Our Team

At Health & Finance Integrated, we pride ourselves on providing comprehensive financial planning services tailored to meet the unique needs of our clients. Our dedicated team is committed to guiding you through every step of your financial journey, ensuring that you have the right strategies in place to achieve your goals. Here’s a closer look at the professionals who make up our team:

Managing Director,  Principal Financial Planner & Founder

Founder of HFI, William is a pioneer in the areas of disability and illness personal finance. Uniquely, William combines extremely rare insight being dually qualified. He is a disability expert and has been recognised as an emerging leader by the Australian Government. He is a highly skilled and qualified Certified Financial Planner, and has been awarded Australia’s highest achievements by the Financial Planning Association of Australia.

Using his skills, he has helped hundreds of Australians move forward with certainty in highly stressful situations. In order to deliver such outcomes, the person’s situation is examined thoroughly including how our services could be delivered in an accessible way.

Areas of specialisation:

• Transition planning
• Medical retirement planning
• Taxation ( Insurance claims, Special Disability Trust)
• Public and Community Housing Eligibility
• Insurance claims
•  Centrelink related matters including disability pensions
• Superannuation related incapacity matters
• Special Disability Trusts
• Private client support including estate administration and project management of complex affairs
• Planning for future needs including trustee support
• Executive coaching and support

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

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

Project Manager and Executive Assistant

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 and Administration

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.