Our Team

Daniel Poultney | Director

Daniel commenced his professional career in 2003 and has held senior roles as a Corporate Account Executive. He established his own business in 2011 to focus on advising individuals, couples, families and business clients with regard proactive wealth creation through carefully structured advice. Daniel advises clients across areas such as superannuation, investments, estate planning and appropriate personal protection - The end goal is to provide confidence, control and certainty of financial outcomes for clients. Daniel is a director and shareholder of Executive Risk Advice Pty Ltd and a responsible manager of Dynami Financial Services Pty Ltd.

Louis Zammit | Director

Louis established Private Wealth Services after 12 years heading up the wealth advice team for NAB Private Wealth. Louis is a Director and shareholder of Private Wealth Services Pty Ltd and is a responsible manager of Dynami Financial Services Pty Ltd.

Raiha Timu | Client Service Officer

Raiha started her career in customer services and consulting, working for in the private and public services. In 2011, Raiha was recruited by Dynami Financial Services and took up a client services/adviser support role with the Executive Risk Advice team.

Melanie Norville | Client Services

Melanie was a telephone broker on the London International Financial Futures Exchange (LIFFE). In 1999 Mel embarked on a career at MasterKey Custom a subsidiary of MLC/NAB. She worked there for over 10 years and had various roles from Executive Assistant, Asset Transfers, Complaints Manager to the Service Centre Manager for Administration. Mel has always had client facing roles and enjoys the interaction with clients even in difficult situations. She strongly believes staff make the difference between a good company and a great company.

Paul Mullins | Financial Adviser

Paul commenced in the Financial Planning industry in 1998, following 10 years with the ANZ Bank. Paul has held the designation of Certified Financial Planner (CFP) with the Financial Planning Association since 2001. Commencing his own business in 2003 Paul provides advice on superannuation accumulation, retirement planning, wealth accumulation, margin lending, risk insurance and estate planning. Paul is a director and shareholder of Mullins Financial Planning Pty Ltd.

Emma Samers | Client Service Officer

Emma embarked on her career in Superannuation and Financial Planning in 1996 in a support and administration role. Over the following years she has held various roles across the industry including roles such as Key Account Manager, Corporate Superannuation and Employee Benefits.

Emma currently provides Client Service assistance to the Private Wealth Services team.

Matt Starcevich | Financial Adviser

Bachelor of Commerce
Advanced Diploma in Financial Services
Certified Financial Planner
Authorised Representative (No – 422908) of Weststar. Weststar is a Corporate Authorised Representative (No - 422909) of Dynami Financial Services Pty Ltd

With over 20 years experience in providing advice to a range of clients from wealth accumulators, pre-retirees and retirees. Matt is able to provide holistic advice that is personalised to an individual’s needs to ensure that they meet their personal goals and objectives.

Katie Clifton | Client Service Officer

Katie brings more than 25 years of experience to the superannuation and financial services industry, having commenced her career in 1996 in an administration role.

Over the years, she has developed broad industry expertise across a range of roles, including Key Account Management in Corporate Superannuation and Group Insurance. This diverse experience has given her a strong understanding of client needs and the importance of delivering a personalised and responsive service.

Katie provides dedicated client service support to the Executive Risk team, to ensure clients receive a positive and seamless experience.