OUR TEAMS

 

With two professional and dedicated teams available to assist you with any financial need you may have the CREATE & PROTECT 
and FAST REPAY HOME LOAN teams are here to help you every step of the way and provide you with answers you seek.

 

Contact us when you need to chat or find out more about how you can build your wealth portfolio or discuss the best options with your current or new home loan.

The Create & Protect Team

ABDUL EL-DIB - DIRECTOR

 

I believe that everyone has the right to enjoy a good quality of life regardless of his or her financial situation. I work with my clients and help them reach their full financial potential by delivering and implementing strategic personal plans to create more opportunities and build wealth. I have over 17 years’ experience in the finance industry. My business philosophy is driven by my clients’ best interests. Establishing the two companies both have been recognised for commitment to professional excellence, quality advice, client service and innovation in business.  


As a Financial Planner and Tax (Financial) Advisor. Self-managed Super Fund Advisor Specialist (SSA), Member of the Financial Planning Association of Australia (FPA) and a Member of SMSF Association. Member of the MFAA and CIO. I am also an MFAA Credit Advisor.


I have completed an Advanced Diploma in Financial Planning, Diploma in Financial Services and Advanced Course in Mortgage Planning, and am currently undertaking Certified Financial Planning Course. I specialise in the development of strategic comprehensive advice in the areas of Self-Managed Super Funds (SMSF), superannuation, wealth management, insurance, Tax Planning, pre-retirement and retirement planning.

 

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DAVID LIVSHIZ – FINANCIAL ADVISER

 

I started my professional career as a risk analyst for GE Money. I then spent an extensive period of time working on domestic and international equity settlements for a number of broking and investment houses such as Citi Smith Barney and Alliance Bernstein.

 

I also have experience with administering employee share plans, share registries and managing Corporate Actions for super funds.

I have now settled on a career in Financial Planning and I’m an enthusiastic member of the Create & Protect team.

I completed my undergraduate studies at Monash University, majoring in Mathematical Statistics with minors in Applied Mathematics and Micro Economics. I also hold a Masters in Education from Melbourne University and more recently a Graduate Certificate in Financial Planning with Kaplan Professional.

 

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PAUL CUPIC – FINANCIAL ADVISER

 

After completing my Bachelor Degree in Commerce, majoring in Finance and Financial Planning with Distinctions, I have eagerly applied my knowledge to the financial services industry.

I was drawn to financial planning due to its dynamic and always evolving nature. I apply my natural abilities as a problem solver and strong interpersonal skills to everything I do and believes that financial planning is a career for life.

 

I have a genuine passion and interest in the industry and a commitment to continuous education, which drives my current studies towards becoming a Certified Financial Planner (CFP).

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ARON NARRAINA PILLAY - ASSOCIATE ADVISER

 

I started my career in wealth protection, working for some of Australia’s top life insurers. During this time, I witnessed firsthand the effects of inappropriate financial strategies and how they can impact individuals and their families. This spurred me to pursue a career in the financial planning industry in the hope of really making a difference in people’s lives when it counts.

I have a Bachelor’s degree in Business Management, a Diploma in Financial Planning and I am currently completing my Advanced Diploma in Financial Planning. My passion for cultivating positive relationships with clients and providing them with effective financial strategies is always at the core of what I do. I truly believe in what we provide for our clients and how it can help them achieve their financial goals.

As an Associate at Create and Protect, I will be assisting our Advisers in the creation and implementation of financial strategies for our clients.

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FAY XU - ASSOCIATE

 

I have always been drawn helping others, and I’m excited about the opportunities to help people get ahead and knowing I have had a hand in that journey.

 

After completed Bachelor of Business major in Financial Risk Management, I was immediately drawn into Financial Service Industry. I was convinced that I could help people to achieve their financial goals with my passionate and refined knowledge. Committed to continuous improvement, I have completed a Diploma in Financial Planning and currently undertaking Advanced Diploma in Financial Planning. Also, I have the accreditation of Certified Financial Planning course from the Bachelor Degree.

 

As an Associate Adviser, I will assist C&P advisers with a comprehensive view of the clients’ position, facilitate clients’ inquiry, also implement the advice recommended for our clients to achieve their goals.

 

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MATT HOWLEY - CLIENT SERVICE OFFICER

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ALINA LESSLETT – BOOKKEEPER

 

I am the Bookkeeper here at Create and Protect and I hold a Diploma in Accounting and a Certificate IV in information technology. 

 

I enjoy learning about and working with new accounting software. My personal hobbies are reading, cooking, performing arts and spending time with my family.​

SOFIE PAPADOPOULOS – CLIENT SERVICES OFFICER
 

I bring years of experience within various client services roles from the banking industry to the financial planning industry. At Create and Protect Financial Planning I hold great pride and importance in assisting clients where ever possible.

I manage and assist the work flow of advisers and associate advisers as well as liaising with clients to ensure fluency of communication and work deliverables to make sure of a high level of standard of customer service is maintained.

I like traveling and spending time with my family and friends.

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The Fast Repay Home Loan Team

SUSANNA PANAYI – LENDING MANAGER

My role as a Lending Manager is to help our clients attain the very best outcome for their financial goals. I specialise in first home buyers, investment loans, refinances or where clients want to expand their portfolio of properties.

 

I have a passion for finance with over seven years banking and lending experience with NAB. I am very excited to now be a part of Fast Repay Home loan as I can provide our clients a solution to meet their needs and goals. 

 

 

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DAVID SHARP – ACCOUNT MANAGER

 

With over 30 years of experience in the banking and finance industry, my objective is to get your loan approved with minimal fuss. I assist the team with the loan process, by compiling and lodging my clients’ loan applications, ensuring loan approvals are achieved quickly and efficiently. I follow my clients’ files from the moment they are lodged with the lenders until the loan is settled.

I have achieved Fellow status with the Financial Services Institute of Australasia and hold an Associate Diploma of Business (Banking and Finance) and a Certificate IV in Financial Services (Finance/Mortgage Broking).

 

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STEVE TROSZCZYJ – ACCOUNT MANAGER

 

I bring over 35 years’ experience in financial services, having had management roles with one of the major banks, managed and run the loan processing division for one of Australia’s most prominent mortgage managers nationally for over ten years, and working for large broking firms over the years.

I have now been working for Fast Repay Home Loan for over five years now. I manage our loan processing team and liaise directly with lenders, whom 
I've built solid relationships with throughout the years.

 

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The CAP Taxation Team

EKRAM PLUMMER – SENIOR ACCOUNTANT / BUSINESS ADVISOR 

 

 

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JAYSON PRASAD – ACCOUNTANT 

 

Since graduating from Swinburne University with a Bachelor’s degree in Accounting & Finance, I have gained significant experience working within the Banking, Accounting and Finance industries. I have a passion for delivering exceptional cliental services, with skills developed through years of experience working within the service delivery industry.

In my pursuit for continuous improvement, I am currently undertaking my Chartered Accounting (CA) and am constantly looking for avenues for self-development as I believe it should be an ongoing exercise throughout life.

As an Accountant at CAP Taxation, some of my responsibilities include managing complex Self-Managed Super Funds (SMSF) and processing tax returns. I have a strong focus on streamlining processes and continuously seek methods of improving the way we deliver our fantastic services to all clients.

Some of my interests outside of work include spending time with my family and friends, working out and travelling.

 

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SALLY TEE – ACCOUNTANT 

 

I have 5 years of experience in Taxation and Business Services.  As an accountant, I enjoy assisting clients with their accounting needs and taxation matters.  I strived to assist clients with obtaining best possible tax outcome on their tax returns, as well as liaising with ATO with prompt and accurate lodgements.  I also enjoy assisting clients with their Small and Medium-sized business where I am directly involved with bookkeeping and accounts reconciliation, as well as quarterly BAS lodgement and preparation of year-end financials.  My goals are to provide clients peace-of-mind and provide easy and efficient ways to manage their tax and small business. 

 

I hold a Bachelor’s degree in Accounting from Monash University.  I am an Associate member (ASA) of CPA Australia where I constantly look to further develop my knowledge in Accounting and Taxation. 

 

Outside of work, I volunteer with my local church and help out at a local soup kitchen.  In my spare time, I enjoy walks in nature. 

 

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VERA XU – ADMIN. ASSISTANCE

 

With a Bachelor Degree in Finance and Master Degree I am an Administration Assistant at CAP Taxation.

 

My main responsibility is to ensure all the documents related the services we provide are filed properly and keep the progress in order and well-organised. I feel proud of supporting and assisting our team no matter where they need me.

 

My personal hobbies are cooking, travelling and spending time with my family.

 

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