6 ESSENTIAL PRINCIPLES FOR FINANCING YOUR PROPERTY PORTFOLIO

YIANNI

Investor Express Manager 

Having graduated from the University of Melbourne with a postgraduate diploma in Applied Mathematics, Yianni now has over four years of experience within the financial services sector.

As Investor Express Manager at AllianceCorp, Yianni’s role is to provide basic financial coaching, cash flow management, and budgeting assistance to clients on an ongoing basis, as a means of assisting them to maximise their savings and ultimately fast-track their wealth creation.

ELLIOT

Investor Express Manager 

Having graduated from the UK with 1st class honours in Business Management & Economics, Elliott now has over two and a half years experience within financial services.

At AllianceCorp, Elliott’s role is twofold, he firstly works to ensure clients are happy and actively engaged with AllianceCorps services. Secondly, he consults with clients to hone their money management skills and increase savings. 

JAMIE

Director – Acquisitions and Client Services

Jamie has worked as a real estate professional for more than 11 years, with experience across land sales, project sales and property acquisitions. As AllianceCorp’s Director of Acquisitions and Client Services, Jamie helps source quality properties for AllianceCorp’s clients to deliver exceptional results.

LACHIE

Digital Marketing Strategist

Lachie has been a member of the AllianceCorp Team since the start of 2020, working across all marketing functionalities ensuring that the needs of customers are met in the digital space.

PETER

Business Development Manager (Melbourne)

Peter works as AllianceCorp’s Business Development Manager, a position he cherishes as it enables him to change the lives of clients that come through the door. Peter has worked as a real estate professional for 14 years, with experience across all areas of the industry, even getting into the grit and grind of the building sector.

CASSANDRA

Marketing & Communications Manager 

Cassandra works as AllianceCorp’s Marketing & Communications Manager, a role dedicated to promoting AllianceCorp’s mission, vision and collective service scope.

Backed by a Bachelor’s Degree in Journalism, a Master’s Degree in Communications and five years of relevant industry experience across the retail, property and shipping sector, Cassandra prides herself in delivering clear messaging to everyday Australians looking to embark on their property wealth journey.

LUKE

Senior Property Education Consultant 

Luke commenced his career over a decade ago as a property lawyer, focusing on litigation and property law.

Luke is uniquely qualified and is a certified mortgage broker and a fully licenced estate agent. Luke is a dedicated member of the AllianceCorp team and he strives to help his clients realise their full property wealth potential by providing strategic property investing education. Luke enjoys studying, and he is currently completing further studies including a Diploma in Building and Construction.

PETER

Senior Property Education Consultant

Peter has a strong background in real estate and property. Previously he was the lead developer for a multi-story development, where he oversaw commercial approvals.

Peter holds a Bachelor of Science and is in the process of completing his Diploma in Building and Construction. Peter’s favourite part of his job is speaking to people about their financial goals and then giving them the tools to achieve them.

ANDREW

Property Education Team Leader 

Andrew has over 10 years of experience as an Enterprise Business Development Manager, working with companies such as Optus, TPG & Vodafone.

Andrew works as one of AllianceCorp’s Property Education Team Leader always focusing on putting his clients before all else.

TULIA

Property Wealth Planner (Brisbane) 

Prior to the last 10 years in the property investment space, Tulia was a Licensed Real Estate Agent in one of the most competitive and lucrative areas in Australia, spanning across Bondi to Point Piper.

However, during her time in real estate, Tulia discovered her passion to help everyday Australians create wealth beyond what they ever thought possible. Since then, Tulia has successfully helped hundreds of clients grow their wealth through strategic property investment.

“In my experience, most people invest with no real strategy which often becomes a costly mistake or at best mediocre”.

Tulia prides herself on providing quality education to clients based on proven strategies set to grow their property portfolio. She makes it a priority to understand their overarching financial goals and provides a tailored plan to help them achieve financial freedom.

SAM

Marketing Assistant

Sam graduated from Deakin University with a Bachelor of Commerce degree, majoring in Marketing and minoring in Human Resource Management. Outside of his studies, Sam has worked in both customer service and sales industries.

His content creation experience enables him to help design and develop AllianceCorp’s social media posts and database marketing.

AARON

Team Manager – Property Education Consultant Division 

With over 12 years of experience in the Real Estate industry, Aaron brings a wealth of knowledge to the Property Education Division as AllianceCorp’s Team Manager.

Backed by several national and state-wide salesperson awards across the Real Estate, Automotive and Health and Fitness sectors, Aaron is highly passionate about creating a premium experience for our clients and is perfectly placed to oversee and manage the operation of our Property Education Division.

HOWIE

Finance Assistant 

Howie graduated from the University of Tasmania with a Master of Accounting Degree and has six years of experience in the accounting area. He is advanced in using analysis software to enhance the efficiency and accuracy of financial data.

As AllianceCorp’s Finance Assistant, Howie processes the daily routine of the financial department and supports the Finance & Accounts Manager in maintaining operations.

JENELLE

Executive Director

With over 15 years experience across property investment, agribusiness and technology,
Jenelle manages AllianceCorp’s Marketing and Operations division, ensuring business continuity and excellence for our clients.

Backed by a Bachelor of Communications (Honours) and PRINCE2 in Project Management,
Jenelle has widespread expertise in leadership, human resources, change management, issues management,
marketing and communications making her an invaluable asset to the team.

Being living proof of AllianceCorp’s proven investment strategies,
Jenelle has successfully created and invested through a self-managed superfund,
executed several large townhouse development projects and over time, has established a large investment portfolio Australia-wide.

CHARLIE

Property Education Consultant

Charlie has been working in the property industry for over 4 years and holds his Agents representative certificate. Prior to joining AllianceCorp, Charlie worked as a real estate agent, which deepened his understanding of the Australian property market.

At AllianceCorp, Charlie gives clients the tools they need to successfully invest, providing particular support to those who feel it is “too late” for them to get started.

TARRYN

Property Education Consultant 

Tarryn has over 12 years of experience in both sales and customer service. She has worked for several different companies, including AFL, AGL, Energy Australia, AMEX & MyBudget. Tarryn also has a strong background in finance, having earned her cert IV. On top of all of this, she has studied both Criminal Justice and Social Science at RMIT and has a bachelor’s degree.

Tarryn is one of AllianceCorp’s Property Education Consultants and has a passion for helping others achieve their goals and get the most out of themselves.

JOSH

Property Education Consultant 

Bringing more than four years of experience in sales and customer relations to the Property Education division, Joshua holds a strong passion for property investment and has broad experience in the house and land sector.

Josh is one of AllianceCorp’s Property Education Consultants, and is greatly motivated to help people accomplish their goals and make a difference in their lives.

SHAI

Office Manager & Client Services Coordinator 

Shai has over 3 years of experience in operations, building management, security management and OH&S management where she worked as a team leader. Shai has also worked as a PA and in a variety of different admin/ops roles in both Melbourne and London.

In her role as Office Manager & Client Services Coordinator Shai strives to provide a seamless and positive experience for our clients here at AllianceCorp.

TRAVIS

Portfolio Manager 

Backed by a Certificate IV in Finance and Mortgage Broking and over 13 years of experience in Sales and Accounts Management, Travis is well-placed as AllianceCorp’s Portfolio Manager

Travis began his journey at AllianceCorp in 2018, where he worked as a Property Education Consultant for four years. Priding himself on educating clients on the fundamentals of successful wealth creation and being a part of their journey from start to finish, Travis works tirelessly to deliver a high level of service and ensure utmost client satisfaction.

JANUS

Contracts Coordinator

As AllianceCorp’s Contracts Coordinator, Janus manages and oversees the end-to-end contracts review and execution process.

With a Bachelor of Laws from Australian Catholic University and a Graduate Diploma of Legal Practice from the College of Law, Janus also has excellent experience in home lending, investments, superannuation and financial portfolio management and service, having worked at 2 of the largest banks in Australia.

JAMES

Acquisitions Coordinator

James works within our Acquisitions team and is involved in conducting research and investigative reports about emerging markets for our clients. He has strong market knowledge from his own investments and previous role within AllianceCorp as a Property Education Consultant.

Detail oriented, James holds a Bachelor of Science and is currently studying his Graduate Diploma of Financial Planning, and is motivated by quantifiable data and gauging investor sentiment.

MARC

Property Education Consultant 

Marc has over 15 years of experience in both sales and customer service. Marc has extensive experience in sales, having led a team for two years selling electricity and gas.

Additionally, Marc has worked in the banking industry, specializing in the sale of loans and credit facilities. He has also worked in customer service for banks and in customer retention for telecommunication companies.

AMANDA

Property Education Consultant 

In addition to her background in sales, Amanda has gained experience working in an array of other industries, such as CFD stock trading and personal training.

Amanda also has a background in the property industry and has completed training in property options.

NICHOLAS

Property Education Consultant 

Nicholas has over 1 year of experience working in face to face sales and 4 years of trade experience. Nicholas has also worked with charities and has a background in the housing industry.

Through his experience, Nicholas has worked with various clients across the state and managed high performing teams in hitting their KPI’s.

DR. ANDREW WILSON

My Housing Market

Dr Andrew Wilson is the Chief Economist for ‘My Housing Market’, a platform dedicated to providing comprehensive market intelligence to both the industry and wider community.

With a PhD and Masters degree in Housing Market Economics, two graduate qualifications in Econometrics and Construction Economics and a wealth of experience among industry, academia and government, Dr. Wilson is well-versed as one of Australia’s highest profile property market commentators.

TAYLAH

Client Services Coordinator

As AllianceCorp’s Client Service Coordinator, Taylah supports our clients throughout the investment journey. Taylah has extensive experience in the Real Estate industry, previously working with Australasia’s largest real estate group, where she was awarded for “Excellence in Customer Experience” and nominated for “Administrator of the Year” and the “Community Service” award.

Taylah’s favourite part of her role is building relationships with her clients and creating memorable experiences for them.

DAVID B.

Senior Property Wealth Planner (Sydney)

David has worked in property finance and real estate for over 15 years. As part of the Property Coaching team in Sydney, David enjoys helping his clients to build property portfolios by establishing and achieving realistic financial goals.

David is a certified Agent’s Representative with extensive experience in the industry. David knows how to make clients feel confident about their investment journey throughout his expertise and knowledge of the national market. When David is not helping clients to achieve financial freedom, he likes to enjoy Sydney’s sunny weather by being outdoors, playing tennis, hiking and travelling.

ROS

National Client Engagement Manager – Property Wealth Planning Division

Ros works as AllianceCorp’s Client Services Manager (Melbourne), a role that oversees the operational aspects of our Property Wealth Division. Backed by a wealth of knowledge and experience, Ros is also a member of AllianceCorp’s senior leadership team.

Ros started working with AllianceCorp 13 years ago and has played a vital role in the growth of the company. From property development and marketing through to settlements, Ros has worked across a variety of departments that has made her an invaluable asset to the AllianceCorp team.

TEHANNI

Client Services Manager (Post-Purchase Division)

Tehanni works as AllianceCorp’s Client Services Manager, a role that involves helping clients right from the education phase, until the time they have purchased their properties and get tenants through the doors. 

Tehanni has 3 years experience in the events management, marketing and social media space, and her 2 years at AllianceCorp have involved everything from marketing, to property settlements, and her current client services role.

JIM

Senior Property Wealth Planner (Melbourne)

Jim has over 20 years of experience in new homes sales, selling house and land packages in the outer western and northern suburbs of Melbourne. From there, Jim progressed to selling investment properties, helping hundreds of clients build successful property investment portfolios.

Jim works as one of AllianceCorp’s Senior Property Wealth Planners and is committed to helping clients build their wealth for the future.

ANNA

Senior Property Wealth Planner (Melbourne)

Anna started in the property industry over 20 years ago, working her way up to becoming the Principal Director of her very own real estate business. As her experience developed in both investment and residential markets, so did her willingness to provide fantastic customer service as well as sharing her extensive property knowledge with all of her clients.

She has mastered her negotiating skills often dealing with local and overseas buyers in successfully transacting millions of dollars’ worth of real estate. Anna is committed to providing every one of her clients with a supreme coaching experience incorporating integrity, honesty and transparency.

RICK

Senior Property Wealth Planner (Sydney)

With a professional background in corporate finance, law and forensic insolvency, Rick is at an elite level for attention to detail in data analysis, number-crunching and the due diligence common to all successful investment strategies.

Rick holds postgraduate qualifications in Applied Finance, graduated in Law with Honours and has completed his Masters in Law with a double major in Property, Superannuation & Estate Planning. He has also completed the SMSF Specialist Advisor program and Tier 1 studies in Superannuation and Financial Products.

Rick works as one of AllianceCorp’s Senior Property Wealth Planners and is highly motivated to improve his clients’ financial positions by identifying unique opportunities in the market.

MATT

Senior Property Wealth Planner (Sydney)

With over 37 years of experience in finance, strategy and wealth creation and qualifications in financial planning, financial services and an Agent’s Representative accreditation, Matt is well appointed to support clients through the investment process.

Matt’s favourite aspect of his role is improving clients’ financial positions by identifying unique opportunities in the market. Matt’s downtime includes surfing, golf and tennis.

FRANK

Senior Property Wealth Planner (Sydney)

Frank is an experienced property strategist with 30 years of experience in financial services, wealth management and property and 24 years of experience as a property investor.

He has overseen £100,000,000+ in property transactions and is backed by numerous accreditations, including a Real Estate Agents Rep (AU), a Certificate 4 in Finance and Mortgage Broking (AU) and is a qualified Financial Advisor and Mortgage Advisor in the UK.

DAVID P.

Senior Property Wealth Planner & Principal (Melbourne)

Having worked for 20 years in investing, developing and wealth building throughout the property sector, David is the ultimate professional. On top of his wealth of experience, David holds his full Real Estate license. 

David works as one of AllianceCorp’s Senior Property Wealth Planner’s, a position he loves as it enables him to work with his clients to set goals, build their assets and make their money work harder. 

DAVID K.

Senior Property Wealth Planner & Principal (Melbourne)

David is a property investment expert with over 25 years of experience. At AllianceCorp, David helps his clients achieve financial success by overseeing their investment strategies from beginning to end.

David holds an Agent’s Representative accreditation and has proven experience in managing successful property portfolios across Australia. When David is not busy supporting property investors on their journey, he enjoys watching sports, fishing and being with his family.

NICK

Senior Property Wealth Planner & Principal (Melbourne)

Nick has worked for 19 years in the property investment and wealth creation space, and this wealth of experience is what makes him one of AllianceCorp’s most successful Senior Property Wealth Planner’s.

Nick is a fully accredited Agent’s Representative and loves to use his role to help his clients build a successful property portfolio, by establishing a strategy that will enable them to reach their full potential.

DANE

National Contact Centre & Property Education Manager

Dane has over 15 years experience in sales, contact centres and management with the likes of TAL, AON, and iSelect. In his role, Dane provides his team with ongoing training and development, to ensure they can deliver clients the best possible experience and outcomes.

The most enjoyable part of Dane’s role is creating a growth environment, where coaches can learn, develop and help others to achieve their financial goals through property investment.

REBECCA

Property Education Consultant

Rebecca has over 10 years of experience in both Sales and Marketing, as well as a background in Education. On top of all of this, Rebecca studied Psychology at University.

Rebecca works as one of AllianceCorp’s Property Education Consultant’s and her biggest joy in the role is helping clients build wealth for their future.

TIM

Senior Property Wealth Planner

Tim has 9 years of experience in Project Management and over 20 years of experience in Sales. He is a licensed Real Estate Agent, specialising in the investment space. In partnership with his wife, Tim has built a 7 property portfolio in just 6 years.

Tim works as one of AllianceCorp’s Senior Property Wealth Planner’s where he is committed to helping clients achieve their financial goals in a structured, honest and transparent format.

KYLE

Property Education Consultant

Kyle has over 8 years experience in the insurance and finance industries.

His favourite part about his role is being able to help clients achieve their goals by using property as a vehicle and watching them thrive.

JIMMY

Property Education Consultant

Jimmy is an experienced property investor who enjoys educating clients about their property investment options.

He has a background in education and customer service and holds a Bachelor’s Degree in Engineering.

NICOLA

Corporate Affairs Manager

Nicola is an experienced Communications Manager with a BFA from Victorian College of the Arts, Melbourne University and a background in film, television and education.

Having produced educational content for over 5 years, Nicola now produces resources and platforms that improve the way Australians invest in property.

GARY

Senior Property Wealth Planner & Principal (Brisbane)

Gary is involved in over 700 property transactions all over Australia, valued at more than $300 million. He started in real estate in 2001, selling his first property for a $250,000 profit.

Gary and his wife have purchased 17 properties, generating passive income and achieving financial freedom. He is now passionate about sharing the fundamentals of property investment with others.

JASON

Managing Director

Jason is a successful property investor of 20 years, who founded AllianceCorp 12 years ago to fulfil his passion of educating everyday Australians about their potential to succeed in the industry. As the Managing Director , Jason has his finger on the pulse, providing his staff and AllianceCorp’s clients with the most useful, up-to-date information in the industry.

LUKE

Property Education Consultant

Luke has over 10 years experience in Communications and Sales, including previous work in Home Loans. At AllianceCorp, Luke ensures that customers receive high-level property investment education specifically tailored for their circumstances.

Luke’s favourite aspect of his role is helping people take the first step towards property investment, so they can build wealth for their future.

BILLY

Finance and Accounts Manager

Billy has over 14 years experience in accounting with 9 years spent in public practice accounting. He is well versed in setting up business structures, asset protection, and specialises in taxation for all types of entities.

As AllianceCorp’s Finance and Accounts Manager, Billy maintains a fast paced accounts department to ensure smooth operations.  Billy’s interests include philosophy, astronomy, theoretical science and history.

Jeremy

Client Services Coordinator

Jeremy is an off-the-plan sales and marketing specialist, with extensive experience in all forms of land, house and land, townhouse and apartment sales, spanning over thirteen years. He holds an Agents Representative Certificate as well as a Certificate 4 in Customer Contact.

Through the years, Jeremy has built a strong reputation amongst his buyers and networks as someone who consistently provides superior customer service and an unforgettable customer experience.

LOUIS CHRISTOPHER

SQM Research

Louis is one of Australia’s most respected and recognised research property analysts. He has extensive knowledge of property and is regularly quoted in the media on his insights and is director of SQM Research.

“SQM Research is one of my go-to’s for property information and research. Louis Christopher has called housing markets as well as any analyst in the country and the depth of SQM’s information gives confidence to those who use it.” Ross Greenwood, Finance Editor Nine National News Team, 2GB Money News Host

TERRY RYDER

Hotspotting

Terry Ryder is the creator and owner of Hotspotting, which helps identify emerging property markets. He has been a specialist on residential property for over 35 years, so he knows a thing or two about property.

Terry Ryder has specialised as a researcher and writer on Australian real estate since 1982. He was Property Editor at The Courier-Mail in Brisbane and later Queensland property correspondent for The Australian Financial Review. He is the author of four real estate books. More recently he was a regular real estate columnist for The Australian and currently writes a regular column on the Property Observer website.

GABRIELA

Operations and Marketing Coordinator

Gabriela is an experienced Operations Assistant, having worked in the Technology and Construction industries for over 5 years. At AllianceCorp, she works across the Sales and Education departments, supported by a Bachelor of Arts in International Relations and an International Trade Certificate.

EDWARD

Property Education Consultant

Eddie works at AllianceCorp as a Property Educator with over 4 years of experience. Eddie enjoys teaching clients about the ins and outs of building wealth through property and applying his analytical skills to deliver successful outcomes for clients.

FABIAN

Property Education Consultant

Fabian is a licensed professional, with his Agents Representative Certificate, and is one of AllianceCorp’s Property Education Consultants, having been in his current role for 2 years, he loves helping people to understand their own capabilities, and pushing them to reach their full potential.

SEAN

PEOPLE & CULTURE

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TRAVIS

PROPERTY EDUCATION CONSULTANT

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