Our Team

William leads Health & Finance Integrated (HFI) specialist service helping Australians navigate life and disability insurance claims. His work sits where health and money meet—supporting people and families living with disability or serious illness to make clear, confident financial decisions.

A CFP® professional with a Master of Disability Studies, William is one of the few advisers dually trained in disability and finance. This rare mix underpins his practical, plain-English advice across TPD/insurance claims, medical retirement, superannuation and Centrelink strategy, and Special Disability Trusts.

William is an elected Board Director of the Financial Advice Association of Australia (formerly the FPA/AFA) and serves as Chair of the Professional Designations Committee (overseeing the CFP® designation). He’s also recognised as a Trusts & Estates Practitioner (TEP). These roles reflect his commitment to high professional standards and collaborative work with lawyers, trustees and clinicians.

Clients choose William for outcomes in the real world—settled claims, sustainable retirement income, and strategies that safeguard housing, eligibility and ongoing care. He is regularly engaged as an expert witness for complex financial reports and court matters, bringing clear logic and evidence to high-stakes decisions.

His motivation is personal as well as professional. As a carer for a loved one living with MS, William knows first-hand how important it is that the whole family is supported—and that the process never makes you feel “different”. That empathy shows up in the way he and the team design accessible, step-by-step advice.

Focus areas

• Post-TPD advice and insurance claims (including complex ADL/neurological presentations)
• Medical retirement & superannuation strategies
• Centrelink, disability support and housing eligibility
• Special Disability Trusts, protective trusts & trustee support
• Expert financial reports and collaboration with legal and medical teams
• Succession and wealth preservation across generations
• Compensation claims related financial advice

William has particular interest in neurological and movement disorders, autoimmune diseases, and illnesses or disabilities that result in cognitive challenges. He is a lead adviser and has featured for MS Australia, Parkinson’s Victoria, Autism Advisory and many more.

As a carer for someone he loves and adores that lives with MS, he understands how a strong family fabric means no one is forgotten in the planning process.

Qualifications

• Master in Disability Studies (Flinders Uni)
• Bachelor in Business (Applied Finance & Financial Planning)
• Certified Financial Planner (Deaken University & FPA)
• Self-Managed Superannuation Fund Specialist (Kaplan)
• Certificate IV in Credit & Lending

National Awards

• Professionalism Award (Australian Unity, 2020)
• FS Power50 (Financial Standard Magazine, 2018)
• Australian Unity’s Community Services Award (Australian Unity, 2017)
• FPA Certified Financial Planner Professional of the Year (Financial Planning Association of Australia, 2016)
• Financial Planner of the Year (Runner-Up, Money Management Magazine, 2015)
• FPA Future2 Community Award (NSW Winner and National Runner-Up, Financial Planning Association of Australia, 2014)
• National Disability Awards Emerging Leader Finalist (Government of Australia, 2014)
• NSW Parliament Certificate of Commendation (NSW Government, 2014)
• FPA CERTIFIED FINANCIAL PLANNER® Professional Best Practice Award (NSW Winner and National Highly Commended, Financial Planning Association of Australia, 2012)
• Money Management Magazine Financial Planner of the Year (Runner-Up, Money Management Magazine, 2012)
• AFA Award for Excellence in Education “Highly Commended” (AFA, 2012)
• Money Management Magazine Financial Planner of the Year (Finalist, Money Management Magazine, 2011)

View our Financial Services Guide

Senior Financial Planner 

Paul is a distinguished strategist at Health & Finance Integrated, bringing a wealth of experience and expertise in financial planning and strategic business operations. With a strong background in corporate accounting and finance, Paul has been an integral part of the financial advisory landscape since 2016.

Paul’s commitment to his clients is evident in his personalised approach to financial planning. He specialises in guiding business owners and professional service firms through the complexities of start-up, growth, and succession phases. His goal is to empower clients to achieve a lifestyle they once thought unattainable through informed financial decisions and strategic planning.

Paul’s qualifications include a Bachelor of Commerce in Accounting and Advanced Diplomas in Finance and Financial Planning. His deep understanding of both financial and health-related challenges allows him to provide comprehensive and tailored financial advice, ensuring his clients’ unique needs are met with precision and care.

At Health & Finance Integrated, Paul collaborates closely with individuals with disabilities, chronic health conditions, and their carers, offering them engineered financial solutions to improve their overall wellbeing. His dedication to making financial planning accessible for all reflects the core mission of the firm.

Qualifications

• Bachelor of Commerce (Accounting)
• ADip of Finance
• ADip (FinPlanning)

View our Financial Services Guide

Lead Relationship Management

Mariyana is likely the first person to reach out to you to introduce our company, understand your needs, walk you through the financial planning process and set you an appointment with our financial advisers. With over 16 years working for major global corporates, Mariyana brings to the team multi-disciplinary expertise in customer service, marketing, human resources and IT. She has lived and worked with MS for the last 20 years giving her empathy and lived experience.

Education

• GCCM, Change Management (Australian Graduate School of Management)
• Accreditations from the Executive Coaching Institute of Australia
• MBTI Certified practitioner

Operations Manager 

Amy is our expert in client services and business operations. As a project manager and executive assistant, she brings a keen understanding of our clients’ needs and our business. Amy collaborates closely with our executives to manage daily operations and ensure prompt responses to client matters. From handling complex implementations to streamlining administration, she is the go-to person for efficient and effective service.

With a B.A. in Speech Communication and experience as a financial adviser abroad, Amy is well-equipped to navigate the complexities of our industry and provide top-notch service to our clients.

Client Services Manager

Meet Antonette, our financial planning administrator with over 23 years of diverse management experience. With 14 years specifically in the aviation sector, Antonette has honed her skills in crew management, flight operations, performance management, training, and competency development initiatives. She has travelled extensively and gained valuable cross-cultural experience, which has given her a global business perspective.

Antonette excels in service management and customer/client management and is currently managing our complex client requests, implementations and onboarding.  With her wealth of experience and expertise, Antonette is dedicated to providing top-notch financial planning administration services to our clients.

Antonette has worked as a financial adviser abroad and holds a B.Sc. in Commerce Specialization in Computer System Management as well as a range of other leadership and management qualifications.

Senior Paraplanner

Rodaline is a highly skilled paraplanner at Health & Finance Integrated. With a Diploma in Financial Planning and extensive industry experience, Rodaline excels in creating tailored financial strategies that address the unique needs of our clients. Her role involves detailed financial analysis, preparation of comprehensive financial plans, and providing essential support to our financial advisors.

Rodaline is known for her meticulous attention to detail and her commitment to delivering exceptional service. She ensures that all financial plans are optimised for the best possible outcomes, considering each client’s specific circumstances and goals. Her client-focused approach and deep understanding of financial principles make her an invaluable member of the Health & Finance Integrated team.

Rodaline’s expertise includes investment planning, retirement planning, risk management, and estate planning. She is dedicated to continuous professional development and stays updated with the latest industry trends and regulations to provide the highest standard of advice and support.

Qualifications:

• Diploma in Financial Planning (DipFP)
• Bachelor of Science and Computer Science, Computer Programming

Rodaline’s dedication to her profession and her clients’ financial well-being is evident in her thorough approach and the trust she has built with those she serves. She is a key asset to the Health & Finance Integrated team, contributing to the firm’s mission of providing practical solutions for complex financial matters.

 

Paraplanner

Janelle is an RG146-qualified paraplanner who has supported advisers since 2017. She turns detailed research into clear, compliant SOAs and ROAs, manages insurance and super comparisons on our specialised software, and keeps implementation moving—forms, quotes, follow-ups and all. With a Diploma of Financial Planning and a strong accounting background, Janelle is known for her thorough eye, calm problem-solving, and a client-first approach that helps our advice land smoothly and on time.

Qualifications 

• RG146 (2017); Diploma of Financial Planning (IIT, 2018); BS Accounting Technology.

Focus at HFI

• Prepares advice documentation and advice packs

• Insurance & super comparisons, needs analysis

• Lodgments, documentation and client follow-ups

 

Product & Investment Implementations Specialist

Kris keeps advice work moving from “meeting notes” to “done.” With years in financial planning administration and paraplanning, she’s hands-on in all aspects of financial planning. She is in charge of implementations and overall support to make our client’s lives easier. Organised and unflappable, she brings a deep customer service background and a knack for tidy, on-time follow-through.

Qualifications

• BS Business Administration

Focus at HFI

• Implementation for new and existing clients

• Product research and comparisons

• Email and document management; file transfers.