Our Team

The team at Segue are committed to providing you with strategic planning, investment and superannuation solutions. Along with its sister company - Portfolio Administrative Services - Segue brings together a group of professionals with distinctive skills and experience in the areas of financial advice and planning, accounting administration, portfolio management, Centrelink and Veterans' Affairs benefits, compliance and educational seminars.

It is only awarded to individuals who have met rigorous competency, ethics and professional practice standards. To retain their right to use the CFP marks, CFP professionals must satisfy ongoing renewal requirements including Continuing Professional Development.   Guide to CFP certification.

Joy Smith Principal

Owner and Director of Segue Financial Services and Portfolio Administrative Services. Joy is a Certified Financial Planner with a Diploma in Financial Planning. Joy has owned and managed the business since its inception in 1977. She is responsible for the mentoring and standards of the financial services provided by Segue's Representatives. Joy's roles also include the marketing and commercial structuring of the business

Simon Guiliano Senior Adviser 
Grad Dip App Fin & Inv, B.Bus

Simon is a Certified Financial Planner who also holds a Graduate Diploma in Applied Finance and Investment. Simon is one of Segue's senior advisers, he specialising in Self Managed Superannuation Funds, income/cashflow planning, estate management, taxation and investment strategies. Simon's experience in investment research adds another dimension to our in-house Active Investment models.

 deLancey Worthington Portfolio Manager
BA, FIAA, Dip ST&I, DFP

After being Segue's consultant Actuary for 10 years, deLancey officially accepted the role of Portfolio Manager in 2008.  His skills in actuarial calculations, knowledge of the SIS Act and Regulations that govern Self Managed Superannuation Funds, has been a major contributor to Segue's strategic investment and financial planning edge. deLancey developed the performance program that has assessed Segue's MDA investment models since 2004.

Jessica Shelley Client Service Manager

Jessica is the Client Manager for Segue Financial Services and Portfolio Administrative Services. Jessica liaises with Advisers and manages clients' Financial Planning and Investment administration and Centrelink/DVA  paperwork and related assessments. Jessica administers regular internal surveys to monitor the 'health' of the business. She organises annual seminars, in-house investment seminars and manages new client appointments.

Laura Edwards Paraplanner
BA, DFP

Having worked supporting Segue's three main areas of expertise - retirement advice, SMSF administration and managing direct investment portfolios - has complimented Laura's training as a paraplanner. Laura's responsibilities include preparation work for Financial and Portfolio Review;  SMSF Accounting and Investment reporting; design and implementation of varies planning templates. Laura manages existing client base regular reviews.

Iris Robb Dip Acc.; Senior Fund Administrator

Iris has many years of accounting administration experience across various work environments. Her role within Segue's administration team, Portfolio Administrative Services (PAS), is accounting for Self Managed Super Funds (SMSF) and independent Investment portfolios. She is responsible for the Annual SMSF Audit process; administer complex SMSF pension structures; and supports on-going development of self-managed superannuation strategies.

Nadene Smith General Manager

Nadene is a joint-owner and general manager of Segue and Portfolio Administrative Services. Her skills and experience are setting operational systems. She established PAS in July 2001 to bring in-house the unique structures and strategies employed by Segue for the administration of Self Managed Super Funds. Nadene structured the MDA platform. Her role also includes business compliance and staff assessments.

Philip Dowsley MDA & SMSF Auditor

Phil runs his own accounting practice. Annually he leads the audit team who process Segue's several hundred Self-Managed Super Funds. Also, Segue's MDA service requires an audit of 'the process' which Phil completes annually.

The performance results of the MDA investments models are audited annually by an external (independent of Segue) actuary.