Why choose Us.
An advisor is like a personal coach for your money. We bring the right knowledge, expertise and guidance to identify your specific goals and help you achieve them. And a little planning early on, can go a long way....
A Financial Advisor, much as an accountant or lawyer, utilizes their professional training, formal study and experience in understanding your personal financial situation and co-ordinating solutions to meet your needs in every area of your financial life. Accessing this expertise enables you to receive the best possible advice to protect and leverage your family’s income and asset position over the short, medium and long-term.
Joseph Cardamone
Director / Private Wealth AdvisorJoseph is an award winning Adviser, with over 18 years’ experience in the Financial Advising industry. Having worked across the major banks in both the Premium and Private Banking realm, Joseph was classified as one of the top planners nationwide. He holds a Bachelor Degree from Deakin University (Honours) and an Advanced Diploma in Financial Planning, specialising in Self Managed Super Funds, Direct Equities and Insurance.
Authorisations- Giuseppe (Joe) Cardamone ASIC Authorisation Number 1007631
- Wealth Arena ASIC Authorisation Number 1007629
- Tax Practitioners Board (TPB) - Tax (financial) adviser registration number 25289471
- Member of Financial Advice Association Australia(FAAA)
- Bachelor of Commerce
- Diploma of Financial Services (Financial Planning)
- Advanced Diploma of Financial Services (Financial Planning)
- Self-Managed Superannuation Funds Accreditation
- Margin Lending and Geared Investments Accreditation
Joe Scarmozzino
Director / Private Wealth AdvisorJoe is an award winning Adviser and Banker, with over 19 years’ experience in both the Banking and Financial Advising industry. His previous roles included leadership and advisory roles. Having run successful businesses and teams in the past, his experience in working with an affluent client base is second to none. He holds a Bachelor Degree from The University of Melbourne (Honours) and an Advanced Diploma in Financial Planning, specialising in Self Managed Super Funds, Direct Equities and Insurance.
Authorisations- Giuseppe (Joe) Scarmozzino ASIC Authorisation Number 1007632
- Wealth Arena ASIC Authorisation Number 1007629
- Tax Practitioners Board (TPB) - Tax (financial) adviser registration number 25293213
- Member of Financial Advice Association Australia(FAAA)
- Bachelor of Engineering with Honours
- Diploma of Financial Services (Financial Planning)
- Advanced Diploma of Financial Services (Financial Planning)
- Self-Managed Superannuation Funds Accreditation
- Margin Lending and Geared Investments Accreditation
Christian Moar
Partner / Private Wealth AdvisorChristian has over 24 years’ experience in the financial advice and accounting industry. After starting his career as an Accountant with PwC he moved into a successful career with a Top 4 bank. Christian provides advice to all types of clients, with a specialisation in the following segments - affluent, commercial and high net worth individuals. Personally, Christian enjoys spending time with his two daughters, following the Melbourne Football Club and getting back to the family farm.
Authorisations- Christian Moar ASIC Authorisation Number 1003337
- Moar Advisory Pty Ltd t/as Wealth Arena ASIC Authorisation Number 1276949
- Tax Practitioners Board (TPB) - Tax (financial) adviser registration number 25973506
- Member of Financial Advice Association Australia(FAAA)
- Diploma of Financial Services (Financial Planning)
- Advanced Diploma of Financial Services (Financial Planning)
- Self-Managed Superannuation Funds
- Margin Lending and Geared Investments
- Bachelor of Business (Accounting & Economics)
Darcy Krenn
Private Wealth AdvisorDarcy has over 10 years’ experience in the financial planning industry and has been a key member of our team since 2017. Darcy has worked her way up through the firm, starting as an Associate and now in an advisory role. Darcy completed her university studies at RMIT and holds a Bachelor of Business (Economics & Finance). She is a dedicated, loyal professional who prides herself on the overall customer experience and ensuring clients are receiving sound advice. In Darcy’s spare time, she enjoys playing netball and travelling the world.
Authorisations- Darcy Krenn ASIC Authorisation Number 1288212
- Wealth Arena ASIC Authorisation Number 1007629
- Member of Financial Advice Association Australia(FAAA)
Marlene Zwarts
Private Wealth AdvisorMarlene is an experienced Financial Adviser commencing in the industry in 2009. Her previous roles included working for large institutions and smaller boutique accounting firms where she provided holistic wealth advice.
Marlene enjoys assisting individuals and families to better manage their financial affairs. She holds the Masters of Financial Planning qualification, specialising in Retirement Planning, Aged Care, Direct Equities and Personal Risk Insurance.
Authorisations- Marlene Zwarts ASIC Authorisation Number 336272
- Wealth Arena ASIC Authorisation Number 1007629
- Member of Financial Advice Association Australia(FAAA)
- TPB – Tax (Financial) Adviser - #24912451
- Master of Financial Planning
- Accredited Listed Product Adviser Program
- Margin Lending
- Accredited Aged Care Professional TM
- Self Managed Super Fund Accredited
Jessica (Timea) Barczi
Private Wealth AdvisorJessica is an experienced Financial Adviser who began her career in the industry in 2015. She initially worked in compliance and paraplanning, but after completing her Diploma of Financial Planning in 2017, she obtained her license to become a financial adviser. With over 20 years of experience in business administration and customer service, Jessica discovered her passion for helping clients with their financial and insurance needs. She has since worked with small boutique firms on the Mornington Peninsula, providing holistic financial advice.
Authorisations- Jessica (Timea) Barczi ASIC Authorisation Number 1260999
- Wealth Arena ASIC Authorisation Number 1007629
- Member of Financial Advice Association Australia(FAAA)
- Master of Financial Planning
- Graduate Diploma of Financial Planning
- Accredited Listed Product Adviser Program
Alvina Stowers
AssociateAlvina has been a loyal member of our team for over 7 years and manages the offices workflow and staff. Alvina is our Associate and is the concierge between Wealth Arena and its clientele. She is enthusiastic and pro-active in her role, supporting the needs of an array of clients whilst balancing the organisational workflow. She is currently completing her final year in a Bachelor of Commerce and will continue to develop her career within the Financial Advisory Sector.
Chris Dawoud
AssociateChris is a dynamic member of our team, currently holding the position of Senior Associate. He works closely alongside our Financial Advisors to deliver a seamless experience for our clients. Graduating from RMIT in 2020 with a Bachelor of Business (Economics and Finance), Chris joined our team and has since significantly developed his skillset. He is currently in the process of completing his Graduate Diploma in Financial Planning and is planning to become a fully-fledged Financial Advisor in the near future. Outside of work, Chris enjoys playing tennis competitively and follows the AFL religiously, supporting Melbourne.
Lihao Li
Client Support AssociateLihao is an energetic and valued member of our team, currently serving as an Associate. He collaborates closely with our Financial Advisors to ensure a smooth and efficient experience for our clients. Lihao graduated from RMIT in 2021 with a Bachelor of Business (Economics and Finance) and has since made impressive strides in his professional development. He is currently pursuing his Graduate Diploma in Financial Planning, with aspirations of becoming a fully qualified Financial Advisor soon.
Gianni Perre
Client Support AssociateGianni Perre is a passionate member of our team, committed to providing clients with the best financial planning experience. Gianni graduated from RMIT University in 2021 with a Bachelor of Business (Economics and Finance) and went on to complete a Graduate Diploma in Financial Planning at Kaplan in 2024. Working closely with our Financial Advisors, Gianni provides a flawless client experience through his dedication and expertise. Outside of work, he enjoys playing soccer and closely follows the sport both in Australia and internationally.
Manju Ankireddy
ParaplannerManju is a senior paraplanner having 6+ years experienced with a background in financial services, offering expertise in supporting financial advisors. He is adept at conducting comprehensive research, analysing data, and preparing detailed financial plans. Manju is proficient in utilizing industry tools and software to streamline processes and ensure accuracy. He is Dedicated to maintaining a high level of professionalism and confidentiality while assisting in the delivery of exceptional financial services to clients. Outside of work, Manju enjoys playing Cricket
Qualifications- Bachelor Business management (Finance)
- Master of Business Administration (MBA) (Specialization Finance)
- Post Graduation in diploma management (Finance)
Kavya Venugopala
Client Support OfficerMy name is Kavya, and I bring 2.5 years of experience in Australian Financial Services to my role as a Client Support Officer. I manage a variety of tasks, including researching and processing documentation, and coordinating with financial planners. My expertise includes areas such as Superannuation, Pension, Insurance, Investments, and advice document preparation. I am dedicated to maintaining accuracy and productivity in my workflow. Outside of my professional responsibilities, I am passionate about continuous learning and personal development.
Qualifications- Bachelor of commerce (Accounting and taxation)
- Master of commerce (Finance and Banking)
- Post Graduation in diploma in management (Finance)
Heather Allen
Administration OfficerHeather is the Administration Officer at our Frankston office, dedicated to delivering exceptional client service and providing valuable administrative support to our adviser, Jessica Barczi. With over 20 years of experience in the Financial Services industry, including a long tenure as a Financial Planning Administration Officer, she brings extensive expertise to her role.