Our Team

Our Team

Our Team
Cameron-Forbes12

Cameron Forbes

Senior Financial Planner & CEO

Gus Smarrini

Gus Smarrini

General Manager

Kate_No-chair

Kate Forbes

Human Resources and Accounts Coordinator

Shivon 1

Shivon Santamaria

Operations Manager

Ricky Hernandez

Ricky Hernandez

Senior Financial Planner

Matt Gordon

Matt Gordon

Senior Financial Planner

Sam Conway

Sam Conway

Senior Financial Planner

Burke, Peter

Peter Burke

Senior Financial Planner

Anthony 2

Anthony Buckley

Senior Financial Planner

Juanita Papas Photo

Juanita Papas

Office Coordinator

Loarraine 1

Lorraine Leadingham

Client Services & Executive Support Officer

Ben 1

Ben Peeler

Client Services Officer/Paraplanner

Lucas Photo

Lucas Caligiuri

Client Services Officer

Jacob Talbot

Jacob Talbot

Client Services Officer

Cail Findlay

Cail Findlay

Client Services Officer

Rylie Watts

Rylie Watts

Reception & Client Services Officer

Josh Ruggeri

Josh Ruggeri

Admin

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Daniel Venturini

Admin

Cameron Forbes

Senior Financial planner & CEO

B.Comm (Financial Planning, Finance & Economics) CFP®

Cameron Forbes is the CEO and Senior Financial Planner at Forbes, Fava Saville F.P. and holds a Bachelor of Commerce, majoring in Financial Planning.

Cameron is a Certified Financial Planner® – which is the highest designation in the financial planning industry.

He started his career in the financial services industry in 2005 and five years later, founded Forbes Financial Planning in 2010 which we now know as Forbes Fava Saville Financial Planning.

Cameron continues to invest in his professional development by undertaking further study which ensures our clients always receive the highest quality advice. It goes without saying that he is passionate and committed to helping clients achieve their financial and lifestyle goals and being there when our clients need us most.

Cameron has a passion for baseball, a sport in which he excelled in for many years having played at a professional level in the US and Europe.

He is married to Kate who works in our Human Resources & Finance team and they have two children Macy & Buster.

When Cameron is not at work he and Kate are busy ferrying their children around to all their sporting and extracurricular activities. Cameron’s dream outside of work is for his two children to one day have a desire to play golf with him.

Gus Smarrini

General Manager

Diploma of Business (Marketing)
Diploma of Financial Planning

Gus commenced his career in the Financial Services industry in 1985 and has held various roles in both the private practice and the corporate sector, ranging from financial adviser to business consultancy roles. Gus holds a Diploma of Business (Marketing) and Diploma of Financial Planning and completed the Strategic Leadership Program, at Stanford University (US) in 2013.

He joined our team as General Manager – Operations, in April 2024.

Gus’ primary role is to help drive the strategic direction of the business and ensure that all facets of the business are running efficiently and smoothly,

He also ensures that our team are provided with the best possible resources to further develop their skills and experience thus providing our clients with an even greater customer experience.

Away from the practice, Gus enjoys spending time with his wife Sarah, his two children, playing veterans football and of course watching his beloved Geelong Football Club.

Kate Forbes

Human Resources and Accounts Coordinator

B.Comm (Accounting & Economics)

Kate has been working in the Human Resources industry for over 25 years. 

She has a Bachelor of Commerce, majoring in Accounting and Economics.

Kate has been part of the Forbes Fava Financial Planning team since 2016.

As the business and team has grown, so too has her role, which includes Human Resources, Payroll and Bookkeeping.

Outside of work Kate has two young, energetic kids that keep her busy and entertained.

Shivon Santamaria

OPERATIONS Manager

Diploma Financial Planning

Shivon has been part of the financial services industry since 2016 and holds a Diploma of Financial Planning, Certificate IV in Business Management and Certificate III in Business Administration.

With a passion for financial planning and helping others achieve their goals, she is committed to supporting our team, optimising processes and always keeping clients at the heart of everything we do.

Shivon’s focus as Practice Manager is ensuring every client experience is seamless and impactful. Her care, warmth and commitment to excellence inspire our team to deliver outstanding service at every touchpoint.

Away from the practice, Shivon stays active with Pilates and enjoys spending time with loved ones, especially her three cats.

Ricky Hernandez

Senior Financial Planner

B.Comm (Financial Planning, Accounting & Finance) CFP®

Ricky has been a dedicated member of our team since 2017, bringing a wealth of experience and a genuine passion for helping clients achieve their financial goals. Specialising in guiding clients through all life stages, Ricky excels in providing tailored financial advice for growing young families, planning for retirement, and navigating the complexities of Centrelink benefits & aged care.

Ricky is also a supporter of the Peace of Mind Foundation, offering financial support and expert guidance to individuals and families affected by brain cancer.

Outside of the office, Ricky is a devoted father to three very young children. He cherishes family adventures and is a supporter of the Geelong Cats.

Matt Gordon

Senior Financial Planner

B.Comm (Financial Planning, Accounting) CFP®

Matt has been a part of the Forbes Fava Saville team since early 2020 after graduating from Deakin University in 2019, earning a Bachelor of Commerce from Deakin University, majoring in Financial Planning and Accounting. In 2024, he completed further study to become a Certified Financial Planner which is the highest designation in the financial planning industry.

Over the years, Matt has worked closely with both advisers and clients, honing his skills and gaining a deep understanding of their unique needs and objectives. He has now channelled this experience into providing comprehensive advice across all areas of his clients’ financial lives, helping them make informed decisions with clarity and confidence. Matt takes pride in delivering strategies that are practical, effective, and aligned with his clients’ long-term aspirations.

Through this approach, Matt not only assists clients in strengthening their financial position but also provides the reassurance of steadfast support during pivotal moments in their lives. Outside of work, Matt is an avid golfer who also enjoys following footy and staying active through running, combining his love of sport with a commitment to fitness and balance.

Sam Conway

Senior Financial Planner

B.Comm (Economics and Finance)
Graduate Diploma of Financial Planning

Sam graduated from RMIT university in 2020 with a Bachelor of Business – majoring in Economics and Finance became a qualified financial planner in 2025 after successfully completing his Industry accredited Professional Year qualification.

Sam enjoys liaising with our clients to help formulate strategies and alleviate much of the stress that is associated with navigating the financial world. He finds it very rewarding helping our clients reach their goals and grow their wealth into the future.

He is also a qualified Mortgage Broker and helps many of our clients and their families with their lending and finance needs.

Outside of work Sam enjoys playing football, watching all sports and catching up with friends and family.

Peter Burke

Senior Financial Planner

Bach. Ed, Grad Dip Bus (Sports Management) CFP, SMSF Specialist

Peter is a Certified Financial Planner and member of the Financial Planning Association of Australia (FPAA), as well as an SMSF Specialist Adviser and member of the SMSF Association. He is passionate about enhancing the quality of advice in the financial planning industry, believing in its critical role in helping families achieve their life goals. Peter takes enormous pride in coaching and mentoring the next generation of financial planners. Assisting with the development of the next generation of CFPs at Forbes Fava Saville FP (FFSFP) will be among his proudest achievements.

With over 30 years of experience, Peter has worked with a diverse range of clients and strategies. He thrives on the challenge of complex strategic planning, particularly enjoying the opportunities and intricacies associated with Self Managed Super Funds when appropriate for clients. After many rewarding years running his own business, Peter is now thrilled to contribute in a Senior Planner role at Forbes Fava Saville FP, combining client engagement with leadership in mentoring and development within the team.

Beyond his professional life, Peter has a long-standing involvement in the Geelong football community, including roles with Bell Park Football Club, the Geelong Football League, and the Geelong Falcons. A lifelong Geelong Cats supporter, he has been a proud club member for decades. Peter was also honoured to be named one of only nine “LEGENDS” of the Bell Park Football Club. He was also the playing coach of BPFC’s first-ever senior premiership team in 1984. Over more than four decades, Peter has served the football community in multiple roles including Senior Coaching, Development Squad coaching, Coordinating the local Coaches Association, Chairman of Selectors, Senior and Junior committee member, junior coaching, recruiting coordination and tribunal advocate.

Peter is also deeply committed to community involvement, particularly through local not-for-profits. He currently serves on the boards of KIDS+ and Wombats Wish and provides active support to several others, including Read the Play. He and his wife Esther live in the Barwon Heads/Connewarre area, where they enjoy the natural beauty of the region and take daily long walks with their two beloved dogs. Together, they also share a love for travel and look forward to future adventures around Australia and the world—especially those that include visits to Esther’s family in Spain.

Anthony Buckley

Senior Financial Planner

B.BUS (Accounting)  CPA (FPS)

Anthony commenced his career in the financial planning industry in 2000 after graduating with a Bachelor of Business (Major in Accounting) degree back in 1993. With his background as an Accountant, he has worked for such firms as ANZ Banking Group Limited and PricewaterhouseCoopers. Anthony was one of the first CPA’s appointed as a Financial Planning Specialist and this qualification has been instrumental in developing Anthony’s consultative approach with his clients.

From 2004 to 2025, Anthony ran his own financial planning business (Financial Planit) where he successfully helped many clients achieve their financial and lifestyle goals by creating a personalised roadmap for their future and ensuring that he was there every step of way to guide and advise them so that they could experience the highest quality of life afforded by their circumstances.

In July 2025, Anthony joined Forbes Fava Saville FP and continues to provide his clients with the excellent level of service that they have enjoyed over many years.

Anthony is married to Kristen, they have three adult children. He is an avid Sydney Swans supporter and is trying his best to enjoy his new hobby playing golf.

Juanita Papas

Office Coordinator

Juanita has been working in the Financial Services industry since 2004. Juanita has many years’ experience in the Financial Services Industry and has a high level of professionalism working with our valued clients.

As an Office Coordinator Juanita’s role is to assist the Financial Advisers in the implementation and ongoing administration of financial strategies and support the Forbes Fava Saville Financial Planning team in the delivery of quality financial planning services.

In Juanita’s spare time she enjoys playing Badminton and looking after her grandchildren in her growing family.

Lorraine Leadingham

Client Services & Executive Support Officer

Lorraine began her career in financial services in 2005, building over 20 years of experience in supporting clients, advisers and licensee groups across both boutique and corporate firms. This experience has provided her with valuable insights into client needs and an understanding of the importance of compliance and training.

Lorraine joined Forbes Fava Saville Financial Planning in April 2025 as Client Services & Executive Support Officer, where she primarily assists and supports our valued clients, as well our CEO and advisers. Lorraine’s small business expertise enables her to build strong relationships, work collaboratively, and adapt to new challenges. She also actively supports her colleagues by sharing her vast experience and industry knowledge.

Outside of work, Lorraine enjoys spending time with her family and friends, especially her grandchildren, and loves travelling around Australia with her husband in their caravan.

Ben Peeler

Client Services Officer/Paraplanner

Bachelor of Commerce (Majors in Finance & Financial Planning)
Masters of Financial Planning

Ben graduated his Bachelor of Commerce back in 2018 and after working for a few years in the industry he returned to complete his Master of Financial Planning in 2021.

Ben has worked both in the Geelong and Melbourne in various roles in the financial planning industry since 2018. Ben has worked in administration previously but has been working in an adviser support role for over 3 years.

Ben’s role is to assist advisers with all parts of the advice process being the construction of the strategy, Financial Modelling, statement of advice creation, generating forms, implementation of the advice and whatever else the adviser needs assistance with.

Within his role Ben enjoys the numbers side of things, and he enjoys formulating the strategy that will assist the client meeting their goals.
On the weekend you might see Ben out umpiring the local footy in the Geelong region. He also follows Essendon in the footy so hasn’t had a lot to cheer about in the last 20 years.

Lucas Caligiuri

Clients Services Officer

B.Comm (Economics and Finance applied)

Lucas graduated from RMIT university in 2021 with a bachelor of Business – majoring in Economics and Finance. He began working in the financial services industry in 2020 as a Client Service Officer. Following this, Lucas spent a year in property and economic consulting and has since returned to the financial services sector to eventually pursue a career as a Financial Advisor.

Lucas enjoys supporting clients and our adviser team by helping shape financial strategies and providing a reliable point of contact throughout the advice process. He finds it fulfilling to play a role in helping clients feel confident about their financial future and enjoys being part of a team that works collaboratively towards meaningful outcomes. With a strong interest in financial planning, Lucas is committed to growing his expertise and delivering value through every interaction.

Away from the office, Lucas enjoys playing drums in a band, watching sports, and staying active through regular exercise.

Jacob Talbot

Clients Services Officer

Currently completing a Bachelor of Commerce, Jacob joined the Forbes Fava Saville team in March 2026 as a Client Services Officer.

What Jacob enjoys most about his role is the opportunity to build strong relationships with clients and assist them through important financial decisions and life stages.

He enjoys being exposed to a diverse range of client circumstances and experiences, allowing him to continually expand his knowledge while making a meaningful contribution to helping clients achieve their goals and supporting our advisers.

Jacob is aspiring to complete his professional accreditation and, in the future, become a qualified financial planner.

Outside of work, Jacob enjoys playing golf, watching a wide variety of sports, and spending time with his friends and family.

Cail Findlay

Clients Services Officer

Cail joined the Forbes Fava Saville team in July 2026, bringing with him a strong background in customer service and leadership, along with a genuine passion for helping people and building meaningful relationships.

As a Client Services Officer, Cail enjoys working closely with clients and supporting our Advisers to deliver exceptional service and positive outcomes. He values the opportunity to contribute to a positive experience for each client and help them throughout their financial journey.

Driven to build a long-term career in financial planning, Cail is committed to continually expanding his knowledge and developing his skills within the profession. Known for his approachable nature, positive attitude and willingness to learn, he takes pride in providing clients with a seamless and supportive experience.

Outside of work, Cail enjoys staying active, spending time with friends and family, and is a proud supporter of the Western Bulldogs.

Rylie Watts

Reception & Client Services Officer

Rylie joined our team in February 2026. She supports the day-to-day operations of Forbes Fava Saville, providing administrative support across the team and helping ensure the business runs efficiently behind the scenes.

Her role involves coordinating office functions, supporting our Advisers, managing client communications and requests, and assisting with the many day-to-day processes that keep the business running smoothly.

Rylie enjoys the variety her role offers and finds it rewarding to be part of a team that works together to support both the business and its clients in achieving their goals.

Outside of work, Rylie enjoys Pilates, spending quality time with her friends and family, and, of course, spending time with her golden retriever, Otis.

Josh Ruggeri

Admin

Currently completing a Bachelor of Commerce, majoring in Financial Planning, at Deakin University, Josh joined the Forbes Fava Saville team in August 2026.

In his role on Reception, Josh assists with the day-to-day administration of the office, supports the advice team and helps ensure clients receive a warm and welcoming experience. He enjoys interacting with clients and gaining valuable exposure to the financial planning profession.

Josh finds it rewarding to be part of a team that supports clients in working towards their financial goals and enjoys the opportunity to learn more about the industry each day.

With a strong interest in building a career in financial planning, Josh’s long-term goal is to become a Financial Adviser, helping clients make informed financial decisions and achieve greater long-term financial security.

Outside of work and studies, Josh enjoys spending time with friends and family and staying active.

Daniel Venturini

Admin

B.Comm (Finance)

Daniel just recently completed a Bachelor of Commerce, majoring in Finance at La Trobe University’ He joined Forbes Fava Saville admin team in July 2026.

Daniel supports advisers with the day-to-day administration of client strategies and works closely with clients throughout the financial planning process. He values the opportunity to learn from experienced professionals while gaining hands-on insight into financial planning advice.

He finds it rewarding to be part of a profession that can have a meaningful impact on people’s lives and financial wellbeing. He plans on pursuing further studies to achieve his long-term goal of becoming a Financial Adviser and help clients feel confident about their financial future.

Outside of work, Daniel enjoys sport, music, hanging out with friends and family and watching Carlton lose most weekends.