Our Team

Jenean is our highly dedicated Client Service Operations Manager. With over 3 years of experience as one of our Client Service Officers, she has taken on the role to manage this team.

Originally from Bloemfontein, South Africa, Jenean has a strong background in the financial services industry, having worked for fund and asset managers for 10 years before moving to Australia.

Jenean has worked in various roles including Reception, Administration, Personal Assistant and Marketing Assistant, with skills in social media management and event planning. She has also completed programs in Public Relations and Office Management.

Jenean is dedicated to her work and loves a challenge, taking the lead on many improvement projects within the firm. With her guidance, many of our Client Service Officers have achieved great things in their roles.

In her free time, Jenean loves spending time with her husband and two teenage children, taking their two dogs for long walks on the beach and enjoying the outdoors.

Originally from far North Queensland, Kim moved from Townsville to Mackay with her family in 2009. Kim has a strong administrative background, having worked in banks, accounts administration and high-level Client Service Officer roles, coming to the financial planning profession after working for a criminal law firm.

Known for her caring and compassionate approach, Kim ensures that every client feels heard, respected, and supported. Her ability to understand and anticipate client needs allows her to provide personalized, solutions-focused assistance.

Kim has made Mackay her home and enjoys spending time with her 3 daughters, the family dog, and her daughters’ pets.  She has spent many years keeping active with a love of netball, touch football, and being part of the Mackay Dragon Boat Club. With her parents still living in the last family home at Forrest Beach, just outside of Ingham; you will find Kim travelling North regularly where she spends weekends and special occasions with her extended family.

Born and raised in Carmila, Broc ventured to Sydney for 2 years where she began work in the financial services industry as a Client Service Officer. However, she returned to the Mackay region as she couldn’t resist the local charm.

Over the past 5 years, Broc has worked in numerous customer service roles. She has completed Certificates 2 & 3 in Business, and is looking forward to progressing her career by studying financial planning.

Broc loves providing clients with the best service and outcomes and is a great addition to our team.

In her spare time, she enjoys spending time with her family and friends, exploring the outdoors, going camping, fishing and even spending time with the cows.

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Alyisa is one of our amazing Client Service Officers, with over 8 years of experience in the financial planning profession prior to joining Alman Partners. Having a genuine love of helping people, superior customer service is extremely important to Alyisa. Her friendly personality ensures that after every encounter you leave with a smile. Alyisa completed an Advanced Diploma of Paraplanning from Kaplan in 2024.

After a long day, Alyisa loves curling up with a good book and a cup of tea (or glass of red). She also loves spending time with her young family and watching her son play basketball.

Kylie is one of our highly skilled Client Service Officers and has been involved in the financial planning profession since 2003. After moving to Mackay from Newcastle in 2008 and originally joining our team as Director of First Impressions in early 2019, Kylie has a high attention to detail and adds her own creative flair to any work assignment with her personal motto being “live a creative life.” Kylie has a collection of skills and knowledge that allows her to comfortably assist any client or support our team.

Outside of work, Kylie enjoys DIY projects around the home, travelling, and spending time with family.

Jodie grew up in the Financial Planning industry with both her father and brother being Advisers. Previously working in the hotel industry, Jodie has a high level of client service skills and enjoys assisting clients wherever possible.

Having worked administration in the corporate office of Australia’s largest food service franchisee, Jodie has a high attention to detail and is extremely time efficient. Along with her friendly and helpful attitude, Jodie makes a wonderful addition to our client service team.

Being born and raised in Mackay, Jodie loves getting outdoors in her spare time, enjoying our amazing location, gardening and spending time with friends.

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Elana is one of our highly-skilled Client Service Officers and has been involved in the financial planning profession since 2019. With extensive experience in the retail sector, Elana can easily communicate with clients and achieve the best outcomes. Elana has completed a Diploma of Accounting from TAFE.

Originally from Noosa, Elana loves the beach and enjoying a cocktail or 2 with friends. As a mother of 2, she also enjoys traveling with her children and experiencing the sights of Brisbane.

Erin is one of our vibrant Client Service Officers currently pursuing dual degrees in Professional Communication and Financial Planning. She is due to graduate in early 2026.

Driven by a passion for understanding the intricacies of finance and its practical applications, Erin is eager to explore the nuances of making money work effectively. With experience in the food & services industries, Erin brings with her a wealth of customer service experience and interpersonal skills.

Beyond Erin's academic pursuits, she thoroughly enjoys outdoor activities, including beach visits with her dog and indulging in reading.

Stevie joins our dedicated Client Service Officer team bringing with her over 14 years of experience in the finance arena. She has previously worked in asset management and financial planning practices in Client Service Leadership and Training roles.

Born and raised in Wollongong, Stevie moved to Mackay in 2024 with her partner and dog Rio.

Stevie thrives on building meaningful relationships whilst delivering exceptional customer service. A self-confessed people person, with a passion for animals and nature, Stevie has an extremely approachable nature and brings warmth, energy, and professionalism to every interaction.

In her personal time, she enjoys exploring the outdoors, walks on the beach with Rio and keeping fit with yoga and pilates.

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Originally from Delhi, India, Prachi moved to Australia in 2021 to pursue a Bachelor Degree in Economics, and further her swimming career. After graduating in July 2024, Prachi joined Alman Partners as a Client Services Officer where she is excited by the opportunity to deepen her knowledge in Financial Planning, provide exceptional client service, and progress on her long-term goal of becoming a Financial Adviser.

Outside of work, Prachi is an avid traveller and sports enthusiast. She has recently embraced surf life saving, so on weekends, you’ll likely find her at a local beach patrolling or soaking up the Australian summer!

Shakara joined our team in September 2020 in the role of Office Operations. Coming from the Aviation and Customer Service industries, Shakara is committed to providing positive client engagements. She is dedicated to building strong relationships with our clients and key relations.

Enjoying a challenge, Shakara is committed to assisting our team wherever possible while becoming the best version of herself.

Outside of work, Shakara enjoys travelling, spending time at the beach and with her family and friends, as well as dining out.

Lily joined us in May 2024 as our Trainee Business Administrator, assisting in office operations. Lily is new to the professional and financial world but brings with her enthusiasm and a fresh perspective. Coming from a customer service role, she thrives on providing the best experience in any interaction.

Lily will often be one of the first people you speak with at Alman Partners and is eager to embrace new challenges and expand her skill set. Her dedication, adaptability, and passion for learning make her an exciting addition to our team.

She holds Certificates II & III in Health (Nursing), and outside of work, Lily enjoys the outdoors, camping, spending time at the beach and travelling.

Dr Steve Garth is the Principal of Principia Investment Consultants and an independent member of the Alman Partners Investment Committee.

Steve's role is to provide his expertise, insights, academic rigour and experience to our Investment Committee around areas such as asset allocation, implementation and the evaluation of investment strategies and investment managers.

For nearly two decades, he played a key role in helping grow the Australian arm of global asset manager Dimensional Fund Advisors. During his career he has managed Australian and global equity portfolios, managed the Asia Pacific trading team and oversaw the introduction of direct market access trading, and for the last 10 years he specialized in managing the firm’s fixed interest strategies.

Before joining Dimensional in 2001, Steve was on the faculty of the University of New South Wales. His teaching and research interests were in optical fiber technology and quantitative finance.

Steve received his PhD in Applied Mathematics from the Australian National University. He also holds a BSc in Mathematics and Physics, a BA with majors in History and Politics, and holds a Masters of Applied Finance (MAppFin). As well, he has a Graduate Diploma in Business Administration.

Steve is a member of the Australian Institute of Company Directors.

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Steve joined our firm in 1998 and became a partner in 2004. Steve possesses a deep level of financial theory and is able to adapt academic research to the real world of investing. His presentations make complex ideas not only understandable but also useful.

With over 25 years' experience in the financial planning profession and business management, Steve has assisted many clients achieve their most important goals. Steve is passionate about his client's future and providing exceptional advice and direction.

Steve has been instrumental in developing a team culture built on excellence and fun. This has resulted in Alman Partners being the employer of choice within our profession. Steve was awarded a Diploma of Financial Planning through Deakin University. He holds the professional designation of Certified Financial Planner^®. In 2017 Steve achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.

Steve is a founding Director of The Mackay Community Foundation and served on the board from 2003-2019. Upon his retirement from the board he was bestowed with the 'Pride of Mackay Award’ from Mayor Greg Williamson for his work with the Foundation.

In 2012 Steve was awarded the Financial Planning Association's Queensland Community Services Award for his work with The Mackay Community Foundation and commitment to providing financial literacy education to our community.

Steve is Alman Partners' Chairman of the Board.

ASIC Representative Number 001001393.

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Born and raised in Mackay, Rita commenced with our firm in 2003.

As company accountant, Rita combines her exceptional accounting and business management skills to ensure the smooth and efficient operation of our practice. In addition, Rita plays a major role in our human resources and compliance teams.

Rita has gained valuable experience from witnessing the inevitable market cycles which have impacted Mackay over the years and which she applies in her work with our firm.

Rita achieved her Bachelor of Commerce from James Cook University in 1990. Rita held for many years the professional designation of Certified Practising Accountant.

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Matthew joined Alman Partners in October 2018 and was born and raised in Mackay. Matthew has a passion for continuous improvement, with a deep understanding of how to increase efficiency and remove frustrations by the application of continuous improvement methodologies and technology. Matthew joined the Alman Partnership in 2021, becoming our first non-Adviser Partner.

He started his working life as an electrical apprentice and has a diverse work history across, predominately, the mining and manufacturing industries, in roles spanning engineering, project management, maintenance and technology.

Outside of work you'll find Matt fishing and crabbing, walking on the beach and enjoying time with his family and friends.

Kerri commenced employment with our firm in 2011 and has transitioned from Receptionist to Client Service Officer to Project Officer and Creative Director/Executive Officer. Kerri assists our Executive Team with administrative tasks, monitors and assists with project progression, assists in staff training and resourcing, and manages our marketing endeavours. Having a passion for graphic design, she is constantly refreshing our documents and marketing material to ensure our clients are always kept up to date.

Kerri’s friendly and helpful manner, combined with her exceptional work ethic ensures our clients and team have all the support they require. In her spare time, Kerri enjoys relaxing with her young family and pets, and studying Ancient Egyptian History.

AP Bear joined the Alman Partners team in 2016 as Head of Client Relations. With years of experience in this department, he is well known for having a cuddly personality.

An intrepid explorer with a mischievous streak, AP Bear loves going on adventures and making new friends. Each year,  AP Bear judges the infamous AP Bear Photo of the Year Award.

In his spare time, AP loves relaxing with a drink in hand by the beach.