the team

David Harrison

Senior Financial Adviser / Director

Began with Money Options in 1999

Qualifications

Graduate Diploma in Financial Planning, Diploma in Financial Planning, Diploma of Financial Services, Certificate in Financial Markets, Diploma of Financial Services (Finance/Mortgage Broking Management)

David has been in the financial services industry for over 20 years, where he initially served as a Police Officer with the South Australian Police Department between 1990 and 1997. David began his financial planning career in August 1997, initially starting off as an Authorised Representative for MLC and Financial Wisdom before embarking on his own venture – starting up his own successful Financial Planning business in 1999, called Money Options. David and his staff joined Pinnacle in March 2018 through to June 2019 and have now re setup Money Options and opened a new office in Glenelg.  Money Options Pty Ltd now holds its own Australian Financial Services License (AFSL: 516163) and David is an Authorised Representative of Money Options Pty Ltd.  David strives on providing his clients with ongoing professional, honest and an educated service which he believes is the key to the high quality, long term relationships he holds with his clients.

Contact David

Dylan Thorn

Senior Financial Adviser

Began with Money Options in 2021

Qualifications

Bachelor of Commerce (Corporate Finance), Master of Financial Planning, Diploma in Financial Planning

Dylan has worked with the Money Options team since 2021, and in 2022 moved into a Financial Adviser role. Dylan’s career has given him a broad experience from big business in Westpac, to small and medium sized financial planning and accounting practices and even self-employment. With 10 years’ experience in financial services, including having been a financial adviser in a previous practice, Dylan brings a passion for great advice and relationships. He is focused on ensuring that clients understand the options available to them and can go on to make informed decisions that help them achieve their goals.

Contact Dylan

De Woolman

Senior Loan Consultant

Began with Money Options July 2015

De Woolman has been working in the finance industry for over 25 years. Initially commencing with a major financial institution in 1987, De quickly worked her way up to the position of Lending Manager writing consumer loans. De then continued to work with other financiers, with short breaks over the years to raise her family. She has three boys, so understands the importance of financial security. Having also bought, renovated and sold several residential properties, De has a broad range of experience and knowledge in the real estate market.

Contact De

Stefan Russo

Adviser Assistant / Paraplanner

Began with Money Options July 2021

Qualifications

Bachelor of Commerce, Bachelor of Applied Finance

Stefan joined the Money Options team at the beginning of July to take on an Adviser Support/Paraplanning role. Stefan has worked in the financial planning industry as a Paraplanner since 2018. Prior to this he worked in various support roles in boutique financial services offices around Adelaide. In 2020 he graduated with a double degree in Bachelor of Commence / Bachelor of Applied Finance from University of South Australia. Stefan is married and he and his partner have two small children which takes up most of any spare time he has!

Contact Stefan

Desiree Ruby

Client Support Services

Began with Money Options July 2012

Desiree Ruby joined the Money Options team in July 2012 as the Client Service Manager. Desiree was new to the financial service industry when starting but had over 20 years’ experience in a broad range of administrative roles. Desiree oversees the majority of client related projects and procedures ensuring that our office processes run smoothly, providing our clients with the best service we can. She is also our Compliance Manager, ensuring that we have all the necessary systems in place to meet any legislative requirements. Desiree enjoys spending time with her two young girls, family and friends in her spare time.

Contact Desiree

Prisca Harrison

Client Services / Marketing

Began with Money Options in 1999

Prisca Harrison began with Money Options from inception and works part time on Reception and helping on an administrative side. She also oversees the marketing projects for Money Options. Prisca has worked in the financial services industry since 1998, working for a couple of Funds Management companies. Prisca enjoys balancing her role at Money Options along with her role as a busy mum of three children.

Contact Prisca

Kat Chamber

Client Services Support

Began with Money Options May 2021

Kat joined us in an Administrative Support role bringing with her several years of experience in different fields. She has had four years as a Manager in a fast-paced customer service company and two years’ experience in the Financial Services industry. This role gives her the chance to improve her financial services industry skills and work with people in different roles. Kat has two young children and enjoys bonding with them during her spare time by travelling to different places or watching movies at home.

Contact Kat

Level 2
3-9 Gordon Street
Glenelg SA 5045
08 8376 4416

hours
M-T 9 – 5pm
F 9 – 3pm

© August 15, 2022 Money Options Pty Ltd  |  ABN: 29 089 499 776  |  AFSL: 516163