Our outstanding team of financial advisers are here to help you create and grow your wealth.

MARK O’LEARY

Managing Director & Financial Adviser

An adviser since 1984, Mark is Managing Director of KRA Wealth Management, a Certified Financial Planner and an Authorised Representative of AMP Financial Planning Pty Ltd. In 1997, together with Alan Crosby, Mark was joint founder of KRA Financial Group, consistently recognised nationally as an innovative and successful financial planning business.

Mark understands the positive difference we make to people’s lives by providing financial independence, enabling clients to retire comfortably and protecting families against the financial consequences of death and illness. A consistent contributor to financial media and supporter of the Cancer Council Pro Bono program, Mark gets a personal sense of pride in giving young advisers a start in an exciting and meaningful industry. In his spare time, Mark loves spending time with his family, playing golf, travelling, listening to music and reading.

CRAIG MOSTON

Director & Financial Adviser

Craig is a Director of KRA Wealth Management, a certified financial adviser and an Authorised Representative of AMP Financial Planning Pty Ltd. Craig joined the company in August 2007 after nearly a decade at Macquarie Bank. Academically, his qualifications include a Bachelor of Business (Economics & Finance), Graduate Diploma in Applied Finance & Investment and a Graduate Diploma of Financial Planning.

Craig gets an enormous sense of personal satisfaction from helping clients achieve their goals and contributing positively to their personal and financial wellbeing. In his spare time he enjoys kicking the football with his sons in the park, playing golf and bike riding with the family.

General Manager

LYNDALL MONTAGUE

General Manager

Lyndall joined the team at KRA Wealth Management in November 2016, tasked with developing and executing KRA’s strategy and looking at ways to continually improve the experience of our clients.

Lyndall started her career as a lawyer before moving into financial services in operational and client service leadership roles. She feels inspired when she is part of a workplace that focuses on developing their people to be the best they can be – something KRA prides itself on doing.

Having been brought up on a farm, Lyndall likes spending her spare time in the outdoors and also enjoys reading, keeping up to date with current affair and doing voluntary community work.

Our Advisers

CLINT ADAMS

Partner and Accredited Mortgage Adviser

Clint joined KRA Wealth Management in March 2015 as our Accredited Mortgage Adviser. He prides himself on exceeding clients‚ expectations and finds helping them meet their aspirations and goals an incredibly rewarding experience. Clint has a Bachelor of Finance (Corporate Finance) and a Bachelor of Commerce (Management) from the University of Adelaide. In his spare time, Clint loves spending time playing sport with his son, is a passionate Adelaide Crows fan and an all-round American sports tragic!

AARON LESLIE

Financial Adviser

Aaron joined the team at KRA Wealth Management in November 2016 as a SMSF & Private Client Administrator. Aaron holds a Bachelor of Commerce (Economics) and Diploma of Financial Planning and is an authorised representative of AMP. Aaron has worked in the financial planning industry for the past 6 years, largely as a paraplanner working with a broad range of clients including Self-Managed Super Funds. Helping to provide innovative solutions to help clients achieve their goals is what drives Aaron. In his spare time Aaron loves to stay fit, spending time with friends and family and is also a keen supporter of the Carlton Football Club.

Devin O’Keefe

Financial Adviser

Devin joined the team at KRA Wealth Management in 2015 as a Client Support Officer.  In 2017 Devin became a Financial Adviser and Authorised Representative of AMP Financial Planning. Devin has Bachelor of Commerce where he majored in Financial Planning, Finance and Supply Chain Management.  Devin strives to assist clients, that do not necessarily have the means or expertise to adequately manage their own personal wealth, by helping them set reachable and achievable goals. Devin gains a great deal of satisfaction through the work he does with our pro-bono clients.  Devin enjoys spending time with his fiancé, family and friends and is a keen cricket player and supporter of the Carlton Football Club.

Our Support Staff

KYLIE MOSTON

Operations Manager

LUCIA LIM

Adviser Support Officer