Meet the Team
B.Bus (Prop) AAPI QPIA CPV CEA
David has worked as a property Investment adviser, property consultant, buyer agent & valuer to private clients, financial planners, accountants, finance brokers and various government entities since 1999. He has been involved in more than $1b worth of transactions across Victoria, New South Wales, South Australia, Western Australia & Queensland.
Since 2009, David has been specifically focused on helping medical professionals, expats, business owners and busy executives build effective property portfolios.
David is a fully licensed real estate agent in Victoria, South Australia, Western Australia and Queensland (CEA), Certified Practicing property Valuer (CPV), Qualified Property Investment Advisor (QPIA) and most importantly is an active property investor. David joined the Australian Property Institute in 2001 and is now an Associate (AAPI) and in 2009 became a member of the Real Estate Institute. David currently sits on the board of Property Investment Professionals of Australia (PIPA) to promote ethics in the property investment industry.
M.Bus (Prop) Grad Dip Vals QPIA CEA
Phillip’s career has been built on meeting the needs of a special group of people. Invariably they are medical professionals, farmers, graziers and professionals looking to access good quality advice on property investment as part of a long-term wealth creation strategy.
His clients have built a successful career and are looking for a service that delivers a superior investment experience. He works with them on strategies that improve and enhance their portfolios, including a detailed analysis of their existing properties, recommendations for refurbishment, divestment of underperforming properties and suggested property acquisition.
Phillip has been advising rural clients and rural accounting firms on quality off-farm investments since 2002. Having a rural background himself, Phillip understands the challenges and issues faced by the farming community, particularly the impact that market fluctuations and seasonal conditions can have on their income, and their capacity to invest.
Having been involved in over $1 billion worth of property acquisitions, Phillip is well placed to provide investors with advice and support in areas with growth potential in the residential and commercial property markets across VIC, NSW, QLD and SA.
He holds a Masters of Business (Property), a Graduate Diploma in Valuations, a Qualified Property Investment Advisor (QPIA), and is fully licensed under the Real Estate Institute of VIC, SA and NSW.
B.Bus (Prop) AAPI CPV QPIA CEA
Heath leverages 15+ years experience as a Certified Practising Valuer (CPV) and property consultant to source, negotiate and acquire blue chip residential, commercial and industrial properties on behalf of clients looking to create or expand their property investment portfolios and maximise their return on investment. Heath has developed an extensive range of experience in negotiation, valuation and consultancy of all types of property specialising in inner urban residential, retail / commercial properties, in-fill development sites and various specialised property types namely; shopping centres, hotels, pubs (gaming venues), child care centres, service stations, telecommunication facilities, fast food outlets, medical centres and supermarkets.
Using a research driven methodology and an extensive network of contacts in real estate, Heath works with professional clients and their financial advisers to establish long-term strategies for wealth creation with property as the primary vehicle. Heath has a thorough knowledge of the Australian property markets, focusing on acquiring undervalued properties with genuine strong capital growth and rental return potential.
Greg spent 14yrs as a professional sportsman and his involvement in the competitive sports industry like the AFL has taught him many things. Not least of which is reward for hard work, the importance of strong leadership, honesty, a social conscience and a commitment to achieving results. From that grounding he successfully ran his own building company, which to this day can assist clients with pre purchase analysis of renovation/refurbishment scope and feasibility as well as development projects.
Greg is passionate about providing clients with the right ‘research based‘ advice, particularly young athletes; while devoting their life to the sport they seek excellence, they need their investments to work as hard as they do. With an understanding of the precarious nature of professional sport and considering the career ‘life span’ of most athletes is relatively short, he is determined to guide their property investments in the right direction. It's also his love for mentoring and supporting AFL talent that has seen him perform as Ruck Coach at the Melbourne Football Club for 4 years.
Group Executive Assistant
Melinda Pantelis is The Performance Property Advisory Group Executive Assistant and supports the directors in key client relationship and portfolio management. She also supports in scheduling all consultations, travel coordination, documentation management and events.
Melinda holds an Adv. Dip. in Tourism Management and has gained an array of experience in various industries in her 20 year career. She is also a qualified Personal Trainer and has a passion for boxing and nutrition.
Senior Acquisitions Consultant
David joined Performance Property Advisory after more than a decade of successfully investing and developing residential property. In his 20’s David followed his passion for Motorcycle racing and owned a retail store which provided the cash flow to build his portfolio.
David’s first hand experience ensures he is well placed to assist clients on building a successful portfolio. David has had a lifetime of experience dealing with clients and tailoring solutions to meet their needs. Customer service and client satisfaction has been, and still is the cornerstone to Davids approach
B.App Science (Property & Valuation) QPIA
Francisco works alongside David McMillan in the investment team. He is responsible for managing the acquisition process, sourcing and selecting assets, due diligence, negotiation and execution of transaction. He joined PPA in 2015 and since then has been involved in the acquisition of over 250+ investment properties for clients across major capital cities of Australia.
His knowledge of the property market combined with lifelong exposure to construction projects thanks to family involvement in property development has been instrumental in his property career allowing him to provide good quality advice on long term wealth creation strategies.
He graduated with honours in Bachelor of Property and Valuations at RMIT University. He is a Qualified Property Investment Advisor (QPIA) and a member of Property Investment Professionals of Australia (PIPA).
B.App Science (Property & Valuation)
Tomas works alongside Phillip, James, William, Belinda and Anh, and is responsible for managing the transaction process. Specialising in the residential sector and applying national market knowledge, Tomas is able to source, negotiate and acquire residential assets in line with Performance Property Advisory's countercyclical investment model. In addition, Tomas meets clients' needs to establish long-term wealth creation strategies by identifying their goals and assessing appropriate solutions. Being a Qualified Property Investment Advisor (QPIA), Tomas provides detailed advice that informs clients on the fundamentals of property investment, including identifying growth suburbs and regions; demographics and employment rates; proposed infrastructure developments and other aspects that contribute to a positive return on investment. Tomas also completed his Bachelor and Honours of Property and Valuations at RMIT and is a member of Property Investment Professionals of Australia (PIPA).
GradDip Property CAR B. IT
Senior Acquisitions Consultant
Whilst working in Real Estate for 5 years, including one year as a Real Estate workplace trainer, Paul has developed a deep understanding of property sales and property management systems and processes. Following this, Paul started his own business in 2008. He grew it from a sole-operator to an award winning company, servicing over 500 SME and government clients nationally, and managed it through its acquisition in 2016.
Paul has maintained a long interest in property and has been investing since he was 19 years old. He continues to develop his property portfolio using the same methodology available to Performance Property Advisory clients.
Paul holds qualifications in Real Estate, Property, Building and Construction, Project Management, Information Technology, and Workplace Training, and keeps his knowledge current through formal and informal education. He is currently completing his final subjects for his Master of Property at RMIT. Paul is committed to professional standards and ethics, and is a member of the Australian Property Institute (API), Royal Institute of Chartered Surveyors (RICS), and Project Management Institute (PMI).
B. Prop (Prop & Vals) AAPI CPV
Lachlan began his personal investment journey in his early 20’s and believes that being an avid property investor himself is paramount in building trust and long term relationships with his clients.
With over half a decade of experience in valuations and advisory in both residential and commercial sectors, Lachlan has also worked as a buyer’s advocate, property consultant, investment advisor, and is a certified practicing valuer for major banks, investors, lawyer firms and high net worth portfolios.
Using a researched driven methodology, Lachlan focuses on building long-term strategies in wealth creation for clients. His comprehensive knowledge of the National property market is paramount with specialised experience in Western Australia.
Connie La Terra
B. Comm (Finance & Accounting)Accounts Manager
Connie is in charge of the accounts for the Performance Wealth Group of companies. She overseas the accounting, book keeping, financial reporting, payroll and banking for the group. With a strong background in accounting experience, Connie is the backbone of the business ensuring the financials are up to date and the business intelligence reporting is timely and accurate.
Client Relationship Manager
Laree is one of Performance Property Advisory’s Client Relationship Managers and assists the property management and acquisitions teams with co-ordinating the post transaction process, leasing, and client liaison.
In her role, Laree is instrumental in the post transaction process ensuring timely settlements and letting, plus managing any refurbishments or maintenance items prior to tenanting the properties. Laree's 10 years experience in property management gives her an exceptional understanding of rental markets and how to get the most out of Performance Property Advisory clients' portfolios.
Client Relationship Manager
Elise Rodriguez is one of Performance Property Advisory’s Client Relationship Managers. She assists the property management and acquisitions teams with co-ordinating the post-transaction process, renovations, maintenance, leasing, and client liaison.
Through working in the property and mortgage broking industry for over ten years, Elise has developed a well rounded knowledge of the cycle for transacting in property. Elise holds a Cert IV Business Management & Human Resources, Diploma of Finance and Mortgage Broking Management and Agents Representative certificate.
B.Bus Grad Dip Prop. CAR
Senior Research Analyst
Sharon heads up the research division at Performance Property Advisory. As part of our ongoing service to clients, Sharon provides contemporary advice in a range of areas, including growth suburbs and regions, demographics and employment rates, proposed infrastructure developments and other aspects that will contribute to a positive return on their investment.
Sharon is responsible for the aggregation of economic and property data sources, as well as deep analysis of the data to provide quarterly reports on each capital city of Australia. These reports identify between 5 and 8 submarkets in each capital city, and provide an opinion as to the short term performance of each submarket. This information is vital for clients to maximise the performance of existing assets, and also for selection of new blue-chip investment locations.
M. Prop, M. Pharm Sci, B. Pharm (Hons)
Passionate about all things property, Clare assists in the collection and analysis of property and economic data and is integral to the production of the research reports that are produced for the 30 regions across Australia, as well as performing valuation analysis on clients' portfolios to assess the overall growth in each investment and potential value-add opportunities.
Spending five years in Pharmaceutical research and more recently studying the Master of Property, Clare brings a diverse skill-set to the research team at Performance Property Advisory. She is particularly interested in data analysis and interpretation.
M.Prop B.Comm (Accounting & Finance)
Property Acquisitions Consultant
Justin Dang joined Performance Property Advisory while completing his Master of Property at RMIT.
He graduated in 2014 with a Bachelor of Commerce, majoring in Accounting and Finance at Monash University. After 2 years working as an accountant, he decided to change his career path into property.
Justin now assists in analysing residential investments and development opportunities for clients. With thorough analysis and research, he ensures the the pre-purchase diligence and investment reports are completely in a timely manner and to the highest standard. Justin has an interest in assisting clients with wealth creation and growth.
Property Acquisitions Consultant
Zachary joined Performance Property Advisory whilst completing his Bachelor of Environments, majoring in Property at the University of Melbourne.
Zachary works closely with Heath Bedford within the acquisitions team. Leveraging his strong background in market research, analysis and investment fundamentals to source and assess investment opportunities for our clients. Key responsibilities include procurement and pre-purchase due diligence and analysis. Zachary also performs valuation analysis on clients' portfolios to assess the overall growth in each investment and potential value-add opportunities for our clients.