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 four grandchildren.
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 and looks forward to assisting to improving the industry where possible. He’s also has qualifications in Mortgage Broking.
Thomas, and his wife Rachael, recently had their first child Harley. Before joining the CA team Thomas travelled and he continues to enjoy this when he can. He believes in a balanced lifestyle with work, play, health/fitness. He tries to keep active through running, golf, among other things. Importantly he enjoys spending time with family and friends.
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.
Henrik joined CA Financial Services Group in July 2015 as Senior Account Manager and progressed to become a qualified Financial Planner in 2018.
Being naturally client focused, Henrik revels in building strong relationships and working hard to deliver exceptional service to his clients in order to help achieve their financial goals.
Henrik has completed a Bachelor of Business and Advanced Diploma of Financial Planning and most recently became a Justice of the Peace.
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 snorkelling, swimming and sailing.
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 40 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 Advanced Diploma of Financial Planning and specialises in technical aspects of pre-retiree and post retiree client relationship management including research, strategy and plan implementation. Reyna’s extensive Centrelink knowledge in highly valued by our CA clients. Reyna also has an interest in psychology and personal development and has completed a Diploma in Counselling Skills. Outside of work Reyna loves, theatre, concerts, time with friends and family, wine and food appreciation, sailing and exploring new travel destinations.
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.
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 20 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 joined CA Financial Services in October 2016 as an Account Manager. Her primary role includes assisting in the preparation and implementation of advice as well as providing ongoing assistance to CA’s existing clients.
Emily has completed a Bachelor of Commerce and Diploma of Financial Planning and is now studying her Masters 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 traveling.
Tchai joined CA Financial in April 2017 as a Corporate Account Manager having previously been working in the financial services industry since 2009, initially with AMP and Colonial First State before joining the CA Team.
Tchai enjoys building long-lasting relationships by exceeding client’s expectation through his positive and can-do attitude. His high-level client interaction has been clinical towards overall client experience.
Tchai has completed a Bachelor of Business majoring in Finance and a Postgraduate Diploma of Economics from University of Sydney. He also holds a Diploma of Financial Planning and is looking forward to completing a Masters of Financial Planning as part of his ongoing development towards becoming a Financial Adviser.
Outside of work Tchai is an entertainer, he performs Brazilian martial arts (Capoeira) at various events and had recently competed in the national talent show, Australian’s Got Talent. Most importantly Tchai enjoys spending time with his young family.
Behrooz joined CA Financial Services Group in February 2021 as an Account Manager. His primary responsibility is to assist the Financial Planners in the implementation of new plans and strategies, and the ongoing management of CA’s clients. With over ten years of experience in the financial services industry, Behrooz is a highly passionate client-centric individual who thrives on challenges.
Before joining CA, Behrooz worked at BFG Financial Services, a practice that specialises in Taxation and Wealth Management, as Financial Advisory Assistant. He assisted clients in holistic wealth management advice, including strategic taxation advice, cash flow and budgeting, superannuation, retirement planning, investment bonds, Centrelink and structuring of investments.
Previous to working at BFG, Behrooz worked at Link Group as General Advice Specialist, where he educated members on Superannuation and Insurance. Before joining Link, he worked for a couple of years as Business Servicing Specialist at the National Australian Bank, where he gained experience on banking products and services.
Behrooz has completed a Bachelor of Business with (University Technology Sydney – UTS), majoring in Human Resources and Marketing. Behrooz has also completed his Diploma of Financial Planning and is looking forward to completing a Masters of Financial Planning as part of his ongoing development towards becoming a Financial Adviser.
He was inspired to enter the Financial Planning industry during his tenure at the Link Group when he observed the lack of knowledge and misconceptions members had towards superannuation. Hence, Behrooz recognised the importance of education, expectations and customer orientation in providing exceptional client services from these interactions. He feels privileged being part of the client’s journey in achieving their financial goals and objectives.
Outside of work Behrooz, tries to keep fit by playing soccer, gym and loves to travel. He has visited many countries throughout the world. His motto is “if the basket is full of eggs, where will you put your new eggs”.
Peggy joined CA Financial Services in April 2019 as a Receptionist on a casual basis. Since then her role has expanded to include assisting with the preparation and implementation of advice.
Peggy is in her final year of study at university completing a Bachelor of Commerce in Finance and Marketing. She looks forward to joining the CA team full-time as an Account Manager in 2022.
Outside of work, Peggy enjoys music and art, spending time with her family and friends, and travelling.