Steve Salvia

Financial Planner

A Plumber & Gas Fitter by trade and experience in the Mining & Construction industries, Steve has been a Financial Planner since 1994. He has completed his Advanced Diploma of Financial Services (Adv Dip FS(FP)), was honoured as ‘WINNER’ of the prestigious AFA Financial Adviser of the Year Award 2010 (Finalist 2009)(National Award), recognised as ‘WINNER’ AXA WA State Adviser of the Year 2010. SFS also have the designation of Certified Quality Advice Practice (CQAP) and have been invited to join the exclusive ‘Leaders Group’ placing Steve & SFS at the top echelon of financial planning firms in Australia!

With his dynamic and professional approach to financial planning, he is acknowledged by both his clients and peers alike “as an innovator in accelerating his clients’ wealth creation potential...!”

Steve has been in the financial planning industry since 1994 and has completed his Advanced Diploma of Financial Planning (Adv Dip FS (FP)). 2009 was a remarkable year with many accomplishments for Steve and the SFS business.  Steve was recognised as a top four finalist in the prestigious Association of Financial Advisers (AFA) Adviser of the Year Award 2009.  SFS became a recognised Certified Quality Advice Practice (CQAP) as well as a Leaders practice within AXA Australia.

As associate members of the Financial Planning Association (FPA), Steve, along with his associates – Operations Manager, Financial Planners, Para Planner/Strategists, are updated on industry and legal issues and are required to undertake continual accreditation, professional development and training.  They are also committed to meeting the strict professional standards of conduct as defined in the FPA Code of Ethics and Rules of Professional Conduct.

Lisa Hayes

Operations Manager

Having worked with Steve for over 7 years, Lisa has been in the Office Operations Manager position for the past 4 years and plays a key role in the business. 

Lisa's role includes marketing & advertising, human resources management & recruitment, IT solutions and financial controller.  Lisa has gained vast knowledge from her experience in various businesses in development and business planning, and plays a major role in the direction and co-ordination of SFS and Accounting Focus.  In addition, she is furthering her knowledge through part-time study of taxation and accounting.

Lisa enjoys shopping and quad biking with family and friends, as well as going camping as often as possible.

Jason Rosewarne

Financial Planner

Introducing our new Financial Planner Jason Rosewarne... Jason joined the financial planning industry in 2001 and has been with the team at Southern Financial Strategies since December 2010.  Jason's previous experience as manager of a specialist Para planning company, along with advisory roles, have provided him with experience in all aspects of Financial Planning.

Jason's role at SFS involves using his technical knowledge in preparing strategies and Statements of Advice, and meeting with clients to assist them in achieving their financial goals.  Jason has an Advanced Diploma of Financial Services (Adv Dip FS (FP)) and is currently studying the Bachelor of Business majoring in Finance.

Away from the office, Jason enjoys scuba diving, playing his drums and catching up with family and friends. Jason also owns 'Get Slushed Frozen Cocktails', a cocktail slushie machine hire business for parties and functions (a big part of the reason he was hired….) For more information visit www.get-slushed.com

Ann Bayliss

Strategist

Ann joined the team at Southern Financial Strategies as a Strategist in April 2010 and has been working in the financial planning industry for almost 25 years.  Ann has worked for both large financial planning groups and small advisory firms with roles including Corporate Superannuation Manager, Financial Planner and Paraplanner. 

Ann's role at SFS involves helping clients to achieve their financial goals by using her technical knowledge in preparing strategies and Statements of Advice.  Ann has a Diploma in Financial Planning and one unit to complete in her Advanced Diploma in Financial Planning. 

Away from the office, Ann loves spending quality time with her daughter.  She also has a passion for anything to do with music, loves to read and likes to keep both her mind and body active by studying and working out.

Jess Lewis

Paraplanner

Jess joined SFS in July 2010 for one day a week as part of Southern Financial Strategies' Graduate Program so that she could gain practical work experience whilst completing her University studies. Jess is now working 4 days a week, receiving extensive training as a Paraplanner (Strategist) from the senior Paraplanning team. Jess is currently completing her studies of a Bachelor of Commerce, double majoring in Accounting and Financial Planning at Curtin University. She has recently completed her Accounting major and has one unit left to complete her Financial Planning major, and is very excited to be finishing her degree within the next six months. She intends on working her way up towards becoming a successful Financial Adviser in the near future.

Jess's studies and working at SFS has gone hand in hand. Studying Financial Planning and Accounting has allowed her to bring her theoretical knowledge to SFS and her practical work experience at SFS has enabled her to apply it to her studies at University, creating a better understanding and ease of the study materials.

Jess's role at SFS involves preparing Statement of Advice and preparing strategies, whilst still in training. Jess also assists other staff members in their different job roles, to become more knowledgeable in all areas.

When Jess is not working or studying she enjoys travelling, camping, dancing, playing social netball with her friends and catching up with family and friends on the weekend.  

Robyn McGowan

Client Administration Manager

Robyn joined the team at SFS in March 2010 in the role of Client Administration Manager.  Robyn's previous experience in client liaison / client services roles has equipped her well for what she hopes to be the start of a long and successful career in the Financial Planning industry.  Robyn's role at SFS includes preparing all client paperwork, lodging and follow through of risk, super and investment applications, liaising with employers and handling client administrative queries.

In her spare time, Robyn's main love is working out using the Crossfit training methodology. Other than that she enjoys a good book, catching up with friends and getting out and about.

Erin Roche

Marketing Manager and Senior Client Liaison Manager

Erin joined the SFS Group as the Marketing Manager in November 2009, based out of the Morley office. In August 2010, Erin joined the Southern Financial Strategies team at the Riverton office as the Marketing Manager, and in addition to that taking on the role of Senior Client Liaison Manager. Erin has successfully completed a Bachelor of Commerce majoring in Marketing Management with a minor in Human Resource Management, as well as another Bachelor of Commerce majoring in Tourism Management. Erin also has a passion for events planning and graphic design. 

Erin has recently enjoyed the challenge of building two houses with her sister. She enjoys travelling, attending live music festivals and taking part in a variety of outdoor sporting activites with her friends such as; surfing and netball.

Danielle Russell

Client Services Officer

Danielle joined the team at Southern Financial Strategies as a Client Services Officer in April 2010.  Danielle is keen to work hard towards the great opportunities in the near future at SFS, and is currently completing a traineeship in Business Administration Cert III and is thoroughly enjoying it. Once completed, Danielle is eager to further her studies by continuing into Cert IV in Business Administration.

Danielle's role includes client liaison, customer service and general office duties. In her spare time, Danielle loves to catch up with friends and family, she also enjoys working out at the gym and travelling.