Our Team

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Our Team

Asit Nayak

Principal

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Daniel Williams

Principal

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Tracey Smylie

Senior Financial Adviser

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Kris McNiece

Client Service Manager

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Maria Pteris

Practice Manager

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Get in Touch

Call 1300 182 977

Our Location

Suite 112, 350 George Street, Sydney 2000

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Montre Financial Pty Ltd and its advisers are Authorised representatives of Zebra Financial Services Pty Ltd ABN 90 627 270 277 AFSL 512864

Any information on this website is general advice only and does not take into account any person’s objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision.

Always obtain a Product Disclosure Statement (If applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

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Asit Nayak

Principal

I strive to provide financial peace of mind to clients through tailored goal-based advice.

My endeavour is to empower clients with clear and timely communication to make them feel confident about their financial strategy. Nothing gives me more pleasure than helping and guiding our clients in their financial journey so that they can achieve their life goals.

Daniel Williams

Principal

I get a lot of satisfaction delivering positive financial outcomes for clients.

I understand as life unfolds, client situations can change and that building professional long-lasting relationships is key to ensuring clients stay in control of their financial future.

Tracey Smylie

Senior Financial Adviser

I have been in the financial services industry for almost 20 years . During this time, I have gained experience and knowledge working in several different financial planning roles before becoming a Financial Adviser.

I enjoy building and maintaining close relationships with clients so that I can continue to deliver tailored financial strategies and solutions that meets their ever-changing needs.

It is important clients understand and feel comfortable with their financial future.

Kristen McNeice

Client Services Manager

I have been working in the financial services industry for over 30 years supporting Financial Advisers and their clients in various management and administrative roles.

I get a lot of enjoyment and satisfaction servicing clients and being part of their financial journey.

Maria Pteris

Practice Manager

I have been in the financial planning industry for over 15 years. Being the Practice Manager at Montre Financial is an all-encompassing role; which I enjoy immensely.

Here at Montre, we assist our clients to reliably managing their lifestyle goals through well researched solutions, effective advice and implementation. We are a close team of dedicated people; our services are applied with a touch of common-sense and practicality, with the focus on meeting our clients’ needs and providing a customer experience like none other.