April is a UWA graduate of Medicine and works in General Practice in Western Australia. She is passionate about the business of medicine. She is the founder of the Business for Doctors concept and social media group. April was awarded the WA Telstra Business Woman of the Year 2015 in the start-up category and her rural practice, Collins Street Surgery nominated for the WA Telstra Business Awards 2015.

She has developed strategies and methods in investing and business management. As an owner of two medical practices and numerous investments she brings 25 years of business and investing experience to the team. April actively supports medical students and overseas trained doctors during their transition into the Australia medical system

After using a buyer’s agent himself in his early investing years and studying financial planning, Julian sought to enter the property industry with a business that would do things differently. His success with residential and commercial property acquisitions nationally and vast experience in the corporate world meant he had a compelling vision of what a great real estate advisory & research business should look like.

As Director and Co-founder of 1Group Julian enjoys the fast pace and constantly changing landscape of the property industry and feels privileged to lead a team of industry experts supporting doctors with some of life’s biggest decisions.

• Linkedin

Evan is a Director of the RSM Australia Financial Services in Melbourne. Evan joined RSM in 2002 and has significant experience advising clients on investments, risk protection, superannuation, retirement planning and aged care matters.

He combines practical experience and postgraduate qualifications to assist clients in making informed decisions to achieve their financial goals and objectives.

Paul is a Director of BFD Finance who are a specialist mortgage brokering service for Medical Practitioners. He has over 28 years’ experience in the Banking and Finance industry having held senior roles with ANZ and NAB in addition to experience gained in the UK with Zurich. Paul’s skills and experience are diverse having worked with clients ranging from individuals, small to medium businesses, large privately-owned groups and ASX listed companies and across a variety of professions and industries. Paul’s approach is simple – to listen, understand and provide help so clients can achieve their personal and business financial goals.

Jay Bhatia is the founder of Prolific You, a digital marketing agency that specialises in the digital success of healthcare professions. Prolific You is not your standard agency; Jay and Prolific You have a comprehensive understanding of the rules and regulations associated with being a certified clinic, and uses these insights to provide proven methods to grow your brand and clinic online.

Jay has helped multiple clinics achieve growth and success with their online presence leveraging digital marketing techniques from rebuilding and redesigning websites, integrating booking platforms, creating content, social media and appearing at the top of Google to increase patient acquisition.

Louis has dedicated the last 28 years to the IT industry with 20 years working on large scale projects within the banking and telecommunication sector. He co-founded AutoMed Systems 7 years ago with Dr Peter Demaio and has been working closely with hundreds of GP Practices across Australia to achieve the highest level of automation and process improvement.

Mark O’Flynn is the Managing Director & Principal Adviser at Oxlade Financial. He has been in the industry since 2005, and has been practicing as an Independent Advisor since 2015. Mark was a finalist in the FPA Certified Financial Planner® Professional of the Year Award in 2021.

Mark holds both the Certified Financial Planner® and Chartered Financial Analyst® qualifications. He also has a Bachelor of Economics and Bachelor of Commerce (Finance and Accounting), and has completed a Diploma in Financial Planning. Mark is a member of the Financial Planning Association of Australia’s Policy & Regulations Committee, and also has specialist SMSF Accreditation.

His extensive qualifications and experience are coupled with a true passion for improving the lives of his valued clients. Mark has worked with most of his clients for many years, and he places great value on these long-term, rewarding relationships. Mark is driven to provide transparent and holistic advice, and seeks to apply his knowledge to help families have a better financial future. As a husband, father and business owner, he understands the financial complexities and pressures that families can face, and recognises the difference that good advice can make.

Simon Hepson is a Senior Financial Adviser at Oxlade Financial. Simon has 9 years’ experience as a Financial Adviser, and has been an Independent Adviser since 2018. As well as holding his Certified Financial Planner® qualification, Simon has also completed a Masters in Financial Planning and a Bachelor of Business (Finance).

Simon is driven to help his clients to live life to the fullest by managing and optimising their finances. He finds great satisfaction in helping his clients to achieve their goals and improve their quality of life, as well as helping them to navigate challenging situations that may be relevant to their financial position.

Simon is an experienced and ethical operator, who brings great value to his clients as 3 their Financial Adviser.

Heath is a Director of the firm and has over 20 years’ experience in practice, working in business services, taxation, audit and consulting.

He has developed a specialisation in the medical and dental industries but actively engages with clients in a broad range of industries including publishing, professional consulting, legal practices, building, construction, civil contracting and manufacturing.

Heath also supervises the firms’ audit and assurance engagements, including litigation support and valuation.

He likes to work together with his clients tailoring our service to the client’s specific individual needs which includes industry KPI comparison, forecasting, projections, financing and efficient tax structuring.

David Piacentino is Director and co-founder of Allied Insurance Australia, a specialist professional general insurance advisory firm servicing the insurance and risk management needs of the healthcare industry. David’s qualifications include a Bachelor of Business in Financial and Risk Management and a Diploma in Financial Services. Before founding Allied Insurance Australia, David’s 20-year insurance career has spanned both insurance broking and direct insurance, having held senior roles with one of the world’s largest insurance & risk management brokerage firms as well as with an established specialised major health and allied health insurer, working closely with some of Australia’s pre-eminent healthcare professions.

Kellie draws on more than 20 years of experience devoted exclusively to insurance and health law. Throughout her career Kellie has acted for the Victorian insurer of public hospitals, many private hospitals (both directly and through insurers such as MarketForm), pathology companies and medical and allied health practitioners (through insurers such as MIPS, Avant and Guild Insurance).

Over many years Kellie has acted for large public liability insurers (such as Wesfarmers General Insurance Limited, GIO General Ltd, CGU Insurance and London Underwriters), utility companies, brokers, claims handling agents and large corporations (such as Federation Centres, Boral Ltd and the GEO Group of companies). Kellie was selected on the specialist panel for coronial investigations for all Victorian Government Departments from 2009 to 2015.

Apart from her dedicated client work, Kellie is deeply involved in training and improvement across the healthcare and insurance law industries. As co-author of successful books, risk management registers and training programs, she combines deep legal knowledge with a passion for helping others.

Kellie has been recognised in Best Lawyers Australia as a leading lawyer in Insurance Law since 2017 and in Medical Negligence since 2019. In the 2022 edition of Best Lawyers, Kellie was selected as ‘Lawyer of the Year’, by her peers, for her work in Medical Negligence in Melbourne.

David is Managing Director at Hoxton MPM. A Neurologist and founder of Australia’s largest private Neurology Practice. With these practical insights, David designed a system of scalable efficient administration processes that are central to the operation of all medical practices. Motivated to help more doctors avoid problems that he had experienced starting and running his practice, David studied leadership and corporate governance before launching Hoxton MPM: to provide certainty, flexibility and a premium level of service to specialist doctors Australia-wide.

Rami is a Co-Founder of HealthShare, a leading Australian health technology company whose platform helps ensure that the right health information is delivered to the right patient or doctor at the right time. Through HealthShare’s innovative digital solutions, patients and doctors get access to relevant information so better-informed health decisions can ultimately be made.

Rami’s passion lies at the intersection of product, strategy and innovation, with an underlying belief that technology, when it is fully harnessed, can deliver a more sustainable and effective healthcare system, ultimately leading to far superior patient health outcomes.

With over 10 years experience looking after the needs of medical practices and guiding many of them through the minefield of Covid-19, Andrew can help all practices appear professional to their callers. Ask how your practice can improve it's efficiency or market to callers in an environment that is often perceived as being of little importance. Let Andrew help turn a weakness in your practice into a strength.

With over 30 years of training and experience in the health area, and a passion for mental health and wellbeing, Dr Cate’s focus is on education for health professionals and the community. Cate had a year 2000 Churchill Fellowship, completed a PhD on depression in 2010, and in 2012 was awarded the Order of Australia Medal for services to mental health.

Cate aims to share knowledge and useful tools with professionals and the community to improve mental health and wellbeing. She currently works in her own business with clinical and education arms, and she works with various organisations as a Medical Education Consultant and lecturer. Cate has authored six books on mental health topics, and her holistic and practical approach is evident in all of her pursuits.