What We Do

We tailor our financial planning solutions to consistently deliver high quality, effective results using our diverse and extensive expertise.

As a client, you deserve quality advice that is tailored to your specific needs and is delivered, implemented and monitored to ensure that the plan remains current, relevant and in line with the your goals. You should feel confident, secure and comfortable that your plans are delivering you towards your ultimate lifestyle goals.

The Pekada difference is that we work towards your goals because to us it’s both business and personal.

So, how can we help you?

Find out more

Why you need to work with us?

Pekada is there for you
  • Achieve Your Wealth Goals

We understand the importance of forward planning and how daunting that can be. Everyone’s story is different, because of this no two solutions are the same. Our financial planning services are tailored to your specific situation, finely tuned by one of our experienced financial planners.

  • Never Worry About Losing Your Income

You put in the hard yards to build an income for you and your family, now, protect it. We know how to set you up with income protection that will guarantee your situation isn’t affected by something that you have no control over. Put the safety net in place for your future.

Our People

Team Pekada is a group of highly-skilled, intuitive but most of all real people with a genuine interest in what you really want to do.
  • Rhiannon Kanoniuk

    Rhiannon Kanoniuk

    MCom, BCom

    Principal Adviser

    Rhiannon Kanoniuk

    Rhiannon Kanoniuk

    MCom, BCom

    Principal Adviser

    After seeing the difference good financial advice can make at a young age, I have been passionate in making sure others can benefit from the same opportunity. This means something different for everyone – having flexibility around work or retiring earlier, making sure you are financially okay should the worst happen, or even simply the peace of mind to know you are doing everything possible to reach your financial and lifestyle goals. Having been a financial planner since 2006, I have gained experience in through a significant evolution in financial advice and am committed to using this perspective to organise and deliver quality advice outcomes.

    In my role as Principal Adviser, my focus will be enacting the vision of our business – which is uncompromising, high quality, client-first advice. On a day-to-day basis I’ll be managing the organisational competence and ensuring the quality of advice objective is supported by the systems and structures behind the scenes. In addition I will look to provide a clear direction for our advisers to be able to do their best work in providing advice to their clients.

    I love getting to fully understand clients and developing clear strategies to get them from where they are now to where they want to be.

    Outside of the office, I am a mother to one human and two fur babies and enjoy Melbourne’s cafe culture and always keen to find great spots for breakfast and quality coffee. My other hobbies include completing market research surveys and Polaroid photography.

  • Pete Pennicott

    Pete Pennicott

    MCom, BCom, SSA

    Principal Adviser

    Pete Pennicott

    Pete Pennicott

    MCom, BCom, SSA

    Principal Adviser

    I’ve been in financial planning since 2005 and see myself as a big picture thinker and love the strategic and ever evolving puzzle that is financial advice. I’ve always marveled at how a well executed financial strategy can have such a massive impact on a families quality of life and opportunities they can access.

    In my role as a Principal Adviser in addition to my client relationships, my core focus will be overseeing our investment committee and specialist consultants to create and deliver our unique investment solutions which fit our clients values and needs.

    I practice what I preach and love to learn by doing. Always happy to put my hard earned money on the line before even thinking about whether it is a viable solution for clients. If I wouldn’t recommend it for myself or someone that I love, then I have no business recommending it for a client.

    When I’m not in the office you will find me enjoying a red wine with friends & family (grenache blends are my current favourite), attempting to play basketball and supporting the mighty Hawks.

  • Zac Masters

    Zac Masters

    BBus

    Financial Planner

    Zac Masters

    Zac Masters

    BBus

    Financial Planner

    Zac Masters has been with us at Pekada for over 4 years, having started off as an intern during his time at university whilst studying a Bachelor of Business majoring in Financial Planning. Zac has a passion for helping clients get started on their wealth journey along with making sure both them and their families are financially protected from different things that life can throw at you.

    Outside of the office you’ll catch Zac playing basketball, listening to music or watching some form of the sport on the tv. The definition of a bandwagon supporter, even though having lived in Melbourne for most of his life, follows the Adelaide crows after they won back to back premierships in 1997/98 when he was younger. Zac also enjoys a few gins with friends or heading to one of the great restaurants that Melbourne has to offer, so if you have any good recommendations be sure to hit him up.

  • Mardy Lim

    Mardy Lim

    BCom

    Associate Financial Planner & Client Services Manager

    Mardy Lim

    Mardy Lim

    BCom

    Associate Financial Planner & Client Services Manager

    Hi I’m Mardy!

    Why I got into financial planning:

    There are two main reasons of why I came into financial planning and Pekada.

    Ever since I was young, I always had an interest in business and finance. I knew that I wanted to get into this industry and hope of one day owning and operating my own businesses.

    The other aspect that really appealed to me is helping people and building long term relationships that actually mean something significant to both parties. It is always a pleasure seeing a smile on someone’s face whether it is helping them with something small or something big. This is my main purposes in getting into financial planning and is what I get the greatest satisfaction from.

    Things I enjoy doing:

    My favourite thing to do of all time is to watch TV shows and movies. There is nothing better than staying in and watching a good sci-fi flick! Probably explains why I prefer winter over summer since it’s so much better being snuggled up during colder seasons watching TV (except for the mornings of course).

    I enjoy my sports as well. Mainly I love to watching the NBA. I am all about the Houston Rockets and my main man, James Harden. Hopefully we can win a championship this year! Sports that I enjoy playing are badminton and basketball.

    A guilty pleasure and interest of mine is fashion and shopping. A large amount of my purchases revolve around buying shoes – although not much anymore but an interesting fact about me is that I own over 300 pairs of shoes (and yes, I know this is too much).

    When I do get a chance, I take the opportunity to travel to countries I’m interested in experiencing the lifestyle, food and culture. Travel destinations I’d like to hit up next are; Cambodia (home), Japan, Korea (again), and America.

    One skill or talent not many people know about me:

    I’d like to think that I am somewhat of a good cook! When it comes to foods, I love to eat and cook things with strong flavours and anything goes when it comes to food. The more different, the better as I love to try new things all the time.

    One thing I’d like to do before I die:

    One of the main things I do what I do on a daily basis is for family. I’d like to one day be in a position to retire my parents, purchase them a house and allow them to have enough income to retire.

    Email: mardy@pekada.com.au

  • Kirsty Symons

    Kirsty Symons

    Client Services Manager

    Kirsty Symons

    Kirsty Symons

    Client Services Manager

  • Manu Nicol

    Manu Nicol

    Client Services

    Manu Nicol

    Manu Nicol

    Client Services

  • Sarah Monger

    Sarah Monger

    Paraplanner

    Sarah Monger

    Sarah Monger

    Paraplanner

  • Daniel Reaper

    Daniel Reaper

    BBus, ADFP

    Paraplanner

    Daniel Reaper

    Daniel Reaper

    BBus, ADFP

    Paraplanner

    Daniel Reaper has been with us at Pekada for just over a year and a half and has enjoyed his quest of becoming a financial advisor. When he first commenced his role in client services with us he was still attending university at RMIT where he was studying his Bachelor of Business, majoring in Economics and Finance and also a minor in Financial Planning. Having successfully graduated from this late 2017 he has since completed his Advanced Diploma and Advanced Diploma of Financial Planning and is currently transitioning his role with the intention of becoming a licensed advisor soon. He is looking to excel his career and further is studies by commencing a Master of Business Administration in 2019. He chose the career path of a financial advisor because he believes he can utilise his knowledge and interests in finance and economics to not only benefit himself but also his clients.

    Dan lives a very active lifestyle as he follows a vigorous training schedule and has recently begun to refresh his golf game to become a regular golfer again. Dan is also an avid snowboarder and skier as he takes regular trips to the Australian Alps and escapes the hot summer beaches of home to go overseas for the snow.  He’s a bit of a petrol head as he watches the Formula 1 dutifully, attends the Melbourne GP every year and goes to regular car shows and meets.

    Email: daniel@pekada.com.au

  • Jackie Pennicott

    Jackie Pennicott

    Administration assistant

    Jackie Pennicott

    Jackie Pennicott

    Administration assistant

  • Brad Matthews

    Brad Matthews

    BComm

    Independent Investment Consultant

    Brad Matthews

    Brad Matthews

    BComm

    Independent Investment Consultant

    Brad Matthews has over 30 years’ experience in the finance industry and is a highly regarded investment strategist.  After working in the money and foreign exchange markets in the mid-1980s, Brad held various economist roles at St George Bank.  He then moved into executive management positions at St George, including being the Head of the Cards and ATMs division. Prior to establishing his own investment consultancy business in 2015, Brad worked in investment research at the AMP Group for 12 years, which included roles as Head of Research and Head of Investment Strategy for AMP Group financial planning licensees.
    For the past 25 years, Brad has been editor of a newsletter known as “Plain English Economics”, which is read by secondary students studying economics.
    Brad’s formal qualifications include a Bachelor of Commerce with merit from the University of NSW, a Certificate in Financial Planning and a Graduate Diploma in Applied Finance and Investment.

Contact us for a chat about your situation

Whatever your situation, we have the solution that will help you reach your wealth goals or protect it in the future.

Call 1300 PEKADA to get in touch.

Meet our clients

We work to understand the underlying reasons for your goals and objectives in order to craft strategic solutions, that don’t merely address situations like yours, rather they are designed specifically for your circumstances. Your success is our success.

Jim and Sarah had recently sold their business and wondered if they were in a position to stop working. Could they afford to cease working now and would there be tax and inheritance implications?

The business sale proceeds were reinvested into a portfolio and strategy to minimise tax implications – and provide for their future. The simplified management and reporting of their pensions and investments gave them greater confidence in their financial position

“I have recommended their services to many, and will continue to do so, with the utmost confidence.”

When I first met with Rhiannon I really wasn’t sure what I should be aiming for financially or really what I could achieve after buying my first home. However after meeting with Rhiannon, I immediately felt like my eyes had been opened to a raft of possibilities and I now feel really confident that I’m heading in the right direction financially. So in short, I can’t recommend Rhiannon highly enough and look forward to working with her in the future

“12 months on from our first meeting, I’ve been raving about Rhiannon to all my friends and colleagues ever since!”

You and your team opened our eyes to the world of investment and wealth creation, using easy to understand terms! We left our first meeting excited and eager to begin.

You didn’t just sign us up then forget all about us, you kept us up to date with what is happening within financial realms.

You’re ethical, honest and caring. We wouldn’t hesitate in recommending your business to anyone. We feel at ease knowing our financial future is being looked after

“We realised we had no financial plan for us or our children. We love working with Pekada.”

Jim and Sarah had recently sold their business and wondered if they were in a position to stop working. Could they afford to cease working now and would there be tax and inheritance implications?

The business sale proceeds were reinvested into a portfolio and strategy to minimise tax implications – and provide for their future. The simplified management and reporting of their pensions and investments gave them greater confidence in their financial position

“I have recommended their services to many, and will continue to do so, with the utmost confidence.”

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Wealth Collective trading as Pekada (ABN 95 624 612 684), corporate authorised representative (CAR), number 1263725, is authorised to provide financial services on behalf of Communitas Wealth Pty Ltd.

The information provided on this website is general in nature and does not constitute advice. You need to consider with your financial situation and your particular needs prior to making any strategy or products decision. Pekada will endeavour to update the website as needed. However, information can change without notice and Pekada does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time Unless otherwise specified, copyright or information provided on this website is owned by Communitas. You may not alter or modify this information in any way, including the removal of this copyright notice.