Mark Oosterling
B Ec, Adv.Dip.FS(FP), AFP^®
Authorised Representative No. 298188
Responsible Manager
Director

Mark is a Director and part owner of Peritus Private Wealth Pty Ltd. He has been with the group since 2007 and in the financial services industry since 1995. His extensive training and experience has enabled him to build a sound knowledge in the technical and behaviourial aspects of finanical planning.

Mark works with a variety of clients helping them achieve what is important to them; where possible, limiting the risk of financial disappointment. He finds his close connection with specialist accounting and legal professionals' means he can provide clients with an integrated advice solution they can trust.

INDUSTRY EXPERIENCE

Prior to Peritus Private Wealth Pty Ltd, Mark gained his industry experience working within large corporates and small businesses.

Initially he worked within three of the advice industry's largest financial institutions (namely Sealcorp/ASGARD, AXA and MLC/NAB) providing business development and consultancy advice to financial planners in the Western Australian market. After 10 years he crossed the divide and took a position within a boutique financial planning firm, spending the next 18 months implementing what he'd learnt in the consultancy work he'd been doing previously. This role led to positions with two of Australia's largest mid-tier accounting firms (PKF and BDO) heading their Western Australian financial planning arms. Within these groups he performed management and advice duties (leveraging off the broader groups technical knowledge and people), including re-engineering the advice delivery process.

With over 20 years of service to the advice industry, Mark has obtained a rich mix of knowledge and experience that he shares with his clients, staff and colleagues. He continues to invest his time and effort in the three key areas of his business; Executive, Operations and Advice.

AREAS OF SPECIALLTY

• Planning for retirement – what are my alternatives and which is the best for me
• Planning in retirement – I wish to maintain this standard of living
• Unwinding from complex business structures– I've sold the business, do I need these structures?
• SMSF's – Establishing and operating a Self Managed Superannuation Fund
• Financial separation and divorce – what to do when it's just you
• Managing an inheritance or windfall – Investment is only one piece of the puzzle
• Intergenerational planning – how prepared are my intended beneficiaries?
• Estate Planning – preparing ones estate for when they die or lose mental capacity

QUALIFICATIONS

• Bachelor of Economics, University of Western Australia
• Diploma Financial Services (FP), Deakin University
• Advanced Diploma of Financial Services (FP), Kaplan

PROFESSIONAL AFFILIATIONS / MEMBERSHIPS

• Financial Planner Member of the Financial Planning Association (AFP^®)
• Registered Tax (Financial) Adviser with the Tax Practitioners Board

Michael Scaffidi
CFP^®, BCom(Hons), GradDipAppFin
Adv.Dip.FS(FP), F FIN
Authorised Representative No. 281259
Responsible Manager
Director

Michael is a Director and part owner of Peritus Private Wealth Pty Ltd. He has been an adviser with Peritus Private Wealth Pty Ltd since October 2004.

INDUSTRY EXPERIENCE

Michael has been working in the financial services industry since July 2000. His previous experience includes the administration of a portfolio of self managed superannuation funds for a West Perth based advisory business as well as paraplanning and advice roles for clients of the Commonwealth Bank.

AREAS OF SPECIALITY

• Planning for retirement – what are my alternatives and which is the best for me
• Planning in retirement – I wish to maintain this standard of living
• Unwinding from complex business structures– I've sold the business, do I need these structures?
• SMSF's – Establishing and operating a Self Managed Superannuation Fund
• Financial separation and divorce – what to do when it's just you
• Managing an inheritance or windfall – Investment is only one piece of the puzzle
• Intergenerational planning – how prepared are my intended beneficiaries?
• Estate Planning – preparing ones estate for when they die or lose mental capacity

QUALIFICATIONS

• Bachelor of Commerce, Curtin University
• Bachelor of Commerce with Finance (Honours), Curtin University
• Graduate Diploma in Applied Finance and Investment, Financial Services Institute of Australasia
• Diploma of Financial Services (FP), Commonwealth Bank
• Advanced Diploma of Financial Services (FP), Kaplan
• Certified Financial Planner (CFP^®), Financial Planning Association

PROFESSIONAL AFFILIATIONS / MEMBERSHIPS

• Fellow of the Financial Services Institute of Australasia (F FIN)
• Certified Financial Planner (CFP^®) membership with the Financial Planning Association
• Registered Tax (Financial) Adviser with the Tax Practitioners Board

Trevor Tollis
CFP^®, BCom, Adv.Dip.FS(FP)
Authorised Representative No. 470641
Associate Director

Trevor is an Associate Director and authorised representative of Peritus Private Wealth Pty Ltd. Trevor has been an authorised representative of Peritus Private Wealth Pty Ltd since December 2014.

Trevor's responsibilities include providing advice to clients, managing client reviews, strategy and cash flow modelling for clients, preparation of Statement of Advice documents, liaising with product suppliers and supporting our other advisers in their day-to-day duties. He also provides an alternate contact point for clients when our other advisers are absent.

INDUSTRY EXPERIENCE

Trevor has been working in the financial planning industry since 2010. He worked in the Accounting industry for 3 years with PKF Chartered Accountants. Trevor's previous experience was in commerce which consisted of 12 years in a local importing and wholesaling business.

QUALIFICATIONS

PROFESSIONAL AFFILIATIONS / MEMBERSHIPS

• Certified Financial Planner membership with the Financial Planning Association (CFP^®)
• Registered Tax (Financial) Adviser, Tax Practitioners Board