Staff Profiles

Manni Halkias

Adv. Dip. F.S. (Financial Planning)

Director

Manni has worked in the Financial Services industry for over thirty years in various management and compliance roles with major financial institutions, and entered the advice business ten years ago.

 

He is on the adviser board for a major life company and fund manager, where he is part of a team of advisers consulted for their expert opinions and advice on industry matters and product feedback.

 

Manni is committed to providing quality advice to ensure the best protection for individuals, families and businesses, and is passionate about helping clients get ahead and achieve their retirement and lifestyle goals. He also places high importance on the creation and maintenance of strong relationships with clients and feels very strongly about providing ongoing service and review opportunities to make sure clientele are always getting competitive, market leading solutions.

 

 

Tony Benevento

Adv. Dip. F.S (Financial Planning), FCPA, M. Tax, B. Comm (Melb)

Director

A fully qualified CA and Financial Planner, Tony has been a director at Natcorp Financial Services for the last four years. After many years of senior roles at different accounting firms as well as the Australian Taxation Office, Tony entered into private practice. His extensive background in accounting allows for a unique take on holistic wealth management for clients.

 

Laine Duggan

Dip. F.S. (Financial Planning)

Clients Services Manager

Laine has been working in the Financial Planning industry for the last eight years. In 2013 she completed her Diploma of Financial Planning through Kaplan Professional Education. As our Client Services Manager, Laine brings a complimentary blend of knowledge, skill and expertise to the business.

 

For any queries in relation to your Portfolio, Laine is always there to help you and to ensure your overall experience is as smooth as possible.