Hunter based financial advisory firm, Prosperity Advisers, has announced a range of internal promotions.
John Mujic, from the Financial Services group, has been promoted to Associate Financial Adviser. John’s experience covers a wide range of financial strategies such as wealth accumulation, superannuation and retirement planning, tax minimisation, risk and personal insurance. John’s prior experience in a paraplanning role within Prosperity has given him in-depth knowledge of investment and insurance products and how to best match these with client needs.
Kerry Kreutzer, from the SMSF team, has been promoted to Supervisor along with Fred Chan from the Business Services and Tax division who has also been promoted to Supervisor. Jordan Frieze has been promoted to Senior Accountant and Ashley Read from the Outsourced Payroll area has been promoted to Payroll Officer.
Stephanie McCauley, from the Human Resources team, has been promoted to Manager. Stephanie has worked with the firm for many years
Chief Executive, Allan McKeown, said Stephanie is a great example of the diversity of career options available at Prosperity.
“Initially starting in administration, Stephanie moved into marketing and then finally HR. Stephanie is a selfstarter, working across all teams and offices supporting our growth plans,” Allan said. “This promotion recognises Stephanie’s continued dedication and strong work ethic to develop and grow our people.”
Katrina Brooker, from the firm’s Smart Drive group, has been promoted to Team Leader. Katrina has keenly supported the growth of this business area. With her experience, she manages the team workflow ensuring that our clients receive prompt and high quality service.
“Our goal at Prosperity has always been to foster an environment that supports the growth and involvement of our people. We provide challenging professional experiences and deliver the right tools and support to assist our people to drive their careers forward,” Allan concluded.
Image | Stephanie McCauley – Human Resources Manager
Through more than 25 years of successful operation, Prosperity Advisers Group has drawn on the varied technical expertise, industry experience and the resources of its diverse teams to support clients to understand and then achieve their financial goals.
With more than 150 staff across locations in Sydney, Newcastle and Brisbane, Prosperity delivers services in business advice and accounting; taxation; corporate assurance; wealth management; and employee benefits and services.
Prosperity works with individual and family investors, small, medium and large privately owned or family businesses, entrepreneurs, small and mid-cap ASX listed companies, government agencies, state-owned corporations and not for profit groups.