Our Team


Wealth With Property

Tony has been a businessman and entrepreneur for most of his working life. He has studied psychology, business management, sales and marketing, internet marketing, finance and real estate. He is the founder of Wealth With Property Pty Ltd and helps his clients build equity through carefully structured finance and the acquisition of quality investment properties. Tony is a passionate property investor himself and enjoys connecting with like minded people. His motto is "be kind, offer exceptional value, help other’s be successful, and the rest will follow".

Founder Wealth With Property Pty Ltd
Certificate IV in Financial Services
ASIC Credit License # : 389793
Real Estate Agent Certificate / Licence# 3415043 /
Member FBAA (Finance Brokers Association of Australia)


Kylie Adams: Client Services Manager

Kylie Adams brings over 23 yrs of Lending and Finance experience to the Wealth with Property Team. Kylie has a vast knowledge of lending with many years spent as a loan writer for a major bank. In recent years has been in the broker channel of the industry working as a BDM (business development manager) for various lending companies. In 2009 Kylie commenced working as an independent Loan File Processor and has gained vast experience along with her willingness, professionalism and dedication to her clients. Kylie ensures a quality service every time with her major focus on assisting clients achieve their objectives.


Dane Robertson: Consultant

Dane has extensive experience in assisting small business owners increase their profits as a business consultant. He has also helped many everyday people create wealth & a better future through investing in property. Dane has certifications in Financial Planning and Finance, and is an avid property investor himself . He has a passion for property, and helping others. There is no one better equipped to assist you achieve everything you want to achieve.

B Bus (Management)
Dip FS (Financial Planning)
Cert IV Finance (Mortgage Broking)


Catherine J Doherty: Consultant

Catherine is married and has 3 daughters. She has experience in business, management, finance, and has always had a passion for Property. She is a Financial Planner, Mortgage Broker and holds a Real Estate License.

Dip Financial Services (Financial Planning)
Real Estate License # 3388721


Charles Hu: Consultant

Charles is a Certified Practicing Accountant with over six years experience in various accounting fields such as Management Accounting, Auditing and Tax. He also has experience in running on-line export and import business, property investment and foreign exchange. Charles likes reading, history and tennis. He is passionate about entrepreneurship too.

Bachelor of Commerce (Accounting Major)
Graduate Diploma of Banking and Finance
CPA Australia Membership 9338971


Swami Kumar: Consultant

 

Swami Kumar is a creative person with a strong work ethic and never-give-up attitude. Swami has worked as an independent consultant for a number of Companies involved in the Australian housing industry. He was certified as the Best Consultant for the company he was working for in 2006 (Slash Support India PVT. Ltd. Chennai India).

• Graduate Diploma of Business in HRM from Queensland University of Technology, Brisbane, Australia in 2008.
• Master of Business Administration – International Business from Annamalai University Chennai, India in 2006.
• Bachelor of Business Administration from Annamalai University Chennai, India in 2004.
• Diploma in Computer Applications from Institute of Computer Technology in 2001.


Nancy Bishop: Consultant

Attended the University of Arizona, USA (Business/Finance).
Was a Business & Financial Analyst with Dun & Bradstreet for 12 years – (Divisional Manager).
Appointed Northwest Regional Trainer (Dun & Bradstreet).
Has recruited and trained a large international organisation over 12 countries.
Diploma Financial Services / RG146 Managed Investment License


Umit Alkavic: Consultant (Vic)

Umit has over 8 years experience in finance and property. He has assisted hundreds of clients ranging from first time mum and dad investorsto multiple portfolio clients. Umit believes that education is the most important factor for successful property investing and takes strides in assisting all his clients in making informed decisions. He believes in listening to his clients need and goals and works with them to implement an effective wealth creation strategy through the acquisition of property.

Bachelor of Arts
Certificate IV Financial Services
Real Estate Agents Representative Certificate


Mark Bishop: State Manager (Vic)

After a successful career in both Radio & Television as a news anchor, presenter and host, Mark found himself in the diverse and varied property business. His hard earned expertise both nationally & internationally has helped many clients secure investment Real Estate within resort projects including whole and fractional ownership, project marketing, residential house & land packages and off the plan specialty projects. Mark has a Real Estate Agent license and d Diploma Financial Services RG 146 Managed Investment License. Mark was our Queensland State Manager for 3 years. He has since moved on to other ventures, however he continues to consult with our clients.

Diploma Financial Services – Managed Investment
Licensed Real Estate Agent # 3500586



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