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Our Team

  • ANTHONY D'ALESSANDRO

    Anthony D'Alessandro

    Director/Founder and Senior Financial Planner
    Authorised Representative of Consultum

    Anthony is a founder and Director at Required, and has over 28 years of experience in the financial services industry.  Anthony’s mastered all aspects of financial planning, but he’s particularly well known for his self-managed super fund (SMSF) knowledge and advising, with a strong SMSF strategic advice focus for clients in accumulation and pension phase. Anthony is one of Australia’s leading mortgage brokerages, specialising in advising clients with residential, commercial and development lending transactions along with finance restructuring, personal insurances advice, managed investment products, and securities advice. “Anthony’s prime focus is to deliver the best financial advice and outcomes in a cost effective manner for our clients, throughout every stage of their life journey.”

    Anthony has assisted new and existing clients with important decision-making in line with their lifestyle and financial objectives. He helps with developing, negotiating and implementing most financial decisions for his clientele.  He also mentors team members and clients, manages internal corporate governance, and is committed to making Required the best practice in every way for the benefit of our clients.

    Over the years, Anthony has won numerous industry awards, including the 2016 Consultum Financial Advisor of the year and many Mortgage Brokering awards. Furthermore, Anthony has held corporate board positions with National Mortgage Brokers with achievements including the successful negotiation and sale process to Aussie Home Loans back in 2011. Proudly, Anthony with the help from his experienced team, has helped broker in excess of $1.25 billion of settled loans and is responsible for managing in excess of $280 million of clients funds under advice.

    Outside of work, Anthony enjoys keeping fit and spending time with his family and friends.  "I love my sports - especially Formula 1 and English Premier League with a very strong passion for the Liverpool Football Club and community sports my kids are involved in." Anthony says.

    His biggest and proudest achievements are being a supporting father of two boys, supporting local community endeavours and in terms of business - actually seeing clients financial goals come to fruition”.

    You can contact Anthony on (03) 9695 5600 or anthonyd@required.com.au
    To see Anthony’s advisor profile, click here.  To view Anthony’s LinkedIn profile, click here.

    All financial planning and risk insurance advice is provided by Consultum Financial Advisers AFSL 230323.


  • CHRISTOPHER DÉSIRÉ

    Christopher Desire, Required Finance, Financial Planning, Required Financial Services, Wealth, Self Managed Super, SMSF, Investment Strategies, Superannuation

    Associate Advisor SMSF

    Authorised Representative of Consultum
     

    Christopher is an Associate Adviser – SMSF at Required Financial Services. Christopher has been a Senior Paraplanner with Required Financial Services since 2011. Christopher holds a Bachelor of Economics & Finance (RMIT University), Graduate Diploma of Financial Planning (FINSIA) and the CFP ® Professional Certification.

    Christopher specialises in Self-Managed Superannuation Fund strategies including Limited Recourse Borrowing Arrangements, Pensions and Contributions Strategies, superannuation legislation update, social security, and financial plan structure and development.

    Christopher is responsible for Investment Markets Research and providing technical assistance to the financial planning department. Christopher has an innate ability to understand and apply Investment strategies based on the client’s needs and objectives, possesses top-rate analytical skills, written and verbal communication that is professional and efficient, and maintains that attention to detail is his highest priority. “My goal is to provide a superior client experience, and construct comprehensive plans that will enable our clients to experience the flexibility that comes from having a sound financial strategy in place”.

    "I have a keen interest in financial markets and I have a strong passion for the way I can affect people's lives in a meaningful and positive way," Christopher says. Christopher is a keen soccer fan (i.e. real Football) and an avid supporter of the English football club, Liverpool FC.

    You can contact Christopher on (03) 9695 5600 or christopherd@required.com.au
    To see Chris’s advisor profile, click here. To view Christopher’s LinkedIn profile, click here.
     
    All financial planning and risk insurance advice is provided by Consultum Financial Advisers AFSL 230323.

  • ROSS PALMINGTON

    Ross Palmington, Required Finance, Financial Services, Financial Planning

    Mortgage Administration Manager

    Ross is a long-term key player in our team at Required, and has been working in the financial services industry for 42 years.  Ross holds an Associate Diploma in Business (Banking & Finance).

    Ross specialises in Mortgage Administration and Office Management.  His role involves mortgage loan submissions, rapport building with lenders and clients, database management, customer file/audit requirements, customer services, and troubleshooting clients’ post-settlement needs.
     
    Ross’ strengths include superior communication skills, policy and procedural knowledge, I.T. and software troubleshooting.  “My aim is to ensure Required operates like a well-oiled machine, to give our team the best possible platform from which to deliver our clients a satisfying, and rewarding experience”.
     
    "I enjoy live music, reading, dabbling with computers and watching sport – Cricket is a major interest of mine as well as the Richmond Football club of which I am a proud member." Ross says. His proudest achievements are seeing his children fulfilling their ambitions.
     
    You can contact Ross on (03) 9695 5600 or rossp@required.com.au

  • ALEX HULL

    Alex Hull

    Paraplanner

    Authorised Representative of Consultum

    Alex is a Paraplanner at Required Financial Services and has 5 years’ experience in Banking and Financial Services. Alex holds a Bachelor of Commerce majoring in Accounting, a Diploma of Financial Services, and it is currently completing the Certified Financial Planner (CFP) program.

    Alex is responsible for providing technical assistance to the financial planning department and assisting with developing strategies to assist with meeting our clients’ financial objectives. Alex's strengths include accuracy, efficiency, clear communication and providing professional and prompt service to our clients. "My goal is to contribute to Required's reputation of providing outstanding service and ensuring that all of our clients financial planning needs are met." 

    "I enjoy keeping up to date with domestic and international share markets and analysing market movements," Alex says. Alex's greatest and memorable achievements are completing his tertiary studies and getting married. Outside of work Alex enjoys training at the gym and overseas travel. He is an avid follower of Geelong Football club and Manchester United F.C. 

    You can contact Alex on (03) 9695 5600 or alexh@required.com.au.

    All financial planning and risk insurance advice is provided by Consultum Financial Advisers AFSL 230323.


  • KRYSTAL WOODS

    Krystal

    Client Services Officer
     

    Krystal joined Required in November 2015 and has been in the Financial Services industry for 6 years. Previous to this position her roles have included being a Personal Assistant to three Financial Advisers as well as a Client Services Officer to the Private Wealth department. 

    Krystal is responsible for arranging client meetings, client account applications from start to end, responding to clients enquiries and helping the Required Financial Services team with everyday support. Krystal has her Diploma of Financial Services (RG146) and Certificate IV in Finance and Mortgage Broking. 

    “My favourite part of my job is building ongoing relationships with our clients and knowing that I am assisting them to meet their financial goals & objectives. I want the clients to feel that Required Financial Services are someone they can trust in helping them reach their financial peace of mind”. 

    Outside of work Krystal loves shopping, cooking for friends and family, and spending the weekends with her Partner and pets.

    You can contact Krystal on (03) 9695 5600 or krystalw@required.com.au

     


  • LISA MUNRO

    Lisa

    Client Services Manager – SMSF

    Lisa has recently joined Required in July, 2017. Lisa has been in the Financial Services Industry since 2011, having extensive experience in Client Service and Adviser Support roles. Lisa obtained her Advanced Diploma of Financial Planning in 2016, and has also completed specialist training in Self-Managed Superannuation Funds.

    Lisa is responsible for assisting the Advisers in all functions and aspects associated with establishing, processing and maintaining business in the areas of Financial Planning. Lisa is very committed to delivering excellent customer service and is always enthusiastically looking for ways to refine processes and procedures to ensure client service expectations are always met.

    Away from work, Lisa enjoys spending time with family and friends, and most importantly taking her Labrador, Bella on long walks.

    You can contact Lisa on (03) 9695 5600 or lisam@required.com.au.


Required Financial Services Pty is an Authorised Representative of Consultum Financial Adviser Pty Ltd, ABN 65 006 373 995, AFSL 230323, Consultum is part of the IOOF group
 
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