With in excess of 50 years in financial services, Don has managed to notch up more than most serving our industry. In 2014 he was admitted as an Honorary Lifetime Member of the Australian and New Zealand institute of Insurance and Finance. A career that includes senior Life Office management and International Insurance Broking,
Don has been a principal of financial services distribution organisations since 1989. An active commentator in the Press, he is know for his outspoken views in support of quality financial advice. Married to Gayle since 1972, Don is a proud father to 2 sons and a daughter and a grandfather to his little mate Jack. Don was a qualified SCUBA instructor although he now struggles to fit in the occasional splash.
John is one of the two Executive Directors of Synchron. His primary responsibilities are compliance and regulatory matters, professional indemnity insurance matters and investment advice.
He is a CFP ®, FChFP and a Justice of the Peace in Victoria.
He has been a financial adviser for more than 35 years and has worked in financial services for over 50 years.
He is trying very hard (largely unsuccessfully) to get one day off per week to play golf!
Keith Cullen is the founder and managing director of WT Financial Group Limited and is the largest (non-institutional) shareholder. He has 37 years of experience as a corporate executive and entrepreneur across the broadcast media, technology, and financial services sectors. Keith successfully conceived and implemented the strategy to pivot the group from its previous B2C focus to a primarily B2B focus through the acquisitions of Wealth Today, Sentry Group, and Synchron.
Keith sits on the Company’s Audit & Risk Committee and the Remuneration & Nomination Committee.
Spanning 3 decades, Justin’s career includes Actuarial & Superannuation Consulting, Business Development, and providing the full spectrum of Financial Advice to individual and corporate clients. With his legal experience, he joined Synchron in 2020 and has overseen the Dispute Resolution process.
Justin excels and enjoys in supporting the Synchron Advice network and aims to ensure that Synchron is the licensee of choice for financial advisers.
David Newman has over 35 years of experience as an executive in financial services, with a successful track record in managing and guiding organisations through major and challenging transformations.
Specialising in strategic planning and execution, David is joint-COO of WT Financial Group focussing on business development operations and management of the Sentry and Synchron subsidiaries.
With over 20 years experience in the management of financial services operations, Phil Osborne brings you a broad knowledge of this industry sector.
Having served as a Director and Responsible Manager of Australian Financial Services licensees, Phil understands governance issues at the highest level as well as the management of financial planning practices and the provision of personal advice.
In the year of grand Millennium 2000, I changed my career path from ‘the World of Entertainment’ (Crown) to ‘the world of Financial Planning’ and have never looked back. Quite obviously, my unique skill is looking after high rollers! Through my journey of various roles in financial planning I have discovered my devotion and passion in helping advisers with the delivery of best advice and service to customers.
Before joining the Synchron family, I worked as Practice Technology Coach at CBA for 13 years.
Outside the office, when I am not thinking of work, I enjoy reading, dancing and watching movies. My friends say I am a good cook, but I don’t like cooking. I would prefer to wash dishes instead!
Samantha has been involved in a variety of accounting roles during her career including Bookkeeping, Financial Accounting Assistant, Tax Accounting Assistant and Commercial Manager before becoming Synchron’s Accountant in 2009.
Samantha has a passion for working with numbers and while looking after the accounts also assists with the Remuneration department. When she’s not working with numbers she enjoys time with her family, reading, camping and watching fast loud car racing.
Jonathan started his journey in financial services as a retail banker at ANZ. Since then he has accrued 15 years of experience in the sector with a strong focus on registries and facilitation of client transfers. He started as departed Director Paul Rigelhuth’s Personal assistant and has since lead a team whose focus is on client transitions. He has a strong focus on customer service and is passionate about efficient accurate processes.
With his true love being with the theatre he enjoys the putting together most PD Days live and virtual.
Susan has over 40 years’ experience in administration in many varying roles as a Personal Assistant/Executive Assistant in Mining, Engineering, Medical software, Legal, Serviced Offices, Banking and Financial Planning.
Susan has always had a passion around Administration but also enjoys time with her family and friends, enjoys music & dancing and dining out.
Josie has over 40 years’ experience in administration in many differing roles such as a Legal Stenographer, Real Estate Property Management both commercial and residential, General Insurance agent, Bank Teller, Bookkeeping, and now Executive Assistant to Don Trapnell and Office Manager at Synchron with in excess of 40 staff.
With her true love of administration and looking after staff she has an even greater love for her family and most importantly her perfect granddaughter Indiana.
Sarah has completed a Bachelor of Science & Business, majoring in Maths & Economics at Flinders University in Adelaide, along with a Diploma of Financial Planning. Sarah’s experience in the finance industry spans over 19 years, in roles including insurance adviser and most recently Sales Executive for MLC Insurance. Sarah has built her career on initiating, managing, strengthening and maintaining strong client relationships, and is driven by new challenges.
Originally from the well know beach side suburb of Glenelg, in Adelaide, Sarah has also spent time residing in regional Mildura and London. Sarah & her husband David have made their home in Melbourne with their 3 beautiful daughters, Annabelle, Sophia & Florence.
Sarah loves spending time at the beach with her family and in her garden tending to her roses, travelling, bike riding and most recently has taken up roller skating with her daughters.
Ben commenced in financial services in 2005. Since then, Ben’s experience has stretched across retail life insurance, retirement income and aged care, with the majority of his professional life spent at Asteron Life and Challenger. In 2021, Ben was appointed to the position of QLD State Manager for Synchron.
Ben is a keen contributor to both Youngcare and Legacy Australia; is a sporting tragic; as well as being a proud husband, and father to two robust boys (future Wallabies perhaps?!).
In his spare time Ben masquerades as a phantom racecaller, auctioneer, and Master of Ceremonies.
Bernie’ s passion in Financial Services is to align similar minded Professionals to better service their Clients with the best of breed Referral Partners.
Having worked as an Underwriter at State and Head-Office levels and winning awards for Excellence in Customer Service Bernie became a Business Development Manager in Risk and Funds Management winning awards for New-Business Inflows and Retention.
Joining Synchron in 2012 Bernie has grown the State from 14 to 105 Planners many of whom are now aligned with Referral Partners in Accounting and Lending.
Outside of work Bernie’s interests are vintage cars, golf and spending time with Maria travelling to country towns in Western Australia and learning about their history
As a son of a Police Officer and a Queenslander, Matthew had aspirations of following his father’s footsteps. However, since Matthew faints at the sight of blood, he found his calling in the financial services industry instead.
After a robust 6 years running and growing his own financial planning business, and also marrying the love of his life Renee and having 3 beautiful girls, he joined Synchron as State Manager of NSW.
Ever since Steve Smith ruined Matthew’s cricket test career aspirations, he hasn’t looked back and loves helping and growing the Synchron advisers and building the family feel within this large Synchron family.
Emma has an extensive background in financial services and has held roles across the industry including Director & Project Manager at Fusion Practice Solutions, Client Development Manager at AIA Australia & Financial Planning Assistant/Practice Support Officer.
Emma is also a Synchron Next Gen graduate & has extensive experience with assisting & helping advisers & their practices
Emma was also a Money Management BDM of the Year finalist in 2018 & is well known across the broader South Australian financial services market. She holds a Diploma of Financial Planning (KAPLAN), Certificate III in Aged Care & holds various coaching & sales training accreditations