Shannon Cramer

Shannon graduated from Monash University and began his career in the financial services sector as an adviser in 2010. He soon expanded his interests in the industry and gained experience across both the lending and real estate sectors.

Shannon brings with him a wealth of knowledge and has managed multiple businesses across Australia, including leading and developing teams of Financial Planners and Finance Brokers. He is also the general manger of a distribution business managing a team of 40 staff across the country.

Shannon enjoys travelling, spending time with his family and young daughters, staying active and healthy and avidly following the Essendon Bombers.

Shannon and the ActOn Wealth team were recommended to me by my brother who Shannon also recently assisted with the purchase of his property. As someone who had no idea what the process would involve, I found Shannon to be extremely informative and patient in explaining things to me at each stage. From pre-approval all the way through to the settlement of my property, Shannon went above and beyond to ensure that each stage flowed easily.

- Kate

1 (7)-E.jpg

DIRECTOR

 
6 (3)-E.jpg

DIRECTOR

Alex Bernshteyn

 

After completing his Bachelor of Commerce (Major in Finance) back in 2008, Alex commenced working in the Financial Planning industry whilst pursuing further studies in the field. He has also completed a Diploma in Finance and in real estate. Alex has gained much experience in providing holistic client advice whilst incorporating his lending, real estate and financial planning skills.

Alex has managed several successful financial planning firms during his career and has gained an abundance of knowledge and experience in the field. Alex takes pride in providing excellent customer service and building strong long-term relationships with his clients. He is dedicated to helping his clients with accomplishing their goals and achieving superior outcomes.

In his spare time, Alex enjoys spending time with his family and sharing many laughs and giggles with his little boy.

Trust is such an important factor in this area and having worked with Blyth and Alex for many years we have that here. We have an investment strategy and have been able to achieve major goals like realising our dream of building our business and home.

- Amanda

 
 

Blyth Staley

Starting out in financial services in 2009 after graduating from Monash University and spending time travelling, Blyth immediately gravitated toward the advice path. Sitting down and gaining a better understanding of someone on a personal level is what he loves to do.

Having worked in financial services now for over a decade, what Blyth values the most is his long-term client relationships. “Being able to connect with someone and understand their financial situation is much more than just understanding the numbers”.

Blyth is a long-suffering Melbourne Demons supporter (edit: no longer suffering) and avid podcast listener. His spare time is spent at the archery range or running trails with his beloved dog Roy.

 

We first met Blyth a few years ago when we were clueless about our financial plans for the future and how these decisions impact our future. Being young and both working full time we though that it meant that we didn't need to think much about our retirement plan and where we can invest our time and money. In just one meeting, Blyth not only gave us a clear path but peace of mind, it was then we decided that he was our guy!

- Ledia

2 (4)-e.jpg

SENIOR FINANCIAL ADVISOR / PARTNER

3 (3)-E.jpg

SENIOR FINANCIAL
ADVISOR

Thomas Daykin 

With a heavy focus on goals-based strategy, Tom's aim is to develop long-lasting relationships with his clients that not only addresses their finances, but also their lifestyle goals.

His approach to financial planning is holistic, ensuring that all of his client’s needs are met and that all areas of their finances are working together. This commitment has resulted in Tom previously being recognised at the 2018 Young Leaders in Finance Awards and 2020 IFA Excellence Awards in the client outcome of the year category.

Tom’s holistic approach extends into his personal life where he can be found watching and following about as much sport as he possibly can. From a typical Melbourne-based AFL fanatic, to the obscurity of once captaining the Australian Junior Curling Team, he'll seemingly try it all. 

I have been working with Thomas for a long time now and he is amazing. Nothing is too much trouble. I ask a lot of questions and Thomas is always easy to contact and is extremely helpful. He makes things easy for me to understand and always takes the time i need to make sure i have a full understanding of what i am doing with my finances, I would be lost with out his advice.

- Robyn

 

Matthew Jacobson 

Matt has been working in Financial Services since 2010, starting out in Asset & Equipment Finance after completing a Bachelor of Commerce. From here he moved into Financial Planning and really found his passion.

Matt puts a big emphasis on education and loves furthering his knowledge and skills, having completed a Cert IV and Diploma of Finance and Mortgage Broking, and most recently a Masters in Financial Planning.

 

While being very strategy focused, what Matt enjoys most is creating close relationships with his clients and being there through the different stages of their financial journeys.

 

When he’s not in the office, you’ll probably find Matt at the cinema, catching up with mates, or at the gym enjoying his hobby of Muay Thai Kick Boxing.

He has been more than an adviser to my wife and I, and has been ever ready to assist above and beyond the call in whatever way he can. We are by no means wealthy, but he has treated us as he would a millionaire. Thank you for this opportunity to acknowledge someone so good in his job with such consummate people skills.

- Ron

7 (7)-E.jpg

SENIOR FINANCIAL
ADVISOR

 
4 (3)E.jpg

CREDIT

CONSULTANT

Hayden Dewar 

Hayden completed his Bachelor of Business (Major in Economics & Finance) in 2017 and came straight to ActOn Wealth in a client servicing role. 

After displaying a high level of attention to detail and a genuine desire to help his clients achieve their goals, Hayden gravitated towards Mortgage Broking. He moved into a Credit Consultant role where he has been helping his clients reach their dream of home ownership ever since. 

Hayden’s impressive level of technical know-how and product knowledge allows him to meet and exceed our clients finance requirements, no matter how complex their situation. 

Outside of the office you can find Hayden toiling away in his garden or fanatically supporting his beloved St Kilda Saint’s.
 

We worked with Hayden for our first ever home loan. He was super supportive & took the time to answer all of our questions given we were first home buyers. 100% recommended.

- Tahlia

Anthony Batsanis - Associate Financial Advisor-Edit.jpg

ASSOCIATE FINANCIAL
ADVISOR

CLIENT
SERVICES

Anthony Batsanis 

Anthony holds a Bachelor of Business majoring in Financial Planning and a Graduate Diploma in Financial Planning. Since 2012 Anthony has worked across small, medium and large organisations in different areas of finance, superannuation and financial planning before joining the team at ActOn Wealth in 2021.

 

Anthony puts an emphasis on helping clients understand the importance of structuring their finances in a way that will ensure they are able to meet their financial and lifestyle goals. He also has an extensive knowledge from years working as a paraplanner helping clients maximise their wealth as they approach retirement, and ensuring clients have the freedom to enjoy their retirement on their own terms.

 

Outside of the office Anthony enjoys travelling, watching 90s sitcoms and spending time with his dog Clifford.

Hristijan Karevski 

Hristijan holds a Bachelor of Business majoring in Financial Planning and Management and a graduate diploma in Financial Planning. He began working in financial services in 2018 as a Paraplanner before coming to ActOn Wealth as an Associate Advisor.

 

Hristijan values the personal element involved in financial planning. Understanding a client’s lifestyle & financial aspirations and turning them into reality by guiding them through the journey, makes it all feel very rewarding. His high level of technical knowledge coupled with his desire to build strong relationships with his clients makes him a natural in the advisor role.

 

Outside of work Hristijan spends his time with his partner taking their dog Lily for walks, exploring new restaurants & bars, and correcting people when they misspell his name.

Hristijan Karevski - Associate Financial Advisor-Edit.jpg

ASSOCIATE FINANCIAL
ADVISOR

Bella Nguyen - Lending Associate-Edit.jpg

LENDING
ASSOCIATE

Bella Nguyen 

Bella began her journey in Financial Services in 2016 after graduating from the University of Western Australia with a Bachelor of Finance and Accounting. She worked as a Sales Consultant before finding her passion in lending as a Loan Processor at a major mortgage broking practice. She joined the team at ActOn Wealth in 2021 as a Lending Associate and provides our credit consultants with valuable support through her strong attention to detail. Bella loves a challenge and soon hopes to move into a credit consultant role to expand her skills and provide exceptional outcomes for her clients.

 

Outside of work Bella can be found working away in the garden with her cat Snowy or out at brunch with her friends.