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Our expert financial planners

Advice Loop’s team of financial planners have a plethora of experience in helping people make smart financial decisions and meet their financial goals.

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Luke Dean

Luke Dean

Financial Adviser, SMSF Specialist Adviser (SSA®)

Luke is the Principal Adviser, Responsible Manager, Owner and Director at Advice Loop. He is driven by the desire to help people put together a plan for a life that’s fulfilling and free of financial stress — both now and well into the future.

While Luke’s knowledge and experience in the financial planning sector is diverse, he has a keen interest in self-managed super funds and has earned the title of “SMSF Specialist Adviser” through the SMSF Association.

This accreditation gives Luke the ability to handle the whole SMSF process — from initial set-up and investment strategy preparation to implementation and advice around borrowing to acquire commercial property and other assets.

Luke holds a Bachelor of Business & Commerce, Diploma of Financial Planning and Diploma of Finance & Mortgage Broking Management. He is currently studying for his Master of Financial Planning.

Book a complimentary chat with Luke here.

Suzannah Gilardi

Suzannah Gilardi

Financial Adviser, SMSF Specialist Adviser (SSA®)

Suzannah is passionate about helping people create the life they desire well before their retirement by establishing wealth-creation strategies and making the transition to retirement as seamless as possible. With a family-oriented approach, Suzannah focuses on simplifying your financial setup, allowing you to live the life you desire in today’s busy world.

Suzannah has gained extensive knowledge and experience in Financial Services, in a variety of corporate and small business roles. Her focus is to deliver financial advice that is tailored to her client’s goals and objectives and ensure that they are making educated financial decisions.

Suzannah holds a Graduate Diploma of Financial Planning, a Graduate Diploma of Applied Finance, a Bachelor of Arts & Commerce, and a Certificate IV in Finance & Mortgage Broking Management.

Book a complimentary chat with Suzannah here.

Shane Debernardi

Shane Debernardi

Certified Financial Planner (CFP®) & Mortgage Broker

Shane is a Certified Financial Planner and lending specialist at Advice Loop.

Shane has broad financial knowledge and experience, which allows him to help young families with their complex financial situations to build their wealth and secure their future. He has copious experience as a lending specialist from first home buyers to refinancers, and debt consolidation to investment purchases.

Helping clients achieve their financial life dreams and living the best version of their life drives Shane. His calming nature, loyalty, dedication, and supportive approach are paramount to the success of his clients and assisting them in managing their finances mindfully

Shane holds a Bachelor of Accounting (Hons), the Certified Financial Planner (CFP) designation, and a Diploma of Finance & Mortgage Broking Management.

Book a complimentary chat with Shane here.

Enisa Ramic

Enisa Ramic

Senior Paraplanner

Enisa is an experienced Finance Professional who has worked variously as a Financial Planner and Paraplanner, as well as many other roles within the financial advice industry. Enisa has an Advanced Diploma of Financial Planning and a Certificate IV in Finance & Mortgage Broking Management.

With such a comprehensive background, our clients are in very good hands when Enisa is assisting them.

Marcus Nyholm

Marcus Nyholm

Paraplanner

Transitioning from emergency services to financial advising, Marcus brings a unique perspective and dedication to his role.

Committed to providing personalised financial guidance, Marcus aims to empower clients to feel confident in their future.

Marcus is in his professional year, with plans to achieve full qualification as an advisor by year’s end.

Flynn Gaffy

Flynn Gaffy

Client Services & Content Marketing Specialist

With a background in marketing and web development, Flynn brings his expertise in writing and technology to Advice Loop.

Flynn is dedicated to creating educational financial content tailored to Advice Loop’s clients, aiming to enhance their understanding of personal finance.

He takes pride in continuously improving automation and efficiency to ensure a smooth and secure client experience at Advice Loop.

Flynn is currently working towards becoming a financial advisor, demonstrating his commitment to providing valuable service to our clients in the near future.

Interested in joining our team? Get in touch.