Meet the team

Our team is the business. So let’s get the introductions underway.

John Kazakoff

Managing Director

Founding Partner of Arrive Wealth Management.

Get to know John better.

Brett Roberts

Director

He makes an art form out of creating and protecting wealth.

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John Sullivan

Director

No one knows complexity or super better than John

Get to know John better.

Jay Murphy

Director

Knowledge is a beautiful thing. Jay loves to share his.

Get to know Jay better.

THE KEY PLAYERS

The core team with a prestigious collective background, form the heart and soul of Arrive.

John Kazakoff Managing Director

BCom CA FFin CFPTM LRS® FTI MeSAFAA

One of Arrive’s founders, John has a rock-solid background as a Chartered Accountant and tax advisor to high net worth individuals.

He’s a member of Chartered Accountants Australia and New Zealand, Stockbrokers Association of Australia and the Financial Ombudsman Service along with being a Fellow of the Tax Institute and Associate Member of the Financial Planning Association of Australia and FINSIA.

“With my wife and our two young girls, we lead a great life here in Brisbane. Like any young family, travel and holidays are high on the list. But I have a green side; my inner-city horticultural pursuits have earned me the ‘Farmer of Queen Street’ title. Work keeps me busy but a few bouts of Muay Thai always helps me let off steam”

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Brett Roberts Director

BBus (Accy) LLB CA DipFS (FP) MeSAFAA

A Chartered Accountant by trade, Brett joined the financial planning industry after many years with PricewaterhouseCoopers, specialising in tax advice to high net worth families. He also worked with BP Oil International in London, specialising in capital markets.

He’s a Member of Chartered Accountants Australia and New Zealand, Stockbrokers Association of Australia and the Financial Ombudsman Service.

"Away from work, it's all about family: my beautiful wife, Mel and our two young kids, Coco and Harvey. As a lover of Italian food, I'm naturally a connoisseur of fine red wine too. But it's all about balance and that's why I'm a crossfit regular. Travel? I'd love to, but it'll just have to wait until the kids are bigger."

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John Sullivan Director

BA BBus (Accy) CPA (FPS) DipFS (FP) SSA™ MeSAFAA TEP

John joined Arrive after senior management roles in the taxation and business sectors where he provided strategic advice to business owners and high net worth clients. These days, John’s accountancy skills are integral to creating wealth and protection strategies for Arrive clients.

He’s a Member of CPA Australia, Financial Planning Association of Australia, Stockbrokers Association of Australia, SMSF Association, Society of Trust and Estate Practitioners and Financial Ombudsman Service.

“Along with my wife Glenda and teenage kids, travel is a high priority in our household. I’m also a keen cyclist and love the challenge of the ironman event. Nothing’s more exhilarating than crossing that finishing line”

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Jay Murphy Director

BBus CA CTA MAppTax DFP MeSAFAA

A PricewaterhouseCoopers Private Clients alumni, Jay provided tax consulting, compliance and superannuation services to high net wealth individuals and families.

At Arrive, he’ll design a solution that fits like a glove. He’s a Member of Chartered Accountants Australia and New Zealand and the Financial Ombudsman Service. He is also a Chartered Tax Advisor of The Taxation Institute and a Member of the Stockbrokers Association of Australia.

“I’m an adventurer at heart. I like nothing better than the freedom of motorbiking, sailing and skiing with my wife Dana, two kids, family and friends.”

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THE SPECIALISTS

When you need advice, analysis or planning expertise, our specialists deliver with pinpoint accuracy:

Michael Lange Associate Advisor

BCom (Accy) CA CFP DipFS (FP) MESSA CIMA

A Chartered Accountant, Certified Financial Planner™ and Certified Investment Management Analyst, Michael specialised in superannuation before becoming a financial planner.

He’s a proud member of Chartered Accountants Australia and New Zealand, Financial Planning Association of Australia, Stockbrokers Association of Australia and the Financial Ombudsman Service.

Annie Dawson Associate Advisor

BCom CA GDip FP SSA™ AFP

Annie is a Chartered Accountant and accredited SMSF Specialist Advisor™with over a decade’s worth of experience in specialist accounting and superannuation advice to accountants and other advisers.

She’s a proud member of Chartered Accountants Australia and New Zealand, SMSF Association, Financial Ombudsman Service and an associate member of Financial Planning Association of Australia.

Nicola Mewing Associate Advisor

BCom CA Dip FP

Nicola is a Chartered Accountant with a strong background in Audit and compliance, having worked with Deloitte for over four years.

She’s a proud member of Chartered Accountants Australia and New Zealand and holds a Diploma of Financial Planning.

THE INVESTMENT COMMITTEE

They live and breathe investments. Our Committee includes Arrive’s Board of Directors and other esteemed consultants:

Jonathan Pain

Director of JP Consulting NSW Pty Ltd. Jonathon has over 30 years international investment experience. Having headed up teams in London, Bahrain and Australia and his previous roles include Executive Director and Chief Investment Strategist of HFA Asset Management, Chief Investment Officer of Rothschild Australia Asset Management, Head of Investments at Gulf International Bank in Bahrain and Chair of the International Asset Allocation Committee at Paribas Asset Management in London.

Jonathan has joint Honours Degrees in Economics and Politics from Keele University and a Masters Degree in Finance from Exeter University.

He writes the widely read investment newsletter 'The Pain Report' which provides an independent perspective of financial markets and the world economy. Jonathon is a regular public speaker worldwide, specialising in Global Markets, Asset Allocation and Portfolio Construction.

Felix Stephen

Felix has over 45 years experience in international banking, treasury, fixed income, foreign exchange and portfolio management. He has served on asset allocation, risk and investment strategy committees at funds institutions both here and overseas. He has authored numerous financial research papers and was a member of the market practices committee at the Central Bank of Ceylon.

In his previous role as Head of Investment Strategy and Research with Advance Asset Management, Felix designed asset allocation strategies across diversified portfolios, drove the consultation, analytical and research agenda along with the publication of regular research papers for Advance's retail and institutional clients. He's a well-known public speaker, makes regular TV appearances and has keynoted at conferences worldwide.

Nowadays, Felix devotes much of his time and resources to helping underprivileged people and is Chairman of Volunteers to Assist Children with Disabilities (VACD), a Sri Lankan charity.

Chris Adams

Chris' career has included working with some of the world’s best-known companies and is currently a Non-Executive Director of listed company Newzulu Limited. Always at the nexus of innovation Chris' outcomes always result in change.

In previous roles, Chris worked with Facebook, helping create the ubiquitous 'Share' button, he helped eBay'’s Jeff Skoll build and run Participant Media serving as Chief Vision Officer and SVP of Business Development during its first slate of movies (An Inconvenient Truth, Syriana, North Country, Good Night, And Good Luck, Charlie Wilson’s War and others). For Amazon and Lycos, he headed up Entertainment Business Development.

Chris has degrees from The University of Denver in English Literature and Communications and MFAs in Film and Television Studies as well as Creative Writing from The University of Southern California.

THE SUPPORT CREW

They keep things ticking along smoothly ensuring success every step of the way:

Caroline Nel
Strategic and Technical Assistant

Catherine Porter
Manager – Life Insurance Services

Susannah Thomsett
Client Services Assistant

Shaun Harvey
Client Services Assistant

Cheryl Randall
Team Administrator

Felicia Bernhardsson
Client Services Assistant