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
Sinead Rafferty
- Executive Director, Head of Investment Sales
Sinead Rafferty
- Executive Director, Head of Investment Sales
As Head of Investment Sales at CFS, Sinead works with advisers, asset consultants and investors to navigate complexity and connect investment capability with client outcomes. With experience across distribution, trading and investment specialist roles, she has launched new strategies, built investment brands and helped businesses grow. A CFA Charterholder and regular conference presenter, she is passionate about investor education and helping advisers build resilient portfolios with confidence.
Phone: +61448641312
Email: sinead.rafferty@cfs.com.au
NSW
Mimi Gomez
- Business Development Manager
Mimi Gomez
- Business Development Manager
I work closely with advisers on portfolio construction, investment strategy and the use of managed accounts where appropriate, helping advisers navigate complexity, uncover opportunities and achieve better outcomes for their clients. I'm passionate about simplifying complex concepts and building trusted, long-term partnerships.
Phone: +61486317884
Email: mimi.gomez@cfs.com.au
VIC/TAS
Raphael Adeloju
- Business Development Manager
Raphael Adeloju
- Business Development Manager
Raphael works with advisers and intermediaries across Victoria and Tasmania, helping clients navigate market conditions through tailored portfolio solutions and investment strategies. A Certified Investment Management Analyst (CIMA), Raphael specialises in communicating investment opportunities across a range of asset classes, including multi-asset strategies and managed accounts, providing practical insights that support informed decision-making and client outcomes.
Phone: +61476429953
Email: raphael.adeloju@cfs.com.au
QLD/WA
Matt van Dijk
- Business Development Manager
Matt van Dijk
- Business Development Manager
With over 20 years' experience across investment management, distribution, and financial advice, I help advisers navigate portfolio construction, managed accounts and platform strategy. Backed by a Master's degree in Applied Finance specialising in Investment Analysis, I bring a practical understanding of markets, investor behaviour and implementation challenges. I'm passionate about helping advisers build more robust investment solutions, improve practice efficiency and deliver better outcomes for clients.
Phone: +61400533400
Email: matt.vandijk@cfs.com.au
VIC/SA
Tuan Hoang
- Business Development Manager
Tuan Hoang
- Business Development Manager
Tuan has over 15 years experience in banking, investment management and distribution across institutional and private wealth channels. I am focused on providing all types of investors with the best possible solutions for their clients and beneficiaries to prosper and grow.
Phone: +61413234730
Email: tuan.hoang@cfs.com.au
Alan Kovacevic
- Business Development Associate
Alan Kovacevic
- Business Development Associate
I'm passionate about building strong relationships and delivering exceptional experiences for our partners and stakeholders. With a background in customer service and financial services, I enjoy solving problems, simplifying complexity and finding practical solutions. As a Business Development Associate at CFS, I work across investment partnerships, research relationships and strategic initiatives, helping drive collaboration, efficiency and positive outcomes for our business and partners.
Phone: +61433172537
Email: alan.kovacevic@cfs.com.au
Brock Jeffery-Warren
- Director, Alliances & Multi-Asset
Brock Jeffery-Warren
- Director, Alliances & Multi-Asset
Brock joined Colonial First State in November 2022. In his role, he is responsible for representing CFS’s investment capability, including internally managed products and third-party ‘Alliance Partner’ funds. Prior to CFS, Brock was a Senior Research Manager in the public equities division of Gerson Lehrman Group, an expert network providing research services to asset managers. Previously, Brock was a Futures Trader at Genesis Proprietary Trading, focussing on fixed-income markets. Brock holds a Bachelor of Commerce, majoring in Finance, from the University of Melbourne. He is a CFA Charterholder.
Email: brock.jw@cfs.com.au
Simone Chaikin
- Research Account Manager
Simone Chaikin
- Research Account Manager
With more than eight years' experience in investment management, Simone partners with researchers across research houses, licensees and platforms, representing a range of investment strategies. Through fostering strong relationships and facilitating constructive engagement between researchers and investment teams, Simone helps shape informed investment decision-making and access to high-quality investment solutions. Prior to joining CFS, Simone spent six years at Dimensional Fund Advisors, working closely with research houses and consultants across the Australian investment management industry.
Email: simone.chaikin@cfs.com.au
Isaak Ah Mau
- National Strategic Account Manager
Isaak Ah Mau
- National Strategic Account Manager
Daniel Leen
- Investment Sales Analyst
Daniel Leen
- Investment Sales Analyst
Daniel is an Investment Sales Analyst at Colonial First State with nearly two years' experience supporting financial advisers and stakeholders across investment solutions. He provides data-driven insights through fund flows, FUM and market analysis, investment reporting, and research engagement. Working closely with advisers, platforms and internal stakeholders, Daniel combines strong analytical expertise with a client-focused approach to identify growth opportunities, support strategic decision-making, and deliver better outcomes for advisers and investors.
Email: daniel.leen@cfs.com.au
Jai Beardow
- Research Account Manager
Jai Beardow
- Research Account Manager
I work with research houses, platforms and advice groups to help advisers access our differentiated range of alliance partner investment solutions and support informed investment decisions.
Email: jai.beardow@cfs.com.au
No one look familiar?
Leave your details below and we’ll connect you with the right person.
We're here to help
Get in touch
For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
Adviser use only
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.