Meet our Team


 

Mark Dunsford

Diploma Financial Planning
Fellow of the AFA, Director DFP, Director Now Financial Group (Licensee)
Practice Owner& Director Dunsford Financial Planning, Founding Partner & Director NOW Financial (Licensee)
Founding Member of LICG
Specialist in Wealth Protection Strategies

Mark is a reputable leader in the industry, with over 35 years experience.  He brings a wealth of knowledge and specialises in wealth protection using insurance, superannuation and complex estate planning strategies to get clients the required results. 
Mark also specialises in providing advice to legal firms around Australia with wealth protection strategies for there staff. This includes group salary continuance, group life, total and permanent disability, key person as well as share purchase strategies in conjunction with a legal team to write structured business and personal wills.  
When he is not assisting his personal and business clients, you will find Mark on the golf course at The Peninsula or The National Golf Clubs. He is an avid boater and enjoys game fishing in particular chasing the mako sharks.

 

Ian Finney

Bachelor of Business Accounting / Diploma of Financial Planning
Senior Financial Planner

Ian brings to the team here at Dunsford Financial more than 25 years experience in financial services. 

He is a qualified accountant having completed his degree at Caulfield Institute of Technology and then commenced his career working for Chartered Accountants Price Waterhouse Coopers in audit and tax.

Ian has spent the last 25 years in financial planning as a Senior Financial Planner and more recently as a Private Client Adviser with Ord Minnett and State Manager with The Trust Company (now Perpetual).   Ian has great empathy with his clients and has built strong long-term relationships. He is able to provide strategic advice around growing, managing and protecting client wealth.

Ian is married with 3 children and lives in Hawthorn. He spends most weekends driving / cheering the family to junior Basketball and football games as well as supporting his Hawks in the AFL.


 

Priy Wijesekera

Advanced Diploma Financial Services, Diploma of Business, Diploma of Business Banking
Financial Planner


Priy has been involved in the Financial Planning Industry since 2005.   He holds an Advanced Diploma in Financial Services and has also completed studies in Business Banking and Finance.

Priy is well placed with this extensive knowledge and experience to advise a wide range of clients on their financial needs. He provides comprehensive advice on areas including insurance, investment, super and retirement planning.

When not working with his clients you will find him out on the golf course or enjoying quality time with his family and being a dad to his three girls Eden, Avery and Kaya, with another little one on the way.

 

Glyn Trueman

Bachelor of Commerce Financial Planning
Financial Planner, Risk Insurance Specialist

Glyn joined Dunsford Financial Planning in 2009 under our cadetship program.   Through this program he worked as part of the team whilst he studied his Bachelor of Commerce at Deakin University.  Glyn finished his course at Deakin with majors in Financial Planning, Finance, Economics & International Trade and Marketing.

A specialist in wealth protection strategies for both professionals, families and businesses. Glyn's calm demeanour and personable nature makes him popular with a large range of clients.

Outside of work Glyn enjoys a range of sports, having spent a number of years playing at the Frankston Peninsula Cricket Club. Glyn is also a very competent golfer and has played at Pennant level at Peninsula Country Golf Club where he is a member.

Glyn also enjoys spending time with friends and helping out on the family vineyard and winery which is located in Red Hill and is called Myrtaceae. In recent years worked on developing his own Rosé label.

 

Patrick Czajka

Bachelor of Commerce (Accounting & Finance), Diploma of Financial Planning
Financial Planner / Wealth Administration

Patrick graduated with his Bachelors in Commerce majoring in Accounting and Finance and is the youngest member in our team. Patrick is responsible for assisting clients with their general queries as well as helping the Advisers and Planners in their preparations of advice and documents. 

He is also continuing with his studies to further his skills and knowledge in the financial planning industry.

When he’s not at work he is usually watching films, catching up with friends and family, travelling and is a passionate motoring enthusiast and more recently taken up golf.


Maddy Bradbury

Life Insurance Paraplanner / Group Life Administration

Maddy has been with us since 2010. Maddy prepares the advice documents for Mark Dunsford and co-ordination of all group plans.  

She 
is also responsible for liaising with clients, insurers and monitors all client applications through to completion as well as assisting with claims.

Maddy is currently on Maternity Leave. 


 

Lauren Dunsford

Diploma of Financial Planning
Financial Planner / Life Insurance Paraplanner

Lauren prepares the advice documents for Glyn Trueman. She is also responsible for liaising with clients, insurers and monitors all client applications through to completion as well as assisting in claims.

Lauren is also a qualified Financial Planner.

Away from work Lauren enjoys the gym, catching up with family/friends and summers at the beach.

 

Silvia Sedlak   

Life Insurance Paraplanner / Group Life Administration

Silvia previously worked for a Global company in the superannuation industry for 7 years. 

Silvia prepares the advice documents for Mark Dunsford and co-ordination of all group plans.

She is also responsible for liasing with clients, insurers and monitors all client applications through to completion as well as assisting with claims. 

When she’s not at work Silvia is a busy mum with 2 children. She enjoys family holidays and days spent at the beach.



Raidah Palmer

Office Administration / Marketing Co-ordinator

A history of working in Sales with the Austereo Group.  Raidah is enjoying learning all about the Financial Planning world. 


As marketing co-ordinator, she is responsible for the online and social media presence of DFP.

As a lover of all things outdoors she can be found most weekends sea-side.


 

Tahlia Hartskeerl

Office Manager / Life Insurance Administration
As one of the newest faces at DFP, Tahlia finds herself managing the office with tasks as simple as ordering office supplies to co-ordinating our client events such as golf days, client dinners, conference events as well as client lunches.

Outside of work, Tahlia enjoys playing netball, catching up with family/friends, going to the beach and with 3 older brothers is a keen football follower barracking for the mighty Dees!

 

Kari Marks

Payroll & Accounts Manager / Human Resource
Kari has also recently joined our team tackling our accounts and human resources role.  She has brought with her a wealth of knowledge, friendly personality and a love for making everything run as efficiently as possible.
                   
As a busy mum of two toddlers, Kari enjoys her Zumba classes at the local gym.

 

Paula L'Huillier

Wealth Administration

Paula comes to Dunsford Financial with many years of Financial Planning and Fund Management Administration experience and knowledge, and she will be providing support to our Advisers Priy and Ian.  

She enjoys liaising with all clients to help with any issues and monitors all client applications and requests through to completion.

Away from work, Paula loves being outdoors and enjoys watching many different sporting codes, spending time with family, lazy days at the beach, and is looking forward to exploring
all that Melbourne and the Victoria region has to offer - not least the many restaurants and wineries.
 

Arlene Vasilakis

Life Insurance Administration
Arlene has been working in the Financial Planning Industry since 2007, and has been with Dunsford Financial since 2009.  Since completing her Diploma of Financial Services in 2012, Arlene has assisted the wealth side of the practice.
More recently Arlene has come across to the Risk side and assist with the Life Insurance Administration.
Away from work, Arlene and her husband George are the proud parents of their gorgeous son Nicholas, who is approaching the 'terrible twos', and keeps them well and truly on their toes.