Suzy Dimitrievski

Administration officer

Suzy's role is to provide administration support to the different departments within Bailey Roberts Group, as well as assisting the Advisers and Managing Directors. Her responsibilities include scheduling appointments, handling client queries and correspondence, compiling monthly MIDAS reports and mail, processing of applications, and maintaining of client files (electronic and hard copy). Suzy's qualifications include Certificate III in Business Administration, a complete Personal Assistant Course and a complete Sales Person Course. Suzy is a fast learner and eager to be of assistance. These qualities and her strong interest in the industry ensure the smooth operation of our offices.

Sanja Dopud

SMSF Accountant

Sanja has joined our team in 2008 after working three years as an academic at Wollongong University. Sanja is responsible for the preparation of financial statements and income tax returns for SMSFs.

Lidida Parr

Senior SMSF Strategist

Lidia joined our firm in 2007 after working with a Sydney based Chartered Accounting firm for over 13 years . Lidia brings to the firm extensive knowledge and experience in the taxation, accounting, and compliance of self managed superannuation funds. Lidia also has experience in the area of corporate tax and accounting. Lidia is responsible for managing staff, the preparation of financial statements and income tax returns for the self managed superannuation funds. Lidia provides stategic advice on superannuation and pension. Lidia is also a registered tax agent. Lidia's professional memberships include: * Member of CPA Australia * Member of National Institute of Accountants * Member of the Association of Superannuation Funds of Australia

Michelle Little

Senior SMSF Strategist

Michelle is CPA qualified and brings to the firm over 15 years of Self-Managed Super Fund auditing and accounting experience. In addition Michelle is one of a select group of people who is a qualified SMSF Specialist Adviser through the SMSF Professionals'; Association of Australia. Michelle provides strategic advice on superannuation, preparation of financial accounts, and audits for self-managed superannuation funds. Michelle also manages the staff and is responsible for developing the firm's compliance and accounting standards platforms for Self Managed Super Funds. Michelle's professional memberships include: * Member of CPA Australia * Associate Member of the Self-Managed Super Fund Professionals Association * General Member of the Financial Planning Association of Australia * Member of the National Institute of Accountants. Michelle has undertaken extensive training which includes a graduate certificate in Financial Planning, Statement of Attainments in relation to Superannuation and Self Managed Superannuation Funds, Bachelor of Commerce majoring in Accountancy, Associate Diploma of Business and Advanced Certificate in Accounting.

Nikoleta Laketa

Para-planner

Nikoleta's primary responsibility is managing the risk and personal superannuation department. Being a paraplanner, Nikoleta also assists the firms advisers to prepare strategic financial plans, including performing calculations to compare alternative strategies to meet the client's objectives.

Nilesh Chauhan

Strategic-Planner

Nilesh is the para-planning officer. His primary responsibility is to assist the advisers to prepare financial plans, including performing calculations to compare alternative strategies to meet the client's objectives. He is also responsible for providing technical support to the advisers in the area of business re-structure, finance and tax. He holds a degree in Economics and Accountancy from Loughborough University in England, Diploma of Financial Planning and is a Chartered Accountant.

Dianne Fleischmann

Portfolio Administrator

Dianne is responsible for the administration and reporting of Client Investment Portfolios. Her responsibilities include the handling of client correspondence and queries, processing of client investment data, maintaining client investment files, preparing annual portfolio reports and trading of client shares. Dianne is currently completing a Bachelor of Commerce (Finance, Applied Finance) at the University of Wollongong.

Ian Poidevin

Chief Finanial Officer

Ian joined our firm in 2000 to commence his accounting career after completing the Advanced Diploma in Accounting. He has since completed a Bachelor of Commerce at Wollongong University specialising in Accounting. During this time Ian has been involved in all areas of our firm in particular the Asset Management Department, being responsible for preparation of investment strategies, share trading, portfolio rebalancing and preparation of client investment reports. Ian still plays an active role in the Asset Management Department. As the Chief Financial Office, Ian is responsible for the monitoring of the firms financial activities including forecasting and reporting to the Management and Directors of the firm.

Roy Toderallo

Investment Committee

Roy has been working in the financial services industry for over 15 years. Roy created his own financial services business in 2002 to provide high-net-worth clients direct investment portfolios which has proved highly successful. Roy brings a wealth of knowledge to the Investment Committee with his in-depth understanding of macro-economic fundamentals and their impacts on businesses at an investment level.

Ian Bailey

Investment Committee

Ian is responsible for devising the valuation formula Bailey Roberts Group uses to value investments. Ian has advised on investment portfolios since before the 1987 share market crash and managed direct investments since the early ‘90s. He has vast experience in many different market conditions which is an invaluable addition to committee meeting discussions.

Leith Thomas

Investment Committee

As the Investment Analyst, Leith is responsible for investment research and analysis (including macroeconomic research), recommendations regarding shares, fixed interest, listed property trusts and managed funds and construction of portfolios. Leith has completed Certificate IV in Financial Services and holds a Bachelor of Commerce with a major in Applied Finance and Accounting and a minor in Business Law. He is currently completing a Masters in Applied Finance and Investments.

Jon Kilah

Investment Committee

Jon is responsible for investment research and analysis, recommendations regarding shares, managed funds and construction of portfolios. Jon draws upon knowledge and skills learnt in the superannuation department to assist him the selection of appropriate investment vehicles for Skandia clients. Jon has completed a Commerce degree at the University of Wollongong majoring in Finance and Economics Jon has also competed a Diploma of Financial Services through F.I.N.S.I.A.

Ian Bailey

CEO

Ian has been in the financial services industry since 1985 and has specialised in Self-Managed Superannuation Funds and Direct Investments since the early '90s. Ian conceived the vision of providing investors and advisors with a complete SMSF solution, a solution that Bailey Roberts Group provides today. He has been instrumental in the development of BRG from a modest Wollongong based business providing services to its clients and advisors into one of Australia's most innovative Financial Services firms offering solutions to investor’s and advisers all over Australia. Ian has completed the Diploma of Financial Planning in 1995 and a Master of Commerce in 1999.