Our Team

Dominic Smarrelli - Practice Principal and Financial Planner.

Dominic Smarrelli AFP Dip FS
Practice Principal/Financial Planner

Dominic was awarded the Charter Financial Planning Ltd (Licensee) Victorian Adviser of the Year for 2013 and was a finalist in the Value of Advice Awards.

Dominic has been working within the Financial Services industry since 1980. Dominic offers specialist advice in all aspects of financial planning. In particular he assists those who require advice in Corporate and Personal Superannuation, Retirement Planning, Estate Planning together with Investment Strategies and Business Succession incorporating Risk Management and Protection.

Dominic is involved in various Industry Advisory Committees relating to Superannuation, Asset Protection and Wealth Creation.

Dominic holds a Diploma of Financial Services and is an Associate member of the Financial Planning Association of Australia (FPA).

Debra Wills, Financial Planner.

Debra Wills CFP® Dip FP
Financial Planner

Debra commenced her career in Financial Planning in 1992 and prior to this worked in the accounting profession for nine years. Debra offers specialist advice in all aspects of financial planning. In particular she assists those who require advice in Superannuation including Self Managed Super Funds, Pre Retirement Planning, Retirement Planning including maximisation of Government benefits, Estate Planning, Aged Care planning together with Investment Strategies and Risk Management and Protection.

Debra is also the Compliance Manager for S.G.A Financial Services Pty Ltd.

Debra has completed a Diploma of Financial Planning, is a Certified Financial Planner® and a CFP member of the Financial Planning Association of Australia (FPA).

Ray Burnet Dip FP, Financial Planner.

Ray Bernet Dip FP
Financial Planner

Ray has in excess of 35 years’ experience in the financial planning profession and is well respected throughout the industry.

He has and continues to offer specialist advice in all aspects of financial planning, in particular he assists those who require advice in Superannuation, Pre Retirement Planning, Retirement Planning including maximisation of Centrelink benefits, Estate Planning, with Investment Strategies and Risk Management and Protection solutions.

Ray has completed a Diploma of Financial Planning.

Donna Schubert, client services staff member.

Donna Schubert
Client Services

Donna has been in the Financial Services Industry for over 25 years. She commenced working within the industry at AMP in Commercial Underwriting. In 1995 she joined S.G.A Financial Services in the Client Services team. Her role involves management of insurance administration, all aspects of administration services, processing of documentation with regards to clients investments and personal protection applications, including the follow up of any outstanding requirements.

Melissa Bradley, client services staff member.

Melissa Bradley
Client Services

Melissa has been with S.G.A Financial Services since 2005. Her role within the organisation is management of the investment platforms combined with administration services including new business processing and implementation. Melissa is also involved in the preparation and writing of financial advice documents and implementation of investment strategies.

Melissa has completed Certificate 4 in Business Administration and is currently studying the Diploma of Financial Planning.

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