We believe there is a better way to deliver financial advice

About us

We believe there is a better way to deliver financial advice

And from this belief, comes action. Across Australia we are building a network of advisers who work together to redefine wealth management, all driven by the common desire to generate better outcomes for clients and their families.

What we do

We provide client-centric, fiduciary wealth management advisers with best-in-class solutions, services and tools to help them grow, expand their client value proposition and deliver an enhanced client and employee experience.

Why we do it

We believe that there is a better way to deliver unconflicted, holistic wealth management advice and are driven to evolve the wealth management model to generate better outcomes for clients and their families for generations to come.

How we do it

We enable the entrepreneur to preserve their organisation’s identity, culture and brand, as well as maintain front office autonomy, all while providing them with centralised capabilities and expanded services that empower them with the benefits of scale.

Molly Bennard - Chief Executive Officer

Molly Bennard

Chief Executive Officer

Molly is responsible for establishing and leading the strategic vision and growth strategy of Connectus globally. As one of the initial architects of the Connectus business model, Molly passionately works alongside Connectus advisers to deliver strategic support and dedicated resources that generate better outcomes and experiences for clients and employees alike.

Before joining Connectus, Molly was a Managing Director at Focus Financial Partners, responsible for leading business development and acquisition activities across both the Northeast and Midwest regions of the United States. She also oversaw various international initiatives, including the expansion of Focus’ presence in Australia. Molly also worked closely with multiple Focus partner firms in delivering value-added resources to help execute strategic initiatives that accelerate growth.

Prior to Focus, Molly held a leadership position as the Head of the Strategic Initiatives Group at AXA US, where she led corporate strategy and business development initiatives to drive profitable growth and performance across the organization. She also previously worked within Morgan Stanley’s Investment Banking Division, executing M&A, equity and debt transactions within the financial services industry. She began her career at PricewaterhouseCoopers, providing financial due diligence and other advisory services to private equity and corporate clients within the U.S. and Latin America.

Molly is a CPA and CFA charterholder. She holds an MBA from Columbia Business School and a BS in Economics from the Wharton School at the University of Pennsylvania. In her free time, Molly enjoys running, scuba diving, international photography and cooking.

Kristen Bell - Chief Operating Officer & Head of Compliance

Kristen Bell

Chief Operating Officer & Head of Compliance

Kristen is responsible for Compliance and Regulatory Affairs in Australia, for Connectus Wealth Advisers. She works closely with Connectus lines of business to manage their compliance with regulatory obligations enabling them to focus on client facing activities and taking the hassle out of their legal and compliance matters.

Prior to joining Connectus, Kristen was the head of Risk & Compliance at AUSIEX, where she led the risk and compliance divestment of AUSIEX from Commonwealth Securities and was responsible for compliance and risk management across the organisation. Kristen previously worked as a Senior Manager in the Commercial and Institutional development division of CommSec Adviser Services, facilitating the expansion of the growth in the institutional client base and the management of legal and compliance matters across the division. Kristen started her career in the Australian Army at the Royal Military College, before moving into the corporate sector executing M&A, equity, and debt transactions for domestic and international pension funds.

Kristen is a Justice of the Peace, and holds Masters degrees in Terrorism & Security, and Intelligence Analysis from Charles Sturt University. Kristen is currently studying a Diploma of Law / LLB through the University of Sydney. Outside of work, Kristen is a competitive boxer, avid hiker and enjoys travelling.

Anna Frathelakis - Director, People & Culture

Anna Frathelakis

Director, People & Culture

Bio

Shane Hermann - Director, Practice Management & Operations

Shane Hermann

Director, Practice Management & Operations

Shane is responsible for the Practice Management and Operations across Connectus business lines in Australia. In this role Shane works closely with our advisers and businesses to help them identify opportunities that will improve their productivity and growth to drive revenue, increase profits, as well as managing risk within the lines of business.

Shane has over 20 years’ experience working with financial advice businesses in Australia. Before joining Connectus, Shane was as a Practice Development Manager with ClearView. In this role he managed a team of salary advisers as well as looking after a panel of self-employed advice businesses. In this role he helped his practices implement organic growth strategies, identify, and execute M&A opportunities and navigate significant regulatory change.

Shane has a bachelor or Business from Charles Sturt University and is a qualified financial adviser. Shane lives in Sydney with his family, and when not working, you will find him riding his bike around Sydney, spending time with his family or coaching his son football team.

Souvik Paul - Director, Finance

Souvik Paul

Director, Finance

Souvik is responsible for Group Finance, Treasury, Tax Compliance and AFSL Audits for Connectus Wealth Australia. Souvik works closely with the lines of business to oversee their finances and tax obligations ensuring smooth financial operations and enabling the leadership team to implement key strategic decisions.

Souvik has more than 18 years’ experience working both, in public practice and in industry. He has considerable knowledge in financial accounting, taxation, audit and business services. Souvik’s experience covers both, Government and private sector with turnover ranging up to $200m. Prior to joining Connectus, Souvik was the Head of Finance for a Sydney based Fintech company and the Director of their South Asian operations employing close to 60 offshore staff. He is passionate about financial services, IT implementation and process improvements.

Souvik is a Chartered Accountant from CAANZ and holds a Masters degree in Accounting from University of South Australia. Souvik lives in Melbourne. Outside of work, Souvik is a passionate photographer, an avid traveller and is into mountaineering.

Louise Boey - Senior Client Manager, Finance

Louise Boey

Senior Client Manager, Finance

Louise assists with the finance, tax compliance and group reporting for the partners within Connectus Wealth Australia. She works closely with the lines of business to oversee their finances and tax obligations ensuring smooth financial operations.

Prior to joining Connectus, Louise was a Business Services Manager in public practice where she provided services such as taxation compliance, taxation advice and financial reporting for domestic and international clients across a variety of industries including manufacturing, information technology, building and construction, forestry, publishing and private investment.

Louise is a Chartered Accountant with CA ANZ and holds a Bachelor of Business (Accountancy) with RMIT University. In her free time, Louise enjoys the gym, gardening and travelling.

Nicole Davis - Senior Accountant, Finance

Nicole Davis

Senior Accountant, Finance

Nicole is a senior accountant within the Connectus Wealth Australia finance team. She is responsible for management accounting, reporting, tax compliance and budgeting. Nicole works closely with various team members to ensure results are recorded and reported correctly to allow for key decisions to be made.

Nicole has over 10 years’ experience working in both public practice and industry. She has worked in both Australia and the United Kingdom. Prior to joining Connectus, Nicole worked with Westwood Group (now a Connectus Wealth partner) specializing in tax planning and compliance work. She is passionate about financial services, creating efficiencies through process improvements and excel.

Nicole is a Chartered Accountant from CAANZ and has a Bachelor of Commerce from the University of Queensland. Nicole is based in Brisbane. Outside of work, Nicole has a passion for traveling, exploring new places and cooking.

Our Values

Collaboration

Collaboration

We believe in super teams before superstars. Our team-based approach is predicated on active listening, open communication and the inclusion of diverse ideas and experiences.

Engagement

Engagement

We build meaningful, long-term relationships through our genuine interest in generating positive outcomes for partners and clients through a highly dynamic interaction model.

Integrity

Integrity

We commit to the highest standards of honesty, transparency, and accountability resulting in trust and lasting loyalty.

Curiosity

Curiosity

We embrace an entrepreneurial spirit in everything we do. By combining an inquisitive approach and a growth-oriented mindset, we bring innovative technology and tools that delight our clients and create efficiencies for our advisers.

Excellence

Excellence

We maintain a steadfast determination to improve our business, culture, and pursue excellence throughout the organisation. Our team’s passion to deliver our best remains paramount to our continued success.

Culture<br />
at Connectus

Culture
at Connectus

Learn more about how culture at Connectus attracts top talent and empowers employees to drive positive business outcomes across the organisation.

Awards & Recognition

Each award is a reflection of seeing our values in action, working together, and putting clients first.

Paul Brady

Founder

Brady & Associates Financial Advisers

Ben Kohn

Founder

Link Financial Services

Portfolio performance is not a criterion for selection, and Connectus Wealth Advisers did not pay a fee for obtaining or using these awards.

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