Our Team

Tim Carrigg CFP®, SSA™
Managing Director
SMSF Specialist Advisor & Estate Planning Specialist

A Certified Financial Planner™ (CFP), a Self Managed Super Fund Specialist Adviser (SSA) and a Business Succession Specialist Adviser, Tim commenced as a Financial Adviser in 1997 and has over 20 years in the Financial Services industry.

The reason for Apprise Advisory’s existence is reflected by Tim’s core values. These are to ensure excellence in the way the business serves others. Tim insists that all at Apprise Advisory say what they believe and do what they say. Tim enjoys having the responsibility of being all our clients ‘Trusted Adviser’.

Tim is committed to a fact based approach to managing his clients. You will find that Tim’s clients are constantly informed at where they are at all times. When Tim commenced his business in 2006, he committed to a fee only basis (no commissions). It is only since 2013 that the industry has finally legislated that Financial Planners must work in the best interests of their clients.

Tim’s life is equally fulfilled at home with his wife and three children. He is a passionate supporter of the Geelong, Whitefriars Old Collegians and Heidelberg Football Clubs. He now presides over the Parkside Junior Football Club, a coach at the North Alphington Cricket Club and is a very active participant in his local community.

Prior to commencing his own practice, Tim’s experience as a Financial Adviser was with one of the big four banks and with one of Australia's prominent privately owned Australian Financial Services Licensees (AFSL). It is these experiences he has drawn on to develop his client first business approach.

Roger Moritz CFP®, SSA™
Senior Financial Planner

Roger has 20 years’ experience in the financial planning industry. He is a Certified Financial Planner, a member of the Financial Planning Association of Australia and an accredited SMSF specialist adviser with the SMSF Association. Roger holds a Diploma in Financial Markets, Diploma and Advanced Diploma of Financial Planning, Graduate Diploma of Applied Finance & Investment, and a Graduate Diploma in Taxation.

Over the years Roger has worked as a financial planner for several well-known organisations, including seven years with a stockbroking firm.

Roger prides himself on putting his clients first and providing the best service and advice he can.

 

Amelia Lauaki BCom
Associate

Amelia comes from a close family that believes in unity and hard work. She has a strong belief that education is a pathway to success. In keeping with this, she has completed a Bachelor of Commerce (Economics, Finance & Financial Planning) at Deakin University with the vision of becoming a financial planner.

Amelia has a can-do attitude and is focused on providing quality client service. She enjoys being active, playing sports and being outdoors in the company of family and friends.

 

Peter Bradea

Peter moved to Australia from Romania in October 2015. He has over 8 years’ experience in the Financial Services industry in Romania. Peter holds a Bachelor of Economics (Accounting and Information Management Systems) and a Master’s Degree of Financial Management. Since Peter moved to Australia, he studied the Diploma of Financial Planning, the Advanced Diploma of Financial Planning and the Skills Unit of Master’s Degree in Financial Planning at Griffith University partnership with AMP as a part of AMP Adviser Academy which Peter successfully finished in June 2017. 

He believes that everyone deserves to have a good life and his favourite quote is by Albert Einstein:

‘Not everything that can be counted counts and not everything that counts can be counted.’

Louise Andrew
Paraplanner

Louise operates our paraplanner partner business, The Advice Docs.

She established the business after 8 years' experience in financial services, learning the industry from a range of roles and perspectives.

She has a Bachelor of Commerce from La Trobe University and an Advanced Diploma of Financial and is accredited with RG146 qualifications through Kaplan