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

Paraplanner

Christina Tran

ABOUT

Christina joined the Catapult Wealth team late August of 2019 as a Paraplanner.
Previously working as a Portfolio Administrator and Client Services Officer, Christina found her passion in Paraplanning where she helps clients come up with strategies to manage and maintain their personal wealth and assets.

CHRISTINA'S QUALIFICATIONS INCLUDE:

• Bachelor of Commerce
• Diploma of Financial Services

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:

Junior Paraplanner

Evan Nakopoulos

ABOUT

Evan joined the Catapult Wealth team in 2019 as a Junior Paraplanner. With his previous experience in banking and his current Diploma of Financial Planning study, Evan is a great addition to the team.

Previously working in the Real Estate industry where he owned and operated a Property Management business for 9 years, Evan has a deep understanding of business which can be transferred into his position within the finance industry.

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:

Financial Adviser

Dale Martens

ABOUT

Dale has been working in the financial services industry since 2004. He began his career in Washington, USA before returning to Adelaide where he has been guiding clients along their financial journey for the past 12 years.

Dale joined the team at Catapult wealth in 2019 and believes that by educating clients it empowers them to make the right decisions at the right time.

DALE'S QUALIFICATIONS INCLUDE:

• Currently completing Advance Diploma of Financial Planning
• Diploma of Financial Services Financial Planning

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, 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.

Client Services Administrator

Amanda Smith

ABOUT

Amanda joined the Catapult Wealth team in June 2019 as a Client Services Administrator. With previous experience in finance administration, Amanda has become an integral part of the team. She has completed a Certificate III iin Business Administration and works closely alongside our Financial Advisers and other members of the Administration team.

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.