 |
Ramana Rao
The founding principal of Metaplanners, Ramana has 28 years' experience in the insurance and financial planning industry in Adelaide. He is a specialist Self Managed Superannuation Funds Adviser with a bachelor’s degree in commerce and a Diploma in Financial Planning.
 A senior associate of the Financial Services Institute of Australasia (FINSIA) Ramana is licensed to advise in all areas of financial planning, including listed shares on the ASX, derivatives and specialist structured equities.
He has been twice recognised by Professional Investment Services as its Australian ‘Planner of the Year’ (2006 and 2008) and was the Runner-up for the Award in 2009. |
|
 |
Michael Page
Michael is a Financial Adviser and has worked in the financial services sector since 1990.
His prior achievements include a Bachelor of Agricultural Science Degree at the Waite Institute. After completing a Diploma in Financial Planning Mike became a Certified Financial Planner.
He specializes in the areas of Self Managed Superannuation, Retirement Planning and Growth Investments. |
 |
Ben Haney
Ben joined Metaplanners in July 2008 at the time of the merger of Metaplanners and the Hansure Group.
He is a specialist Risk Adviser with 11 years' industry experience, and in 2009 has been named the Top Producing Risk Adviser for dealer group Professional Investment Services in South Australia. |
|
 |
Narelle Bosse
Narelle is the Business Manager.
Starting with the firm in 2002, Narelle has covered a broad range of duties, including all aspects of administration and management in the Kent Town office.
Narelle has completed a Diploma of Financial Services (Financial Planning). She is presently undertaking the Advanced Diploma of Financial Services (Financial Planning). |
 |
Karyn Hilton
Karyn is the ultimate 'all-rounder' in the Metaplanners Team! Karyn is an Authorised Representative (adviser) and provides a support advisory role in all areas of financial planning.
Karyn is the General Manager of Risk Insurance at Metaplanners. Karyn previously ran her own successful Financial Planning business, and specializes in personal risk insurance, helping to correct the problem of "too many underinsured Australians".
Karyn is highly regarded by her peers and clients due to her professionalism and dedication. |
|
 |
Maria McClory
Maria is a Risk Insurance Manager working with Karyn Hilton.
Maria is highly experienced in risk insurance and claims handling, having worked for fifteen years as a team leader with a leading life insurance company. |
 |
Brant Weir
Brant is the Head of Metaplanners' Portfolio Planning and Paraplanning. He is also an Adviser, working mainly as support adviser to Ramana Rao.
Brant has a Bachelor of Finance degree from Adelaide University, and a Graduate Diploma of Financial Planning with the Financial Services Institute of Australia.
Brant completed his Masters in Applied Finance & Investment through FINSIA in April 2010. |
|
 |
Craig Holly
Craig is our Paraplanner and works closely with Brant and the rest of the Paraplanning and Technical team to deliver Statements of Advice for clients. Craig also works closely with the insurance department to provide solutions and recommendations for insurance needs.
He is currently studying to complete the final subject in a Bachelor of Business in Financial Planning through RMIT University. |
 |
Girish Rao
Girish is a member of the Paraplanning and Portfolio Management team, and he is responsible for client liaison and research, and portfolio monitoring and reporting. He also forms part of the internal management group.
Girish is in his fifth year of studies for a double degree in economics and finance at the University of Adelaide, and is working towards a Diploma of Financial Services with FINSIA. |
|
 |
John Tran
John is a Technical Assistant and a member of the Paraplanning and Portfolio Management team, working under the direction of Brant Weir.
John completed a Bachelor of Applied Finance in 2008 at the University of South Australia.
He intends to undertake further studies to obtain a Graduate Diploma in Financial Services, and he is keen supporter/member of Adelaide United soccer club. |
 |
Melissa Miller
Melissa is a Risk Insurance Officer and her role involves assisting Financial Advisers and clients in the implementation of risk insurance.
Melissa is currently studying the Diploma of Financial Services and she has 7 years' industry experience in administration.
Melissa will be on parental leave for the remainder 2010. |
|
 |
Kerri-ann Hoile
Kerri-ann has completed her traineeship in Certificate III Business. As the Superannuation Officer at Metaplanners she is responsible for co-ordinating the establishment and maintenance of clients' self managed superannuation funds.
Kerri-ann provides administrative support to Mike Page and Ben Haney, and helps to co-ordinate Metaplanners' staff and client social events. |
 |
Bec Goodwin
Bec is the main Receptionist (part-time) and has six years' experience in Hospitality Events and Marketing.
She has completed the Certificate III in Front Line Management and Event Marketing and Management.
Her work includes assisting the Business Manager with back office duties and payroll. |