David Newman is a significant shareholder of Sentry’s parent company WT Financial group Limited (ASX: WTL) with 35 years of financial services experience, specialising in strategic planning and execution. David is joint-COO of the group focussing on business development operations and management of west-coast operations. He is also managing director of WTL’s Sentry Group subsidiary.
Danny Maher is an industry executive with a broad range of experience across 40 years in financial services in GM, RM, and head of distribution roles with Tower (TAL) and Netwealth – and most recently 9 years with Sentry with responsibility for Eastern Seaboard advisory network.
Sarah Congdon has more than 20 years of experience in financial services in roles including insurance adviser for MLC Insurance before joining Synchron as a regional manager. Sarah has built a career on initiating, managing, strengthening and maintaining strong client relationships, and a drive for new challenges.
Ben Donohue commenced in financial services in 2005. He has experience across retail life insurance, retirement income, and aged care, with the majority of his professional life spent at Asteron Life and Challenger.
Emma Crothers has an extensive background in financial services having held a variety of project management, sales, and support roles. A graduate of Synchron’s coveted Next Gen professional development program and Money Management BDM of the Year finalist.
With over four decades of dedicated service as a financial adviser and successful business owner, Julian Summers brings a wealth of experience to the industry. In his current role as Regional Manager for Western Australia, Julian is instrumental in guiding advisers to effectively navigate the complexities of their practices. From providing sales coaching to optimising processes, managing staffing needs, and implementing regulatory frameworks, Julian ensures that advisers can operate efficiently. This strategic support allows them to dedicate more time to delivering high-quality, professional advice to their valued clients.
With over two decades of experience in the financial services sector, Tony Pelosi has garnered extensive expertise, spending a significant portion of his career as a Senior Financial Adviser in his own right. Throughout his professional journey, Tony has distinguished himself by consistently initiating, managing, and fortifying robust client relationships, demonstrating a relentless drive for embracing new challenges.
Tony’s commitment to professional development is reflected in his educational achievements, holding both a Diploma of Financial Services (DipFS) and an Advanced Diploma of Financial Planning (AdvDipFP). Beyond his regional management role, Tony also serves as a Responsible Manager on the Australian Financial Services Licence for the group, showcasing his dedication to regulatory compliance and governance within the industry.
