Security of | Life | Assets | Savings
(03) 62238444
Security of Life | Assets | Savings
meet the team
Laura Lloyd-Rieneck | [email protected] |
Laura has been working with us for the past 2 years and is a valued member of our team. Laura is our cheerful Receptionist / client administration officer who greets you on arrival to our office and is able to assist you with arranging appointments and general administration queries including valuation reports.
Joe Sundram B.Ec (Hons) | [email protected] | Director / Financial Planner - 1246063
Joe enjoys the coast. He has been fishing, diving and surfing for most of his adult life. He has recently started learning to sail and loves being out on the water with his young family. Joe has worked in finance for over 15 years being a senior manager with the CBA and more recently an authorised financial adviser since early 2016.
Jessica Ayres | [email protected] |
Jess started working with us in February and is now a valued member of our team. Jess is our cheerful Receptionist / client administration officer who greets you on arrival to our office and is able to assist you with arranging appointments and general administration queries including valuation reports.
Ben Latham AFP® GradDip FP | [email protected] | Director / Financial Planner - 244986
The only place Ben would rather be other than on the water with a cool sea breeze is with his growing family. Yet another seasoned member of the Solas Financial crew, Ben has worked in the financial planning sector for over 26 years and has been authorised to provide advice since December 1998.
Martin Haley AFP® | [email protected] | Director / Financial Planner - 250818
Martin is a keen recreational fisherman. Martin has over 40 years of experience in the financial sector, including 20 years as a Senior Manager at Island State Credit Union where he managed their Financial Planning department before starting his own financial planning business back in 2002.
Susan McGough AFP® ADFP, B.Com | [email protected] | Director / Financial Planner - 245049
The landlubber of the Solas crew, Susan prefers dry land to the call of the open sea. Susan has been an Authorised Representative with Professional Investment Services since 2000 giving her over 24 years experience in the financial services field. Susan specialises in Superannuation and Retirement Planning, Investment Planning and Life Insurance.
Drew Latham DFS(FP) | [email protected] |
Drew has been working with Solas Financial since 2002 and is another able seaman of the Solas crew.
Drew is our Paraplanner preparing our detailed advice reports for clients and assisting with general information and client calls. Drew has completed the Diploma of Financial Services (Kaplan).
Kate Christie | [email protected] |
Kate is an essential part of our team joining our office in December 2014. Kate is our Client Services Administration officer whom performs a range of duties including client review recommendations, valuation reports and keeping up to date with legislated reporting.
Kate supports with managing the office and can assist with all general administration queries. Kate is currently undertaking study in the Diploma of Financial Planning.
Iris Souris | [email protected] |
Iris is the newest member of our team, commencing with our office in December 2018. Iris is our cheerful receptionist who greets you on arrival to our office and is able to assist you with arranging appointments and general administration queries including valuation reports.
Richard Latham CFP® | [email protected] | Director / Financial Planner - 244987
Richard is an experienced yachtsman; his accomplishments include numerous ocean races and international yachting regattas.
On dry land, he’s been working in the financial services industry since 1970 and authorised to provide advice since 1984. His career has expanded through roles with T&G, Phoenix Life, Friends Provident, Australian Eagle & MLC, to Adviser Investment Services and Professional Investment Services as an Authorised Representative and Financial Planner.