Meet the team

Seed Wealth Australia was established in 2018 with a team that has a combined experience of over 40 years in Financial Advice. Our vision is to provide sustainable advice with a personalised service to meet each client’s specific needs.

We create, grow and protect wealth with individuals, families and business clients.

We believe no client is too small at Seed Wealth.

Whether you are at the start of your journey or you are progressing towards your goals we are ready to partner with you.

Come grow with us.

James PumpSenior Financial Planner/ Director
Bachelor of Commerce
Advanced Diploma of Financial Services
FAAA

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James is a Senior Financial Planner and Principal Director of Seed Wealth Australia. James has been a qualified Financial Planner since 2007 working with one of Australia’s leading financial institutions as a Senior Planner based in Townsville and providing service Australia wide including remote and rural areas. James has comprehensive experience in providing financial advice to clients, and prides himself on providing a high level of professionalism and personal service.

James has always been passionate about finance and financial planning first working in the insurance industry in 1990 before moving on to manage operations with a multinational North Queensland based operation. He completed further studies and has since been employed as a qualified financial planner and assisted clients with meeting their financial and lifestyle goals leading up to retirement and beyond, as well as wealth accumulation and wealth protection. James is also qualified in various specialist areas of financial advice.

James is passionate about ensuring that clients are able to meet their goals and objectives not only at the present but in the long term. His high level technical skill garnered through a combination of education and experience, coupled with his personal service ensures that he is able to communicate complex levels of advice in a simple and understandable manner. He prides himself on maintaining long term relationships with clients based on both his commitment to integrity and keeping client’s best interests at the forefront of what he does.

When not working, James enjoys spending time with his wife and young family and maintaining a level of personal fitness.

Mikhail FantiFinancial Planner
Bachelor of Business with a Major in Accounting & Finance
Advanced Diploma of Financial Services
FAAA

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Mikhail is a Financial Planner with Seed Wealth Australia. Mikhail has been a qualified Financial Planner since 2012 working with one of Australia’s leading financial institutions as a Financial Planner, based in Townsville and Ingham providing service Australia wide including remote and rural areas across North Queensland. Mikhail has comprehensive experience in providing financial advice to clients. He prides himself on providing a high level of professionalism and personal service.

Mikhail has always had a keen interest in finance studying a Bachelor of Business at James Cook University. Upon completion he commenced work as an Accountant in 2010 at one of Australia’s largest firms where he worked with a wide range of clients from Government Organisations, Corporates and the Self Managed Super Fund Sector. After completing further study he has since been employed as a qualified financial planner assisting clients with meeting their financial and lifestyle goals and objectives through both wealth accumulation and protection and retirement planning.

Mikhail is passionate about helping clients to achieve financial peace of mind at all stages throughout their life. In particular, he understands the value of putting steps in place from an early age to ensure you have the confidence to deal with the many changes that will occur over your working life such as marriage, children, schooling and retirement. He prides himself on being able to articulate the value in a common-sense approach tailored specifically to each person’s individual situation.

When not working, Mikhail enjoys spending time with his friends and family and 2 dogs as well as playing sport.

Katrina PumpFinancial Planner
Diploma of Financial Services
FAAA

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Katrina is a Financial Planner with Seed Wealth Australia. Katrina has been working in the financial services industry since 2010. She became a qualified financial planner in 2012 working in one of Australia’s leading financial Institutions as a Financial planner based in Townsville and Bowen, providing service Australia wide including remote and rural areas across North Queensland.

Katrina has comprehensive experience in financial advice specialising in Insurance and Wealth Protection and prides herself on providing a high level of professionalism and tailoring of specific strategies to suit each client. She takes great care in ensuring that clients are comfortable with all aspects of their finances and that they continue to remain on track with their goals whether they be financial or otherwise. She understands that her strategies and service go hand in hand to assist people to protect their long term goals and objectives. She has worked closely with clients to protect and build their wealth with vast experience successfully assisting clients through the personal insurance claims process.

Having been through the claims process with many clients she sees the value in having comprehensive insurance cover so that your family’s debts, children and lifestyle are protected to help see you through when unforeseen circumstances occur. As a mother with a young family herself, she appreciates the responsibility of having to consider the wider needs of your family. She hopes to empower others to make smart decisions and become financially independent.

Outside of work Katrina enjoys being active and spending quality time with her young family and friends.

Janine MaloneCompliance Manager
Diploma of Financial Services

Janine is a Compliance Manager with Seed Wealth Australia. Janine has been working in the Financial Services Industry since 2002 working with one of Australia’s leading financial Institutions. She specialises in providing a high level of service to a large base of clients Australia wide and has excellent customer service and personal skills.

Janine prides herself on ensuring the financial planning process is as seamless as possible for each person. She takes great care in ensuring that clients are comfortable with all aspects of their finances and that they continue to remain on track with their goals whether they be financial or otherwise. She understands that her strategies and service go hand in hand to assist people in achieving their long-term goals and objectives. She has worked closely with clients to protect and build their wealth during changing legislative environments over the long term.

Having extensive industry experience and dealing with many clients she understands the power of having a trusted adviser to keep you on track and act as a sounding board for any queries in times of uncertainty. There is no greater pleasure for Janine than knowing her clients have peace of mind in retirement to continue enjoying their current lifestyle allowing them to spend more time with their family and doing the things they love without financial burden.

Outside of work Janine enjoys spending time out on the water with her family and 2 children.

Zac RyanFinancial Planner
Bachelor of Business – Financial Management and Economics
FAAA

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Zac has been a Financial Planner with Seed Wealth Australia, and formerly TFG, since 2018.

Zac completed his Bachelor of Business, majoring in Financial Management and Economics from JCU. He has then gone on to finalise his Diploma of Financial Planning and in 2018. He holds a professional membership with the Association of Financial Advisers.

Zac has a wealth of technical knowledge in protection planning which he utilises to assist his clients to guard against life’s unknowns. He is also qualified to advise on Superannuation, Retirement Income, Personal Investments and can help you with your investment strategy, superannuation contributions, debt reduction and savings plans.

When not in the office, he can often be found riding his mountain and road bikes or out on the water.

Jason LiddyBusiness Support Manager
Jason is our Business Support Manager and has been a member of the Seed Wealth team since 2020. Jason manages our support team to ensure we are able to assist advisers with managing the financial planning process from end to end. He has previously worked in a large multinational business managing a team of staff and overseeing the process of the day-to-day operations.

Jason enjoys spending his spare time with his family.

Lia JohnsonParaplanner/ Client Services Officer
Lia has a Bachelor of Commerce, and holds a Diploma of Financial Services. She has been in the Financial Advice profession since 2004 providing para-planning and office management support.

At Seed Wealth and formerly TFG, Lia is known for her extensive ‘behind the scenes’ work. Lia is passionate about assisting our clients at claim time and helping smooth the claim process.

She provides support and para-planning services to the team, and is a friendly and informed assistant to our clients.

After work, Lia can usually be found running on a mountain track, riding her motorbike or paddling her surf ski (or more commonly, eating chocolate).

Kayla CaltabianoProvisional Financial Adviser
Graduate Diploma of Financial Planning

Kayla has recently completed her Graduate Diploma of Financial Planning. She is now completing her professional year to become a financial planner. During this time, she is working with the existing advisers to help provide wealth protection, investment and superannuation advice to help our clients meet their goals and objectives.

Outside of work, Kayla enjoys travelling the world with her partner and keeping fit by going to the gym and walking the hill.

Majella LeeClient Services Officer
Majella is the most recent addition to our team in 2022 and works as a Client Services Officer as part of our support team. Majella has been in the Financial Planning industry for the past three years, assisting the advisers by preparing documents and ensuring our strategies are implemented.

Outside of work, Majella enjoys spending time with her husband and two boys.