Our People

We are a team of entrepreneurs with industry expertise who care. Each team member is passionate about financial advice and we understand the positive difference it makes to the lives of Australians.

unnamed

Annick Donat (CEO)

Why do I believe in advice?

I’ve seen how people respond when they’ve had the support and guidance from a great financial adviser.  Their bodies relax, their smiles change and their breathing slips into an easy rhythm. I’m married to a Financial Adviser, his passion for what he does and how he helps his clients is infectious.  Many of his clients have become our long-lasting friends. On the flip side, I know what it’s like to feel to not know how to pay the next bill, or how to keep the family secure. When I was 21, my mother collapsed from an aneurysm, from that day, her life and the lives of my siblings and I changed forever.  She was uninsured. The financial decisions I make for my family are anchored to that experience. As you can probably guess, we are all well insured because I never want our children to feel the way I did when I realised it was up to me to support our family.

When I am not at work, I am...

Spending time with my husband and the kids, cheering at their sporting and academic events.  Our family are keen skiers, so we like to chase winters. There’s something serene about being on a snowfield and then feeling the adrenalin rush of racing down a mountain! I love to cook, especially when it’s preparing meals for others.  Food is good for the soul. My natural curiosity about everything, finds me immersed in reading books, listening to podcasts and researching all things relating to advice, people and technology. 

What did I want to do when I grew up?

I wanted to be a school teacher or a forensic scientist.  I ended up in the financial services industry… I know I ended up in the right place!

image4

Jaime Johns (Head of Advice)

Why do I believe in advice?

When you receive advice, you are receiving education. This education is relevant to you personally.  I believe good education allows you to make great and informed choices. With no advice people are left without choices. Our industry gives people choices, direction and comfort to every part of the life or the areas that are most important to them. Great advice is powerful it can make positive change at a personal level, family or business level.

When I am not at work, I am...

Taking children to sport, eating out with friends and as soon as the sun is out enjoying the coast.

What did I want to do when I grew up?

I also wanted to be a teacher right up until year 12 then found myself interested in money and banking. I feel like I found a balance between both in the career that evolved.

Why do I believe in advice?

When you receive advice, you are receiving education. This education is relevant to you personally.  I believe good education allows you to make great and informed choices. With no advice people are left without choices. Our industry gives people choices, direction and comfort to every part of the life or the areas that are most important to them. Great advice is powerful it can make positive change at a personal level, family or business level.

When I am not at work, I am...

Taking children to sport, eating out with friends and as soon as the sun is out enjoying the coast.

What did I want to do when I grew up?

I also wanted to be a teacher right up until year 12 then found myself interested in money and banking. I feel like I found a balance between both in the career that evolved.

image4

Jaime Johns (Head of Advice)

image3

David Hunt (Head of Business Operations)

Why do I believe in advice?

From early on in high school, advice took my interest. I remember the ASX Share market game in Commerce class, the outcomes and the education that was provided to others. I am a firm believer in quality advice and have been lucky enough to see that firsthand through both my family and my extended family who are in the advice industry. The education and value provided helps people understand their future and the path they are on.

When I am not at work, I am...

Playing sport (soccer and golf), enjoying a nice vino or spending time down the south coast.

What did I want to do when I grew up?

A professional sportsman (cricket). I even created my signature in a way that I could sign it on items in a hurry.

image2

Kerry Thomas (Head of Governance)

Why do I believe in advice?

I worked for an Adviser in my early 20s. I saw the difference he made to his client’s lives and the long-term relationships they had. He was with them through the highs and lows and everything in between. It’s why I became an adviser myself, even though it’s been a while since I stopped providing advice. Whilst I couldn’t learn everything he knew in the 4 years we worked together, what he taught me has stayed with me to this day.

When I am not at work, I am...

With my family. Often at a Taekwondo centre.

What did I want to do when I grew up?

I had a long list of things I wanted to be. It changed from year to year. A doctor and a nurse were both on the list – but I’m far too squeamish for either of those occupations!

Why do I believe in advice?

I worked for an Adviser in my early 20s. I saw the difference he made to his client’s lives and the long-term relationships they had. He was with them through the highs and lows and everything in between. It’s why I became an adviser myself, even though it’s been a while since I stopped providing advice. Whilst I couldn’t learn everything he knew in the 4 years we worked together, what he taught me has stayed with me to this day.

When I am not at work, I am...

With my family. Often at a Taekwondo centre.

What did I want to do when I grew up?

I had a long list of things I wanted to be. It changed from year to year. A doctor and a nurse were both on the list – but I’m far too squeamish for either of those occupations!

image2

Kerry Thomas (Head of Governance)