- G Dip Education
- SMSF Specialist Advisor TM
Montefiore & Co has a strong focus on education for all staff. We believe that this emphasis on education allows us to better understand and advise our clients. At Hillross Montefiore & Co our objective is to partner with our clients to develop long term strategies that adopt a team approach with other professional advisers including lawyers and accountants. This ensures that all of the advisers are all working towards the one common goal- our client’s wealth and happiness.
Meet our team
Private Client Adviser
Arash enjoys working with clients to save, grow and protect their wealth so that…
Private Client Adviser
Monica Rayos is a Private Client Adviser at Hillross, focused on providing clients…
Jessica is the dedicated Practice Manager at Hillross Montefiore & Co and…
Jessica is the dedicated Practice Manager at Hillross Montefiore & Co and oversees all Administration and HR duties. She joined Hillross in 2016 from Hamilton Island, where she held various positions with a primary focus on the client experience for the island's affluent visitors. She does not only bring a wide range of administrative and interpersonal skills to the role but also vast experience in the professional service industries. Jessica knows that the client is one of the single most valuable assets to any business. Her attention to detail, customer-centric approach and welcoming nature enables her to deliver an excellent experience to our clients, which is her number one priority. Jessica is a Justice of the Peace (Qualified).
Private Client Administrator
Katie is the newest member of the Hillross Montefiore & Co Family and our…
Katie is the newest member of the Hillross Montefiore & Co Family and our clients’ first point of contact. With a background in retail management, she brings 15 years of customer service experience to her new role. Katie assists our advisors with their administrative tasks and supports our Practice Manager Jess. Her cheerful and welcoming demeanour and her reliability, eagerness to learn, and diligence already made her a valuable Team Member in the few months she has been with Hillross. Katie’s goal is to become as knowledgeable as possible in her role and to support the team and our clients with the highest level of service.
Melissa joined our team at Hillross Montefiore & Co in the role of Paraplanner in…
Melissa joined our team at Hillross Montefiore & Co in the role of Paraplanner in early 2020, predominantly preparing Records of Advice (ROAs) for our clients. She holds a PhD in Science & Applied Mathematics from Griffith University and brings with her 8 years of experience in the financial industry as Client Service Officer, Paraplanner and Financial Planner. Melissa’s efficiency and collaborative nature help her to deliver results and ensure the best outcome for our clients. When Melissa started her role, her goal was to become a valued member of the team, which she has accomplished in record time by being a reliable and supportive team player with attention to detail.
Anh Huy Tran
Private Client Services Officer
Huy holds a Bachelor of Commerce majoring in both Accounting and Financial Planning…
Huy holds a Bachelor of Commerce majoring in both Accounting and Financial Planning at Griffith University. He started with Hillross at the beginning of 2017 as an intern while completing his undergraduate degree. Huy enjoys making clients financial affairs easier by providing professional, dedicated services with a primary focus on salary packaging and administrative duties.
Private Client Services Officer
Jack, who recently completed his Bachelor of Commerce with a Major in Finance &…
Jack, who recently completed his Bachelor of Commerce with a Major in Finance & Financial Planning, transitioned from Financial Planning Intern at Hillross Montefiore & Co to Private Client Services Officer. He efficiently supports our advisors with implementation, client reviews, salary packaging and research. Finance is Jack's passion, and he has a keen interest in the stock market and investing. His charismatic and friendly approach with clients and suppliers alike makes for a fantastic client experience. Jack's professional goal is to develop his skills and knowledge in the financial services industry to become a financial advisor after he obtains his degree. Outside of work, he would like to become a volunteer firefighter to support his local community.
Financial Planning Intern
Arthur started with Hillross Montefiore & Co in July 2019 where he completed a…
Arthur started with Hillross Montefiore & Co in July 2019 where he completed a week of work experience. Arthur showed a lot of heart and promise which led us to offering him an internship with the firm. He is currently studying a dual degree in Economics and Mathematics at the University of Queensland. He assists our advisors with document preparation and research while also supporting our Practice Manager in administrative tasks. Arthur is a dedicated and valued member of the team and his work ethic and accountability will see him to a successful career in the Finance Sector after his graduation.
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