Want a realistic financial strategy to fit your unique situation and help you to reach your goals?
The people of Plansure.
Catherine James
director + Financial Strategist
Likes // Dad jokes. Exploring the world with family. Shoes. Outdoor adventures. Nice wine. Thai food.
Dislikes // Messiness. Windy days. People who sweat the small stuff.
From the age of fifteen, Cat knew she wanted to be a financial strategist and true to her determined, goal-driven nature, Cat has worked in the financial planning profession for over 16 years. Now as the leader of her own firm, she’s passionate about creating strategies for her clients so they don’t have to worry about money.
Melissa Miller
Financial Strategist
Likes // Travel with the family, My dogs, Visiting a winery, Coffee, Italian food.
Dislikes // A messy house, it stresses me out, Mushrooms, Winter, Inconsiderate people.
It was through her personal experience of requiring financial advice at a young age that sparked her interest in finance and led her to the career path as Financial Strategist. Melissa has 20 years’ experience in the financial planning industry. Melissa feels it is a privilege to partner with clients and work through strategies to help protect and grow their wealth.
Sanja Cronis
Practice Manager
Likes // Summer. Gin and Tonic. Steak. Smoked meat and cheese platters. Good planning.
Dislikes // Onions. Cold weather. Ignorance. Exercise. Garnish on food. Inefficiency.
If there is a way, Sanja will find it. If there is a question, Sanja will have the answer. And if there is a problem? She’ll solve it. Never one to settle for less than perfection, she ensures everything is running smoothly in all aspects of the Plansure business. Sanja has 20+ years’ experience in the financial planning industry.
Alicia Adamcewicz
Client Services Manager
Likes // Mexican food. Scarves. Margheritas. Squash (the sport). Coffee. A good savings plan. Pierogi. Camping.
Dislikes // Olives. Cricket. Folding Washing. Drivers who don’t stay left. A messy house. People who cut in line.
Alicia will stop at nothing to get it done for our clients. Never one to accept “no” for an answer, the ever optimistic Alicia will pursue each and every avenue to ensure our client strategies are correct, ready and implemented to perfection - all the while, wearing a smile!
Hana Keric
Client services manager
Likes // The beach. Tomatoes fresh from the veggie garden. Novels. Netflix docos. Orchids. Vietnamese food. Musicals. Cocktails. A great pair of jeans.
Dislikes // Juice froth. Clothes that shrink in the wash. Bad traffic. Overly crowded places.
Hana loves ensuring the clients of Plansure feel confident that they’re being looked after with genuine care. A champion of good, old-fashioned customer service, Hana’s number one priority is ensuring we always deliver unbeatable service to our clients.
Christie Pond
paraplanner
Likes // Saving and planning for my next holiday. Thai Food. Binge watching Netflix. My adorable children (and husband).
Dislikes // Shoppers who don’t put their trolleys away. Anchovies. Vacuuming.
With 22 years under her belt working in the financial planning profession, Christie is Plansure’s strategy mastermind who creates solid financial plans for our advisers to ensure they are able to implement their recommendations while crossing all the T’s, dotting the I’s and striking the $’s!
Yash Lalit
Client Services Manager
Likes // Seeking outdoor Adventures. Running. Cooking Food. Tap Beers. Card Games.
Dislikes // Messy Kitchen area, can never stand it. Summer. People who refuse to let you in while changing lanes.
Yash has completed his Masters in Financial Planning at UniSA to fulfill his aspiration of becoming a Financial Advisor in the future. Being a people person, he thrives on client interactions, leveraging his passion for problem-solving by empathetically putting him in their shoes.