General Management

Alan Logan

General Manager, Wealth Management

Alan joined TPT Wealth as General Manager in September 2021 bringing over 25 years’ experience in the financial services sector.

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Previously Alan was General Manager for Godfrey Pembroke and MLC Connect and has held senior roles with MLC, ANZ Bank and BT Funds Management. Alan is active in the Not for Profit sector as a Director with the Prior Family Foundation and Royal Botanic Gardens Foundation in Victoria.

Alan holds an MBA from the University of Western Australia, an Advanced Diploma of Financial Services (Financial Planning) and is a graduate of the Australian Institute of Company Directors. He is currently completing a Masters of Financial Planning with Deakin University.

Investment Management

Jukka Viljanmaa

Head of Investment Management

In charge of the day-to-day oversight for all managed investment schemes, Jukka plays an integral role in the expansion of TPT Wealth’s asset management business.

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Jukka joined TPT Wealth in May 2019 and has enjoyed an enviable career in finance, with 30 years’ experience in the fixed income and mortgage space. Notably he worked at Antares Capital for 20 years as a fixed income portfolio manager where he managed around $6 billion in funds and was responsible for the investment strategy and trading in liquid portfolios, along with primary market research and secondary market trading of RMBS securities. He also worked as portfolio manager at Farquharson Securities, prior to joining TPT Wealth. Having started his career over 30 years ago on the Australian Stock Exchange floor as Equity Trade Assistant, Jukka soon became a Money Market Broker at BNZ Norths and later a Portfolio Administrator at State Street in Sydney.

Jukka is a highly analytical person with a long-standing track record of managing liquid portfolios through various economic cycles and events. As Head of Investment Management, Jukka is passionate about managing money to produce risk adjusted returns and value for our investors over a longer term, and not just outperform in the short term.

Jukka holds a Bachelor of Business (Finance major) from Charles Sturt University.

James Lowe

Manager Liquidity & Funding

James joined TPT Wealth in February 2021 and is responsible for liquidity trading, risk analysis, executing portfolio trades and investment analysis.

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James has had a diverse career in the finance industry, specialising in financial analysis, modelling, mergers and acquisitions, as well as management consulting. James spent over three years as a Strategy Analyst for MyState Limited before moving to KPMG as a Senior Consultant. Most recently, James’ time at KPMG focussed on advisory in areas including corporate finance, strategy, financial modelling, and debt and capital structures.

James passed the Chartered Financial Analyst (CFA) Level I exam in 2018 and holds a Bachelor of Business majoring in Finance.

Commercial Lending

Bryce Harding

Head of Commercial Lending

Bryce joined TPT Wealth in May 2021 and was appointed Head of Commercial Lending in July 2021. Bryce brings extensive financial services experience from a career spanning over 30 years in the industry having commenced his career with Westpac in Hobart.

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Since then Bryce has held Management positions in Sydney & Papua New Guinea. He moved back to Hobart in 2000 to commence with ISCU (now MyState Bank) where he took on several senior management positions, before taking on the role of Manager at MCMF in 2007. Bryce has also previously served four years as State President of the MFAA and spent three years as a Director on the MFAA National Board.

Scott Kremerskothen

Senior Relationship Manager – Commercial Lending Hobart

Scott joined TPT Wealth in October 2021. Scott worked with the Commonwealth Bank of Australia for 14 years across varying roles with the last 10 years in their Business and Commercial Banking Centre. Most recently Scott worked as a Relationship Executive managing a commercial portfolio of business clients.

Rob Chaffey

Senior Relationship Manager – Commercial Lending Hobart

Rob joined TPT Wealth August 2021. With a Banking and Finance career spanning 33 years, Rob has extensive experience in commercial and consumer lending. Most recently Rob worked as a Senior Relationship Manager Premier Banking at CBA.

Andrew Brough

Senior Relationship Manager – Commercial Lending Hobart

Andrew joined TPT Wealth in September 2021. Prior to joining TPT Wealth Andrew worked for Bendigo Bank Limited in consumer and business banking. He has previously worked for several financial institutions in senior credit and management roles and has enjoyed a successful career in financial planning, combined with senior roles in superannuation and managed funds management.

Bill Lawrence

Senior Relationship Manager – Commercial Lending Hobart

Bill joined TPT wealth in November 2021. Bill has 26 years of experience in the banking and finance sector & most recently worked as a Senior ANZ Business Banker.

Simon Faulkner

Senior Relationship Manager – Commercial Lending Launceston

Simon joined TPT Wealth in August 2021. Simon worked for 15 years in the banking and finance industry, the last 12 in commercial lending and relationship management. Most recently Simon worked as a Senior Relationship Manager for Bendigo Bank. Simon also serves on the board of a Launceston based not for profit early learning centre.

Steve Hills

Senior Relationship Manager – Commercial Lending Launceston

Steve has been with TPT Wealth for a total 10 years as a Senior Relationship Manager specialising in Agribusiness and Commercial. Prior to TPT Wealth spent over 30 years in Commercial Lending across the whole of Tasmania as well as rural Victoria and NSW.

Sherene Woodard

Relationship Manager – Commercial Lending Burnie

Sherene has been with TPT Wealth for a combined total of 16 years. Sherene spent 10 years in Trust Administration and Estate Planning then gained experience in both funds management and retail banking prior to moving into commercial lending.

Manasi Dissanayaka

Lending Officer - Commercial Lending Hobart

Manasi joined TPT Wealth in January 2021. Manasi has a diverse career in different industries including Lending, IT, Education and Research.

Michael Lukic

Lending Officer – Commercial Lending Launceston

Michael joined TPT Wealth in October 2021. Michael has worked in banking for over 4 years performing various roles and responsibilities. Michael has worked as a Customer Service Advisor (CSA), Branch Manager Delegate for Bank of Melbourne and as a Home Lending Officer with Suncorp before returning home to Launceston.

Rosemary Flynn

Lending Officer - Commercial Lending Burnie

Rosemary has been with MyState Limited for 12 years working in for both TPT Wealth and MyState. She has been a member of the Commercial Lending team since May 2021.

Distribution Team

Matt Felsman

Senior Manager Wholesale & Intermediary – Wealth

Matt joined TPT Wealth in September 2020 bringing a wide range of experience across wealth management advice, portfolio management, building funds under advice, sales and trading and managed funds.

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Matt started his career in Finance as a Dealers Assistant at Atlantic Pacific Securities, after which he became a Private Wealth Adviser with Shaw and Partners and later with APP Securities. Matt was a founding member and executive director of Frontier Global, responsible for portfolio management, research and fund distribution and equity sales. During his career Matt has acted as a trusted relationship manager to fund managers, analysts, stockbrokers, financial planners and high net worth investors.

Over the years Matt has been a regular contributor to financial programs on Sky News Business Australia, The Australian Financial Review, Reuters, CNBC, The Motley Fool, The Wall Street Journal, The ASX Investor Education Series and ABC’s “The Business”.

Matt holds an MBA (Finance) from the Australian Institute of Business and accreditations from Deakin University, Kaplan Professional and the Stockbrokers Association of Australia. Matt also holds an advanced Diploma of Music.

John Law

Senior Manager Wholesale & Intermediary – Wealth

John joined TPT Wealth in September 2020 bringing over a decade of experience as a money market dealer and excellence as a Business Development Manager.

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Prior to joining TPT Wealth, John worked for ten years as Business Development Manager within the Money Market Investments team at Bankwest, where he originally started his career as Assistant Portfolio Manager 13 years ago.

At TPT Wealth, John uses his talent and extensive expertise in assisting clients with their short-term cash investment needs, and providing top customer service for all of his clients, covering a broad range of industries, including corporations, institutional investors, NFPs, the education sector, government, SMEs and HNW investors.

John holds a Bachelor of Arts from the University of Sydney and qualifications from AFMA.

Joe Youssef

Head of Funds Distribution

Joe joined TPT Wealth in September 2021 as Senior Manager Wholesale, bringing 30 years’ experience in financial markets and the Not For Profit sector.

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Prior to joining TPT Wealth, Joe was Director of Money Markets at Curve Securities, and has had an extensive career in equity and fixed income markets. Previous roles include CEO at Sydney Stock Exchange, and senior roles at Bell Potter WA, Austock, Macquarie Bank, APSEC Funds and AMP. Joe has also been the Senior Manager Strategy at CatholicCare. Joe has significant media experience with Sky, CNBC, SBS, ABC, Channel 7 and 9; and as a presenter for the ASX and Australian Shareholders Association.

Joe holds a Bachelor of Economics from Macquarie University and a Postgraduate Diploma from Securities Institute. He is an ASX Responsible Executive.

Trev McCallum

Senior Manager Client Services

Trev McCallum joined TPT Wealth in August 2021 as Business Development Manager bringing over 20 years’ experience in the financial services sector in Hobart and Sydney.

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Previously Trev was Financial Adviser and Director of Knox Financial, has served as practice manager and financial adviser for a Hobart firm; and spent over 12 years at IOOF across a broad range of financial services roles, including product development, operational management, project management, and account management.

Trev holds a Master of International Business and an Advanced Diploma of Financial Services (Financial Planning).

Investor Services Team

Kate Schmitt

Client Relations Manager

Kate joined TPT Wealth in February 2001 and is our Client Relations Manager for the North and North West of Tasmania.

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Kate brings more than 20 years’ experience in the Financial Services industry.

She understands the importance of building long-term client relationships. Dedicated to getting to know her clients better, Kate takes every opportunity to listen and problem-solve – a skill, for which she is highly appreciated by our investors.

Rees Harris

Client Relations Manager

Rees joined MyState Limited in October 2016 and has been part of the TPT Wealth team since September 2020. Rees is our Client Relations Manager for the South of Tasmania.

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Rees has been working in Financial Services and Fund Management across a number of roles since 2015.

He is passionate about customer service in general and about delivering positive outcomes for all of his clients.

Rees holds a Bachelor of Business with majors in Accounting and Finance.

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