Director

Tony Catt

ABOUT

With over two decades of experience in the finance industry, Tony has seen many changes in the markets. Tony has a background in accounting, research, stockbroking and financial planning which allows him to provide a broad range of advice to his clients on different stages of their life. Tony has significant experience in lecturing and seminars, providing help to Regional Skill Training (RST), the Australian Shareholders Association (ASA), regional TAFE and the ASX investor hours for over a decade.

After marrying into a farming family, Tony decided to provide more help to family businesses in South Australia. Succession planning, retirement planning, education of the next generation and protection of wealth are major issues that have been identified.Tony is ideally skilled to help families and as a specialist Self-Managed Super Fund adviser, Tony has the ability to transition clients into retirement with cost effective, tailored retirement solutions.

Keep it simple is our main approach and we ensure that you understand every facet of how your money is invested.

QUALIFICATION

Financial Adviser

Dylan Evans

ABOUT

Dylan became a member of the Catapult Wealth during March 2015 and has been working in the industry since 2008.
Prior to becoming a Financial Adviser, Dylan worked as a Paraplanner and Portfolio Manager in which he developed financial strategies and provided investment advice to trustees, foundations and independent investors.

DYLAN'S QUALIFICATION INCLUDE:

Financial Adviser

Mark Foulis

ABOUT

With knowledge across both accounting and finance, Mark can provide a broad range of advice to his clients.

Having gained a vast level of experience through the building, logistics and primary industries Mark decided to further his knowledge base by undertaking a Bachelor of Commerce (Accounting). Upon the completion of his studies Mark decided that he wanted to provide personal advice to clients to ensure they achieve their personal and financial goals.

Mark joined Catapult Wealth in 2016 as a paraplanner and has continued to broaden his knowledge by completing a Diploma of Financial Planning to become a certified Financial Adviser. He values providing simplistic straight forward advice to help a wide range of people to help make decisions regarding their financial future.

MARK IS ABLE TO HELP GUIDE CLIENTS THROUGH A RANGE OF ISSUES, INCLUDING:

MARK'S QUALIFICATIONS INCLUDE:

Portfolio Manager

Tim Haselum

ABOUT

Tim became a member of the Catapult Wealth team in April of 2018 and has been working in the financial services industry for several years.

As the Portfolio Manager, Tim stays abreast of affairs both globally and domestically to help ensure client’s portfolios are tailor made to meet their specific goals, preferences and time-frames.

Prior to joining Catapult Wealth, Tim was a Financial Planner for 3 years, as well as having extensive experience in various technical support roles.

TIM'S QUALIFICATIONS INCLUDE:

Client Services Manager

Theresa Soroka

ABOUT

Theresa has been in the finance industry for over two decades and has provided support to Tony for most of those years.

She has extensive experience working within a large stockbroking and financial planning firm where she had undertaken training to enhance her knowledge and skills, enabling her to provide a higher level of service to clients.

Theresa’s role as Client Services Manager provides ongoing support to advisers, Tony Catt and Shane Kennealy, their clients and the rest of the Catapult Wealth Team, while overseeing the smooth running of the processes within the office.

Client Services Administrator

Liliya Sterns

ABOUT

Liliya joined the Catapult Wealth team in January 2015 as a Client Services Administrator bringing her strong background in customer service with her.
Liliya works closely with the Financial Planners at Catapult Wealth in ensuring all client documents and processes are implemented.

Administration Assistant

Lily Lloyd

ABOUT

Lily became a part of the Catapult Wealth in April 2018 shortly after she completed her Receptionist Traineeship and Certificate III in Business.

As an Administration Assistant, Lily’s responsibilities include assisting the Client Services Administrators with daily tasks such as diary management, preparing client documentation and providing ongoing support to the team.