Meet the people who are helping our clients to be healthy, wealthy and happy.

OUR TEAM

Life is full of transitions. Some are planned and looked forward to, others are thrust upon us. We’ve helped hundreds of people make thousands of transitions.

Evalesco is a highly-experienced financial advisory business located in Sydney. It’s our purpose to empower our clients, through the delivery of great financial advice, to be healthy, wealthy and happy. We help make your financial success much easier. Whether you’re struggling with information overload, finding balance between making financial progress and enjoying your lifestyle now, or if you’re just time poor – we’ve got the strategies, tools and tactics to help.

We’ve helped hundreds of people plan for and transition with confidence to the lifestyle that
they want in retirement. We know the impact of good holistic financial advice can make and we have the life experience, technical capability and quality support team that can make that
difference for you.

Jeff Thurecht

CEO & PARTNER

Marshall Brentnall

CHIEF INVESTMENT OFFICER & PARTNER

Belinda Marley-Wallace

GENERAL MANAGER & PARTNER

Melody Edwards

SENIOR FINANCIAL ADVISER & AGED CARE SPECIALIST

Blake Cullen

SENIOR FINANCIAL ADVISER

Paul Luu

FINANCIAL ADVISER - INSURANCE SPECIALIST

Dwayne Fernandes

SENIOR FINANCIAL ADVISER

Jasmyn Stekovic

FINANCIAL ADVISER

Amber Lin

FINANCIAL ADVISER

Kristi Teasel

MORTGAGE BROKER

Jenny Porter

ASSOCIATE

Mai Anh Nguyen

ASSOCIATE

Jason Xie

ASSOCIATE - INSURANCE

Elaine Wang

SENIOR PLANNING ANALYST

Maria Tritsaris

SENIOR PLANNING ANALYST

Kate Buhagiar

MARKETING MANAGER

Lisa Faferko

AFSL GOVERNANCE MANAGER

Samantha Foley

ADVICE DELIVERY AND TECHNOLOGY MANAGER

Olivia Bosevski

PEOPLE & CULTURE COORDINATOR

Ashley Aguirre

SENIOR PARAPLANNER - INSURANCE

Lilian Malig-on

SME RETIREMENT AND AGED CARE

Raphael Imperial

FINANCIAL PLANNING ASSISTANT

Hazelle Colita

FINANCIAL PLANNING ASSISTANT

Harold Amaba

FINANCIAL PLANNING ASSISTANT

Karyl Velez

FINANCIAL PLANNING ASSISTANT

Charles Barrios

FINANCIAL PLANNING ASSISTANT

Adah Plarisan

FINANCIAL PLANNING ASSISTANT

LATEST INSIGHTS AND PODCASTS WITH EVALESCO

Our latest perspectives on the topics that may impact you, helpful tips and news from our team.

Podcast

Ep 47 – Why early financial confidence matters for young women

Building financial confidence starts early and is shaped by attitudes, conversations and emotional experiences with money. This discussion highlights practical ways to support financial literacy across different ages, showing how confidence leads to independence, informed decision‑making and a more fulfilling life.
Insights

Thinking about buying a home or refinancing?

Transitioning into homeownership or refinancing your current mortgage can be exciting, but navigating the mortgage market can feel overwhelming. The good news is, you don’t have to go it alone!
Featured

Take Control of Your Super with a Self Managed Super Fund (SMSF)

A Self Managed Super Fund (SMSF) gives you the power to take control of your retirement savings, offering flexibility, tax advantages, and investment freedom.
Featured

What should I do with an Inheritance

When you receive an inheritance, it can be an emotional time, filled with complex decisions about what to do with the newfound wealth. Here are 6 key tips to help you make the most of your inheritance while avoiding common pitfalls.
Featured

Financial Planning Tips For Women

Financial planning is vital, especially for women who juggle unique challenges and responsibilities. Learn six essential tips to help you navigate your financial journey with confidence and clarity.
Featured

Getting Ready to Retire?

Transitioning into retirement is an exciting milestone! Learn six essential tips to access your money wisely when you retire. Know more now to help you make the most of your hard-earned savings.
Featured

Navigating the Aged Care Conversation

Aged care discussions with aging parents can be challenging. Learn six essential tips to approach this sensitive topic with empathy and respect. Know more now to ensure your loved ones get the care they deserve.

TALK TO EVALESCO

We know the impact of good holistic financial advice can make and we have the life experience, technical capability and quality support team that can make that difference for you. We’ve empowered over 1000 families through the delivery of great financial advice, to be healthy, wealthy and happy.
The amount of super you’ll need when you retire depends on your big costs in retirement and the lifestyle you want. The Associate of Superannuation Funds of Australia (ASFA) estimates for a single $44,224 a year and for couples $62,562 a year is how much you may need. This is only an indicator and our advisers assess everyone’s individual circumstances.
The fees we charge for financial advice is only a fraction of the value we derive for our clients, meaning our clients are always better off after seeing us. Rarely do we encounter a new client invested appropriately for their needs, with adequate risk protection, structuring and estate planning provisions in place. Even small tweaks to a financial plan over a long period of time can result in drastically better outcomes for our clients which eclipses the fees of the financial advice. Additionally, you can opt-out of an ongoing fee arrangement at any time.
In our discovery meeting with you our advisers discuss the initial advice fee and the ongoing fees associated with our services.
After our initial phone call to discuss why you are seeking a financial adviser, we arrange a discovery meeting that outlines what is important to you, your current position, our areas of advice, our approach. We then present a Statement of Advice (SoA) to discuss your goals and our recommendations and go through the steps of how to proceed to the implementation stage. After answering any questions you may have, you will sign the authority to proceed and complete any application forms before we implement our recommendations detailed in the SoA.
One thing to consider is the interest rate on your home loan in comparison to the rate of return on your super fund. Before making a decision, it’s also important to weigh up your stage in life, particularly your age and your appetite for risk. Whatever strategy you choose you’ll need to regularly review your options if you’re making regular voluntary super contributions or extra mortgage repayments. As bank interest rates move and markets fluctuate, the strategy you choose today may be different from the one that is right for you in the future
We believe the true value of financial advice isn’t found in dollars and cents (although this is important too!) but in the peace of mind a financial plan can provide. It’s knowing where you want to go and how to get there, with a dedicated team behind you every step of the way.
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