Client Partnerships Team

Investments / Client Partnerships Team

Asset Management Leadership Team

Head of Distribution James Waterworth

Director – Wealth Solutions Michael Watson

Head of Strategic Partnerships Catherine Donatiello

Investor Centre

Head of Self-Directed Clients John Iliakopoulos

Manager - VIC Amanda Stavrou

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.

Relationship Manager - VIC Evangelos Blatsis

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.

Relationship Manager - VIC Douglas Muddle

Relationship Manager - VIC Jack Brandwood

Relationship Manager - VIC Rustam Ahmadi

Relationship Manager - VIC Andreas Tyrovolas

Senior Manager - NSW Alan Vong

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.

Senior Relationship Manager - NSW Alicia Carlisle

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.

Relationship Manager - NSW Joe Corocoran

Relationship Manager - NSW Jessica Obermoser

Relationship Manager - NSW Mo Zaman

Relationship Manager - NSW Ben Watson

Relationship Manager - NSW Belinda Mitrovska

Relationship Manager - NSW Vincent Choi

Wholesale

Head of Wholesale Distribution Melissa Randall

Relationship Manager Amelia Schoenfeld

Adviser Clients

Relationship Manager - VIC David La Greca

Relationship Manager - VIC Jo Ni

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.

Relationship Manager - VIC Andrew Waide

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.

Relationship Manager - VIC Olivia McLoughlin

Business Development Associate - VIC James Nordin

Relationship Manager - NSW Derek Paas

Relationship Manager - NSW Jacqui Veitch

Phone 0431 579 943

Email [email protected]

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.

Business Development Associate - NSW Jashan Sandha

Relationship Manager - QLD Andrew Evans

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.

Relationship Manager - QLD Tracey Moore

Phone 0401 598 520

Email [email protected]

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.

Relationship Manager - WA Alan Del Borrello

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.

Relationship Manager - SA Tom Huntley

Explore La Trobe Financial

Careers

Find out more about the exceptional culture and career opportunities offered by La Trobe Financial.

Learn More

Partnerships

Learn about our community activities and commercial partners.

Learn More

ESG Initiatives

Learn more about our Environmental, Social and Governance strategy.

Learn More