WHO WE ARE
WHO WE ARE
We are a team passionate about helping you reach your goals.
On top of that, we know that money is of HUGE importance in your life, and it is imperative that we get to know you on a personal level so we can provide the best possible advice and support.
We are team orientated, family orientated, and here because we want to be, not because we have to be. Here is a bit about each of us:
I have been in the finance industry for more than 20 years. I started off working for Rothschild Asset Management as a technical manager for financial planners in Sydney. I eventually moved to the country to follow my heart and switch sides from technical manager to financial planner.
I love helping people understand the importance of their financial journey and understanding all that it involves. I love that they walk away with a little bit more knowledge every time. I also want to encourage women to be in control of their own financial future. As a mother of 3 girls this makes me more passionate about educating women regarding financial issues.
We moved to Albury 9 years ago and love this area and all it has to offer. I hope that I can encourage our three girls to dream big and live a life full of adventure, memories and love.
I have a Bachelor in Business ( Finance), Diploma of Financial Planning and Self Managed Super Funds.
3 interesting facts about Lucinda.....
one: I am a closet Bold and The Beautiful fan!! Even though you can miss it for months, or even years, you can pick up the same story like you haven't missed an episode. I still make sure I record it to watch later.
two: I love to chat....Im pretty sure I was born to talk. My uncle nicknamed me 'have a chat' and '2GB always on air'.
three: My dream job is to be a talk show host.... like Oprah. I love to find out people's stories and hear about their experiences. (It's just lucky I get to find out all this information about clients during the financial planning process!)
Lucija (Lucy) Saric
Lucija (Lucy) is an Authorised Representative of Count and a financial planner of The Next Step Financial Group Pty Ltd who has over 11 years experience in the provision of financial planning advice and is a member of the Association of Financial Advisers (AFA).
Lucy holds academic qualifications in IT and financial planning. Her current role is to work directly with clients to attain the best possible outcome for their situation and her areas of speciality include pre and post retirement planning, Centrelink and aged care.
3 interesting facts about Lucy.....
one: I read The Da Vinci Code in a day.
I’d bought the illustrated version for my husband for Christmas. It was my birthday a week or so after and while I hadn’t set out to read it, I was hooked by the short chapters by the time I finished breakfast. I was home alone as I was still on annual leave but my husband had gone back to work. I had only planned to read a few more chapters after breakfast to find out what happened next. By midday, I’d resolved to keep going and finished it about 10pm that night.
two: I have a cookbook/food magazine obsession.
I love trying new recipes. Friends, family and work colleagues are all used to being my test guinea pigs.
I have the entire collection of delicious. magazine. While I love the paper version, for storage reasons, I switched to a digital subscription after the first 150 issues. I also subscribe (digitally) to Gourmet Traveller and Donna Hay. My other favourite magazine is TMix+, for Thermomix specific recipes to try in my favourite kitchen toy, which happens to be named George.
three: I lived in Croatia in the late 90’s.
Everyone in my family apart from me was born in Croatia. One of my favourite memories from my time there is after Croatia beat Germany 3-0 to reach the semi-finals in their first World Cup appearance as a sovereign nation in France 1998. After the game finished, virtually the whole population of Zagreb spilled out onto the streets. Everybody was in a great mood, high-fiving everyone they walked past. You couldn’t help but be caught up in the carnival-like atmosphere that surrounded the entire tournament. Although they placed third that year, they were welcomed home like heroes but it pales in comparison to the current homecoming after placing second in Russia 2018.
Julie has worked in an administrative capacity for over 20 years, having completed an Advanced Certificate in Office Administration at Albury TAFE post high school. Julie’s work with accountancy firm, Schnelle Partners, transitioned to a financial planning support role when Schnelle Partners further expanded this side of their business 7 years ago. She has steadily built her knowledge of financial planning over the years, applying her significant organising skills to every facet of her work and is a very integral part of the team.
Julie enjoys going on holidays and their family motto is “no regrets” as she doesn’t want any member of the family to look back and say “I wish or I should have…..”
3 interesting facts about Julie.....
one: In 2003 Pete & I travelled to USA and got married in Las Vegas in a little chapel called “A Special Memory Wedding Chapel”. I transported my wedding gown from Albury to Melbourne, Melbourne to Los Angeles and then Los Angeles to Las Vegas! The night of our wedding we did a helicopter flight over the lights of Vegas. In 2016 we travelled back to USA with our 2 boys and took them to the chapel so that they could see where we got married and again – did a night helicopter flight.
two: When we travelled to USA in 2016 our flight flew direct from Sydney to San Francisco and on our first night there we travelled on the F-line Streetcar and then caught the BART which is a rapid rail system into Oakland where we watched a live NBA play-off match between Golden State Warriors and Houston Rockets. (Golden State won)
three: I am outnumbered by males in my household – my husband, my 2 sons (aged 13 and 8) and we also have 2 male dogs (a golden retriever and a border collie)
Sarah is an Authorised Representative of Count and a financial planner of The Next Step Financial Group Pty Ltd and is a member of the Association of Financial Advisers (AFA).
Sarah joined the team at The Next Step Financial Group in 2014 after making the transition from real estate to financial planning.
Sarah enjoys all aspects of financial planning and assisting her clients to achieve their desired goals. Not only is financial planning her career but it is also her passion 'Being able to assist a client financially and put them in a position to be able to live out their dreams is one of the best feelings in the world.'
3 interesting facts about Sarah.....
One: I am incredibly passionate about nutrition, health and fitness, as I strongly believe every other aspect in your life has a flow on effect from these lifestyle choices. If you're nourishing yourself with good food and regular exercise you will feel great and be able to perform at your very best both mentally and physically. Healthy mind, healthy body is my mantra.
Two: I love to give to those in need within the community by regularly donating toiletries, food and clothing to our local women's refuge and youth services.
Three: I am a proud optimist! Those close to me say I should be a motivational speaker because I have the ability to always view life on the bright side.
Tiffany joined the Vivid team in March 2014, and moved across with the transition to The Next Step in August 2018.
Tiffany obtained her Diploma of Financial Services Planning in 2012 while on maternity leave with her first child. She then continued to study Accounting to further her knowledge in the finance industry.
As our Paraplanner/Portfolio Manager, Tiffany works predominately on client strategies, implementation of recommendations and client engagement.
3 interesting facts about Tiffany.....
My obsessions are Disney and anything that glitters, shines or sparkles!
I am hanging on to the hope that one day (hopefully sooner rather than later!) there will be a Disneyland in Australia – when that happens I plan to holiday there for 6 months 2 times a year.
two: I have a beautiful spotted python named Pixie. I originally wanted a stimson python as they are less aggressive but we ended up with our beautiful Pixie…unfortunately she lives up to her reputation and likes to bite every once in a while, mostly when its unexpected.
three: In 2013 Schwarzkopf ran a competition looking for Australia’s most beautiful hair, I was lucky enough to get in the top 25. Even though I didn’t win it was a great experience.
Roger is an Authorised Representative of Count, and the director of The Next Step Financial Group located in Albury.
Roger has over 35 years experience in the provision of financial/accounting advice and over 12 years of experience in the provision of financial planning advice. Roger attained a Bachelor of Business from Charles Sturt University and is a member of the Institute of Chartered Accountants. Roger is particularly interested in marrying financial planning advice with tax minimisation strategies.
3 interesting facts about Roger.....
Apart from helping clients and spending time with family my other passion is music, not listening, but playing. I can play keyboards (piano mainly) and guitar. When I was a teenager I was in a rock band called Lincoln and we were the support act for Sherbet when they toured Albury and Wagga. I now provide the music backing for my Rotary Club’s singing group.
I’m a keen golfer and play off a single figure handicap. Apart from playing regularly at the Commercial Albury Golf Club I often play on the Mornington Peninsula when we visit my wife’s family. There are some great golf courses down there.
My wife and I have travelled extensively especially over the last ten years and have chalked up visits to over twenty countries. Our most recent trip was to Vietnam and we’re off to Spain and Morocco later this year.