© MEDIQ Financial Services - a Corporate Authorised Representative of Synchron AFS Licence No. 243313 for Investment, SMSF and Risk Insurance advice.
Ravi Agarwal
Managing Partner
Ravi Agarwal is an experienced adviser whose key objective is to assist medical professionals throughout Australia to make smart, financial and business decisions to allow them to achieve their life goals and dreams.
In 2010, Ravi established MEDIQ Financial Services, a premier Financial Planning, Accounting, Investment, Insurance, Legal & Finance practice for medical professionals and their families. The business has grown organically to a team of 35, serving clients nationally.
Ravi has been recognised by the Association of Financial Advisers with the 2013 AFA Rising Star award, in recognition for his excellence in the advice industry and outstanding commitment to his clients, their community and the Medical Profession. He was also awarded ‘Multi-service Practitioner of the Year’ in 2015 and ‘Practice Principal of the Year’ in both 2014 and 2015 in the IFA Excellence Awards.
In 2017, under the leadership of Ravi, MEDIQ was awarded the AFA Practice of the Year – the highest accolade available for a practice in the financial advice profession.
Professional Memberships / Qualifications:
- Chartered Tax Advisor
- SMSF Specialist Advisor
- Fellow Chartered Financial Planner (In Progress)
- LL. B Law
Selina Agarwal
Insurance Services, Marketing & PR
Selina graduated with a Masters in Organisational Psychology and began her career as a Managing Consultant working with the Big 4 Accounting firms in the UK and major international clients. Her strengths and experience include training design, leadership development and project delivery and facilitation.
Over her tenure at MEDIQ, Selina has encompassed a diverse range of roles and responsibilities. She initially headed up the Personal Insurances division, where she managed the team and established business processes, all while ensuring optimal client experience. She was also proactive in working with clients on applications, supporting them during underwriting, right through to claims management. Her goal was to deliver a service that was client-centric: approachable, seamless and time efficient. Selina has also held positions in HR, Recruitment, Culture and staff training; with a particular focus on soft skills, time management and exceptional client service.
Her most recent responsibilities have been focused exclusively on Public Relations and aligning this with our marketing goals. She has successfully prepared and led MEDIQ into being recognised as a leader in the financial advice industry, with our most proud accolade being awarded in 2017 as ‘Practice of the Year’ by the Association of Financial Advisers.
Professional Memberships / Qualifications:
- Foundations of FP and Insurance and Risk Protection
- MSc Organisational Psychology
- BPS Occupational Test User (Level A and B)
Mey Chua
Senior Accountant - Accounting & Taxation
Mey is a Senior Accountant in the Accounting & Taxation team with over 14 years’ experience in public practice. She has spent the majority of her career serving private clients and small business entities and self-managed superannuation funds.
Mey also spent time in the industry as a financial accountant within a fashion retail & warehouse company with an annual turnover of $40 million. With a great passion for accounting and tax, she strives to provide the best tax outcome possible for each client.
Professional memberships / qualifications:
- Bachelor of Commerce in Accounting
Niluka Dassanaike
Director - Accounting & Taxation
Niluka is a director in the Accounting & Taxation team with over 16 years exposure in public practice, specialising in private clients and small and medium businesses. Her career began with the Big Four accounting firms developing a passion to help clients optimise their tax position. With a keen eye for detail she provides strategic tax advice and planning to various businesses and their associates.
Professional Memberships / Qualifications:
- Full Member of CPA Australia
- Registered Tax Agent
- Chartered Management Accountant – UK
- Enrolled Tax Agent – Internal Revenue Service
- Post Graduate Diploma in Marketing – UK
David Ebdon
Senior Accountant - Accounting & Taxation
David has almost 15 years experience within the accounting and tax industry, both in the United Kingdom and Australia. Prior to joining MEDIQ, David was head of tax at Tax & Super Australia (formerly Taxpayers Australia), where he participated in many government and tax advocacy forums, as well as making several media appearances to discuss issues that impact taxpayers at all levels. He also oversaw the production of the 98th and 99th editions of “The Tax Summary”, an annual 2,000 page publication for tax professionals which digests and explains the tax legislation.
With this experience, David has a vast and deep understanding of complex and very specific tax issues which he uses to ensure the best tax outcomes for his clients.
Professional memberships / qualifications:
- Chartered Tax Adviser (TTI)
- Registered Tax Agent (TPB)
- Fellow of The Institute of Public Accountants (IPA)
- Fellow of The Institute of Financial Accountants – UK (IFA)
- Fellow of The Association of Accounting Technicians – UK (AAT)
- Currently studying an MBA with Deakin University
Barbara Irwin
Senior Director (Client Services) - Wealth
Barbara brings an incredible energy and a wealth of experience to MEDIQ, with over 25 years within the financial industry both in New Zealand and Australia.
Her love of people and the passion to give her utmost, is an invaluable trait that MEDIQ have inherited over the last 4 years.
Barbara’s other interests are her family, spending time with her grandchildren and travel.
Adrian Loadsman
Insurance Adviser - Wealth
Adrian has 10 years’ experience in the Financial Services industry and six years’ experience as a Financial Adviser. His core focus is the development of long-term relationships as he manages wealth protection strategies for clients to ensure their financial goals, security, and peace of mind. Adrian has received industry recognition and has been named as a finalist in the national Risk Adviser of Year Excellence Awards in both 2015 and 2017.
Professional memberships/qualifications:
- Association of Financial Advisers (AFA)
- Tax Practitioners Board (TPB)
- Australian Financial Services Authorised Representative (AR)
- Diploma of Financial Planning (DFP)
- Advanced Diploma of Financial Planning underway (ADFP)
- Registered Tax (financial) Adviser
George Mandalis
Credit Associate - Wealth
With 17 years’ experience as a lender and 13 additional years as a Bank Officer, George’s focus is to help clients achieve their short and long-term goals. He has experienced many changes within the banking industry during his financial services journey, from the consumer credit code to the investment changes over the past 18 months. Having written in excess of $500,000,000 in lending over his career, George enjoys taking our clients one step closer in turning their dreams into reality.
Professional Memberships / Qualifications:
- CertIV in Finance and Broking
- MFAA member
Sam Roberts
CTO / Technology Strategy
Sam has led intranet and cloud technology transformations since 1997 within companies both large and small. At Sprint, he supervised the support and operations of 20 content management systems, serving 43,000 users and 19 million hits per month. He enjoys transforming business environments into digital workplaces that are highly secure and collaborative. He has served as Director of a Project Management Office (PMO), Director of an on-site Data Center, and is certified in UNIX and ITIL. With degrees in Organizational Information Systems and Organizational Administration, his focus is performance improvement and organizational transformation through people, process, and technology.
Professional Memberships / Qualifications:
- Bachelors Degree – Organizational Information Systems
- Masters Degree – Organizational Administration
- ITIL Foundations Certified
- UNIX Certified System Administrator