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David Harrison
Role: Financial Adviser / Director Began with Money Options: 1999 Qualifications: Diploma in Financial Services, Certificate in Financial Markets David has been in the financial services industry for over 20 years, where he initially served as a Police Officer with the South Australian Police Department between 1990 and 1997. David began his financial planning career in August 1997, initially starting off as an Authorised Representative for MLC and Financial Wisdom before embarking on his own venture - starting up his own successful Financial Planning business in 1999, called Money Options. David and his staff joined Pinnacle in March 2018 through to June 2019 and have now re setup Money Options and opened a new office in Glenelg. Money Options Pty Ltd now holds its own Australian Financial Services License (AFSL: 516163) and David is an Authorised Representative of Money Options Pty Ltd. David strives on providing his clients with ongoing professional, honest and an educated service which he believes is the key to the high quality, long term relationships he holds with his clients. David has the following qualifications:
To contact David, please email enquiries@moneyoptions.com.au |
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De Atkin
Role: Loan Consultant Began with Money Options: July 2015 De Atkin has been working in the finance industry for over 25 years. Initially commencing with a major financial institution in 1987, De quickly worked her way up to the position of Lending Manager writing consumer loans. De then continued to work with other financiers, with short breaks over the years to raise her family. She has three boys, so understands the importance of financial security. Having also bought, renovated and sold several residential properties, De has a broad range of experience and knowledge in the real estate market. To contact De, please email de@moneyoptions.com.au or phone 0410315264 |
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Desiree Ruby
Role: Client Support Services Began with Money Options: July 2012 Desiree Ruby joined the Money Options team in July 2012 as the Client Service Manager. Desiree was new to the financial service industry when starting but had over 20 years’ experience in a broad range of administrative roles. Desiree oversees the majority of client related projects and procedures ensuring that our office processes run smoothly, providing our clients with the best service we can. She is also our Compliance Manager, ensuring that we have all the necessary systems in place to meet any legislative requirements. Desiree enjoys spending time with her two young girls, family and friends in her spare time. To contact Desiree, please email desiree@moneyoptions.com.au |
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Prisca Harrison
Role: Client Services / Marketing Began with Money Options: 1999 Prisca Harrison began with Money Options from inception and works part time on Reception and helping on an administrative side. She also oversees the marketing projects for Money Options. Prisca has worked in the financial services industry since 1998, working for a couple of Funds Management companies. Prisca enjoys balancing her role at Money Options along with her role as a busy mum of three children. To contact Prisca, please email prisca@moneyoptions.com.au |
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Stefan Russo
Role: Adviser Assistant / Paraplanner Began with Money Options: July 2021 Qualifications: Bachelor of Commerce, Bachelor of Applied Finance Stefan joined the Money Options team at the beginning of July to take on an Adviser Support/Paraplanning role. Stefan has worked in the financial planning industry as a Paraplanner since 2018. Prior to this he worked in various support roles in boutique financial services offices around Adelaide. In 2020 he graduated with a double degree in Bachelor of Commence / Bachelor of Applied Finance from University of South Australia. Stefan is married and he and his partner have two small children which takes up most of any spare time he has! Stefan has the following qualifications:
To contact Stefan, please email stefan@moneyoptions.com.au |
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Kat Chamber
Role: Client Services Support Began with Money Options: May 2021 Kat joined us in an Administrative Support role bringing with her several years of experience in different fields. She has had four years as a Manager in a fast-paced customer service company and two years’ experience in the Financial Services industry. This role gives her the chance to improve her financial services industry skills and work with people in different roles. Kat has two young children and enjoys bonding with them during her spare time by travelling to different places or watching movies at home. To contact Kat, please email enquiries@moneyoptions.com.au |
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Ryan Perkins
Role: Client Services Support Began with Money Options: May 2021 Qualifications: Bachelor in Business Administration (major Financial Management) Ryan joined us in May in an Administrative Support role. He has experience as a Financial Planning Assistant with another financial planning company and prior to this, he worked for a financial data provider company as an Equity Research Analyst, as well as a Portfolio Accountant in a Hedge Fund/Mutual Fund company. Ryan has a bachelor’s degree in Business Administration (major in Financial Management) and currently planning to continue his Masters Degree in Business Administration. Ryan has the following qualifications:
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