Meet The Team

Leadership Team
Rob Vitnell

Acting Managing Director

Rob joined AFRM in 2008. He has been in the financial services sector since 2001, including both paraplanning and advising roles in financial planning and financial risk management.

 

Rob holds a Diploma of Financial Services (Financial Planning), and a Bachelor of Commerce. Rob is a member of the Australian Association of Financial Advisers (AFA) and meets the standards set by the Australian Securities and Investments Commission for the financial services industry (RG 146).

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Damien Jones

General Manager Services

Damien joined AFRM in 2009. He has been in the financial services sector since 2005, with prior roles in Financial Investment & Risk Paraplanning.

 

His current role is General Manager Services, responsible for advice compliance, governance of AFRM's Financial Services License, management of adviser support teams and support to the Managing Director.

Amanda Anstess

General Manager - Client Relations

Amanda is AFRM's longest serving team member, having joined the firm in 2001.

 

Amanda is responsible for Client Relations, overseeing the administration and claims management teams, and is absolutely committed to providing a highly personalised and professional service to AFRM's clients. 

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Wathana Farley

Company Accountant

Wathana has been AFRM's Company Accountant since 2005. She has been vital in assisting the Directors through significant growth in the business.

 

Wathana completed her formal accounting qualification with a Bachelor of Commerce at Newcastle University.

 

Her qualifications allow her to ensure the financial processes and integrity of the financial and policy reporting of AFRM is completed to the highest standard.

 

Her role includes preparation of financial reports for the board of directors, payroll, liaison with external auditors and shareholders and assisting advisers with any financial requirements.

Advisers
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Daniel Musumeci

Financial Risk Analyst

Daniel joined AFRM in May 2010.

 

He has been working in the financial services industry for more than two decades, commencing in the sector as an accountant before moving into roles as a financial planner and specialist risk adviser.

Daniel is a member of the Association of Financial Advisers (AFA) and holds an Advanced Diploma of Accounting.

 

Daniel meets the standards set by the Australian Securities and Investments Commission for the financial services industry (RG 146).

Philip Hatherly

Financial Risk Analyst

Philip joined AFRM in 2007, following 20 years of experience in the mining industry as a metallurgist.

 

Philip specialises in analysing the risk exposure of clients in the personal and business markets and managing claims.

 

Philip holds a Diploma of Financial Services (Financial Planning) and is a Justice of the Peace (JP).

 

Philip meets the standards set by the Australian Securities and Investments Commission for the financial services industry (RG 146).

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Sam Brennan

Financial Risk Analyst

Sam joined AFRM in 2016 as a Paraplanner in our Newcastle office gaining an intricate knowledge of advice, products, structuring and contract analysis.

 

He holds a Bachelor of Business (Management/ International Business) as well as a Bachelor of Commerce (Finance) and a Diploma of Financial Planning.

 

Sam moved to Sydney in September 2017 to further his career resulting in promotion to the post of Financial Risk Analyst in 2018.

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James Rice

Financial Risk Analyst

Before joining AFRM in 2018, James held a variety of Financial Services roles for more than 25 years. 

 

These roles included Insurance, Financial Planning and Business Management, much of these in Regional Australia. 

Chris Wlodarczyk

Financial Risk Analyst

Chris first joined AFRM in March 2007, working as both a paraplanner and then Financial Adviser in NSW and also in Victoria after moving to Melbourne in 2013 to support AFRM’s Victorian clients. 

 

Chris left AFRM in 2016 to join a prominent superannuation fund as Wealth Protection Adviser and Insurance Specialist.

 

In 2020, Chris returned to AFRM as a Financial Risk Analyst and Insurance Advisor.  With his background as a paraplanner, Chris brings a wealth of technical knowledge to the advice process through product knowledge, policy structures and tax strategies.


Chris holds a Diploma of Financial Planning, a Degree in Finance (Majoring in Quantitative and Business Finance) from the University of Newcastle, NSW and meets the standards set by the Australian Securities and Investments Commission for the financial services industry (RG 146).

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Richard Dawson

Financial Risk Analyst

Richard started with AFRM in June 2018 working with the Paraplanning team. In that role his focus was to provide analysis and support to help ensure efficient and quality advice.

Richard progressed to Financial Risk Analyst level in January 2021.

 

Richard has completed a Bachelor of Commerce, with a Major in Finance, at The University of Newcastle; a Diploma of Financial Planning with the International Institute of Technology; as well as a Graduate Diploma of Financial Planning with Kaplan Professional.

Paraplanners
Lindsey Lawrance

Paraplanning Team Leader

Lindsey first joined AFRM in 2003 as a paraplanner.

 

Prior to joining AFRM, he gained experience in corporate and chartered accountancy. Lindsey left AFRM in 2006 to join a prominent stockbroking firm as a Private Client Advisor. In 2012, Lindsey returned to AFRM and today leads our Paraplanning team.

 

He holds a Bachelor of Commerce, Certificate IV in Financial Planning, Securities and Derivatives Association Accreditation and is ADA2 accredited by the ASX.

 

Lindsey meets the standards set by the Australian Securities and Investments Commission for the financial services industry (RG 146).

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Michael Hanlon

Paraplanner

Michael joined the para-planning team at AFRM in May 2019.


He is responsible for supporting our advisers in product research and preparation of draft Statements of Advice.


He holds a Bachelors degree in Commerce with a Finance major from The University of Newcastle.

Brad Brown

Paraplanner

Bradley joined AFRM in August 2019 as a paraplanner in our Newcastle office.

 

Bradley came to us with a background in banking and holds a Bachelor in Business/Commerce, majoring in International Business and Finance at The University of Newcastle.

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Accounts
Karen Brown

Accounts Assistant

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Karen joined AFRM in June 2005 and with her vast knowledge of the risk administration process, Karen plays a vital role in our accounts team.

 

Her attention to detail and dedication ensures the accounts process runs smoothly every month.

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Administration
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Bev Murray

Group Risk Manager

Bev Murray joined AFRM in May 2006 and is now the manager of our Sydney office.

 

She has more than 20 years experience in the industry including administration, client services and now specialising in Group Insurance.

 

Her role involves managing administration staff, liaising with corporate clients and insurance companies, implementation and re-marketing of plans, annual reviews, managing client insurance claims and underwriting administration.

Jenny Turnbull

Client Services Administrator

 

Jenny joined AFRM in March 2018.

 

Prior to joining AFRM, Jenny has worked in predominantly front desk and administrative roles, including 10 years with the Commonwealth Bank.

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Joy Nolland

Client Service Administrator

Joy joined AFRM in February 2016 and now leads our client retention team.

 

Prior to joining AFRM, Joy had an 18-year career in the banking sector.

 

Joy has a genuine passion for customer service and in making a positive difference in our client's lives.

Estelle Fouche

Client Service Administrator

Estelle joined AFRM in April 2018 as a Client Service Administrator, providing support to AFRM's Melbourne-based Advisers.

Prior to joining AFRM, Estelle worked as an administrator in the real estate sector in Western Australia.

 

However, for the bulk of her career Estelle worked in administration in the stock broking sector in South Africa, including a 15-year stint as an Executive Assistant for Investec.

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Samantha Conlon

Client Service Administrator

Samantha joined AFRM in April 2018, and is currently working in client services and administration.

 

Samantha has 20 years experience in the insurance and banking sectors having worked in many different insurance roles including servicing clients with their general, commercial and personal insurance. 

Glenda Oleksyn

Client Service Administrator

Glenda joined AFRM in June 2019.

Prior to AFRM, she worked in customer service in the telecommunications sector for 20 years, including stints in consumer sales, corporate faults, the medical priority call centre, and corporate sales as a sales support specialist, managing 300 business customers and providing support to eight sales account executives.

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Denise Loades

Client Service Administrator

Denise joined AFRM in October 2018.

 

Currently providing support to AFRM's Queensland-based clients, Denise enjoys building client relationships and working in AFRM's professional environment.

 

Denise has extensive experience in the financial services sector, including six years with Newcastle Permanent Building Society, and also in small business, including 15 years working within her family business with her husband.

Leesa Clayton

Client Service Administrator

Leesa joined AFRM in November 2019.

 

She has extensive client engagement experience in the sports and hospitality sectors.

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Mandy Rozario

Client Service Administrator

Mandy joined AFRM in September 2019.

 

Prior to joining AFRM, Mandy served within a Newcastle-based financial institution for more than 28 years, handling all aspects of banking and customer service.