Infocus Advisory - Sydney

Level 7, 50 Pitt Street,Sydney, NSW, 2000

phone 02 9251 5558

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Our team

Anthony Poole
Senior Financial Adviser
 

Anthony is a senior adviser with 15 years experience in financial services. Anthony has 5 years experience in investment markets through various roles with Perpetual, Royal Bank of Canada and Insight investments (UK).

Anthony joined the Infocus in 2005 for which he has assisted clients meeting their financial goals and objectives through specialist strategic advice. He has extensive experience in superannuation, investments (including Real Estate), lending, family planning, taxation and estate planning.

Qualifications

  • Master of Applied Finance – Kaplan 2015
  • Diploma Of Financial Services – Kaplan
  • SMSF – Kaplan
  • Advanced Diploma of Financial Planning – Kaplan
  • Diploma Of Financial Services – UTS
  • Certificate III in Financial Markets – Securities Institute

Anthony’s Quirks

  • Go the Wallabies!
  • And the North Sydney Bears!
  • I enjoy Snow Boarding in my spare time
  • Favourite Movie – Hangover

Mariko (Mickey) Kawase
Financial Adviser
 

Mickey has been working in the finance industry for over 9 years.

Prior to joining Infocus Advisory, Mickey worked at AMP providing superannuation, insurance, retirement and investment advice. Prior to that, Mickey worked at Colonial First State Global Asset Management for 3 years in the wholesale asset management sector, supporting fund managers and business development managers build relationships with institutional investors. She has completed a Bachelor of Business at Griffith University, as well as an Advanced Diploma in Financial Planning, Diploma in Financial Planning.

Mickey is qualified to provide a diverse range of strategic financial planning advice, from cash-flow and budgeting, superannuation, risk management and retirement planning. She specialises in tailoring advice to client’s personal wealth and superannuation needs.


Ray Albrighton
Head of Infocus Financial Advisory
 

Ray is the head of Infocus Advisory with a team of 12 staff, nearly 5,000 clients and $500m assets under management. Rays financial services career commenced in 2000 and he intially began his advising role by managing over 150 of his own clients.

Ray is a certified Financial Planner, holds a Bachelor of Commerce Degree and is a Justice of the Peace. He has extensive experience with pre-retiree and self employed clients and provides assistance to advisers dealing with complex strategies, tax effective superannuation strategies, transition to retirement planning and other wealth accumulation strategies.

Qualifications

  • Bachelor of Commerce – University of Wollongong
  • Diploma of Financial Services – Tribeca
  • Advanced Diploma of Financial Planning -Tribeca
  • Certified Financial Planner
  • Licensed Adviser – Charter Financial Planning
  • “FPA Ask an Expert” Panel Member
  • SMSF – Kaplan

Ray’s Quirks

  • Have 2 very energetic boys keeping me active
  • Originated from Goulburn – Country boy at heart
  • Doubled my personal best in the staff “ Gym Competition”
  • Favourite Film Sex in the City 3

Regan Isaac
Financial Adviser
 

Regan has worked in the finance industry for the past 7 years, encorporating retail banking through to investment and corporate banking. Regan has been working in Financial Planning for the past 3 years.

I am passionate about excellent financial planning and assisting clients to become more educated about their financial situation & ultimate possibilities for their future. I’d love to change Australia’s attitude and motivate others to take an interest in their future, one family at a time and to help them achieve the goals that are important to their future.

Qualifications

Diploma FP – Near completion – Kaplan
Teir 2 RG146 – Deakin University

Regans’ Quirks

  • Huge soccer fan … it is officially football folks!
  • I Love the beach and anything sports orientated
  • My Favourite movie – The English Patient

Tony Lu
Senior Financial Adviser
 

Tony is a Senior Adviser at Announcer, assisting clients to achieve their financial goals. Tony has been working in the finance industry for over 13 years and is one of the owners of the Announcer Group of Companies.

Prior to joining Announcer, Tony worked at ING for 3 years in the corporate superannuation sector and has extensive knowledge of retirement planning strategies. He has completed a Bachelor of Information Systems at the University of NSW, as well as an Advanced Diploma of Financial Planning and is a Justice of the Peace. Tony provides a diverse range of strategic financial planning advice to his portfolio of clients, from the establishment of self management super funds to risk management and debt restructuring. He specialises in tailoring advice to client’s personal wealth and superannuation needs.

Qualifications

  • Bachelor of Information Systems – University of New South Wales
  • Diploma of Financial Services
  • Advanced Diploma of Financial Planning
  • Certified Financial Planner
  • Licensed Adviser -Charter Financial Planning
  • FPA ‘Ask an Expert’ panel member 2010
  • SMSF – Kaplan

Tonys’ Quirks

  • Enjoys Basketball, Cricket and Football
  • Holiday destinations – Venice and Santorini
  • Voted ‘Most Efficient Man on the Planet’
  • Favourite Film – Bad Boys & Bad Boys II

Donie Collins
Head of Infocus Property Advisory
 

Donie Collins is the Head of Infocus Property Advisory, Australia and is based in the Sydney office. Over the last 15 years, Donie has developed extensive knowledge and experience in the property industry and holds multiple state real estate agent licences. Donie completed a 4-year Valuations Degree in Bristol, UK before starting his career in property. Following an extensive 6-year career in property and valuations in Ireland, he joined the Infocus Sydney team in early 2012. Since then Donie has led the Property team through continuous growth by actively and effectively supporting clients throughout all aspects of their property journey. Donie excels in providing secure and diversified property investments, demonstrated through the consistently glowing testimonials from clients who have worked with the Property Team. Drawing on his extensive property experience and ongoing analysis of macroeconomic trends influencing the property market, his high calibre advice provides clients with peace of mind for what can otherwise be a stressful experience.

Qualifications

  • Bachelor of Science – Real Estate & Valuations (Hons)
  • Property Investment Professionals of Australia (PIPA) member (No.10513)
  • Licensed Real Estate Agent (NSW 20028743, QLD 3894354, VIC 082027L)

 


Joseph Famularo
Financial Adviser
 

After completing a Bachelor of Business at UTS in mid-2016 with a major in Accounting and a sub-major in both Finance and Business Law, Joseph was employed at BT Financial Group within the life insurance department. Having gathered experience in this field, he found an interest in the Financial Planning space and has now joined the Infocus Advisory team. Joseph has a passion for helping clients reach their future goals.

Being a highly competitive person, Joseph has an interest in most sports, especially football (soccer) and tennis: Federer & Nadal! He was born and raised in Sydney, with a passion for travelling.


Anthony Jury
Senior Financial Planner
 

Anthony has a Masters of Commerce degree from the University of New South Wales and has worked in a small number of financial planning businesses over the past 18 years. Anthony continues to be a private wealth adviser to high net worth and ultra-high net worth clients and charitable institutions. Anthony has provided financial advice to actors, film stars and business owners as well as the mums and dads of Australia who seek ethical, unbiased advice tailored to their unique personal and financial situation. Anthony continues to be a team member, mentor and student who is passionate about making a difference at work and with clients who value tailored unbiased advice.

During a period of unprecedented change in the financial services industry, Anthony continues to draw on his knowledge, experience and professionalism when providing industry leading advice to clients.

 

Qualifications

  • Master of Commerce Degree (UNSW)
  • Bachelor of Arts degree (UNSW)
  • Advanced Diploma FS (FP)
  • Diploma FS (FP)
  • SMSF Diploma Tribecca
  • DPML Margin Lending Pinnacle

 


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services