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Senior Financial Advisor
Miki Petrovic has over 10 years’ experience in the financial service industry. Having worked for Goldman Sachs JBWere, RBS Morgans, NAB Wealth, multinational insurance broker Aon and a national AMP Licensee his breadth of experience and knowledge across many financial planning disciplines (Insurance, Banking, Stockbroking and Wealth Management) is second to none. His advising roles and experience have led him to specialise in complex matters involving Personal Risk Insurance, Superannuation strategies and Trust structures namely SMSF’s.
Miki is currently studying his Master’s in Business Administration, has completed a Masters in Financial Planning as well as a Bachelor of Commerce attaining a degree of distinction with triple majors being Finance, Accounting and Financial Planning through Deakin University. He is currently studying the CFP® qualification, holds Accredited Specialist in the areas of Margin Lending, Self-Managed Super Funds and Aged Care. Miki is an active member of the Financial Planning Association of Australia (FPA).
Away from work Miki’s passion is sport, in particular soccer. He plays every week and is a Manchester United fan.
Qualifications
CEO/Founder & Managing Director
George has been the CEO/Founder and Managing Director of a successful private practice for over 25 years, George’s clients benefit from his experience not only as an accountant and business advisor, but as a business owner. George has a genuine passion in helping his clients grow and prosper.
It is his role as a business owner that has afforded him a deep understanding of the commercial issues confronting his clients on a daily basis. Clients see these insights as vital to their own growth, and a perfect complement to the sound technical advice George also provides.
George helps his client make big decisions about taking the next strategic step forward.
George is the key driver of MPT’s holistic full-service offering, where his expert skills and capabilities are always accessible to his clients. He enjoys connecting with clients on a personal level, growing together with them as a trusted and loyal business partner.
George has developed a diverse client base in his time at MPT, with key clients in industries such as:
A committed family man, George counts among his most challenging yet rewarding experiences the successful juggle of business and family, while also studying and completing his Masters of Taxation.
Areas of Expertise
Qualifications
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Chief Operating Officer & Chief Digital Officer
Penny is MPT Group’s Chief Operating & Chief Digital Officer, working closely with the Executive Team across all aspects of the business to drive new levels of growth and success. Penny’s key responsibilities include overseeing the firm’s operations, streamlining management and creating efficiencies.
With a Masters in Business Administration (MBA) and extensive background in business that includes operations, project management, human resources, B2B marketing, financial and strategic management expertise, Penny is a significant asset to the firm.
Penny specialises in digital systems and processes, brand management and business development strategies. She is proactively involved with developing the firm’s culture, brand and identity, marketing strategies, and acts as a conduit between clients and staff.
Penny’s commitment to continual improvement sees her constantly exploring new ways to service our clients, improve efficiency and adopt technology in to our day to day operation. She has also advised clients in a similar capacity and been a significant contributor to their growth, implementing systems to allow owners to focus on strategic rather than operational issues.
Penny is well known for her strong business acumen and ability to deliver solution-based outcomes. Positive by nature, she encourages new ideas from all levels of staff, and is more than willing to get involved at ground level.
Areas of Expertise
Qualifications
Senior Accountant & Client Manager
Career Summary
Dario brings a wealth of knowledge and skills to his clients at MPT, having held diverse roles in his 20+ years in the profession. It is this breadth of experience that has equipped him with the ability to identify and analyse problems from different perspectives.
Dario’s career began in Canberra, where he worked primarily in the field of audit & assurance. His clients ranged from sporting clubs and credit unions, to foreign-owned companies. Moving to Melbourne he continued his work as an auditor before stepping into business advisory roles with mid-tier firms in St Kilda Road and Melbourne CBD, gaining invaluable experience working closely with larger client groups.
As a Senior Client Manager in our Business Advisory team, Dario enjoys being the first point of call for many of his clients. With a keen eye for detail, he provides straight-forward and easy-to-understand ideas and solutions to all client issues, large or small.
He specialises in understanding the needs of clients such as:
Qualifications
Practice Manager & Head of Performance/Culture & Marketing
Emily is the only daughter of our Managing Director/Founder, George, and Chief Operating Officer, Penny. She began her journey in the field of Nursing/Midwifery, with a profound passion for working with, and empowering people. Emily completed her Bachelor of Nursing and Bachelor of Midwifery at Deakin University with Distinction and was awarded a Golden Key Honours Society Membership, as well as an Award for Excellence in the Midwifery Program.
Emily is currently embarking on a Masters of Human Resource Management at Deakin University. Her journey in Midwifery was diverted for health reasons, so she has decided to pursue a career in HR, a career path that meets her people-focused needs.
Emily’s innate communication, organisation and people skills, that have seen her exceed in her early career, transfer into the field of HR and into our organisation. Emily embraces innovation and is instinctively creative. Her primary goal at MPT is to expand our Marketing and HR departments and build a framework for sustained internal growth.
Qualifications
Accountant & Client Manager
Miles is the youngest of our team, and eldest son of our Managing Partner/Founder, George, and Chief Operations Officer, Penny. He has always taken great pride in being of assistance to other people, and understands that through being there for people in times of need, as well as providing effective outcomes, builds relationships that will stand the test of time.
Miles has recently completed a Bachelor of Business (Accountancy) with Distinction at RMIT and is currently completing a Graduate Diploma in Applied Tax with the Tax Institute of Australia. Miles endeavours to be a well-rounded person, capable of dealing with any situation that he finds himself in with poise and integrity.
Miles spent four years working at Portfolio Law as a Paralegal during his years after high school, developing tools not many accountants are ever exposed to. His time at Portfolio Law gave him a wider understanding of the commercial world, the benefits of which he will be able to pass onto clients.
From his first job coaching under 9’s football at Hawthorn Citz Junior Football Club, to his current employment at MPT Group, Miles endeavours to get the best out of people, ensuring they leave his presence knowing and trusting that he will do his utmost to satisfy, if not exceed, their expectations.
Miles enjoys playing golf, supporting his beloved Western Bulldogs, good food and spending quality time with family and friends. His professional focus is on taxation and the laws surrounding the domestic framework, and aims to find practicable strategies and solutions that can be implemented to meet the business and personal goals of all clients.
Qualifications:
Senior Accountant & Client Manager
Career Summary
Having grown up in a small town in regional Victoria, Andrea values and appreciates the strong sense of the local community and the vital role the local accountant plays within it. With this perspective, Andrea believes the accountant’s role is to understand not just the clients’ financial requirements but also the client themselves.
Andrea excels in her ability to help her clients in all aspects of their accounting and tax affairs, always striving to provide a comprehensive solution.
After completing her accounting degree as Valedictorian and being awarded Work Integrated Student of the year in Accounting for her work in industry, Andrea was offered a graduate accounting role in a boutique CBD accounting firm. Andrea has since obtained her Graduate Diploma in Accounting with the Institute of Chartered Accountants Australia and New Zealand and travelled extensively. Her passion for helping her clients ensures her dedication to delivering high quality services in areas such as:
Andrea’s ambition is to continue to advise and provide efficient and smarter ways for MPT Groups clients’ to meet their compliance needs as well as being an integral part of their financial affairs.
Qualifications
Senior Financial Advisor
Test test
Michael has completed a Diploma of Commerce as well as a Bachelor of Commerce through Deakin University. He holds the CFP® qualification, is an Aged Care Accredited Specialist and is an active member of the Financial Planning Association of Australia (FPA).
Away from work Michael’s passion is sport, in particular soccer. He plays every week and is a Liverpool fan. He also plays an active role in the off-field administration of his local soccer club which saw him nominated for a community award (for his efforts as Treasurer) by the Westpac Bank in 2010.
Qualifications
Senior Financial Advisor
Test text
Away from work Michael’s passion is sport, in particular soccer. He plays every week and is a Liverpool fan. He also plays an active role in the off-field administration of his local soccer club which saw him nominated for a community award (for his efforts as Treasurer) by the Westpac Bank in 2010.
Qualifications
Senior Financial Advisor
Michael Peros CFP® has over 9 years’ experience as an adviser. His advising roles and experience have led him to specialise in the areas of Personal Risk Insurance, Superannuation strategies and Trust structures. Michael is fully accessible to all clients who have any financial advice queries and has impeccable customer service and attention to detail.
Michael has completed a Diploma of Commerce as well as a Bachelor of Commerce through Deakin University. He holds the CFP® qualification, is an Aged Care Accredited Specialist and is an active member of the Financial Planning Association of Australia (FPA).
Away from work Michael’s passion is sport, in particular soccer. He plays every week and is a Liverpool fan. He also plays an active role in the off-field administration of his local soccer club which saw him nominated for a community award (for his efforts as Treasurer) by the Westpac Bank in 2010.
Qualifications
Senior Financial Advisor
Michael Peros CFP® has over 9 years’ experience as an adviser. His advising roles and experience have led him to specialise in the areas of Personal Risk Insurance, Superannuation strategies and Trust structures. Michael is fully accessible to all clients who have any financial advice queries and has impeccable customer service and attention to detail.
Michael has completed a Diploma of Commerce as well as a Bachelor of Commerce through Deakin University. He holds the CFP® qualification, is an Aged Care Accredited Specialist and is an active member of the Financial Planning Association of Australia (FPA).
Away from work Michael’s passion is sport, in particular soccer. He plays every week and is a Liverpool fan. He also plays an active role in the off-field administration of his local soccer club which saw him nominated for a community award (for his efforts as Treasurer) by the Westpac Bank in 2010.
Qualifications
Head of Cloud Accounting
Annie heads our corporate bookkeeping and cloud technology division. Specialising in bookkeeping, process automation and cloud system integration, Annie is able to enhance clients’ experience by creating seamless, efficient accounting solutions, as well as increasing productivity within the firm itself.
Before joining MPT Group, Annie ran her own bookkeeping firm for the last 17 years, where she was responsible for the day-to-day management of clients as well as managing bookkeeping staff, local and offshore. This experience has equipped her with a practical and commercial approach to quickly identifying and understanding the importance of bookkeeping solutions, as well as various add-on tools within cloud platforms.
Annie’s aim is to not only provide our clients with exceptional bookkeeping services, but also to enhance our overall client experience by improving processes and providing tailored solutions.
Annie is passionate about cloud-based bookkeeping as she knows the benefits it can deliver to clients. She specialises in working with and creating systems and tools, that liberate business owners from the burden of administration and record-keeping. She thrives on giving business owners freedom and confidence to focus on the building their business rather than their bookkeeping.
Areas of Expertise
Qualifications
Director MPT Wealth & Financial Advisor
Peter Prvulj CFP® is the Managing Director and Senior Financial Planner at PROSPA Financial Pty Ltd. He commenced his financial planning career at National Mutual (now a part of AMP) and moved on to start his own financial planning practice, Peter Prvulj & Associates Pty Ltd in 1985. Whilst a strategic decision saw a change to the business name in November 2007 to Prospa Financial Pty Ltd, the focus has always been on the needs of his clients, which has assisted to build a successful financial planning business. Peter specialises in investment planning including gearing, personal risk protection, transition to retirement strategies, self-managed superannuation funds and retirement planning. Peter is as an Authorised Representative of Advice Evolution Pty Ltd.
Peter has completed the Diploma of Financial Planning through Deakin University and holds the CFP® designation which represents the highest professional certification that can be awarded to a financial planner internationally. Peter was nominated for the prestigious AFA Adviser of the Year award for 2009. He was admitted to the PIS Platinum Club in 2008 and has qualified as a member of the Million Dollar Round Table numerous times.
Peter is an avid Hawks supporter and loves his soccer. He enjoys travelling and his favourite places are France, Spain, Greece and Italy.
Qualifications
