John Grocke - Financial Advisor
Dip FP, CFP, Authorised Representative of Paragem Pty Ltd ABN 16 108 571 875 (Australian Financial Services License 297276)
Director Lutheran Laypeoples League
Trustee Chair Lutheran Super
As a founding member of the firm, John has vast experience in helping clients with their financial plans, wealth management, superannuation and retirement plans.
He’s won multiple national and state-based financial advisor awards, and has a ‘whatever it takes’ philosophy in running a business and helping clients.
For John, ‘Freedom to Choose’ means enjoying his work and helping people achieve their goals. Helping a family to relocate aged parents from the country to the city is counted as one of his most rewarding client experiences.
In his spare time John is a bit of a health and fitness nut, and even more of an IT/New Technology nut. Not a week goes by without some new gadget to show people. This is tolerated by his colleagues. Just.
Anthony Klatt - Financial Advisor
Dip FP, CFP, MBA, Authorised Representative of Paragem Pty Ltd ABN 16 108 571 875(Australian Financial Services License 297276)
Trustee Director- Lutheran Super
Chairperson Cornerstone College Finance Council
Chairperson All Game Club of South Australia
Junior Development Office – Hill Tennis Association
Registered Poultry Judge
Anthony has significant experience helping clients with their financial plans, wealth management, superannuation and retirement plans.
He genuinely enjoys the ability to sit down and listen to clients’ stories, be it what’s happening with their family, or where their recent holiday was to. Knowing that his ongoing advice gives them peace of mind is the highlight of his work.
For Anthony, ‘Freedom to Choose’ means having the flexibility both financially and time-wise to spend time with family and travel. This includes being a taxi service to his children, playing tennis, and believe it or not, judging and exhibiting poultry (hence the nickname ‘Chicken Man’).
Mathew Wilkshire - Financial Advisor
Dip FP, Authorised Representative of Paragem Pty Ltd ABN 16 108 571 875 (Australian Financial Services License 297276)
Winner of a prestigious Rising Star of the Year Award for SA/NT in 2009, Mathew has shaken the tag of ‘the next Don Bradman’ and now provides financial planning, wealth management, superannuation and retirement advice to a growing list of clients.
He’s often accused of being ‘too nice’, so we tried to bring a ruthless streak into Mathew’s personality. We failed. So if you’re seeking value for money, together with help in seeing the big picture, this is definitely the guy.
When not providing this outstanding service, Mathew loves spending time with family, golf, cooking (whilst enjoying a cold beer or nice red) and listening to music.
Client Services Team
The client service team ‘get it all done’ and can field and deal with any queries from clients. They also have the unenviable task of liaising, on your behalf, with the bureaucracies and inconsistent systems of financial institutions across the country and overseas. They all deserve medals.
Debra Gavin – Client Service Manager
Deb is one of the longest-serving members at Johnston Grocke, and not only deals with all the complexities of external institutions, fund managers, insurers and the like, but also with John. She’s not sure which one is hardest.
Deb loves knowing that she’s helped make life a little bit easier for clients, especially during certain transitions they experience during their life.
When not chatting to and helping clients, Deb spends time keeping fit, planning her next travel experience, and also indulging in her favourite pastime — buying shoes. ‘Give the girl the right shoes and she can conquer the world’ is something she both believes in and puts into practice.
Prema Paramasivam – Client Service Officer
Johnston Grocke were very lucky to find Prema earlier in 2015 to replace Jasmine whilst she was on maternity leave. With over 25 years’ experience in banking and financial services customer service, Prema has filled Jasmine’s shoes in our Financial Services division admirably. “Nothing is impossible” is her favourite quote, and although this belief may have been tested in her first few weeks (!!), Prema has very quickly become part of the furniture, and is enjoying helping our clients just as much as she enjoys helping at various community events in her non-work time.
Lisa Redmon - Client Service Officer
Anuja Gupta – Personal Assistant (Client Services)
The Bhagavad Gita Hindu scripture includes a quote “Those who are motivated only by desire for the fruits of action are miserable, for they are constantly anxious about the results of what they do”. This is another way of saying work hard, focus on the now and the results will come later. Many of us read and get inspired by quotes like this, but very few of us actually live by them. Anuja is an exception, and her focus on hard work is the key driver that helps to juggle the many and varied challenges posed by her client service role at Johnston Grocke. This work ethic is also the same attribute that will help Anuja as she chases her aspiration of being a business entrepreneur.
When she’s not working Anuja enjoys travel, outdoor activities and supporting animal welfare and human rights causes.
Kathy Hope - Client Service Officer
It would be reasonable to assume that there is no-one in Australia who works in a financial planning business with a series of financial and business qualifications as well as intimate knowledge in the calibration, maintenance and sampling of environmental pollutants for EPA licensing requirements. Well someone like this does exist.
Kathy’s background included many years working in the family business before pursuing a career in the financial planning industry. The appeal of ‘being part of a supportive and dynamic team, helping clients achieve their goals and the challenge of solving problems that come up day to day’ seemingly outweighed the kick that comes from environmental pollutants!
Just to add to the diversity, Kathy also loves animals and has a successful background and talent in dressage. Her greatest inspiration though comes from a frog – “It’s nice to be important. But it’s more important to be nice”. Thanks Kermit.
Para Planner Team
Para planners are the engine room of the financial planning division, helping financial advisors prepare financial plans for clients and making sure the advice given is accurate and appropriate.
Sheree Jiminez - Para Planner
As an experienced paraplanner, Sheree loves doing all the behind the scenes review and preparation of financial strategies, projections and research that is so critical when we help clients plan their financial future and achieve their goals, especially as they approach retirement. Paraplanners are a unique breed, mostly known for their attention to detail and focus – Sheree is no exception!
One reason Sheree can focus so well when at work is that she faces 3 sons at home, two of which aren’t yet at school age. That alone would make anyone more relaxed and focussed once they get to work. She loves her boys though of course, and family time is important to Sheree, unless it interrupts her Home and Away addiction on week nights. She obviously didn’t disclose that passion on her CV, but we’ve tolerated it, and like any employees with issues will try to help wean her off it in years to come.
Melissa Tonellato - Para Planner
Mel gets a kick out of being able to help young families find financial security. As a wife and mother with young children herself, this comes naturally, and she genuinely succeeds in balancing her work with her desire to spend time with her family.
She claims that ‘que sera, sera’ is her favourite quote, as well as aspiring to lots of holidays and cocktails by the pool. But underneath that relaxed exterior is a bulldog making sure everything is done professionally and in the best interests of the client.