About Us

Philosophy


Every client is on their own investment journey.
We believe it is a shared journey with our clients, our role being to provide guidance and support across all areas of their financial life.

Our unique education process enables our clients to understand investing. With this understanding comes empowerment and the ability for our clients to provide informed consent to the advice we provide.

We respect your money and where that money has come from.

Speaking


As a financial adviser, researcher, mentor, educator, business owner and mother; Eleanor experience allows her to bring a unique perspective to every presentation she does. Her focus is to pay it forward within the financial advice sector with a range of presentations and master classes to help advisers embrace her methodology and knowledge built from years of research and development and practical application.  By engaging Eleanor for your next event you not only invest and empower the participants for your event but you invest in the future of financial advice. For more information on presentations and masterclass topics as well as availability and fees please contact eleanor@focuswealthadvisers.com

Team

Steven Scarano, Director | Accountant


Steven is an experienced, qualified accountant and, having recently completed his degree in financial planning, has commenced his Professional Year as a Financial Planner. His role provides assistance with the delivery of financial advice and day to day management of the business, while also offering accounting and taxation services.

Steven’s career in accounting came later in life after having run his own successful local business for over 10 years. This has given him the knowledge and understanding to work with individuals and business clients: he knows “what it takes” to help them achieve their financial goals.

Steven loves spending as much time as possible with his family and travelling to warmer climates.

Steven holds a Bachelor of Business, majoring in Financial Planning, and is a Registered Tax Agent and Member of the Institute of Public Accountants, with a Professional Practice Certificate.

Catriona Sgouros, Director | Financial Planner


Catriona’s first career was as a language teacher, teaching French Language and Literature and English as a Foreign Language whilst living abroad. On returning to Australia, and with small children, Catriona decided to find work that enabled her to work from home and became a bookkeeper. It was then a natural progression into a career as a financial planner, which she commenced in 2014.

Catriona has always found the most rewarding part of her job to be speaking with clients, in particular those approaching or already in retirement: learning about their lives, how they got to where they are, and where they want, or need, to get too next. She is a strong believer in the power of a great financial strategy, reviewed regularly, to assist clients in achieving their goals while gaining peace of mind along the way.

In her free time Catriona loves to catch up with friends and family, read, travel, and go for walks while listening to true crime podcasts. She is also a dedicated supporter of various streaming services.

Catriona holds an Advanced Diploma of Financial Planning and a Bachelor of Arts (Honours). She is a member of the Financial Planning Association (FPA) and the SMSF Association.

Saul Illesca, Financial Planner


Saul is a financial planning specialist whose mission is to assist and educate his clients by demystifying the ever-changing taxation, superannuation, Centrelink and investment landscapes.

Saul’s philosophy is to keep things simple by relying on prudent and strategic processes to ensure high standards of advice are met for all his clients within reasonable timeframes and legislative requirements.

Saul started his higher education as an Applied Science Major, then completed a Bachelor of Business in accounting and applied economics. He has often been asked ‘Why the change?’. To him it was about the intriguing world of finance and accounting, and he wanted to crack the mystery.

Saul is married with three adult children. His pastimes and hobbies include surfing, playing music and reading about ancient and modern history.

Linda Ford, Office Administrator


Linda has been an integral part of our team since 2017. As one of our two Office Administrators, she assists with, among other things, general client queries, the implementation of advice recommendations and the administration of corporate actions. She works with both advisers and clients to achieve the best outcome for our clients and is an adept problem-solver.

Linda has extensive experience in administration roles in various professional areas, including accounting and law.

Melinda Humphrey, Office Administrator


Melinda has a scientific background in natural resource management (B.Nat.Res(Hons)) and has extensive experience in administrative management roles in both government (National Parks & Wildlife Service) and private business.

Melinda assists with the onboarding of new client accounts, the implementation of advice recommendations and with everyday client enquiries.


How We Help

Our team can help you across many areas of your financial life, from your financial investments through to Estate Planning, Self Managed Superannuation Funds, Aged Care and more. We will work with you to set, build and attain your goals.

Equity investing


Building a portfolio of investments is the first step in setting the scene for your financial journey, whether this is to meet your retirement income needs or to build wealth for a specific project. Of course, the entity to be used for your investments will depend on your personal objectives and tax planning.

Balancing your exposure to cash, fixed income, equities and property, is firstly about investing for peace of mind, then about diversifying in both income earning assets and capital growth assets.

We tailor our portfolios for individual client needs, with clients having the option to access equities directly on the ASX, through Managed Funds or via Exchange Traded Funds, sometimes all three options are utilised in a portfolio.

Importantly, you participate in the construction of your own portfolio and learn more about investing in the process. We continue to coach you about investments each time we conduct a review of your portfolio.

Portfolio Reviews


An important step in our ongoing service to you is the review of your portfolio of assets; how these are performing and whether they need to be re-aligned to meet your changing financial needs. Portfolios are viewed at least annually; however, we will be contacting you regularly should there be any specific opportunities or challenges in the market that may affect your holdings and of course you are able to contact your adviser with any questions or concerns you may have.

Estate Planning


How you wish to pass wealth on to your family is an important part of your financial journey. We provide a review of your current estate planning provisions to ensure that your wishes are fully reflected in your Will.

Understanding what assets will pass into your estate is an essential step in planning for your family’s future, therefore knowing what assets will pass directly to beneficiaries outside of your estate is an important component of our overall advice process.

Eleanor Dartnall is an accredited trust and estate practitioner, with many years’ experience in trust and estate work.  We can bring this experience to a review of your current situation and how best to position your wealth to meet your own needs and those of your lineal family.

Superannuation


I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Aged Care


Moving from the family home into care can be a very difficult decision to make, and sometimes it is a decision that is forced upon you. We can help you and your family navigate the often confusing and confronting landscape that is aged care. We work with you to determine the best outcomes for you, in terms not only of your financial situation but also of what will work best for you and your family. For example, selling the family home to pay a Refundable Accommodation Deposit may not be your only option.

Catriona Sgouros is an Accredited Aged Care ProfessionalTM