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 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 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.
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, Associate 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 is Ellie’s miniature poodle. He visits the office regularly to ensure the team is working hard and to eat any available food.
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.
Aneet Antony, Accountant
Aneet is a passionate and dedicated accounting professional with over 3 years of experience working as an accountant in business advisory. She is a member of Association of Chartered Certified Accountants (ACCA) and holds a Bachelor of Accounting. Outside the realm of numbers and ledgers, she cherishes spending quality time with family, fostering a balanced and fulfilling life.
Micke Jabola, Executive Assistant
Micke supports Mena Abraham and the tax team by providing administrative support.
Intermediate to Senior Accountant
We are currently looking for a motivated and talented intermediate or senior accountant to join our team. We need someone that is passionate about providing proactive clients holistic advice. We need someone that has experience in nurturing client relationships. If you would like to join a proactive firm, please reach out to Mena for a confidential discussion.
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.
Cindy Mboya, Executive Assistant
Cindy provides support to Stuart Wemyss including looking after all marketing activities.