Our Team
Founder and Principal
Catherine Robson
CEO & Executive Director
Catherine Robson created Affinity Private as a special place where busy executives and professionals could share their ideas, thoughts and concerns about their wealth with a trusted confidante and develop a plan to realise their potential.
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✉ catherine.robson@affinityprivate.com.au
📞(03) 8488 6394
Click here to download Catherine's v-card.
Jonathan Scholes
Adviser
Jonathan has been advising highly valued clients for 15 years, with Shadforth Financial Group and Heraud Harrison, holding numerous leadership and mentoring roles, including membership of Shadforth's investment committee. Jonathan is renowned for his integrity, coupled with his technical acumen and client centred approach.
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✉ jonathan.scholes@affinityprivate.com.au
📞(03) 9040 2258
Click here to download Jonathan's v-card.
Carol Tawfik
Adviser
Carol has a Bachelor of Business majoring in Financial Planning from RMIT University and is also a Certified Financial Planner. Carol has been involved in the provision of financial advice since 2002, commencing her career at Heraud Harrison as a university student where she developed her skills from the ground up.
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✉ carol.tawfik@affinityprivate.com.au
📞(03) 8488 6395
Click here to download Carol's v-card.
Catherine Jansen
Associate Adviser
Catherine has a Bachelor of Commerce, majoring in finance and marketing from The University of Melbourne. With a desire to become a financial adviser since childhood, Catherine started working as a financial analyst in a boutique advisory firm while studying.
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✉ catherine.jansen@affinityprivate.com.au
📞(03) 8488 6396
Click here to download Catherine's v-card.
Charles Green
Associate Adviser
Charles Green has a Bachelor of Business majoring in Banking and Finance from the Queensland University of Technology. Following the completion of his studies in 2011, Charles moved to Sydney and channeled his passion for helping others into the pursuit of a career in financial advice.
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✉ charles.green@affinityprivate.com.au
📞(03) 8488 6393
Click here to download Charles' v-card.
Anna Galvez
Anna brings a depth of knowledge and experience to the Affinity Private team, with more than 9 years in the banking and lending industries, coupled with a Bachelor of Science in Accountancy. With an eye for detail and a thirst for knowledge, Anna is responsible for creating process efficiencies and streamlining our administration and reporting functions. When she is not working, Anna is busy running around after her two sons Lance and Dref.
Joreen Evangelista
Joreen has a Bachelor of Science in Accountancy from La Consolacion University. With her adept administration skills and plethora of experience, Joreen contributes to Affinity Private's ongoing efficiency and success. Joreen is always reliable and continually striving to develop her financial reporting and book keeping knowledge, and is a valuable member of our international team residing in San Fernando in the Philippines.
Juliet Lowther
Juliet is a professional administrator and office manager, with more than 20 years of experience in management roles. She is skilled in all aspects of business management and operations and maintains a desire to continually learn and improve.
Juliet has a passion for travel and continues to explore parts of the world whenever she has the opportunity.
Vy Nguyen
Vy is currently studying the Bachelor of Commerce at the University of Melbourne. With administration experience gained in small business environments and tuition centres, Vy strives to fulfil Affinity Private’s core values through her day to day work. Outside work and study, Vy enjoys exploring Melbourne’s yoga studios, laneways and arcades.
Louise O’Reilly
Louise operates Affinity Private’s paraplanner partner business, The Advice Docs.
She established the business after 8 years' experience in financial services, learning the industry from a range of roles and perspectives.
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David Campbell
As private client stockbroker with Morgan Stanley, David works closely with our clients to provide access to the highest quality equities research, portfolio construction and monitoring, ensuring our clients have profound confidence in the listed equities portion of their portfolio.
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