Stephen commenced employment at JFS in May 2013. He has completed a Bachelor of Commerce (Finance/Financial Planning) and Bachelor of International Studies (International Relations/Politics). He has a strong passion towards the Financial Services Industry and also has a key interest in property and investment markets. He is passionate towards wealth creation and the importance to start building this process sooner rather than later. Stephen enjoys all sports but has a particular passion for football, In his spare time he enjoys days down at the beach with his family and friends.

Calvin has been employed with JFS since October 2010. He has completed a Bachelor of Commerce (Marketing, Management & Human Resource Management) and a Diploma in Financial Services (Financial Planning). Calvin became a part owner of JFS in 2015 and is highly regarded in the financial planning industry. Calvin was the winner of the 2013 AMPFP New Planner Award of Greater Melbourne and Regional Victoria. He is a gym enthusiast, plays cricket professionally and is a passionate Carlton football supporter.

Tristan has been with JFS since 2007. He has completed a Bachelor of Business (Banking & Finance), a Diploma in Financial Services (Financial Planning) and is a qualified Credit Adviser. Tristan was the winner of the 2011 AMPFP New Planner Award Of Greater Melbourne and Regional Victoria. He is a big supporter of the AFL and likes to socialise with friends. Tristan also became a part owner of JFS in 2013 and is highly regarded in the financial planning industry.

Damien has been providing quality advice to his clients over the last 15 years. He has completed a Diploma of Financial Planning, a Diploma of Financial Advising and is a CERTIFIED FINANCIAL PLANNER™. Damien has also completed a post-graduate Masters Degree in Financial Planning and is currently a director and the Chairman of the AMP Financial Planning Association. He is an active sportsman playing cricket competitively and likes staying fit.

Marcus joined JFS in January 2014. He is a qualified Chartered Accountant and has completed a Bachelor of Accounting degree at Monash University. Marcus aims to guide and mentor his clientele throughout their accounting, taxation & business process in order to maximize their wealth and reach their financial goals. What differentiates Marcus is his passion to work closely with his clients and see them succeed through his friendly and proactive support. In his spare time, Marcus enjoys playing and watching sport, in particular soccer as well as being in the company of his friends and family.

Dale Gerreyn is a very experienced and highly credentialed chartered accountant with over 15 years’ experience in providing business and taxation advice. Known for his technical abilities, particularly in the areas of accounting, tax structuring, planning and asset protection, he has developed strong relationships with clients across a range of industries. As Head of JFS Accounting and Tax, the combination of his experiences running and advising individuals and businesses, plus the insights from the other areas of the JFS’s financial services business will prove enticing for people looking to get the most out of their business and personal situation. Dale is recognised as a highly personable and passionate practitioner who is committed to assisting clients to achieve business outcomes that are practical, measurable and aimed at improving a business’ profitability. He is passionate and engaging and loves sharing the recipe for success with individuals and business owners alike. What separates Dale from the rest is his practical and down to earth relatable communication style that is easily understood.

Franco joined JFS in September 2016 in the Lending team. He is in his final stages of completing a Bachelor of Commerce at Deakin University, majoring in Accounting, Finance and Financial Planning. Franco is an Accredited Mortgage Consultant (AMC) meaning he is able to provide his customers with various types of home loans. Franco is also an Authorised Representative (AR) of AMP Financial Planning. Being both an AMC and an AR, Franco is able to provide debt advice regarding the structure of debt arrangements, and strategic debt advice to develop strategies to assist client’s with paying down debt sooner. He is able to assist his clients with anything from refinances, purchases and consolidations. Franco loves being active and enjoys anything that challenges him.

George joined JFS in July 2014 as our dedicated Lending Specialist and has over 15 years of experience in the financial services industry. He holds a Bachelor of Commerce (Honours in Finance), from Monash University, and a Graduate Diploma of Applied Finance and Investment. Additionally, he also completed a Diploma in Finance and Mortgage Broking Management and is a member of the MFAA. Outside of work George enjoys spending time with his family and travelling to new places.

Krista joined JFS in June 2017 as the Compliance Manager. She started her financial services career in 2000 as a Paraplanner and over the following years has worked for a large licensee in a variety of different roles, all with a focus on compliance support. She brings her strong compliance and advice process knowledge to the JFS team by providing support and guidance to all arms of the business. On a personal note, Krista enjoys camping and spending time with her young family.