John Nelligan is an award winning financial adviser and licensed investment specialist. Since 2006, John has worked at a range of financial institutions including Macquarie Bank, Equity Trustees and Morningstar Research. He provides advisory services to high net worth individuals, family offices, charities, foundations and not-for-profit organisations. These services include investment strategy design, asset allocation, portfolio construction, investment selection, after-tax management, responsible investment and philanthropic advice. His qualifications include CFP®, MBA (Finance), BBus, Adv Dip FP.
Specialities: Investment Advice, Superannuation, Structures, Tax Advice, Insurance, Divorce Planning, NFP Consulting.
Ryan Lisson has been working in financial advice since 2008 across a variety of both small independent firms and large listed companies. This experience has provided him with exposure to a vast range of clients where he has assisted them in developing strategies to achieve their goals. Ryan specialises in working with pre-retirees and retirees to develop tailored tax effective portfolios so they can enjoy a comfortable retirement. His qualifications include Bachelor of Business (Financial Planning Major), Advanced Diploma of Financial Planning, and Certified Financial Planner designation.
Specialities: Financial Planning Strategies, Superannuation, Structures, Tax Strategies, Insurance, Technical Scenarios, Paraplanning.
Practice Development Manager
Kate is responsible for group operations at Agility Wealth Partners. Kate is a senior communications and marketing manager specialising in organisational strategy and business development with more than 20 years’ experience in corporate communications and government advisory roles. Kate is the General Manager of a Not-for-Profit and has experience in business strategy, resource development and stakeholder management. She began her career as a news journalist at the ABC and holds a Bachelor of Journalism and a Masters of Management.
Specialities: NFPs, operations and people management, organisational strategy, media campaigns, marketing, government relations.
Audit and Assurance Manager
Zoe is responsible for various areas of quality assurance at Agility Wealth Partners. Her role includes regular internal risk and audit reviews to ensure that the organisation operates effectively. Zoe has over 10 years’ project management experience spanning the techonology, telecommunications and commercial real estate sectors.
Specialities: Project management, technology, telecommunications, operations, audit, account management.