Director/Founder and Senior Financial Planner Authorised Representative of ASVW Financial Services Pty Ltd
Anthony is a founder and Director at Required, with over 30 years of experience in all aspects of the financial services industry.
Anthony is particularly highly regarded for his expertise with self-managed super funds (SMSF), has a strong focus on strategic advice for SMSF clients in their accumulation and pension phases, and has successfully completed the SMSF Association Specialist Advisor™ exam by the SMSF Association.
Anthony’s prime focus is, “To deliver the best financial advice and outcomes throughout every stage of a person’s life journey.”
Over the years, Anthony has won many industry awards for Mortgage Brokering, and is particularly proud to have won the 2016 Consultum Financial Advisor of the year. With the help from his experienced team, Anthony has helped broker in excess of $1.25 billion of settled loans and is responsible for managing in excess of $280 million of clients’ funds under advice.
Outside of work, Anthony enjoys keeping fit and spending time with his family and friends, "I love my sports - especially Formula 1 and English Premier League with a very strong passion for the Liverpool Football Club."
His proudest achievements are being a supportive father of his two boys, and supporting his local community endeavours. “Seeing clients’ financial goals come to fruition is very gratifying.”
Christopher is an Associate Adviser – SMSF at Required Financial Services. Christopher has been a Senior Paraplanner with Required Financial Services since 2011.
Christopher holds a Bachelor of Economics & Finance (RMIT University), Graduate Diploma of Financial Planning (FINSIA) and the CFP ® Professional Certification. Christopher has also successfully completed the SMSF Association Specialist Advisor™ Exam by the SMSF Association.
Christopher specialises in Self-Managed Superannuation Fund strategic advice including Limited Recourse Borrowing Arrangements, Pensions and Contributions Strategies, superannuation legislation update, social security, and financial plan structure and development.
Christopher is responsible for Investment Markets Research and providing technical assistance to the financial planning department. Christopher has an innate ability to understand and apply Investment strategies based on the client’s needs and objectives, possesses top-rate analytical skills, written and verbal communication that is professional and efficient, and maintains that attention to detail is his highest priority.
“My goal is to provide a superior client experience, and construct comprehensive plans that will enable our clients to experience the flexibility that comes from having a sound financial strategy in place”.
"I have a keen interest in financial markets and I have a strong passion for the way I can affect people's lives in a meaningful and positive way," Christopher says. Christopher is a keen soccer fan (i.e. real Football) and an avid supporter of the English football club, Liverpool FC.
Required Financial Services Pty is an Authorised Representative of ASVW Financial Services Pty, ABN 27 007 261 083, AFSL No. 446176
Mortgage Administration Manager
Ross is a long-term key player in our team at Required and has been working in the financial services industry for 46 years.
Ross specialises in Mortgage Administration and Office Management. His role involves mortgage loan submissions, rapport building with lenders and clients, database management, customer file/audit requirements, customer services, and troubleshooting clients’ post-settlement needs.
“My aim is to ensure Required operates like a well-oiled machine, to give our team the best possible platform from which to deliver our clients a satisfying and rewarding experience”.
"I enjoy live music, reading, dabbling with computers and watching sport – Cricket is a major interest of mine as well as the Richmond Football club of which I am a proud member." His proudest achievements are seeing his children fulfilling their ambitions.
Ross holds an Associate Diploma in Business (Banking & Finance).
Ross would gladly welcome the opportunity to speak with you. You can contact him on (03) 9695 5600 or email@example.com
Executive Director - Head of Sales
Australian Private Mortgages
Lino’s impressive career in the mortgage broking industry extends over 25 years. He has held senior positions across Major and Non- Major Lenders, and is responsible for leading sales distribution teams.
Lino has a Diploma of Financial Services (MBM).
He ensures that the business partners benefit from the delivery of innovative products as well as leading-edge strategies and educational support to assist with their business growth.
"I enjoy watching all sports, spending time with my children and going for the occasional run over the weekends".
Lino would gladly welcome the opportunity to speak with you. You can contact him on (03) 9695 5600 or firstname.lastname@example.org
Lisa has extensive experience in client services and adviser support roles, having worked in the Financial Services Industry since 2011.
Lisa joined Required in 2017 and is responsible for assisting the advisers in all functions and aspects associated with establishing, processing and maintaining business in the areas of Financial Planning.
Lisa is very committed to delivering excellent customer service and is always enthusiastically looking for ways to refine processes and procedures to ensure clients’ service expectations are always met.
Lisa obtained her Advanced Diploma of Financial Planning in 2016 and has also completed specialist training in Self-Managed Superannuation Funds.
Away from work, Lisa enjoys spending time with family and friends, and most importantly taking her Labrador, Bella, on long walks.
Lisa would gladly welcome the opportunity to speak with you. You can contact her on (03) 9695 5600 or email@example.com
Client Services Manager
Krystal has been in the Financial Services industry for 9 years and joined Required in November 2015.
Krystal is responsible for arranging client meetings, client account applications from start to end, responding to clients inquiries and helping the Required Financial Services team with everyday support.
“My favorite part of my job is building ongoing relationships with our clients and knowing that I am assisting them to meet their financial goals & objectives. I want the clients to feel that Required Financial Services are someone they can trust in helping them reach their financial peace of mind”.
Krystal has her Diploma of Financial Services (RG146) and Certificate IV in Finance and Mortgage Broking.
Krystal loves shopping, movies, cooking for friends, weekends away with her husband and two dogs, and has recently added to her family with a new daughter, Valentina!
Krystal would gladly welcome the opportunity to speak with you. You can contact her on (03) 9695 5600 or firstname.lastname@example.org
Client Services Officer
Hendrix joined the team in Dec 2017 and has six years’ experience in insurance and the financial services industry.
Hendrix has a Bachelor of Business (Economics and Finance) from RMIT, and gained his Diploma of Financial Services (RG146) at Kaplan.
Hendrix's role at Required Financial Services is active involvement in client communication and strategy implementing, as well as assisting in client service support. His role involves handling client enquiries over the phone, and customer care and maintenance of existing life insurance policies.
Hendrix has a resilient and happy temperament that enables him to build strong personal relationships. "The most enjoyable part of my job is the personal relationship that I develop with the clients. I am dedicated to offering outstanding service, and to ensure that all of our clients financial planning needs are met."
Outside of work, Hendrix loves cooking, training at the gym and reading.
Hendrix would gladly welcome the opportunity to speak with you. You can contact him on (03) 9695 5600 or email@example.com
Mortgage Administration Assistant
Selena joined Required in March 2021. She gained her Diploma of Financial Planning (RG146) at Kaplan and Bachelor of Art (BA) from Curtin University.
Selena is an Associate member of Financial Planning Association of Australian (FPA) and has been in the financial industry for more than 10 years.
Selena is responsible for mortgage administration for Required Finance and Australian Private Mortgages. She is responsible to onboard new Investors, completing pre-credit review of borrower information for Required Finance, lodgements, and settlement of conventional mortgages for Required Finance.
Selena also manages our client Investor portal processing of Zagga/APM. She is responsible to engage with our investors on various loan investment updates, onboarding investors on the Zagga portal and dealing with administration for progress payments on the APM platform.
“The most enjoyable part of my job is able to assist clients with their finance requirement and get a mortgage loan that meets the client’s needs.”
Away from work Selena enjoys watching movies at home and spending time with family and friends.
Selena would gladly welcome the opportunity to speak with you. You can contact her on (03) 9695 5600 or firstname.lastname@example.org
Natalia joined Required in 2021. Natalia is a journalist and she has 15 years of experience in Marketing, Communications, and Business Development.
With an entrepreneurial mindset and a strong on generating sustainable business growth, Natalia is dedicated to increasing brand awareness at Required through different platforms to further improve and strengthen the construction of the customer experience.
"I believe that truly focused human interaction and the provision of fully personalized alternatives are the cornerstones of all products and services."
She completed her Bachelor of Journalism at Palermo University, Buenos Aires, Argentina, where she worked as a political, social, and travel journalist. Upon returning to Colombia, she completed a Master's Degree in Marketing in Javeriana University, then founded a medical assistance travel business for Latin America and the Caribbean which gained her experience in public relations and business development while vastly improving people’s quality of life.
Natalia is passionate about travel, photography, and Pilates.
Natalia would gladly welcome the opportunity to speak with you. You can contact her on (03) 9695 5600 or email@example.com