secretarial Diploma, Certificate in Computer Programming & Information Processing, and Database III Advanced Programming.

Anna has an extensive career in administration & client services support having previously worked with BlueScope & GIO.  Anna assists Brigitte in our Wollongong office.

Anna can be contacted directly by email, or by phone on 02 4253 2411.

Jenny Tse

Client Services Manager (currently enjoying being a new mother)

Jenny graduated from UWS with a Bachelor of Business (Applied Finance) – majoring in International Business Management, and has also completed the Advanced Diploma in Financial Services (Financial Planning).  Jenny has been working with AFS since 2010 and in the financial services industry since 2003.  Jenny supports our advisers with our new clients & existing clients.

Christina Matthews

Marketing & Client Services Officer

Christina (aka Chris) has worked in the financial services industry since 1983 with experience in both general insurance and life insurance.  Chris worked with Taggart Nominees for many years prior to the AFS acquisition of Taggart Nominees in July 2012.  Chris has completed qualifications in financial services and business management.  Chris assists with marketing for the Group, and provides administration support to the team.

Chris can be contacted directly by email.