Client Partnerships Team

Phone 0428 095 521

Email [email protected]

Phone 0409 419 039

Email [email protected]

Phone 0411 878 037

Email [email protected]

Email [email protected]

Phone 0386 102 332

Email [email protected]

Prior to commencing at La Trobe Financial Jason worked extensively in Financial Markets. He has previously worked at Merrill Lynch here in Australia and in PNG and IG Group, a world leader in CFD trading.

In his current position he manages the National Sales Desk and is focused on helping his team consistently achieve outstanding results.

Phone 0386 102 758

Email [email protected]

Amanda joined La Trobe Financial in 2022 with over 20 years’ experience in the financial services industry. She previously worked in financial planning as a Financial Adviser & Associate Adviser with accreditations in Self-Managed Superannuation Funds and Direct Equities.

In her current role as Senior Relationship Manager, Amanda is committed to developing strong relationships with investors and to support the Authorised Representatives of La Trobe Financial.

Phone 0386 810 047

Email [email protected]

Evangelos has over 5 years of experience in customer-facing roles.

His ability to understand client needs, build strong connections, and maintain clear communication has been honed through years of experience.

Evangelos is skilled at problem-solving and putting the customer first, which makes him a valuable asset in maintaining and growing client relationships. His approachable demeanour and dedication to delivering exceptional service make helps him work with investors to achieve their financial goals.

Prior to commencing at La Trobe Financial, Amelia worked in various roles within the automotive sector, gaining valuable expertise in client relations and financial operations.

In her current position as a Relationship Manager, she maintains a strong focus on delivering exceptional customer service.

Douglas has over 25 Years in Financial Services and enjoys the Relationship Management Role he has in assisting Investors to fully understand all of La Trobe Financial Global Asset Management Limited Investment products.

Email [email protected]

Email [email protected]

Phone 0280 461 513

Email [email protected]

Alan brings over a decade of experience in financial services industry, having previously worked at a custodian bank in Colonial First State and a financial planning firm as a Relationship Manager before joining La Trobe Financial in early 2020.

In his current role, he’s focused on building a high-performing team and delivering La Trobe Financials’ best-in-class products to its investors.

Phone 0280 461 573

Email [email protected]

Alicia has worked in the Financial Services industry for over 14 years, having previously worked at Bell Potter Securities and ANZ Bank as a Relationship Manager before joining La Trobe in 2022.

Alicia is focused on building strong relationships with investors while also providing innovative financial solutions and access to La Trobe’s award winning financial products.

Phone 0480 461 597 

Email [email protected]

Phone 0480 461 507

Email [email protected]

Phone 0480 461 514

Email [email protected]

Phone 0480 461 557

Email [email protected]

Phone 0428 461 574

Email [email protected]

Phone 0386 102 741

Email [email protected]

Phone 0386 102 400

Email [email protected]

Jo joined La Trobe Financial in 2012, bringing with him a wealth of experience from various roles within the financial sector.

Jo is dedicated to delivering exceptional customer service, to his team members and clients. He serves the financial adviser market in Victoria, as well as the wider Chinese community throughout Australia.

Phone 0402 619 594

Email [email protected]

Andrew joined La Trobe Financial in 2024 with over 20 years experience in financial services, having spent more than 11 years as a Financial Planner. He has significant experience across all asset sectors, most recently as a business development manager in the investment and platform areas. Andrew has several qualifications, main of which are a Bachelor of Commerce in Accounting and Financial Planning and a Post Graduate Certificate in SMSF.

Andrew has a passion for developing strong relationships and assisting his business partners to empower their clients in achieving their financials goals.

Phone 0459 934 023

Email [email protected]

Email [email protected]

Derek has 30 years of experience in the financial services industry, working with global fund managers in Australia and overseas.

Experience as a paraplanner and adviser, has provided Derek with an insight into our clients businesses that empowers a mutually beneficial result.

Jacqui brings a wealth of experience to La Trobe Financial with two decades spent servicing financial advisers across various products and solutions in the financial services industry.

What drives Jacqui in her role is her ability to help financial advisers enable their clients to reach their financial goals.

Phone 0435 936 463

Email [email protected]

Email [email protected]

Phone 0410 220 185

Email [email protected]

Andrew joined La Trobe Financial Asset Management team in 2016. He has over 30 years Financial Services Industry experience, including roles in Asset Management, Investment Banking, and his own Consulting business.

Andrew is a trusted adviser to many of his clients, always looking to add value, where he assists them to grow strong, successful businesses.

Tracey has over 25+ years experience in the Financial service industry, having worked across many sectors including Banking, Funds Management, Fixed Income and Insurance.

Tracey has a passion for developing strong relationships and helping business partners empower their clients to achieve their financials goals.

Phone 0407 526 238

Email [email protected]

Alan joined the La Trobe Financial team in 2022, bringing over 20 years of experience in the Financial Services industry. His extensive background includes more than a decade of managing his own financial planning business.

Alan is dedicated to collaborating with financial planning professionals to help clients achieve their goals while fostering sustainable business growth.