Our Team

Denis O’Callaghan:

Denis has been part of the financial services industry for over 20 years.  He has a Bachelor of Business, Diploma of Financial Planning, is a Certified Financial Planner and Registered Tax Agent. Denis is also a member of the Self-Managed Superannuation Fund Professionals Association of Australia (SPAA) as well as the Financial Planning Association.

With Denis’ extensive knowledge and experience, you, our client, are assured an ongoing program that is individually tailored to suit your needs so you can achieve your financial goals for the reasons that are important to you.

“Living Life on Purpose is what putting a Financial Plan into place is about. Being held accountable and implementing that Financial Plan is what provides you with all the results and that is where we specialise.”

Scott Saunders:

Scott is our Client Services Manager and joined Alliance Wealth Management in August 2007 after completing a Bachelor of Commerce at Deakin.

Scott ensures all client deliverables are met in an accurate and timely manner our clients are accustomed to. Scott’s week involves communicating with clients, preparing and implementing Financial Plans and measuring strategies against your Cash Flows to ensure the ideas we recommend on paper also work in practice.

Kris Hase:

Kris joined the Alliance Wealth Management team in April as our Client Services Co-Ordinator.

Kris brings with him over 8 years experience in the banking sector and will be contributing his skills and knowledge within our client deliverables team. Kris' week involves client communications, delivery of client reporting and associated tasks.

Tanya Hopkins:

Tanya is our Office Manager. Tanya’s experience and exposure to the office administration environment makes her a valuable asset to the team.

Tanya is responsible for ensuring the flow of work in the office moves through on a timely basis. She will normally be the first person you speak with when contacting us. She is also responsible for marketing and ensuring we reach our goal of 133 Ideal Clients in the most efficient time possible.