We are a Chalice Financial Services company, and have the backing of a team of Certified Financial Planners and Chartered Accountants, with wide-ranging specialist expertise in finance, taxation, financial markets and strategic advice. Chalice is a privately-owned, non-institutional licensee, which means we are not owned by a bank, financial institution or insurer.
RELACS stands for REtirement Living and Aged Care Services.
Our business model is not commission-based. We operate on a simple fee-for-service basis and we are dedicated to providing the best service for you, based on what you can afford and what your needs are.
We firmly believe that everyone should look forward to the best years of their life after retirement, no matter their means. Your loved ones, your care needs and your living circumstances are crucial parts of this time, and we aim to help you balance all of these important considerations alongside your finances.
RELACS PLACEMENT CONSULTANT
Jenny Grant | B.Com (FLM)
Prior to joining Relacs, Jenny worked for nearly 20 years within the aged care industry.
Her most recent role as Care Manager gave her the opportunity to work with families requiring placement for their loved one in permanent or respite care. Jenny’s involvement in this process allowed her to walk the journey with families as they progressed from the initial enquiry with the facility, all the way through to settling their loved one into their new home. It was this aspect of her work that she particularly enjoyed so in November 2012, Jenny joined Relacs so her time could be devoted to helping families find the right facility and make informed choices about their options.
Secretarial Studies NSW
Diploma of Management West Coast Institute of Training
Diploma of Training & Assessment West Coast Institute of Training
Various Dementia Training Courses McCusker Foundation
Activities & Affiliations
• Professional Memberships - Relacs is a member of ACSA.
• Long term interest in those living with dementia and particularly diagnosed with Younger Onset Dementia.
• Interests – gardening, spending time with children and grandchildren, playing the piano, walking the beach, swimming.
• I have a passion for helping people and particularly, those less fortunate who are battling with situations and life experiences. Being able to help families and the elderly on their journey is something I love.
“Challenges are what make life interesting and overcoming them is what makes life meaningful.” – Joshua J. Marine
Peter Jackson CA CFP | Rep. No. 327707
Peter is a Chartered Accountant and a Certified Financial Planner who has been providing taxation and financial advice for over 35 years. Peter has completed a Bachelor of Commerce Degree (UWA), a Diploma in Financial Planning and a Certificate of Superannuation Management (ASFA). Peter enjoys family time, cycling, and listening to jazz music.
Bachelor of Commerce UWA
Diploma of Financial Planning Deakin
Certificate of Superannuation Management Macquarie
Activities & Affiliations
• Professional Memberships - Certified Financial Planner (FPA), CA(CAANZ)
• Clubs (Sporting/Social etc.) Team Chalice, cycling group.
“All we have to decide is what to do with the time that is given to us.” – Gandalf the Grey, Lord of the Rings, J.R.R. Tolkien
DIRECTOR | FINANCIAL ADVISER
Robert Lurie AFP | Rep. No. 328430
Robert has 15 years experience in direct equities trading and investment markets and has been with Relacs since 2007. He has successfully completed his Diploma of Financial Services (Financial Planning) and holds the FPA’s Associate Financial Planner (AFP) status. Robert specialises in wealth accumulation and personal insurance. He enjoys drinking fine wines, listening to music and spending time with his family.
Bachelor of Finance & Politics Curtin University – incomplete
Diploma of Financial Planning Kaplan
Currently studying - Advanced Diploma of Financial Planning Kaplan
Activities & Affiliations
• Financial Planning Association of Australia (FPA) – AFP designation (Associate Financial Planner status)
• Association of Financial Advisers (AFA) – Practitioner Member
• Beer and Beef Club (professional networking)
• Claret Club (formal wine tasting group)
“Good better best, never let it rest, ‘til good is better and better best” – the late Lily Zinman, age 106 (and a half)
Amanda Leong | B.Com
Amanda joined the Relacs team in 2013 as a Paraplanner to assist the advice team with technical and client service support. Prior to joining Relacs, Amanda had 4 years experience in the Financial Services industry working as a Client Services Manager whilst she finalised her studies in Accounting and Financial Planning. Amanda has specialist skills in providing financial advice to those entering Aged Care. She also has excellent IT skills ranging from social media marketing to advanced level Microsoft Excel programming. Amanda has a fun and outgoing personality, is an avid foodie and recent jogging fanatic.
Bachelor of Commerce Accounting & Financial Planning Curtin University
Currently Studying CFP
Activities & Affiliations
• Professional Memberships – FPA Associate Member
• ZPH Choir
“One of the deep secrets of life is that all that is really worth the doing is what we do for others” – Lewis Carroll
Naomi joined Relacs in 2016 to support the business as it grew from strength-to-strength. Initially, Naomi provided direct assistance to Jenny Grant in client administration, but has since branched out to assist both Jenny, Amanda and clients directly with the complex forms and applications required for entry into Aged Care facilities, as well as taking on a number of support tasks within the organisation. Naomi enjoys K-Pop, Manga and both Korean and Japanese culture.
• Enjoys baking
• Keen dodgeball and basketball player
• Passionate Reader
“Shame is not the opposite of pride, but its source. True humility is the only antidote to shame." - General Iroh, Avatar, Aaron Ehasz
Bachelor of Science Majoring in Psychology Curtin University
CLIENT SERVICES MANAGER
Shelley’s role in the team is to make sure that we do everything that we promised. Whilst Shelley mostly works within our Financial Planning Business, Chalice Financial Services, you will likely deal with her as a Relacs client too. Shelley implements all the investment recommendations, arranges investment deposits, withdrawals and transfers, finds answers to your various account queries and assists in producing your portfolio review reports amongst many other activities. Shelley also arranges much of our communications with you including our regular newsletters. Shelley manages a busy household with teenage children and finds enjoyment in running, swimming and outdoor activities with her family.
• Proud mother of three children
• Arrived in Australia 2008
“Life is not about waiting for the storm to pass, it’s about learning to dance in the rain.” – Unknown
Price Waterhouse Harare, 10 years
Financial Services experience across various roles since 2013
Lisa Caccamo | B Bus.
Lisa joined Chalice and RELACS at the beginning of 2018 to take over the accounting, bookkeeping and the financial administration of both businesses. Lisa brings with her a wealth of experience gained in similar roles for accounting, legal and recruitment firms. Lisa is a proud mother to two young daughters and is balancing her career with all the effort that running a household and being a mother brings. Lisa is really into Italian food (both cooking and eating) and enjoys travel.
“No act of kindness, no matter how small, is ever wasted." Aesop.