OUR
VALUES
& TEAM
Our Values
Core values serve as the backbone of our organisation, shaping its essence. They remain constant and unwavering, immune to any circumstances affecting the business, be it financial or otherwise. We don’t impose our core values on our team; rather, we recruit individuals who inherently embody these values in both their personal and professional lives. This is the bedrock of our identity, and it’s non-negotiable.
Always do work that we are proud of
Our team members are intrinsically motivated to do work they are proud of. This includes consistently doing what’s right, offering advice that genuinely benefits our clients, perpetually striving for improvement, exercising considerable care and generosity, among other things. We aim to finish each day feeling a sense of pride in the positive impact we’ve had on our clients. That’s what we are passionate about.
Trust
Trust is at the core of every action we undertake. We ask for our clients’ trust and reciprocate it in kind. We place trust in our fellow team members. We refer our clients to professionals we deeply trust. Establishing trust may take years, yet it can be shattered in mere moments, making it one of our most cherished assets we have.
Respect
Respect forms the foundation of all successful relationships. It’s integral to our interactions with clients, expecting mutual respect. It is impossible to cultivate successful client and team relationships without mutual respect.
MEET OUR TEAM
Wealth Advisory Team
Campbell Wallace, Senior Financial Advisor
Campbell has more than a decade of expertise within the financial advisory sector, underpinned by a Bachelor of Business and a Master of Financial Planning. His affiliation with the Financial Advice Association of Australia (formerly the FPA) reflects his commitment to professional standards. He is passionate about delivering holistic financial advice, having extensively collaborated with accountants, mortgage brokers, and property professionals over many years.
Jim Brown, Financial Advisor
Jim has worked in the financial advisory industry since 2016, having completed a Bachelor of Financial Planning with majors in Financial Planning and International Business. He is dedicated to empowering clients to navigate their significant financial and lifestyle decisions with confidence and clarity. Jim is passionate about providing holistic advice and collaborating with clients’ accountants, mortgage brokers, and other professionals to achieve the best outcomes. He enjoys spending time with his young family and supporting the Sydney Swans, Cronulla Sharks, and Everton Football Club.
Kristy Dishon, Associate Advisor
Kristy has over two decades of experience in property and financial services and joined ProSolution in 2007. She is passionate about providing holistic advice and delivering exceptional service to our clients, specifically insurance and financial planning. Kristy enjoys exploring the outdoors, camping and 4WDing with her husband and 2 dogs.
Cecilia Christodoulou, Advisor
Cecilia has over two decades of experience in the financial services and accountancy sectors. She holds a Bachelor of Business and has completed an Advanced Diploma in Financial Services (Financial Planning). She enjoys building long term relationships with clients to help them meet their financial needs and objectives. She enjoys cooking up a storm and spending time with her family.
Ellie Li, Assistant Advisor
Ellie has 9 years’ experience in Financial Planning services and she holds a Bachelor of Accounting and a Diploma of Commerce. She takes great joy in delivering outstanding service to our clients. Outside of work, Ellie is a travel enthusiast, bringing a lively energy to both her work and personal life.
Deb Serginson, Assistant Advisor
Deb joined ProSolution in 2020 and has over 13 years of experience in looking after client’s insurance and wealth needs. She holds a bookkeeping and accounting qualification. Deb is passionate about assisting our clients and delivering caring and exceptional service. Deb is a keen scuba diver and snorkeller.
Daxiong
Daxiong is Ellie’s miniature poodle. He visits the office regularly to ensure the team is working hard and to eat any available food.
You?
Financial Adviser
Are you passionate about providing holistic advice that is asset-class agnostic and considered all matters including tax and borrowings? Do you want to learn more about direct property investing and how it integrates with traditional financial planning strategies? Do you want to be part of a team that empowers you to make changes so that we can continually improve? If so, reach out to Campbell or Stuart for a confidential chat.
Tax & Business Advisory
Mena Abraham, Partner
Mena has over a decade of experience providing business and tax advice, having previously worked at mid-tier and the Big 4 accounting firms. He is well versed in all areas of tax and also has industry knowledge across various specialisations including property investment and development, pharmaceutical, medical and health specialists, retail chains, franchise operations, manufacturing and professional services. Mena enjoys playing basketball and spending time with family.
Emmanuel Thomas, Senior Accountant
Manny is a Senior Accountant and Business Analyst with over seven years of experience in providing business and tax-related advice to clients of all sorts. He holds a Bachelor of Commerce which he graduated with Distinction and is a Chartered Accountant (CA). Manny is passionate about helping people and businesses with their finances through a holistic and strategic approach. Outside of work, he enjoys spending time with family, going to the gym and watching footy or the EPL
Celine Zerafa, Accountant
Celine joined ProSolution in 2024 and holds a Bachelor of Accountancy (Professional Accounting). Celine has over 2 years experience in the industry. She is driven to complete her Chartered Accountant (CA) qualifications and is very passionate about helping people reach their professional goals and providing high-quality services to her clients. Outside of work, Celine grew up as a dancer but now enjoys her free time at the gym whilst also spending quality time with family and friends.
Andrew Jones, Accountant
Andrew is an accountant with over three and a half years of experience in public practice. He holds a Bachelor of Business (Accountancy) and is in the final leg of completing his Chartered Accountant (CA) qualification, of which, to date has maintained a distinction average. Andrew is passionate about providing insightful and practical tax and accounting advice that will help his clients to achieve their goals. Outside of the office, he is an avid guitar player and loves to spend time with friends and family.
Rodeza Antonio, Bookkeeper
Deza is an accounting professional with over six years of experience working as a bookkeeper in different industries. She’s a degree holder in Bachelor of Science in Accountancy. She is a foodie at heart and enjoys discovering culinary delights from various cultures. Deza spends most of her free time with her family and is an avid volleyball fan.
Faith Kemuma, Executive Assistant
Faith supports Mena Abraham and the tax team by providing administrative support.
Mortgage Advisory & Broking
Jodi McKeown, Associate Director
Jodi has over 30 years’ experience in banking and finance. Jodi has worked in various banking and lending roles prior to her joining ProSolution in 2007. Jodi holds a Diploma of Financial Services and is an expert in understanding her clients needs, developing a suitable and astute banking solution. Jodi is a passionate Bulldogs (AFL) supporter and enjoys going to the gym.
Mario Matko, Assistant Advisor
Mario has more than a decade of experience in the financial services industry specialising in residential lending. Mario holds a Bachelor of Business degree and joined ProSolution in 2023 from a big-4 bank’s lending team. He has a passion for customer service excellence and enjoys helping customers achieve their financial goals through the provision of lending advice. He enjoys hiking and spending time with family.
Rengie Biatingo, Client services
Rengie works in the Credit team with Jodi and Mario providing administrative support.
Jian Montealegre, Client services
Jian works in the Credit team with Jodi and Mario providing administrative support.
Stuart Wemyss, Director
Stuart has over 20 years’ of experience and founded ProSolution in 2002. He holds a Bachelor of Commerce, is a Chartered Accountant and holds many post graduate qualifications. Stuart is licensed to provide credit, tax, insurance and financial advice. He has published four books including Rules of the Lending Game and best-selling, Investopoly. He is a regular contributor to The Australian newspaper and other TV, radio and print media.
Doreen Wemyss, Marketing
Doreen has over 26 years’ experience in operating and marketing small businesses. Doreen operated a successful retail chain of stores before undertaking a career change and joining ProSolution. Doreen has a passion for creativity and ensuring our brand constantly stands out.
Iyvie Mboya, Executive Assistant
Iyvie provides support to Stuart Wemyss including looking after all marketing activities.
