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:
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 15 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.
Timothy (Tim) Archer
Timothy (Tim) is an Authorised Representative of Count and a financial planner of The Next Step Financial Group Pty Ltd who has over 5 years experience in the provision of financial planning advice and is a member of the Financial Planning Association of Australia (FPA). Tim completed a Master of Business (Financial Planning) through Charles Sturt University in 2013.
My role is to work directly with clients to attain the best possible outcome for their situation and his areas of speciality include pre and post retirement planning and Centrelink.
3 interesting facts about Tim.....
one: I have been all over NSW with the SES, helping communities during major storms and floods, going to places as far apart as Broken Hill, Wagga Wagga, Port Stephens and Grafton. I am qualified in a wide range of skills including Crosscut Chainsaw and Floodboat Operator. I have been a member of the SES for the last decade, which I enjoy as a way of giving back and contributing to the broader community, specialising in Incident Management.
two: I once ran a half marathon and Tough Mudder in the same month. Tough Mudder at Philip Island was probably not the best decision I have ever made, especially when one of the obstacles is getting into and swimming through a shipping container full of ice!"
three: I grew up in Tasmania and love the wilderness of nature like waterfalls, the beach and mountains. My favourite waterfall would be Liffey Falls.
Julie has worked in an administrative capacity for over 22 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 13 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.....
In 2003 Pete and 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 teh 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.
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)
I am outnumbered by males in my household – my husband, my 2 sons (aged 16 and 11) and we also have a male dog (a border collie)
Roger is the director of The Next Step Financial Group located in Albury.
Roger has over 40 years experience in the provision of financial/accounting advice.
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.