MEET THE FALCON TEAM

Charlotte O’Meara is the General Manager of Falcon Financial Advisers, where she supports the firm’s strategic direction, growth, and commitment to delivering high‑quality, client‑focused financial advice. She works closely with advisers, clients, and industry partners to help build a sustainable advice business grounded in professionalism, integrity, and strong client outcomes for Australians from all walks of life.

Charlotte brings broad experience across the financial services industry. Prior to joining Falcon Financial Advisers, she was the Head of Responsible Investment at Challenger Limited, focusing on governance, sustainability, and adviser education. She also hosted the Fidante ESG in 10 podcast, was named in the 2023 and 2024 FS Sustainability ESG Power 50, and was a recipient of the Challenger CEO Award in 2023. Earlier in her career, Charlotte held senior roles in corporate governance, risk management, and compliance across the funds management industry, including positions at Challenger, Pendal, and EY. She holds a Bachelor of Arts (Politics and International Relations) and a Bachelor of Laws, and is an admitted solicitor of the Supreme Court of NSW.

Her background has provided a strong understanding of investment frameworks and the regulatory and ethical considerations that support long‑term client outcomes. Charlotte is deeply committed to industry education, adviser development, and contributing to the ongoing evolution of the financial advice profession.

Outside of work, Charlotte enjoys spending time with her two daughters on Sydney’s Northern Beaches. She enjoys staying active, swimming at local beaches, reading, and visiting country NSW, where she grew up.

Since commencing his career in financial services in 2018, Ben has developed broad experience across wealth management, banking and financial advice, helping clients make informed decisions and feel more confident about their financial future. His background includes roles with JBWere, NAB and financial advice practices, providing him with a strong foundation across investments, superannuation, retirement planning and personal insurance advice.

Ben is passionate about helping clients gain clarity and confidence in their financial decisions. He believes great advice starts with listening, taking the time to understand each client’s goals, values and priorities, and providing tailored guidance that helps them move forward with certainty.

Known for his analytical mindset and genuine care for client outcomes, Ben is particularly passionate about helping clients build wealth, optimise retirement outcomes and make informed decisions about their finances. He finds the most rewarding part of his role is helping people gain clarity and direction, turning complex financial matters into practical strategies that support the life they want to live.

Outside of work, Ben lives on Sydney’s Northern Beaches with his wife. He enjoys making music, following the AFL and spending quality time with family and friends.

Mary holds a Bachelor of Arts from the University of Auckland and brings over 20 years of working within the funds management industry to her work, having built her career at AllianceBernstein in London and Sydney and Challenger in Sydney.

Having recently completed her Graduate Diploma in Financial Planning, Mary is now focused on becoming a qualified financial planner and building a career dedicated to financial empowerment through providing sound, quality advice. She is particularly passionate about helping women gain clarity and control over their finances, whether they are managing money independently, rebuilding after major life changes, or planning for long‑term security. Her aim is to create a safe, supportive space where women feel comfortable asking questions, exploring options and making informed decisions without judgement.

Outside of work, Mary loves being with her family and is a mother of two amazing kids and a large, lovable fur baby. She enjoys running, catching up with friends and travel.

Kiara joined Falcon in June 2026 as a Junior Paraplanner, where she supports the delivery of high-quality financial advice through research, documentation, and administrative coordination. She is recognised for her strong attention to detail, organisational skills, and analytical approach, enabling her to contribute to accurate and consistent outcomes.

Kiara holds a Bachelor of Business Administration, majoring in Marketing Management, which has strengthened her communication skills and ability to present information clearly and professionally.

Known for her reliability, approachable nature, and collaborative working style, Kiara values being part of a cohesive team and is committed to supporting positive client outcomes.

Outside of her professional responsibilities, Kiara enjoys playing pickleball and baking, which provide balance and an opportunity to unwind.

Ruby joined our team in March 2024 and is based in the Philippines. Ruby is a vibrant and driven individual who is very passionate in supporting our clients and working closely with the advice team to provide outstanding service. Ruby holds a degree in Business Administration majoring in Marketing Management and is passionate about educating others in business and financial management. With two years of professional experience, Ruby thrives on sharing her knowledge and empowering others to achieve their goals. Her love for communication extends beyond work as she enjoys listening to people’s life stories and engaging in meaningful conversations.

Outside of work, Ruby enjoys the intellectual challenge of playing chess and immersing herself in the world of mobile games and watching K-Dramas for entertainment. Ruby is also very passionate about her music, in which it can serve as moments of inspiration and reflection in her life. Ruby is excited to be a part of our team and is a friendly and approachable point of contact who is on hand to assist with your needs.

Having joined Falcon in October 2024, Ali has a strong background in client service and is driven to support her team and our clients. Ali’s warm and caring presence ensures you are made to feel welcome and understood. Ali holds a Bachelor of Arts majoring in English, which has developed a strong skillset in communications. This coupled with her background in client services ensures a wonderful client experience and attention to detail. Ali’s passion for helping others and serving clients makes her a welcome part of Falcon.

Outside of work, Ali loves her music and singing in particular, which she sees as a great outlet stress relief. She loves inspiring movies and tv shows with strong female leads which provides a path to her own success. Ali is very friendly and warm since joining Falcon, has quickly established herself as a welcome part of the client services team.