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Infocus Sydney (CBD)

Level 14, Gold Fields House
1 Alfred Street
SYDNEY NSW 2000
PO Box R305
ROYAL EXCHANGE NSW 1225
Telephone: 02 8226 3310
Facsimile: 02 8226 3304
Email: sydneycbd@infocus.com.au
Web Site: www.infocus.com.au

The Infocus - Sydney CBD office is located in the heart of the business district at Circular Quay.

Infocus – Sydney CBD are personalised Wealth Management Experts who work with people who aspire to achieve their overall financial goals.

This is achieved by creating a tailored plan (that encompasses cashflow, investments, insurance, mortgage, education and advice) to allow clients to achieve their desired goals and lifestyle.

At Infocus – Sydney CBD, we understand that wealth is not just about money but rather peace of mind, security and abundance. This is why we have developed our process that allows us to integrate your financial affairs, so that when you join us, you have a personal team of professionals dedicated to your financial well being.

At this office:

	Jeff Braysich MBA, B Com - Client Service Officer Jeff Braysich has worked as a stock broker, fund manager, financial adviser and practice manager over the past 25 years. He has a Masters from Wisconsin University in the USA and obtained his B. Com at the University of Western Australia.

	Ahmed Hassan MFin, BCom, Dip FS (FP) - Financial Adviser Authorised Representative - No. 341918 Ahmed joined the Infocus Sydney CBD team as an adviser after having worked as a Client Services Officer and assisting the financial adviser team for over one year. His experience includes a position as Chief Financial Officer of an ASX-listed entity as well as General Manager of a Sydney-based financial services firm. Complementing his work background, Ahmed holds a Master of Finance, a Bachelor of Commerce, a Diploma of Financial Services, and is currently pursuing the Chartered Financial Analyst qualification.

	Ilona Kaiserova BBus, ADFP, AFP - Financial Adviser Authorised Representative - No. 323478 Ilona joined Infocus in July 2009 after 7 years experience in financial services industry. Ilona holds a Bachelor of Business degree from Australian Catholic University, Advanced Diploma in Financial Planning, and is currently studying towards becoming a Certified Financial Planner. Prior to joining Infocus, Ilona held various roles within financial planning industry with boutique financial advisory and accounting firms, specialising in helping small to medium business owners and medical practitioners with their superannuation strategies, insurances and investment advice. Ilona is also an associate member of the Financial Planning Association of Australia.

	Mark Longhurst DFP 1-7 - Financial Adviser Authorised Representative - No. 255351 Mark has worked in the financial services industry for the last 17 years; he is a qualified Authorised Representative, having completed DFP 1-7. During his career in the industry, he has been involved in practice management as well as personal advice. He has been instrumental in developing large practices and has run his own business providing advice for new migrants moving to Australia. With this experience and enthusiasm Mark manages the Queensland branch for Alpha Wealth.

	Bill Savellis MFP, AdvDipFS, DipFS - Financial Adviser Authorised Representative - No. 327717 Bill has been working in financial services since 1992 much of which has been focused on the financial planning and stockbroking industry. Bill initially completed his Advanced Diploma in Financial Services (Financial Planning) and then went on to complete his Master of Financial Planning. During Bill’s busy career, Bill has worked with global and innovative organisations such as Merrill Lynch, UBS and Macquarie Bank and now brings his experience, talent and enthusiasm to Infocus to help people achieve their personal, professional and financial goals.

	Ilias Stoikos M Com, BA, Dip FS (FP) - Financial Adviser Authorised Representative - No. 222889 Ilias has worked in the financial services industry for over 15 years. In addition to his extensive experience as an advisor, Ilias’ experience includes a position as Managing Director of an organisation in the property and finance sector responsible for sourcing, securing and establishing various development projects. Ilias recently joined the Infocus Sydney CBD team and brings with him a broad array of highly-regarded innovative ideas.

	Anthony Karam LLB, B.Com - Practice Manager Anthony has worked as a Lawyer in the corporate and commercial spheres for over ten years. His primary focus has been predominantly on the property and finance industry related transactions and structures. Anthony is currently a member of the Law Society of New South Wales. As an Affiliate Member of the Institute of Company Secretaries, Anthony also possesses first hand training and experience in dealing with the key statutory and compliance related requirements of executive officers. More recently, Anthony has been able to utilise the broader aspects of both his commercial experience and tertiary qualifications (Combined Bachelor of Commerce and Law Degree from UNSW) by being instrumental in the negotiation and documentation of several significant property development opportunities as well as being engaged by a number of companies in financial services industry to provide independent advice and oversee legal and compliance related issues.

	Dr. Joseph Braysich Ph.D (Wisconsin) - Client Service Officer With a Doctorate in Management and Sociology, Dr. Braysich oversees all communication with clients, ensuring that they are aware of the most advanced information available for their needs. On request he is available to discuss clients individual, personal and business situations, and if required to, mentor clients through personal, business or financial situations. He is the author of two best selling business books “Body Language” and “The Complete Executive” as well as the million dollar business video training program “Keys to Dynamic Marketing” – an accomplished speaker and presenter he has appeared on international television and as a guest on the Michael Parkinson Show.

	Ella-Louise Brett - Client Service Officer Ella joined the Infocus Team in February 2010 as a Client Services Officer. She liaises between the client, their adviser and other relevant parties to ensure that requirements are met both professionally and efficiently. Ella also has had experience in the home loans industry via a Sydney based financial services firm specialising in mortgage brokering. Having recently completed her Secondary education, Ella is currently pursuing a degree in Business (Marketing) at A.P.M College in North Sydney.

	Sandra Hartl - Client Service Officer Sandra joined the Infocus team as a Client Service Officer in February 2010. Prior to joining Infocus she worked in institutional business as Sales/Marketing Associate at State Street Global Advisors (SSgA) in Europe. SSgA has US$1.9trillion under management with about 2900 institutional clients in 26 locations worldwide. In Australia, Sandra had the position as Client Relationship Manager for institutional clients in Australia and New Zealand at Deutsche Asset Management Ltd (DB Advisors) with US$248bn funds under management and 253 Investment Professionals in 9 countries. Sandra studied in Munich, Germany at Ludwig-Maximilians-University and at the University of California, San Diego (UCSD). She graduated with a Master in Sociology, majoring in Economic Sociology and Organisation Sociology and Business Administration and Psychology as second and third subject.

	Emma Law - Client Service Officer Emma joined the Infocus Sydney CBD Team in April as a receptionist/ admin assistant. She recently moved from New Zealand where she received her Diploma in Journalism and worked previously as a receptionist/ admin assistant in the Health and Fitness Industry. She is currently studying screen acting. Emma is always happy to help and will liaise between you, your adviser and other relevant parties to ensure your financial goals are achieved both efficiently and professionally.

	Cara Liang - Client Service Officer

	Zoe Wang M Bus Fin. - Client Service Officer Zoe joined the Infocus Sydney CBD team as a financial planning assistant and client service officer. Zoe holds a Masters degree from the University of Technology, Sydney with a major in Finance. Zoe will liaise between you, your adviser and all other relevant parties to ensure that your financial goals are achieved efficiently and professionally.

	John Zeng - Client Service Officer

Achieving your financial goals can be easy. It's all about good planning and quality advice.