Meet the team of experienced financial planners at Axios Financial Solutions
Bentley Klein – Dip FP, CFP, ND Civ ENG
Bentley has been providing financial advice to clients for over 30 years, and has held the internationally recognised Certified Financial Planning (CFP) status since 2000. Bentley has been married to Judy for 30 years and together they immigrated to Australia in 1988 and raised two sons. Bentley is passionate about rugby union, marathon running and has completed the New York and Chicago Marathons a couple of times. For Bentley, maintaining a healthy work life balance is very important and goal setting is the recipe for achieving success, whether that goal is to get fit, lose weight, acquire wealth or any goal you set your mind too.
Bentley and Axios are award winning and highly regarded:
- Named in the Top 50 Financial Advisers in Australia list compiled by Barron’s (2017).
- Elected as Charter Financial Planning Victorian Adviser of the Year in 2003 and 2010, and a nominee in 2009
- Victorian Director of the Charter Authorised Representative Association 2011-2013
- Winner of the Victorian Value of Advice adviser of the year 2011
- Invited to attend the top 25 Leaders Forum in 2004 and 2012
- Finalist for the Asset Magazine Innovator Awards in 2005 and received a special mention for customer management in 2006
- Awarded the Certified Quality Advice Practice in 2005 and every year since
- In 2010, invited by Andrew Penn (CEO of AXA Asia Pacific) to participate in a Micro Business Summit, a corporate, state and local government initiative to help the disadvantaged.
Rohan Gulasekharam – Dip FP, CFP
Rohan brings a wealth of experience and industry knowledge to the Axios team, having worked in the financial services industry for 42 years.
Rohan enjoys a healthy work/life balance and encourages his clients to do the same. Time with his family, golf, footy and travel are just some of his favourite things to do outside the office.
The best life advice which Rohan has received includes respecting the fact that everyone is different, and that most people are instrinsically good. It’s a moral which also explains the Axios difference. Every member of the Axios family works incredibly hard to build and maintain professional and highly personal relationships with their clients and their families. The many positive testimonials they receive is proof of this commitment.
Teresa Leake – Dip FP, CFP
A career of over 40 years in the industry means that Teresa has seen many ups and downs in the world of financial services.
A career highlight was in Tasmania 20 years ago, talking to a hostile workforce about surplus in their super fund and what was going to happen to it, and getting out alive! The industry is more than a job for Teresa, it is her passion but she also includes her family, animals, cooking and friends in that list. Her colleagues and their personal commitment to making a difference in clients’ lives is what Teresa believes sets Axios apart.
Teresa has two pearls of wisdom which she shares with everyone she comes into contact with – ‘love your children and provide the best education you can for them’, and ‘put your arms around what you can control and let the rest go’. They are certainly great rules to live by.
Andrew Goh – BCOM
Financial Strategist & Operations Manager
Financial Strategist, Andrew Goh has been working in the financial services industry for 21 years, with 17 of those years spent working at Axios Financial. Andrew holds a Bachelor of Commerce (Accounting and Insurance) and a Diploma of Financial Planning. Andrew says that ‘Axios isn’t your typical Financial Planning business; we are a family owned business working toward a common goal with our clients, always considering their best interests.’
Outside of work, Andrew enjoys park outings with his wife and their two dogs – Maxi and Hugo, and tending to his indoor aquarium. Andrew believes ‘one should be fearful when others are greedy, and greedy when others are fearful’; a mantra he lives by every day and aims to pass on to each of his clients.
Advice and Services Manager
Natasha is a Certified Financial Planner who has worked in the financial services industry since 2004. She joined the Axios team in 2017 after experience at a big bank and boutique firms.
Natasha is passionate about helping the Axios team deliver an exceptional client experience. She enjoys being part of a team that helps clients make a conscious decision to manage their finances in a way that will bring more satisfaction and freedom into their lives.
Away from work, Natasha loves spending time with her husband and two sons. She also loves reading and catching up with friends at book club. Her passion for fine food and wine is indulged at wine club. She also enjoys Zumba and spin classes and makes time to walk her dog every day.
Sandra McGuire – B Bus
Financial Strategist and CPA, Sandra McGuire considers herself very lucky to be part of an award winning Financial Planning business. Joining Axios Financial in 2013, Sandra came from a background of Performance and Finance Management Accounting, specialising in Corporate Performance. The move was driven by her desire to work one on one with her clients and help them achieve their goals.
When not at Axios, Sandra enjoys spending quality time with her husband Stephen, daughter Oliva and son Thomas. The family is actively involved in the rotary Club of Yarraville, volunteering their time supporting disadvantaged youth with education and health both locally and internationally. If time permits, you will also see the McGuire family at a Western Bulldogs match. Sandra believes the thing that makes Axios different is their passion towards educating and coaching clients to better understand the strategies recommended. Sandra focuses on her unique strengths and values, and uses these to help deliver measurable results to her clients.
Kelly Mayberry – Dip FP
Kelly is an integral member of the team, bringing the experience of over a decade. As a Financial Strategist Kelly has close contact with all of her clients and enjoys the challenge that every new situation brings. She feels that the relationships she is able to build with clients sets the business apart from other companies.
Kelly loves spending time with her family (which includes her pets), travelling and watching the ‘mighty’ St Kilda Football Club. Kelly’s belief that when one door closes, another one opens, ensures that she is always expecting great things.
Alison Thomas – BAppSc, GradDipEd
Alison’s industry experience started in corporate superannuation and local government. A physical education degree, majoring in health promotion also added to her curriculum vitae and has ensured a healthy outlook on work/life balance.
Alison loves her role as a Financial Strategist and loves the fact that Axios truly cares about achieving the best outcomes for their clients. The best life advice she has received is one that holds her in good stead every day: ‘Concentrate on one thing at a time and do your best at that one thing.’
Yenuk joined the Axios family in October 2018. After completing a Bachelor of Business in 2015, Yenuk started his career as a Business Development Manager for a software company. While working as a BDM, Yenuk uncovered his passion for helping his clients. He was given the opportunity to enter the Finance industry and now loves helping his clients achieve financial independence. While working full time, Yenuk has also managed to complete a Diploma of Financial Planning and an MBA.
Yenuk is recently engaged and is looking forward to the wedding in 2020. He fits in well with the other sport enthusiasts at Axios as he loves watching and playing sports, in particular, Soccer and Cricket. Yenuk also likes to travel and explore new places, try different types of food and experiences.
Viola Wright – M.A Literature
Client Service Manager
The first face you will see when you walk through the doors of Axios Financial is the ever-smiling Viola, Axios’ Client Service Manager. Viola has been a part of the Axios team since 2012, after working in the Financial Services industry for 18 years, with 13 of those years spent at AMP. Before her financial services career, Viola was a well-respected teacher, holding a Masters Degree in English Literature. Viola considers her transition into the Financial Services industry as one of the most rewarding experiences, and has since been recognised and awarded for her achievements within the industry.
Outside of work, Viola enjoys immersing herself in a good book and spending quality time with her family camping. A passionate cook, you will surely find Viola in the kitchen over the weekend. Viola believes the Axios difference is the personal relationship established with each client and each other. One of Viola’s teachers once told her that ‘you never stop learning’ which is something Viola is lucky enough to do everyday, as Axios has given her greater exposure to the different aspects of the industry.
Client Service Manager
Kerry has enjoyed a diverse career background that saw her working at companies such as National Mutual, Zurich and NAFM. She even owned her own business in Germany and is a qualified personal trainer.
Kerry loves the diversity of her role here at Axios. She enjoys the people she works with and the interaction with our clients.
Health and fitness is high on her list of priorities. Up most mornings before the birds to fit in a morning gym session, swimming or a run on the beach.
Ida Lee has been working in the financial services industry for over 20 years, with her last role for 9 years as a Senior Business Analyst with MLC Wealth Platform. Ida holds a Bachelor of Arts and a Diploma of Financial Planning.
Ida brings a wealth of knowledge to Axios as an experienced Business Analyst.
Outside of work, Ida enjoys spending time with her husband, loves good food and red wine and hosting dinner parties with friends and family. She also likes to travel overseas.