Our People

Tony-Hartley

Tony Hartley

Chairman, Madison Financial Group Tony is the strategic head of the business, always looking at new ways of doing things and is known in the financial services industry as a thought provoking, charismatic leader and entrepreneur. Tony grew up as the son of an adviser, listening to robust family debates with actuaries, fund managers industry members.  He joined the financial services industry “kicking and screaming” but through osmosis he already knew it so was like a duck to water when he began his career as an adviser.

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His spent 9 years with the ING Group where he held senior executive roles  including Executive Director of ING Australia’s Advice Division. Tony also headed up various ING M&A activities, culminating in the ANZ merger/sale. Prior to this, Tony developed Central Sourcing – an innovative life risk distribution operation jointly owned by National Mutual (AXA) and Associated Planners; and has also spent time as an Adviser within a small boutique advice practice. In late 2004 Tony and Mark Perry established a joint consulting business which supported a number of start-up businesses including PHAROS Financial Group (parent company of Madison Financial Group). PHAROS operates as an independent private Venture Capital business which provides funding and support for businesses in the financial planning space. Collectively, businesses under the PHAROS group provide advice or administration to over $5B of assets.

Contact Details:

Email:  thartley@madisonfg.com.au

Phone:  1300 087 032

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Mark-Perry

Mark Perry

Managing Director (PHAROS) Mark says he is a fisherman and plumber by trade but joined the financial services industry in 1988 when he met Tony Hartley who was his BDM.  He perfectly compliments Tony’s macro and strategic view with the micro and focus on details. Mark’s roles have been extremely broad including heading operational management, strategy development, implementation, product and platform innovation, distribution management, superannuation consultancy, marketing and technical support as well as ongoing education program developments.

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Mark’s industry experience has been primarily gained through Blue Chip Financial Services firm AXA, as well as consulting roles to ING. His period with AXA included international roles across China, Hong Kong and other parts of Asia, primarily in the field of strategy, product, marketing, distribution and M&A. In late 2004 Mark and Tony Hartley established a joint consulting business which supported a number of start-up businesses including PHAROS Financial Group. Mark is currently Managing Director of PHAROS which operates as an independent private Venture Capital business providing funding and support for businesses in the financial planning space. Mark also holds numerous board positions, providing strategic corporate governance leadership across a number of the groups’ businesses.  Collectively, businesses under the PHAROS group provide advice or administration to over $5B of assets.

Contact Details:

Email:  mperry@pharosgroup.com.au

Phone:  1301 087 032

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Annick Donat

Annick Donat

CEO (Madison Financial Group) Annick has over 25 years’ experience in financial services spanning strategic growth, distribution, business and practice development, dealer services and operations management. Her career has included numerous executive roles at BT Financial Group and MLC  with many involving licensee and adviser capability development. Annick has an active voice in the industry and trade media, being recognised for her expertise and experience.

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She regularly discussed the merits of strong leadership traits via her blog in the IFA online publication and was awarded a place in the FS Power 50 in 2014 for her contribution to the industry across digital channels. Annick is passionate about the financial advice industry as she believe great advice changes lives. She also sits on the advisory board of Professional Planner, is a director of Weave Youth and Community Services, and an advisory board member of Our Big Kitchen. Annick is married to Simon and they have two children, Angus aged 13 and Olivia aged 10.

Contact Details:

Email:  adonat@madisonfg.com.au

Phone:  1300 789 575

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jeff

Jeff Deverich

Chief Operating Officer, PHAROS Financial Group. Spending 12 years with the traditional old fashioned institution of Rothschilds gave me the experience, skills, values and contacts to add value and solve problems with a particular focus on Trusts, tax efficient financial structures and end to end process.

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But I always felt frustrated that I was not building anything.  Perhaps I am a “closet builder” as I envy that they can walk up to an empty block and be able to create something real and tangible there. With Pharos I can bring my institutional or large company skills to the table to help create a more efficient financial structure – Pharos has been built by entrepreneurs so like many businesses of this nature we’ve built various businesses based on what the market wants and what we are passionate about or believe in at the time.  Now I can simplify, structure and make things structured for tax efficiency, simplicity, process and profit. I know how trusts work, I take care of details, build end to end processes and know the people to go to if I can’t answer the question right away.  Plus, those people do tend to take my calls. Contact Details:

Email: jdeverich@pharosgroup.com.au

Phone:  1300 789 575

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Cassandra Boyle

Operations Manager

Cass Boyle is the hub of Madison Financial Group she is organised, straight up and will always get things done.

As Operations Manager, Cass is involved with the day to day running of crucial dealer group services such as revenue processing, Annual Conference and PD Days, Knowledge Share, Benchmarking, Professional Development and Marketing.

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One of the original team members and shareholders, there is very little in the Madison Dealer Group that Cass doesn’t know.  She is a passionate member of the Management team who not only works to maintain the strength and history of the group but is proactive in implementing new ideas and concepts. Cass has held various operational management roles including high level consulting overseas and has spent time as a financial adviser. Personal Interests: When I’m not at work you will find me with my kids… Contact Details: Email: cboyle@madisonfg.com.au Phone: 1300 079 786 LinkedIn

Introducing Cass

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Jaime Johns

National Manager of Practice Development

Typically Jaime spends her time either with advisers in their business, listening to their challenges and objectives and working with them to achieve their goals.

The other side to Jaime’s role is being at Madison’s Head Office working with the team to help shape, change and deliver value to the practices to ensure that advisers have the tools, services and support model they need to get on with business.

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“I have been lucky enough to experience a range of roles in the financial services industry which allows me to give back to advisers and dealer groups I work with.” Says Jaime. Jaime is well known for helping advice practices realize their potential and overcome hurdles with practical, sound advice and a bit of commercial reality. “Advisers I work with appreciate my honesty and my work ethic, since I have been coaching advice businesses for the majority of my career I can bring real experience, empathy and proven results to the table.” Contact Details: Email: jjohns@madisonfg.com.au Mobile: 0439 079 786 Phone: 1300 079 786 LinkedIn

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Bethany Wooster

Projects Coordinator

Don’t be misled by Bethany’s job title, she is one of the most important members of the Madison team!  As Tony Hartley says “She runs the show”.

Bethany’s role is varied and her ability to deliver on time and across different departments is the secret to her success.

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Bethany says “My problem solving ability is what I am most proud of, it’s my belief that you present solutions, not problems and this has ensured my success to date.” You will get to know Bethany in her areas of focus being Event Management and Customer Relationships Management.  She does her role extremely well and always with a smile and a quirky sense of humour.   Personal Interests: When I’m not at work you can find me on my parent’s property in the Kangaroo Valley Mountains. Contact Details: Email: bwooster@madisonfg.com.au Phone: 1300 079 786 LinkedIn

Julie

Julia Paszka

R & PS Development Manager, Accordance.

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Contact Details:

Email:  jpaszka@madisonfg.com.au

Phone:  1300789575

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Judy

Judy Baker

Compliance Officer (Paraplanning), Accordance. Judy is a Senior Paraplanner with nearly 20 years experience specifically in paraplanning within the financial services industry.  She is not only an experienced team member but is very positive, friendly and accommodating.

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Contact Details:

Email:  jbaker@Madisonfg.com.au

Phone:  1300 087 032

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Alvie Bartolo

Revenue Officer, Madison Financial Group.

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Contact Details:

Email:  abartolo@madisonfg.com.au

Phone: 1300789575

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Andrea Theouli

Administration Officer, Madison Financial Group.  

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Contact Details:

Email:  atheouli@madisonfg.com.au

Phone:  1300 789 575

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IF YOU WANT TO JOIN A TEAM THAT HELPS YOU GIVE SOUND ADVICE WHILE BEING COMMERCIAL, COMPLIANT AND INNOVATIVE, CONTACT US TODAY