We are owned by our working directors
Innate Financial Service Group was established because we believe the old world of advice is broken. Traditionally clients see a series of 'experts' to manage there financial affairs - financial advisors , accountants, lawyers, real estate agents, coaches. This format causes a disconnect... many relationships with different objectives and goals which are often conflicting.
Innate Financial Services Group was established with the goal of establishing the perfect advisory firm - one which the founders wanted to trust and invest there time and money too.
The four directors of Innate Financial Services Group continue to work in the business and are extremely proud of the business they have built over the years.
Key to our success is the excellent team that have chosen to work with us. We all believe in the same underlying philosophy, - it is our role to provide our clients with certainty to confidently lead greater lives.
EDIT - I think the above text needs to be placed as part of our story.....
Luke Eres (ad qualifications)
Director and Principal Adviser
Luke has over twenty years experience as a financial planner. In 1997, he acquired a fifty percent share in Innate Financial Service Group, and his energy, enthusiasm and drive has seen the business grow into one of Australias leading boutique advisory firms. Luke holds the accolade of being the ' Youngest person to achieve financial planning qualifications in Australia', and is a regular contributor to national publications including Smart Investor and Asset Magazine. One of Lukes key strengths is his ability to understand and articulate his clients goals and set out an agenda to achieve them. In 2012, Luke was recognised as a thought leader in Australian investment markets, and was invited to attend a two- week portfolio construction tour of the USA.
Luke holds two roles in the organisation, one as a principal advisor and the other as CEO, where he overseas the operations and running of the organisation and its team
" Not only do I get to work with amazing people but I also get to participate in identifying there goals and putting into place strategies that can be achieved"
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Alan Jones (ad qualifications)
Director and Principal Adviser
Alan has over forty years experience as a chartered accountant commencing his career at Touche, Ross & Co where he gained experience in accounting and auditing in Australia and overseas. In 1989, he joined Dale Axton and established Axton Jones Chartered Accountants which operated out of Toorak and Glen Iris. In 2013, Axton Jones merged with Innate Wealth which lead to the establishment of the Innate Financial Services Group, as both Alan and the directors had the same philosophy on holistic care and financial management.
" I love dealing with people, thats what drew me to accounting - I am passionate about ensuring my clients have the correct structure in place, and that I can add value to their businesses"
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Mirko Cugura (ad qualifications)
Director and Principal Adviser
Mirko commenced his career in the world of academia and professional sports management, before he started his journey in the investment industry over sixteen years ago. He joined Innate Financial Services Group in 2000, and acquired a share of the company in 2004
As well as his current role as a principal Advisor, Mirko also heads up our Portfolio Management Division, where he has been instrumental in setting up the investment arm of the Innate Financial Service Group. In both areas Mirkos ultimate objective is to make the complex simple. Mirko was twice recognised as one of Australias top 50 financial planners in the AFR Smart investor magazine and regularly lectures on financial planning at FINSIA
"My job is to make the complex world of investments simple to our clients. I am passionate about finding out what is really important to them and then lead them on a journey with the end goal in mind "
Shane Nicholas CFP SSA (edit qualifications)
Director and Principal Adviser
In 2009, after three years as an employees, Shane acquired a share of the business and became its third director. As the youngest Shane is driven by change and manages the integration of new systems and process which ensures we are ahead of our competitors. His role as a Principal Advisor allows him to bring his financial knowledge and love for technology into this role as well.
Shane is also a key member of the Financial Planning Associations education committee, which incorporates reviewing and educating programs and training modules for future financial advisors.
" The choice to become a financial planner came to me with relative ease. What a wonderful privilege to be able to work with amazing people and watch them live there dreams "