Your Dream Team

Get to know us better!

Your Dream Team

Get to know us better!

Your Team

With the right motivation and great financial advice anyone can achieve their dreams.

And that is why our team of financial advisers are YOUR biggest allies in your journey to financial freedom.

WHAT MAKES US AWESOME

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AWARD-WINNING TEAM

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MOTIVATED & GENUINE

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FUN & INSPIRING

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PROFESSIONAL

SAM ROBINSON

Pursue Wealth Director & Financial Adviser

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Describe your perfect day off?

I would definitely start my perfect day with an early morning walk to my new favourite café, Good Egg in South Melbourne for breaky, then with a take away coffee in hand head to the markets to get some fresh fruit, vegies and a bunch of beautiful flowers. I would then go home and make a nice light lunch followed by a bike ride along the beach before some music and reading in the afternoon. All topped off with some drinks with friends in the arvo, listening to live music and watching the sun go down as we share some tapas- PERFECT!

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Where you want to travel to next?

I would love to go to New York City! I think the buzz of the city, Central Park and Wall Street would be incredible. Not to mention seeing where Gossip Girl and Sex in the City are filmed!

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What dreams have you achieved?

I feel really fortunate to have achieved a few of my biggest dreams including traveling around Europe, watching my beautiful big sisters get married, moving to Melbourne from Toowoomba and my proudest moment is definitely creating such an incredibly rewarding business with Josh and working with so many beautiful people!

JOSH WINGROVE

Pursue Wealth Director & Financial Adviser

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If you had $100 cash in your pocket, what would you do with it?

Firstly, I would like to point out this would be rare as I use EFTPOS for everything, but if I did have 100 big ones I would spend it on going to see the Crows play at the MCG with a few beers and a pie.

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What’s your morning routine like?

I am very much a morning person, every morning I get up at 6am and either go for a run or go to the gym, followed by an egg and avocado on toast, ready for the day ahead!

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What’s the number one thing on your bucket list you’d like to tick off this year?

Every year I write out New Year’s goals and categorise them based on personal, business, education and family. This year, my main goal is to break a Guinness world record- don’t ask in what, as it sounds ridiculous!

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What was your first job?

When I was young I loved a good family trip to Macca’s (didn’t happen often but when it did I was in heaven), this being the case my first job was a CHEF at Macca’s- well it was more like a cook but I was a great cook.

STACEY ELLIOTT

Member Manager & Executive Assistant

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Tell us about your perfect pizza

San Daniele from Doc pizza, who doesn’t love prosciutto and buffalo mozzarella?

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The most influential book for you

Pride & Prejudice – Elizabeth’s strength and ability to recognise the mistakes of judging those around her influenced me at a young impressionable age. I learnt there is more to life than marriage and money and that we should not judge easily.

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Your best concert experience

Day on the Green both times – I had no expectations of the performers; the crowd, company, and location were amazing; and I loved seeing Simple Minds and Tash Sultana for the first time.

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What dreams have you achieved?

Travelling overseas as much as I have, I am very fortunate and its something I have always wanted to do and continue to do. I love it there.

VY NGUYEN

Strategic Associate

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Describe one life-defining moment

The third time I went overseas without my family changed my life. I travelled with a group of 29 other students and we all stayed in a hostel together for 3 weeks in Singapore to learn new skills, solve business cases, and have fun. It was a really challenging experience from both a learning aspect (first and last time pulling an all-nighter) and social aspect (living with 29 strangers/new friends)

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What's your favourite money goal at the moment?

I have just begun saving for a 3-week trip to the US next year. It has been on the top of my travel destinations list for a long time but I could never commit to the huge expense or 14+-hour flight! Call me basic, but I am most looking forward to seeing San Francisco and New York!

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What is a fear you have conquered, and a fear you want to conquer?

I used to be terrified of driving and procrastinated learning for a long time but my dad was a really patient teacher (who also taught my mum!) and four years later… I am a pretty solid driver if I do say so myself. In the future, I would like to conquer my fear of failure! My two favourite quotes are: “If you don’t ask, the answer will always be no” and “If you don’t try, you’ll never know!”

VIVIAN SEPILLO

Strategic Analyst

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If you were not a Strategic Analyst, what would have been your job?

Stock Trader! We were taught about different investment products during college and stocks were always my favourite.

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What’s your all-time favourite town or city? Why?

El Nido, Palawan in the Phillippines- the beaches are superb!

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What do you do for fun?

I love the beach so my favourite things to do are kayaking, helmet diving, fly fishing, paraw sailing, parasailing, snorkelling and surfing. It feels awesome when I get to stand on a board whilst being moved by the waves.

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If you were given a change to make a wish come true, what would be your wish and why?

To have unlimited wishes 😀

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Okay, lets not talk about wishes, instead, if you had an $1m dollars what would you do with it?

First, I’ll buy my favourite pizza and eat it. Then, I’ll book a trip to Japan with my family (I want to see their high-tech trains particularly the bullet train), I will donate money to those in need and with the remaining funds I will invest in stocks and put some in the bank.

CHRISTAL JOY DELA PENA

Financial Advice Support

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What does happiness mean to me?

Happiness is spending time with my family or with a bunch of my crazy good friends. It could be on a trip to somewhere or just with catch up with a coffee.

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If you're on a road trip, what would be on your playlist?

I can listen to The Beatles, Alicia keys, Dua Lipa & Norah Jones all day!

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If you could be great at any sport, what sport would you choose?

Figure skating. I find beauty and thrill in this sport. I just love the grace, poise and precision of their movements and how the glide and spin in the air.

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What is the first thing you do in the morning?

Say good morning to my dog. Her name is Princess and she is my happy pill.

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What TV shows do you love to binge-watch?

In my free time I love to watch Suits, Will & Grace, Masterchef, The Little Paris Kitchen by Rachel Khoo and E! News.

TOM ELMER

Mortgage Advice Support

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What gets you out of bed in the morning?

My two dogs, Alphonse and Isabel (Literally…they are my alarm clock!). We like to start with a brisk morning walk before we get into anything else, rain hail or shine!

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What’s one part of your weekly routine you can’t live without?

I love getting to the gym and try to fit in a workout or a run in 4-5 times a week. It’s a habit I have continued since joining the Army at 18 and I have always enjoyed staying active.

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Where would we find you on a typical weekend?

Anywhere outdoors! You might find me on a hike or down at the beach with my dogs. I also love to cook so enjoy visiting any of the farmers’ markets in my area for inspiration.

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If you could visit anywhere in the world you’ve never been, where would you go?

I would love to visit Japan next! I have been a huge fan of the food and culture for as long as I can remember, so it’s definitely the next destination on my bucket list.

RECOGNITION

2019

Telstra Women in Business Emerging Leader (Finalist) – Sam Robinson

Australian Small Business Champions Award Business Growth (Finalist) – Pursue Wealth

Australian Small Business Champions Award Financial Services (Finalist) – Pursue Wealth

APAC Australian Enterprise Awards Leading Specialists in Investment & Portfolio Planning – Victoria (Winner) – Pursue Property

2018

Young Leaders in Finance Awards- Thought leader of the Year (Winner)- Sam Robinson

Young Leaders in Finance Awards- Principal of the Year (Winner)- Sam Robinson

2017

Australian Small Business Champions Award (Finalist) – Pursue Wealth

AIM Leader Manager Award (Nominee)- Josh Wingrove

Consultum Rising Star (Finalist) – Josh Wingrove

FSPower50- The Most Influential Financial Adviser in Australia (Top 50 in Australia)- Sam Robinson

2016

Consultum Rising Star (Winner) – Sam Robinson

AIM Leadership Excellence (Finalist) – Sam Robinson

2015

Money Management Young Achiever of the Year (Finalist) – Sam Robinson

2014

AFA Rising Star (Finalist) – Sam Robinson

Money Management Rising Star (Finalist) – Sam Robinson

AFA Rising Star (Finalist) – Josh Wingrove

2013

AMP Adviser of the year (Winner) – Sam Robinson

AFA Female Excellence in Advice (Nominee) – Sam Robinson

AFA Rising Star (Finalist) – Josh Wingrove

2012

AFA Female Excellence in Advice (Nominee) – Sam Robinson

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