Through their differences in experience and expertise, the CA team is a group of individuals working together for the best of our clients.
Guy founded CA Financial Services Group in 1983.
While he initially focused on the insurance and superannuation needs of individuals, the self-employed and small business owners, Guy has developed the CA business into a full service financial planning and wealth management firm.
Guy is committed to providing ongoing professional quality advice and service that continually exceeds client’s expectations. He is always available to his clients to help them through life’s unpredictable twists and turns and goes above and beyond to ensure that his clients are on track to reach their lifetime goals.
Guy is a member of the esteemed AMP Financial Planning Premier Group and AMICUS Group. He is an Associate member of the Financial Planning Association of Australia (AFPA) and a Fellow of the Association of Financial Advisers (FAFA). Guys’ commitment to on-going study for himself and his team ensures first-class advice and service.
Away from work, Guy enjoys keeping fit and is a passionate golfer. He is also now kept busy with his first grandchild.
After joining the business as an enthusiastic 21 year old almost 20 years ago, Mark has now taken up the leadership reins of the business to take the team into the next phase of the CA journey.
Mark became a planner in 2001 and a Certified Financial Planner (CFP) in 2008. He has spent the last 5 years headed up a unique Business Consulting sector of the business that assists businesses with employee retention through education, wellness and Employee Benefits. CA is now a partner in a Global Partnership in this area and has become a unique offering in the Australian market. Mark has also completed a specialist’s course in Self-Managed Super Funds and has been an Accredited Mortgage Consultant (AMC) for over 10 years.
Mark is passionate about helping people achieve their life long goals, loves working on both complex strategies involving business structures as well as the fundamental basics that all Australians should have for fulfilling their dreams. Mark believes in the day to day behavioural concepts of a financial plan as much as the individual strategy he builds in consultation with his clients.
Marks goal has always been to develop strong and trusting relationships with all his clients and now strives to continually develop his financial planning and inter-relationship skills. As a leader and Partner in the business, Mark is focused on growing CA Financial Services over the long-term and is a valuable mentor to the junior members of the CA team.
Mark’s personal hobbies and interests are: wakeboarding, surfing and more recently has become an avid golfer. Generally though, Mark is an enthusiast of all things involving the great outdoors and staying active and now shares these interests with his young Son.
Michael joined CA Financial Services Group in June 2011 as a Financial Planner following time with AMP Financial Planning – Horizons. Michael has a background in accounting with PWC and QANTAS. In November 2014 he proudly became a partner and looks forward to building the company alongside the team.
Michael’s exceptional relationship skills allow him to work successfully with a wide range of clients from young families to retirees. He is passionate about ensuring his clients reach their goals and is committed to a long-term career as a Financial Planner.
Michael has completed a degree in Accounting (University Technology Sydney – UTS), with majors in Accounting & Management. Michael has also completed his Advanced Diploma of Financial Planning and Margin Lending & Credit Certification. He has also received his Certified Financial Planner (CFP) accreditation.
Michael is a keen sportsman and traveler and is always up for a new challenge and adventure.
Thomas joined CA Financial Services Group in 2010 and completed his Financial Planning qualifications to be an Adviser in 2011.
Thomas is passionate about building strong relationships with clients who value his enthusiastic and down-to-earth approach. He also looks forward to developing CA and building the company for another 35 years.
Thomas is very proud to be an FPA Certified Financial Planner (completed in 2017) and looks forward to assisting to improving the industry where possible. He’s also is qualified with a Diploma of Finance and Mortgage Broking and a Bachelor of Sports Business.
Thomas’s most recent achievement was his marriage to the beautiful Rachael in early 2017. Before joining the CA team Thomas travelled and he continues to enjoy this when he can. He enjoys and continues to keep active through football, golf, among other things. Importantly he enjoys spending time with family and friends.
Melissa became a financial planner in 2004, is a member of the Financial Planning Association of Australia and has completed her Masters in Financial Planning.
Melissa specialises in holistic advice for personal clients including superannuation/investment planning (and SMSF), gearing, debt/tax reduction strategies and cash flow management.
Outside of work, Melissa is married with three children and has a dog named Scooby. Melissa enjoys being active and recently completed her first half marathon whilst raising much needed funds for cancer research. A keen traveler, she also enjoys traveling around the world, as well as relaxing at home with family over a good home cooked meal and glass of red wine.
Jason joined CA Financial Services Group in August 2016 as a Mortgage Broker and has been working in the finance industry since 2004 with a background in the financial markets.
Jason prides himself on building strong, long-term relationships with clients and is passionate about achieving the best possible outcomes for his clients. Jason is looking forward to bringing his expertise to the CA team and growing this part of the CA business.
Jason has completed a degree in Commerce at the Australian National University (ANU), with majors in Finance and Management. Jason has also completed his Diploma of Finance and Mortgage Broking Management.
Outside the office Jason enjoys surfing, is a keen open water swimmer and loves a round of golf. He especially enjoys spending time with his family.
Barry joined CA Financial Services Group in July 2016 as Operations Manager.
Barry has been working in the finance industry for over 30 years specialising in Wealth Management and Banking. Barry’s experience extends across large corporate groups in the areas of finance and customer service and more recently, smaller financial planning practices where he has undertaken practice manager and project related activities.
Barry’s role at CA is to pro-actively manage the on-going development and operational activities of the practice to ensure it meets its business and compliance objectives.
Barry is a qualified Accountant with a Bachelor of Business Studies and Diploma of Financial Services and is a member of CPA Australia.
Outside the office, Barry enjoys the great outdoors. Golf and bike riding are always on the agenda and in winter snow skiing and alpine trekking are favorite activities.
Team Support Officer
Lucy joined CA in 2005 as Team Support Officer. Since this time her role has expanded and includes reception, general office duties, client service and generally keeping the CA team in order! Lucy is an invaluable member of the business.
Lucy has over 25 years experience within AMP, including 8 years in Circular Quay, Head Office, followed by 5 years at a Financial Adviser’s office and then a further 11 years at the Epping regional office.
Lucy’s love of people is very apparent and she always endeavours to keep the team and clients happy.
Outside of work Lucy is passionate about all things music and doesn’t mind a bit of salsa dancing when the opportunity presents itself.
Reyna joined CA Financial Services Group in July 2014 as an Account Manager. With over 36 years of experience in the financial services industry, Reyna brings a wealth of knowledge to the CA team. Reyna is a true professional and is committed to adding value to the client experience at every opportunity.
After joining AMP in 1978, Reyna progressed through the organisation where she stayed until 2001. During this time she had experience across various divisions including sales support, operational management, training and development and risk insurance. Following AMP, Reyna joined Colonial First State and then IPAC in the positions of Senior Support for Regulatory and Technical Services and Senior Client Relations Consultant respectively. Reyna then re-joined AMP before making the move to in-house financial advice and joining the CA team.
Reyna has completed her Diploma of Financial Services and is a Member of the Australian Institute of Training and Development. Reyna also has an interest in psychology and has completed a Diploma in Counselling Skills. Outside of work Reyna loves socialising, wine appreciation, sailing and holidaying anywhere!
Vicki has been involved in the CA business since inception in 1983, originally in an administration and marketing role.
Vicki’s positive support and commitment have been vital to the success of the business
Vicki manages the financial accounting and technology for the business. She also assists with public relations, marketing and communications.
Kerry joined CA Financial Services Group in January 2016 as an Account Manager. With 14 years of experience in the financial services industry, her primary responsibilities include assisting the Financial Planners in the implementation of new plans and the ongoing management of client accounts. She enjoys building client relationships and assisting with their administration needs.
Outside of work Kerry loves spending time with her large family, friends and pets. Kerry is also an avid reader who enjoys her regular book club meetings.
Henrik joined CA Financial Services Group in July 2015 as an Account Manager. With a strong background in financial services, Henrik provides high level service to clients and support to the financial planners in implementing tailored advice.
Henrik has completed a Bachelor of Business and Advanced Diploma of Financial Planning. He is continuing to build his skills and knowledge to better provide outstanding service to clients to assist with their financial plans to reach their goals.
Outside of work Henrik is a keen traveller and has visited countries throughout the world. He also has passion for all things ocean based, including snorkeling, swimming and sailing.
Annie joined CA Financial Services Group in February 2016 as an Account Manager. Her primary responsibilities include assisting the Financial Planners in the implementation of new plans and strategies, and the ongoing management of CA’s clients.
Annie has completed a Master of Science, Bachelor of Economics, Diploma of Financial Planning and Advanced Diploma in Financial Planning. She intends to study further and expand her knowledge in the Financial Planning industry.
Outside of work Annie loves to travel and has visited many countries throughout the world. She enjoys getting out with her friends and enjoys the English high-tea culture.
Gregory joined CA Financial Services Group in October 2015 as a part-time Para-planner.
He’s been involved in the finance industry for over 16 years. During this time, he has worked with leading Australia and International investment and banking corporations. This has allowed him to gain extensive experience across all areas of financial planning including superannuation, risk and debt management.
Gregory has completed his Diploma of Financial Planning and his Advanced Diploma in Financial Planning. He is currently working towards completing the Certified Financial Planner qualifications to enhance his knowledge.
Working part-time provides Gregory excellent work/life balance that allows him to pursue his passion to help others through his community work. Which he does on a voluntary basis around the Parramatta area of Sydney. He is also a keen cook who loves to travel and experience new foods and flavours.
Emily began work at CA Financial Services in October 2016 as an Account Manager. She recently completed a Bachelor of Commerce majoring in Management at Notre Dame University and is now studying her Diploma of Financial Planning to further enhance her knowledge. Her goal for the future is to be a Financial Planner.
Outside of work, Emily enjoys spending time with family and friends, snowboarding and travelling.