A professional team of industry leaders
Our team of experienced professionals and industry leaders is here to guide you every step of the way, providing expert advice and personalised solutions tailored to your unique needs.
The right knowledge for your specific needs
Our comprehensive suite of services has drawn together a professional team of industry leaders. Depending on your specific financial services needs, we have a professional team member ready to help:
Robert O'Reilly
Born in Dalby, Robert is a local and a proud Queenslander. With an extensive background in banking, insurance and finance Robert completed all of his qualifications including a Bachelor of Commerce and Advanced Diploma of Financial Planning whilst working in the financial services sector and is currently completing a Master of Financial Planning at Griffith University.
Having provided financial advice as an adviser in large banking corporations as well as smaller dealership groups, he has a solid industry network and client base which he values. In the creation of his own company Apex Financial Advice, Robert puts his clients at the forefront of all decision making when implementing change. As sole Director of Apex, he will only engage in Financial Advice if it is in the clients best interest.
In his downtime Robert is an avid sports fan, and follows AFL religiously. He enjoys travelling and has previously travelled extensively through Asia and Europe.
Qualifications:
- Bachelor of Commerce
- Diploma and Advanced Diploma of Financial Planning
- Self Managed Super Fund Accredited
- Registered Tax agent (Financial Adviser) with Tax practitioners board
- Justice of the Peace (Qualified)
Click here to review and download Robert’s current Financial Services Guide (FSG) and Privacy Policy.
Nicholas Shaw
Nicholas joined Apex after more than 24 years in the Australian Army and is currently undertaking his Professional Year whilst completing his Master’s of Financial Planning.
Leveraging off his personal experience, he is most passionate about assisting other Veterans navigate the discharge and transition process by helping them to understand and clarify their financial entitlements, goals, and opportunities.
His keen eye for detail and a good base understanding of Department of Veterans’ Affairs Legislation, has assisted Nicholas as he works with the other advisors when dealing with the myriad of compensation payments and pensions available to Veterans.
In his spare time, Nicholas is active in the RSL, enjoys boxing and football, and can be heard around town playing bagpipes in a pipe band.
Qualifications:
- Graduate Diploma of Financial Planning
Simon West
Simon is our Finance Broker who has a wealth of experience across all aspects of lending. He started in the industry in 2006 and has many happy clients he has helped reach their finance goals.
Simon tailors the lender to your needs, with access to over 30 different banks / lenders. His services include:
- Home Buyers
- First Home Buyers
- Refinancing
- DHOAS Lending
- Property Investment
- Commercial and Business Lending
- Personal and Car loan
- Debt Consolidation
- Self Managed Super Fund Lending
Simon genuinely loves what he does and treats every day as a new challenge. “I want to build an ongoing relationship with you and manage both your current and future finance needs. With clients from Brisbane to Broome and Townsville to Tasmania, there isn’t an area that I can’t service; and whether you are looking for a new a loan or you are reviewing your current borrowings, I’m happy to chat. There is never a wrong time to see if you are currently getting the best deal.”
On the outside, Simon enjoys following the Carlton Blues as well as travelling with his family and watching live music.
Qualifications:
- Diploma of Finance and Mortgage Broking Management
Stephanie Dyer
Stephanie is a qualified financial adviser with APEX Financial Services, having recently completed her Professional Year. She has previously completed a Bachelor of Commerce (Financial Planning) from the University of the Sunshine Coast and a Master of International Economics and Finance from the University of Queensland. Steph’s current role as associate adviser is to conduct client meetings and create financial plans under the guidance of Robert, our director. She is learning to recognise and implement the most effective strategies for our clients whilst staying up to date with the ever-evolving laws and regulations in finance.
Stephanie has a strong focus on helping Veterans and specialises in Military superannuation along with Department of Veterans’ Affairs matters. This includes Permanent Impairment (PI) and Special Rate Disability Pension (SRDP) offers from DVA.
Stephanie enjoys AFL and can quite often be seen at the Brisbane Lions home games. She also is an avid music listener and enjoys attending live concerts.
Qualifications:
- Bachelor of Commerce (Financial Planning)
- Master of International Economics and Finance
Teleisha Kurkowski
Teleisha is currently completing her Bachelor of Commerce / Bachelor of Economics and Public Policy at the University of Queensland. Teleisha utilises knowledge from her previous administration role in combination with what she has learnt so far in her degree to undertake the role of CSO. She focuses on the functional activities that lead to enhanced client engagement, checks compliance documents against our internal ledgers and tracks client progress. Teleisha has great communication skills and a keen eye for detail, and we are sure she’ll excel in her role at APEX Financial Advice.
Teleisha enjoys participating in a wide range of sports and also enjoys catching up with friends.
Qualifications:
Currently undertaking a Bachelor of Commerce (Finance)/Bachelor of Economics (Economics and Public Policy)
Miruna Moruz
Recently joining the team Miruna is a welcome addition, bringing her experience and insight as an Army veteran who is actively serving as a clerk in the reserves. She is undertaking a Bachelor of Commerce at the University of Queensland and has a keen interest in financial optimisation and analytics. As a CSO she is responsible for liaising with clients, implementation and conducting compliance checks.
Miruna plays soccer at the FQPL level and is often at the gym or on the running track. She is also an avid gardener and spends her weekends in and out of nurseries.
Qualifications:
Currently undertaking a Bachelor of Commerce, majoring in Finance and Data Analytics
Cristina Watson
Cristina currently undertakes all things administration related for the Apex team. Cristina assists our advisers in every aspect of the financial advice process along with liaising with providers and clients. Cristina has a great eye for detail and has a keen interest in the financial space. Cristina has a Bachelor of Science from University of Queensland with a wealth of experience in problem solving roles.
Cristina is a local to the area and an active mother of four who enjoys time with her family. She is enjoys time down the coast and travelling.
Qualifications:
Bachelor of Science