About Evalesco Financial Services
Our team is motivated by helping good people achieve their financial goals.
Introducing our team
To do our job properly, we have to know a lot about you. So, it's only fair that we share something
of ourselves with you.
Marshall Brentnall Managing Director and Senior Financial Adviser
Jeff Thurecht Director and Senior Financial Adviser
Belinda Marley-Wallace Practice Manager
Warren Desmond Senior Paraplanner
Kristi Teasel Office Administrator & Receptionist
Barbara Richardson Client Services Manager
Phillippa Calder Client Services Manager
Marshall Brentnall Managing Director and Senior Financial Adviser
Marshall is the 2011 Financial Planner of the Year for Professional Investment Services.
Marshall Brentnall was chosen from more than 1400 financial advisers in PIS' Australian network at the 2011 Annual Conference held in Las Vegas in April 2011. The award is judged by the PIS executive and management team based on a combination of factors that include production, professional standards, ongoing activity, business growth, and advocacy of the Group.
Marshall's unwavering commitment to delivering effective and appropriate financial solutions inspired him to branch out on his own and establish Evalesco Financial Services in 2002.
While Marshall is qualified and experienced in providing advice across all of the services Evalesco offers, he particularly enjoys the area of Self Managed Super Funds.
Marshall's clients benefit from his vast experience over 13 years in the financial services industry. He enjoys conquering the challenges every new clients brings.
Before establishing Evalesco Financial Services, Marshall worked at Aviva Australia and Unicorp Partners.
Marshall is a Certified Financial Planner and Member of the Financial Planning Association and Association of Financial Advisers (AFA). He also has a Bachelor of Business (Marketing major and Financial Management sub-major).
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The lighter side
What word do you always spell incorrectly?
None. It's been a while, but I try to live up to my reputation as year 6 spelling champ!
What's the best fancy dress costume you've ever worn?
Serena Williams.
What would you like to be in your next life?
I still have plenty to do in this one yet, but it would no doubt involve strapping on my boots as a Wallaby.
What are your pet hates?
Slow walkers.
Where do you do your best thinking?
Over poached eggs at my local cafe on a Friday morning.
Jeff Thurecht Director and Senior Financial Adviser
Jeff prides himself on building strong relationships with his clients.
Jeff has over 13 years of experience providing holistic financial planning advice to high income professionals and pre-retirees. He specialises in wealth accumulation strategies, debt management, tax planning and self-managed superannuation funds.
His refreshingly honest approach to financial services has earned him the gratitude of his clients and the respect of his industry colleagues and peers.
Before becoming a Director of Evalesco, Jeff was the CEO and Senior Financial Planner at Unicorp Partners, a boutique advisory firm based in Double Bay.
Jeff is a Certified Financial Planner and member of the Financial Planning Association and Association of Financial Advisers (AFA). He also has a Bachelor of Information Technology – while this doesn't relate directly to financial planning, it sure comes in handy when our computers go down!
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The lighter side
What would you order for your last meal ever?
For entrée, seared scallops with soy and ginger. For main, lamb rack with roast vegetables. And if I have room for dessert, sticky date pudding with cream.
What advice would you give to your 16 year old self?
Unfortunately, you're not going to have the professional rugby league career you've been dreaming of, so redirect some of that time and energy to studying instead!
What's for dinner on Sunday night at your house?
Pizza made by me and my four year old son, Oscar.
Describe your worst wardrobe malfunction?
Somehow I packed a mismatched suit jacket and pants for a wedding in Orange. I wore it anyway hoping nobody would notice (not that I had a lot of other options), but that hope was shattered when the groomsman kindly publicised it in his speech.
Belinda Marley-Wallace Practice Manager
Belinda's unofficial title is 'CEO of getting stuff done'.
Belinda's industry experience, attention to detail and project management skills are highly valued by the Evalesco team and our clients. Her number one goal is to ensure that the financial advice process runs smoothly.
Prior to joining Evalesco, Belinda was a Paraplanner for an advisory firm specialising in personal and business insurance. Since starting with Evalesco in 2008 Belinda has relished broadening her knowledge and skills in the areas of wealth accumulation and retirement planning.
Belinda completed her Diploma of Financial Planning in 2008 and also has a Bachelor of Business degree.
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The lighter side
What is your signature dish?
Lime cheesecake. It's fiddly, but I guess that's why it is a winner every time!
What's the strangest thing you've ever eaten?
Ostrich. Let's just say I wouldn't eat it again.
What makes you laugh?
Kids' innocence. If only we could all go back to our childhoods when we didn't have a care in the world.
What's your favourite party game?
Cups is the best party game I know. It's a team sport. Each person drinks their plastic cup full of their choice of beverage, then places their cup upside down on the edge of the table. Only when they have managed to flip that cup to stand right side up on the table does the next person get their turn.
Warren Desmond Senior Paraplanner
If the devil is in the detail, Warren is sure to find it.
Warren brings enthusiasm and a fresh perspective to his role as Senior Paraplanner.
His superior technical knowledge teamed with experience with a diverse range of clients make Warren an excellent support for the Senior Financial Advisers in delivering high quality, holistic and tailored advice.
Warren has five years experience as a Paraplanner and financial adviser with Sydney Financial Services, and as a Paraplanner at Bongiorno Financial Advisers.
Warren has completed a Bachelor of Commerce in Financial Planning and Investments.
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The lighter side
What is your favourite childhood book?
The pokey little puppy.
What are the top three things on your bucket list?
• Travel to India to watch the Australian cricket team play India at Eden Gardens.
• Travel around the US watching an NBA game in each team's home town.
• Spend a day as a high roller in Monte Carlo (may need to rob a bank first though).
When you were a child, what did you want to be when you grew up?
Lolly store owner.
What do you do when you really want to treat yourself?
Cook up a big bowl of buttered popcorn, close the blinds, turn off the phone, and laugh myself
silly at 'Itchy and Scratchy' cartoons.
Kristi Teasel Office Administrator & Receptionist
Kristi is our 'Director of first impressions'
Kristi does a great job of looking after the administration of the business, allowing the Senior Financial Advisers to focus completely on their clients.
Prior to joining Evalesco, Kristi assisted a firm of lawyers in Hurstville for six years in their day to day operations.
The lighter side
Who is your favourite author?
It's a tie between Jodi Picoult and Paullina Simmons.
What do you do when you really want to treat yourself?
Pamper myself with a massage or facial.
What was your first ever paid job?
Checkout chick at Toys R Us.
If you could live anywhere in the world, where would it be and why?
The Greek Islands. Rather than just choose one, I would island hop chasing the breathtaking views, perfect climate and the amazing food and drinks.
Barbara Richardson Client Services Manager
If it's true that it's the quiet ones you have to watch, we better keep a close eye on Barbara.
Barbara's key role is to assist our financial advisers in delivering superior quality advice and solutions to our clients.
Barbara works tirelessly behind the scenes to make sure that all of the pieces of the advice puzzle fit into place. She spends most of her time liaising between our clients and the recommended product and service providers.
After working in the legal industry for 12 years and financial planning for the last nine, Barbara came to us with strong recommendations. The highest recommendation came from her four sons who she has served well for over 25 years (perhaps that's where she learnt to juggle tasks so well!)
The lighter side
How would your best friend describe you?
Loyal, always available for a chat and encouraging word.
What was your first ever paid job?
Waitressing at the National Gallery of Victoria, where I served British Royalty.
What is your favourite time of the week?
Friday night - I take my boys to their youth groups then chill out, for tomorrow we sleep in and have a leisurely breakfast (before soccer).
What's your all time favourite movie, and why?
I have two and they are very different from each other. The romantic side of me would say 'The Proposal' because love always shows its shining light. My
compassionate side would say 'The Shawshank Redemption' because even in the face of persecution and adversity, there can be a happy, peaceful and righteous outcome.
Phillippa Calder Client Services Manager
Phillippa thrives on dotting the i's and crossing the t's
Even if Phillippa doesn't attend a client meeting, her presence will definitely be felt. She will have prepared all the information required by our financial advisers for a productive meeting, and she will follow up all the action items with clients, product and service providers, and our team members.
Phillippa has an extensive background in the financial services industry, working for six years as a Practice Development Manager with Professional Investment Services and prior to that 11 years in various funds management roles.
The lighter side
What was your favourite childhood toy?
When I was a toddler, my mother knitted a dark green woollen donkey with a white fur mane. The furry mane tickled my nose.
If you won $1,000, how would you spend it?
As we have just finished major house renovations, I would put it towards our mortgage. I guess our life is no different to many other young Australians.
Describe your perfect day.
It would be a typical Sydney summer day, warm and blue. In no particular order, the day would involve coffee, friends, family, food and wine.
What's your pet peeve?
My husband taking the last chocolate biscuit and not replacing the packet!
