Tony Sarai
Head of Investment Committee / Executive Planner
Tony is a successful financial strategist with in excess of 25 years of industry experience, crafting wealth strategies and investment portfolios for valued clients. His depth of experience and passion for creating lifestyles beyond expectation, makes
Tony well positioned to introduce this institutional capability to the Modoras Group. Tony leads the Modoras Investment Committee, bringing expert insight, highly experienced, leading investment specialists to the network, uniquely positioning the committees combined experience and knowledge of investment mastery.
Tony’s experience, combined with an ability to meticulously research market options, ensures only the most appropriate spectrum of solutions are provided to the Modoras client family. He can discuss investment philosophies ‘hand on heart’ knowing they are made with the utmost care and responsibility. As a highly qualified member of the team, Tony is a Certified Financial Planner and member of the Financial Planning Association.
He is also a graduate of the Australian Institute of Company Directors and has completed a Bachelor of International Business, a Bachelor of Commerce (Banking and Finance), is an associate member of the Self-Managed Super Fund Association and has completed the Executive Program of Leadership at Stanford University (USA).
Greg Pease
Investment Committee Member
Greg has over 18 years’ experience in the finance industry. His insight spans institutional asset management, sales and distribution, practice development at a corporate level, as well as accounting and financial planning exposure.
He begun his career as an accountant in a leading Private Wealth and Accounting firm, and possesses deep knowledge across capital markets.
Greg has specifically gained asset classes experience across listed equities, property, fixed interest and private equity during his 18 year commitment to the finance industry.
Greg has extensive experience across institutional asset management, sales and distribution, practice development and accounting and financial planning. He has assisted businesses in developing their investment philosophy, and then implementing the approach through the establishment and on-going involvement of an investment committee. He has invaluable knowledge gained while working for large institutional firms like NAB Asset Management, MLC Australia, Godfrey Pembroke and Territory Funds Management.
His experience also spans investment management and dealing with asset consultants at a portfolio level. He is uniquely placed to work with Principals of advice firms to design, construct, implement, and manage tailored client portfolios.
Greg Chartered Financial Analyst, has a Bachelor of Laws, and a Bachelor of Business (Accountancy) from Queensland University of Technology. Greg also holds a Graduate Diploma of Applied Finance and Investments from FINSIA.
Pete Hetherington
Director - Modoras Accounting QLD
Peter is a highly successful chartered accountant with a wealth of experience that spans over 25 years.
He understands that everyone has a unique financial position which come with their own challenges. With a passion for giving clients the confidence to make smart financial decisions, clients can be assured that Peter will simplify business growth strategies and the complexities of our tax system.
Officially joining the Modoras team in 2015 as the Director of Modoras Accounting Qld, Peter has extensive knowledge to support growth for a number of leading businesses on the Gold Coast. Utilising his wide range of professional experience to not only impart on his team but to ensure clients receive practical and holistic advice to maximize a business’ opportunity for growth, profit and succession.
Specialising in income tax, small business consulting, superannuation including self-managed super funds, asset protection and succession planning, his mandate is to continuously improve the client experience through an innovative and proactive approach.
For Peter, it’s not just about making sure the numbers add up. He has a genuine interest in helping business owners grow their business, believing that his success hinges on the success of his clients.
Paul Gaffney
Head of Wealth
Having worked with Modoras for many years, Paul has had continued success in attracting and retaining new clients and is an outstanding addition to the Modoras business.
Having worked his way through university, Paul believes he has gained most of his insight from being exposed to great people.
Having worked locally and globally with many of the largest financial and banking institutions in the market, Paul has successfully led international, national and local teams.
With a belief that the experience of owning, running and growing a small financial planning and accounting business, it is client care that offers the most value to clients.