Speak to the right person, first time.
Let's start the conversation
Behind every great partnership is a great conversation. Our adviser services team is organised by specialisation, not just geography - so you reach someone with exactly the right expertise for your practice, platform, or portfolio question. Find your local representative, and let's talk.
How we're structured
Four teams, one point of contact. Here's who does what.
Platform Sales
Strategic partners for your practice's growth. Combining technical knowledge with a real understanding of how advice businesses run, they help you tackle challenges, sharpen your platform strategy and get full value from your CFS relationship as your business evolves.
Platform Optimisation Specialists
Your first call for day-to-day platform support. They work with your operations team on onboarding, workflow design, training and administration enquiries, so you get more out of CFS Edge and FirstChoice. The result is streamlined processes, embedded best practice and more capacity across your business.
Investment Sales
Experts in investment strategy and portfolio construction. They pair deep investment expertise with broad choice across CFS investment capabilities, managed accounts and alliance partners, cutting through complexity to deliver strong client outcomes.
New Business
The team that makes moving to CFS simple. They take the time to understand your business, ambitions and operating model, then design a solution that fits. From tender responses to migration and implementation, they're hands-on at every step, so you move with confidence and are set up for success from day one.
Meet your team
Michelle Krig
- State Director NSW
Michelle Krig
- State Director NSW
Michelle is passionate about financial advice and the difference great advisers make in helping Australians achieve better financial outcomes. Having spent her entire career working alongside advisers, she brings deep industry knowledge and a strong understanding of what drives success for advice businesses. She is passionate about leading high-performing teams, building strong client partnerships and delivering commercial results. Michelle holds a Bachelor of Business, a Graduate Certificate in Finance and a Graduate Diploma in Financial Planning, combining industry expertise with a relentless focus on client outcomes and growth.
Phone: +61410122976
Email: michelle.krig@cfs.com.au
Chophoraksa Ok
- Business Development Manager
Chophoraksa Ok
- Business Development Manager
I work with advice businesses at all stages of their journey—whether they're pursuing growth, improving efficiency, or creating more balance in their lives. Drawing on experience across financial services and technology, I help firms uncover opportunities, solve challenges and achieve meaningful outcomes. I'm passionate about helping Australians achieve financial freedom because I know the opportunities it creates. For me, that freedom means spending more time travelling around Australia and enjoying the experiences that matter most.
Phone: +61422021313
Email: chophoraksa.ok@cfs.com.au
Andrew de Brito
- Relationship Manager
Andrew de Brito
- Relationship Manager
I'm passionate about the value of financial advice and the difference it can make in people's lives, having seen its impact firsthand with my own family. With more than seven years' experience in financial services, I partner with advice businesses to drive growth, solve challenges and improve client outcomes. Combining deep technical expertise with a passion for innovation, I help advisers navigate complexity and unlock opportunities for their clients.
Phone: +61434883870
Email: andrew.debrito@cfs.com.au
Vanessa Stefano
- Business Development Associate
Vanessa Stefano
- Business Development Associate
Vanessa enjoys building lasting relationships with financial advisers and supporting their business grow. With a background in financial advice, accounting, and personal trainer she combines her commercial knowledge and enthusastic energy to deliver positive outcomes for advisers and their clients.
Phone: +61457152669
Email: vanessa.stefano@cfs.com.au
Derek Luu
- Business Development Manager
Derek Luu
- Business Development Manager
I love bringing advisers together to share ideas and build a community. I've worked across Insurance, Platforms and Funds Management and what I enjoy most about my role is connecting with advice firms to understand the work that they do, challenges that they face and help solve for them.
Phone: +61498041010
Email: derek.luu@cfs.com.au
Charlotte Van Eyk
- Relationship Manager
Charlotte Van Eyk
- Relationship Manager
I’m passionate about partnering with advice practices to help them grow, improve efficiency, and deliver better client outcomes. Having previously worked in an advice practice as a Finance Officer, I understand firsthand the challenges advisers face and the importance of practical support that adds real value. My focus is on delivering value through both platform capabilities and broader business solutions, helping advisers achieve success in a way that aligns with their unique goals.
Phone: +61488698468
Email: charlotte.vaneyk@cfs.com.au
Rebecca Gindin
- Relationship Manager
Rebecca Gindin
- Relationship Manager
With a background in technology and relationship management, I work closely with financial advisers to help them get the most from CFS platforms and solutions. I enjoy understanding how each business operates, solving practical challenges and making complex topics easier to navigate. What motivates me most is helping advisers deliver better outcomes for their clients and supporting them as their businesses grow.
Phone: +61438731686
Email: rebecca.gindin@cfs.com.au
Warren Weber
- Business Development Manager
Warren Weber
- Business Development Manager
I love working with ambitious advice businesses that are focused on growth and delivering great client outcomes. My role is simple: help firms unlock opportunities, solve challenges and achieve their goals. With experience across financial services and technology, I bring a practical, partnership-driven approach to every relationship.
Phone: +61418282659
Email: warren.weber@cfs.com.au
Haseeb Mannan
- Platform Optimisation Specialist
Haseeb Mannan
- Platform Optimisation Specialist
I help advice businesses get the most out of CFS platforms by simplifying processes, improving efficiency, and delivering practical solutions. Over the past five years at CFS, I've worked across Operations and Distribution, supporting both FirstChoice and CFS Edge practices. This experience has given me broad knowledge of CFS products and a deep understanding of advice businesses, enabling me to help advisers streamline their operations, solve complex challenges, and achieve better outcomes for their clients.
Phone: +61481460569
Email: haseeb.mannan@cfs.com.au
Luke Egan
- Platform Optimisation Specialist
Luke Egan
- Platform Optimisation Specialist
With over 5 years in the business navigating different technical roles and understanding what is important to advice practices, I'm focused on simplifying adviser experiences, driving platform adoption, and leveraging AI and innovation to deliver better outcomes for clients and advisers alike.
Phone: +61468655452
Email: luke.egan@cfs.com.au
Daniel Vanderzeil
- State Director VIC
Daniel Vanderzeil
- State Director VIC
Angus Hill
- Relationship Manager
Angus Hill
- Relationship Manager
I’m passionate about working with people and understanding what’s most important to them and their business. I enjoy building strong relationships, supporting advice practices to achieve their goals, and finding practical ways to add value. With a genuine enthusiasm for learning, I’m always looking to expand my knowledge and better support the people I work with.
Phone: +61407713776
Email: angus.hill@cfs.com.au
Jesse Octaviano
- Platform Optimisation Specialist
Jesse Octaviano
- Platform Optimisation Specialist
Wrap platform specialist with over 15 years' experience across operations, distribution, and product. My passion for financial advice is personal. After seeing firsthand the impact a financial adviser had in helping my parents retire, I became a strong believer in the value of advice. Today, I'm passionate about simplifying complexity and sharing practical insights that help advisers deliver better outcomes for their clients.
Phone: +61456721445
Email: jesse.octaviano@cfs.com.au
Brett Eddy
- Business Development Manager
Brett Eddy
- Business Development Manager
With over 15 years' experience across the financial services industry — spanning asset management, wealth management, financial advice and distribution — Brett combines deep industry knowledge with a genuine passion for financial advice. He is dedicated to helping advisers build efficient, profitable businesses that empower everyday Australians to achieve their financial goals. Brett's collaborative, high-performance approach makes him a trusted partner to the adviser community.
Phone: +610497050633
Email: brett.eddy@cfs.com.au
Harrison Keen
- Platform Optimisation Specialist
Harrison Keen
- Platform Optimisation Specialist
Working with advice practices and the people behind them is the best part of my role, and the reason I moved to the platform side. Having been fortunate to work across a few facets of financial services, I've seen how much goes into looking after clients. I partner with advisers and support teams to simplify the complex and build confidence across our platform, so practices can spend their time where it matters most, with clients.
Phone: +61407370431
Email: harrison.keen@cfs.com.au
Kylie Sichler
- Relationship Manager
Kylie Sichler
- Relationship Manager
I love working with advisers and helping them build better businesses, so they can spend more time doing what they do best — supporting their clients. I enjoy building strong relationships with advice firms, helping them overcome challenges, uncover opportunities, and achieve their growth goals. With many years of industry experience, I bring a practical, approachable style and take pride in helping advisers grow successful businesses that make a meaningful difference in their clients’ lives.
Phone: +61457529265
Email: ksichler@cfs.com.au
Anthony Spadafora
- Platform Optimisation Specialist
Anthony Spadafora
- Platform Optimisation Specialist
With more than 11 years’ experience in the superannuation and financial services industry, I’m passionate about helping advisers achieve better outcomes for their businesses and clients. As a Platform Optimisation Specialist at Colonial First State, I partner with advisers across Victoria and Tasmania to deliver training, platform expertise, and practical solutions that help them get the most from CFS. Building strong relationships and providing exceptional service are at the heart of everything I do.
Phone: +61474259327
Email: anthony.spadafora@cfs.com.au
Pat Malone
- State Director QLD
Pat Malone
- State Director QLD
Pat Malone is Director, State Manager QLD at CFS, with more than 15 years of experience across financial advice, wealth management and business leadership. Having worked as both an adviser and leader of advice businesses, he understands firsthand the challenges and opportunities advisers face. Pat is passionate about helping practices grow, improve client outcomes and build sustainable businesses, partnering with advisers to navigate change and create long-term value for both their clients and their firms.
Phone: +61498826376
Email: pat.malone@cfs.com.au
Michael Kipping
- Relationship Manager
Michael Kipping
- Relationship Manager
With a strong focus on building trusted relationships, I partner with advisers to provide strategic support, platform expertise, practice development insights and guidance on implementing client solutions. I’m passionate about helping advisers navigate an evolving advice landscape and identify opportunities to grow efficiency, enhance client engagement and achieve better retirement outcomes for their clients.
Phone: +61400021953
Email: mkipping@cfs.com.au
Sue Kratzmann
- Platform Optimisation Specialist
Sue Kratzmann
- Platform Optimisation Specialist
Ben Palmer
- Business Development Manager
Ben Palmer
- Business Development Manager
Ben Palmer is a Business Development Manager with Colonial First State (CFS), where he works closely with financial advisers, dealer groups, and industry partners to support their business growth and client engagement objectives. With a consultative approach and a strong focus on building meaningful relationships, Ben is recognised for his ability to understand the unique needs of advisers and connect them with practical actions that help drive positive outcomes. His commitment to service excellence and deep understanding of the adviser landscape have helped him establish strong and lasting partnerships across the industry.
A natural collaborator and trusted industry professional, Ben Palmer is known for his authentic communication style, strategic thinking, and passion for helping others succeed. He brings energy and insight to every interaction, whether presenting to large audiences, facilitating adviser discussions, or working one-on-one with clients to identify opportunities for growth. Ben's ability to combine commercial expertise with a genuine people-first approach makes him a valued contributor to both his organisation and the broader financial advice community.
Phone: +61417002861
Email: benjamin.palmer@cfs.com.au
Adrian Mifsud
- Relationship Manager
Adrian Mifsud
- Relationship Manager
Adrian Mifsud is a Relationship Manager with Colonial First State (CFS), where he partners with financial advisers, dealer groups and industry stakeholders across Queensland. Drawing on his experience in relationship management and adviser engagement, Adrian works to support the evolving needs of advice businesses by connecting advisers with the insights, resources and solutions available through CFS. He is recognised for his relationship-first approach, strong stakeholder engagement skills and commitment to helping advisers deliver better outcomes for their clients. Adrian is passionate about building meaningful partnerships and contributing to the long-term success of the financial advice profession.
Email: adrian.mifsud@cfs.com.au
Ryan Gerhardt
- Business Development Manager
Ryan Gerhardt
- Business Development Manager
Ryan Gerhardt is a Business Development Manager with Colonial First State (CFS), where he is part of the Distribution Platforms QLD team.
Based in Queensland, Ryan works closely with financial advisers and industry partners. Throughout his career, Ryan has established a reputation as a trusted industry professional by helping advisers navigate platform solutions and identify opportunities that support the growth and success of their businesses. Known for his strong relationship management skills, commercial acumen, and collaborative approach, Ryan is passionate about delivering exceptional client outcomes and building long-term professional partnerships.
Phone: +61468570252
Email: ryan.gerhardt@cfs.com.au
Kelli Dux
- Relationship Manager
Kelli Dux
- Relationship Manager
With more than 30 years in financial services, including 21 years with CFS, I’m passionate about helping financial advisers build stronger businesses. As a Relationship Manager, I partner with practices across Queensland and Northern New South Wales, providing education, strategic support, platform expertise and practical solutions. I’m committed to building trusted relationships, creating meaningful value and helping practices grow, achieve their goals and deliver better outcomes for their clients.
Phone: +61407938957
Email: kdux@cfs.com.au
Eu-Jene Teng
- State Director WA/SA
Eu-Jene Teng
- State Director WA/SA
Eu-Jene Teng is State Director, WA/SA at Colonial First State, with over 20 years' experience across institutional and wholesale distribution. He has held senior roles at Fidante Partners, Martin Currie, Pinnacle, Vanguard and Macquarie, working with advisers, family offices and institutional investors. An MBA graduate of Melbourne Business School and 2025 BDM of the Year finalist, Eu-Jene is passionate about helping advice practices grow and thrive.
Phone: +61414742935
Email: eujene.teng@cfs.com.au
Matt Ma
- Platform Optimisation Specialist
Matt Ma
- Platform Optimisation Specialist
Platform Specialist with over 20 years' experience in Financial Services, I've built my career around committment to delivering the right outcomes for clients through trusted relationships, practical solutions, and a client-first approach.
Phone: +61447624916
Email: mma@cfs.com.au
Desmond Ham
- Business Development Manager
Desmond Ham
- Business Development Manager
Having worked in different financial services landscape, I bring a diverse international perspective with extensive experience across wealth management, business development, product distribution and investment advisory services in Australia and Singapore. Drawing on more than a decade of experience as a financial adviser, I am passionate about helping advice firms succeed through practical insights, strategic guidance and client-focused solutions. I combine strong commercial acumen, technical expertise and relationship-building skills to simplify complex challenges and deliver meaningful outcomes for advisers, clients and businesses.
Phone: +61475299162
Email: desmond.ham@cfs.com.au
Natalie Cass
- Business Development Associate
Natalie Cass
- Business Development Associate
As part of the CFS Platform Distribution team, I'm dedicated to supporting advisers and helping them get the most from our solutions. I enjoy building genuine relationships, understanding each practice's objectives, and connecting advisers with the right people and resources to support their success. My focus is on delivering exceptional service, fostering collaboration, and creating positive outcomes for advisers and their clients.
Phone: +61487037506
Email: nat.cass@cfs.com.au
Aisha Wenham
- Relationship Manager
Aisha Wenham
- Relationship Manager
With 20 years in financial services, I’ve built my career around helping advisers navigate change and uncover opportunities for growth. As a Relationship Manager in the Platforms team, I enjoy partnering with advisers, sharing insights, and providing solutions that make a real difference. Building genuine relationships and helping others succeed is what motivates me every day.
Phone: +61477341412
Email: aisha.wenham@cfs.com.au
Ollie Grant
- Business Development Manager
Ollie Grant
- Business Development Manager
I started my career in platform operations before progressing into roles within both the managed accounts and direct equity trading teams. This experience gave me a strong understanding of the end-to-end advice and investment process. Since moving into business development, I've spent the past five years supporting advisers, helping practices grow through smarter use of managed accounts and platform capabilities.
Phone: +61439096624
Email: oliver.grant@cfs.com.au
Bec Wright
- Relationship Manager
Bec Wright
- Relationship Manager
With 21 years of experience in the financial services industry, I am proud to support financial advisers to help grow their businesses and improve practice efficiency. My background spans both client service and investment operations roles, giving me a broad understanding of the advice process and the support advisers need to succeed. I am passionate about helping practices streamline processes, create efficiencies, and deliver better client outcomes, supported by an extensive network of industry relationships across metropolitan and regional South Australia.
Phone: +61419103864
Email: bec.wright@cfs.com.au
Tam Hays
- Platform Optimisation Specialist
Tam Hays
- Platform Optimisation Specialist
I'm passionate about driving efficiency, improving client outcomes, and providing practical, solutions-focused support that helps advisers scale their businesses with confidence. Above all, I take great pride in building strong relationships and ensuring the best possible outcomes for both my advisers and their clients.
Phone: +61499078440
Email: tam.hays@cfs.com.au
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For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
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Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.