Luke Eres
Principal Adviser
Luke has over twenty years experience in the area of advice. In 1997 he acquired a share of a small suburban financial planning practice and his energy, enthusaism and drive has seen it grow into one of Australias leading financial services businesses in recent year.
Luke has spent many years working within the industry and his stance on challenging the status quo has seen Innate Financial Services Group grow into the business it is today.
Luke holds the accolade of being the ' Youngest person to achieve financial planning qualifications in Australia' and is a regular contributor to Smart Investor and Asset Magazine.
Luke has travelled extensively overseas as he is considered to be a thought leader in Australian investment markets and brings his knowledge back from these trips to benefit his clients
" Not only do I get to work with amazing people but I also get to participate in identifying their goals and developing strategies to see that they can be achieved "
Alan Jones
Principal Adviser
After many years of working in and running a number of very successful accounting practices, Alan also believed that there was a better way to provide advice to his clients.
After working with Innate Wealth for an number of years and embracing the vision that they held , in 2014 Axton Jones Charted Accountants became part of the Innate Financial Services group, a business that is is focused on enhancing clients businesses, goals and lives.
Alan commenced his career at Touche , Ross and Co and gained experience in accounting and auditing in Australia and overseas.
In 1989 he established a strong partnership with Dale Axton and established a charted accounting firm with focus on medium to large businesses.
" I love dealing with people, that is what initially drew me into the world of accounting. I am passionate about adding value to my clients business by providing them with advice and structures that help them achieve their goals."
Mirko Cugura
Principal Adviser
Mirko commenced his career in the world of academia and proffesional sports management , before he started the journey in the investment industry. He joined the business in 2000, and acquired a share of the company in 2005.
In his role as Chief Operating Officer, Mirko oversees the overall investment strategy and direction of the business- in this role his ultimate objective is to make the complex simple.
Mirko has been recognised twice as one of Australias Top Fifty financial planners in the Australian Financial Review Smart Investor Magazine and regularly lectures on financial planning at FINSIA.
" My passion is to make the complex simple, esspecially in the world of advice where the jargon and markets can seem impossible to understand - We find out what is important to our clients and lead them on a journey to achieve their end goal "
Shane Nicholas
Principal Adviser
In 2009, after three years as an employee, Shane acquired a share of the business and became its third director. As its youngest director Shane is responsible for the integration and implementation of new systems and processes across the business which ensures the group is ahead of its competitors .
This combined with his role as an advisor allows seamless integration of technology and advice.
To further consolidate the belief that the old model of advice is broken , Shane is also passionate that new advisors coming through the education system should be focused on change - as a key member of The Financial Planning Associations education committee, he reviews and develops training modules for future financial planners
" The choice to become an advisor came to me with relative ease. Everyday I am grateful for the privilege of being able to work with amazing people and help them realise their dream"