Local insights. Regional impact.

Traci Bartlett is the Leader of People & Culture and a seasoned Personal Financial Adviser with over 25 years of experience in the financial services industry. Based in Warrnambool and working across Victoria’s Western Districts, Traci brings an infectious energy and deep commitment to nurturing talent and building strong regional communities. Her passion lies in developing young professionals and creating meaningful career pathways in regional Australia. Traci’s dual expertise in people leadership and financial advice makes her a driving force behind both cultural growth and client success.

Vicki Kearney is our key leader in the Hamilton region, bringing over 20 years of experience in the financial services industry. With a specialised focus on high-net-worth regional wealth, Vicki has built a reputation for delivering strategic, personalised advice to clients across Victoria’s Western Districts. Her depth of knowledge and commitment to excellence make her a trusted adviser and regional advocate. Outside the office, Vicki’s vibrant spirit shines—whether she’s travelling, running marathons, exploring creative outlets, or giving back to her local community, she brings the same passion and energy that defines her professional life.

Heather Rundell-Fitzgerald is the go-to lady in our Hamilton office, known for her unwavering work ethic and exceptional problem-solving skills. With over a decade of experience in financial services, Heather has earned the nickname “Mrs Fixit” for her ability to resolve complex challenges with precision and care. Her keen eye for detail and deep industry knowledge make her an invaluable asset to both clients and colleagues. Whether it’s navigating financial advice or supporting the team, Heather brings reliability, warmth, and a quiet confidence to everything she does.

Angus comes from a family that is prone to enjoying engineering. Why is this relevant? Those skills he has been born with add some wonderful traits for financial planning! Think strategy, compliance and black and white execution. Angus oversees the Nurture function of our business and has recently completed his Commerce degree at a mature age. This broader life experience adds further weight to his transition to advising independently.

Let’s face it: few fifth-generation sheep shearers have a commerce degree or MBA. With over ten years in the industry, he fosters a culture of energy and output. He wears various hats in the business, whether as a Personal Financial Adviser or Organisation Leader; no challenge is too big.

Andrew is our resident investment expert, having built an impressive skill set during a dynamic career in finance. Originally a CPA Accountant, Andrew transitioned into the industry with a Master’s in Applied Finance from Melbourne University. This specialised skillset has placed Andrew perfectly to provide high-net-worth, complex financial advice.

Sebastian has pivoted into Financial Planning after a storied AFL career with St Kilda. It is evident that the skill set required to be a professional athlete has transferred beautifully. Blessed with a relentless work ethic, an eye for detail, and a knack for building authentic relationships, once Sebastian finishes his Bachelor of Business at Swinburne, Sebastian will be straight into his Professional Year.

Martin Hegarty is a Senior Adviser at Regional Prosperity. Having completed his Master of Financial Planning, Martin brings strong technical expertise and a calm, practical approach to advice. He is particularly focused on helping clients transition confidently from working life into retirement, providing clear strategies that support informed decisions, financial security, and peace of mind. Martin works closely with clients to ensure their retirement plans are aligned with their goals, lifestyle, and long‑term priorities.

The resident problem-solver, Chaise, oversees the Activation of all the advice we provide across the business. Having worked in the industry for over five years, Chaise has completed his Commerce Degree, majoring in Financial Planning and transitioned through his Professional Year to start advising in his own right.

Holding a Bachelor of Commerce, a Bachelor of Economics, and a Graduate Diploma in Financial Planning – with over five years of experience in the financial services industry, John has developed a strong foundation in investment research and analysis. His academic background and practical expertise enable him to deliver insightful, data-driven recommendations that support strategic decision-making and portfolio optimisation.

Sheree is the person on our team we couldn’t live without. With an incredible work ethic and a keen eye for detail, Sheree is involved in everything at Regional Prosperity. With a diverse history in the industry, Sheree oversees our workflow so that we can provide best-of-breed service to our people.

Young Tom has been with us ever since he completed his Commerce Degree. We have witnessed Tommy’s growth in all areas of his life. His energy, enthusiasm, and loyalty to the team are brilliant traits. Whether cranking another Ace down the T on the tennis court or overseeing the Engagement function of our business, anyone who works with Tom can vouch for his professionalism and motivation. Now fully accredited, Tom provides trusted independent advice to clients.

Dilmi Kasunika brings the bubbly energy every office needs. As an Associate at Regional Prosperity, her goal is to become a Financial Adviser in the Hamilton region, supporting individuals and families across Western Victoria. Holding a Bachelor of Business (Banking & Finance / Financial Risk Management) and a Graduate Diploma of Business Management she is well on her way. Dilmi provides hands‑on experience supporting advisers and is passionate about building long‑term client relationships and delivering advice that genuinely improves financial outcomes.

Gavin brings over a decade of experience in the financial advice profession. After working closely with Regional Prosperity as a contractor for 6 years, he formally joined the team and now plays a key role in supporting complex advisory strategies and system optimisation. Based on the Gold Coast, Gavin provides internal technical guidance on challenging advice scenarios and serves as the firm’s Organisational Design Lead, working across the business to thoughtfully evolve how we are structured and how we deliver advice. An engineering background led to a Bachelor of Business (Financial Planning). Outside of work, Gavin can usually be found training for a marathon, ocean kayaking, seeking out exceptional coffee, or walking the beach with his noble hounds.

Lisa Ross brings deep experience and continuity to Regional Prosperity, with a career spanning nearly four decades across banking, accounting, and financial advice support roles in Australia and overseas. Through this breadth of experience, Lisa has developed a strong practical understanding of advice processes, client service, and disciplined execution. As she enters the next stage of her career, Lisa is focused on sharing her knowledge and mentoring the next generation of Regional Prosperity assistants.

Maxine Troon brings a sense of wisdom and calm energy to Regional Prosperity. Transitioning from a Podiatry background, Maxine has started her journey as an Associate at Regional Prosperity, supporting advisers in delivering clear, compliant, and well‑executed financial advice. She brings a practical, client‑focused approach and a strong understanding of complex client matters. She is committed to supporting quality advice outcomes and the long‑term relationships Regional Prosperity builds with its clients and community.

Liam grew up in the Otways and still calls Barwon Downs home — so when he talks about building wealth in the regions, he’s talking about his own backyard. After completing his Commerce Degree, majoring in Financial Planning, Liam joins us as an Associate Financial Adviser in our Colac office. Liam works alongside our advisers from the first discovery conversation right through to strategy, advice and implementation, making sure nothing about your plan is left to chance.