Our Team
- Home
- Our Team
Meet Our Board & Executive Team
At Ellerfield, our Board and Executive Team bring together a wealth of experience, diverse expertise, and a shared commitment to driving long-term success for our clients. Each member plays a vital role in guiding the strategic direction of our company and ensuring that we continue to deliver innovative, high-quality financial solutions. Together, they are dedicated to upholding the values of integrity, excellence, and client-focused service.
To learn more about each member of our team and their impressive backgrounds, please visit our Board and Executive Team page.
Wealth Advisory
Scott McKeown
Principle Adviser
With over 20 years of experience, Scott provides advice and wealth strategies to a diverse range of clients.
Michael Templeton
Senior Adviser
32 years industry experience specialising in retirement planning and holds a Diploma of Financial Planning.
Dennis Smart
Senior Adviser
25 years of experience in financial planning providing insurance and retirement advice. Holds a Diploma of Financial Planning.
Customer Support Team
Sunali Kumar
Customer Support Officer
With 10 years of experience in the industry, I have developed a passion for financial planning and customer satisfaction.
Vincenzo Romeo
Paraplanner
I have been in the finance sector for 8 years, specialising in digital currency. My educational background is in law and international business.
Mitchell Kendrick
Customer Support Officer
I have two years of experience in financial planning, assisting clients and collaborating with planners to provide advice. Currently studying a Bachelor of Accounting.
Mia Walker
Customer Support Officer
Mia has been working in the industry for 18months as a Qualified Occupational Therapist she provides adhoc support when needed.
Isabella Walker
Customer Support Officer
I have 18 months experience in financial planning and studying a Bachelor of Education (Secondary) / Recreation and Outdoor Environment Studies
Lorraine Wilkie
Customer Support Officer
A highly motivated and detail-driven Client Services with over 10 years of experience in financial administration, client support, and compliance.