General Manager & Partner

Kristi's primary role is to ensure the smooth running of all facets of the business. Prior to joining Vivid Financial, Kristi gained 10 years experience in public relations, sponsorship, marketing, corporate and crises communications, and human resources in both Sydney and London. Kristi is a member of Chartered Secretaries Australia (CSA).  

Partner

Peter is a Director of Australian Financial Services Ltd and Strategy Portfolio Ltd and has been advising clients on their financial planning needs for over 18 years. This experience assists him in providing objectivity in his advice, as he has been part of many clients' financial success. Peter is a practitioner member of the Financial Planning Association (FPA) and a member of the Association of Financial Advisers (AFA). He is also a member of the Australian Institute of Company Directors (AICD).

Jon joined Vivid Financial in May 2003 from the Financial Services division of a large Chartered Accountancy practice in Sydney. Prior to this he began his financial planning career with another AFS practice in Queensland after five years working in general insurance. Jon has completed a Diploma of Financial Planning from Deakin University and the Financial Planning Certificate for the United Kingdom.

Project Manager

Previously Client Services Manager, Beck continues to oversee the Client Services division while primarily focusing on both short and long term projects that arise within the company. Beck joined Vivid Financial in March 2004, has a diploma of Business Administration and is currently studying towards her Bachelor of Business Human Resource Management. She is also a Justice of the Peace. 

Senior Investment Manager & Partner

As Senior Investment Manager, Santi is ultimately responsible for the construction and management of all our client's portfolios, sourcing alternative investment opportunities to meet their objectives. He has been with Vivid Financial for more than eight years and holds a Bachelor of Commerce (Economics and Finance) and a Diploma in Financial Planning.

Head of Wealth Management

Mark's career in finance spans both the United Kingdom and Australia where he has gained significant experience in providing clients with comprehensive financial advice. Prior to joining Vivid Financial, Mark was responsible for building a vibrant financial planning division within a multi-disciplined financial services company in Sydney. Mark holds a Diploma of Financial Planning through Deakin University.

Adviser

Benjamin joined Vivid Financial in January 2007 after moving to Sydney from Wollongong where he was a financial planner. Benjamin has been in the financial services industry for over six years. He holds a Bachelor of Commerce majoring in Financial Planning and is completing his final subject to become a Certified Financial Planner (CFP)

Client Services Manager

Danielle joined Vivid Financial in March 2005. Her primary role is to ensure that all the daily Client Service enquiries are responded to in a professional and timely manner and that the Clients investment recommendations are implemented and proactively monitored. Danielle is currently studying towards her Bachelor of Business Administration.