Our Team
With a wealth of experience and a penchant for innovation, our team is poised to navigate the complexities of financial markets, offering not just advice but a partnership geared towards securing your financial future.
Learn more about our team below.
Kora Drage Director & Financial Planner
After gaining five years of experience in the field, Kora established Visia Financial Services in 2013. With a background in a national corporate organisation and a boutique practice, she identified a market gap for providing personalised, tailored, and deeply engaged financial advice.
Kora is committed to taking control of her clients' financial situations and derives great satisfaction from assisting them with tax planning and wealth creation.
Bachelor of Business (Finance & Economics)
Advanced Diploma of Financial Services (Financial Planning)
SMSF Specialist Adviser™ Financial Planner AFP™
Dorota Drage Practice Manager
Dorota joined the practice after a diverse, decade-long tenure in the aviation logistics industry. During this time, she honed her organisational skills and demonstrated exceptional co-ordination abilities by managing dozens of flights each day.
Dorota transitioned to the Financial Planning profession in 2021, progressing from Client Services to Practice Manager in the years since. In her role, she is responsible to streamline and optimise the end-to-end process of client file management. Dorota's meticulous approach ensures that all client files are not only well-maintained, but also adhere to compliance standards in a professional and efficient manner.
Certificate III in Financial Services
Julie Matheson Licensing & Operations
Julie joined the practice in 2019, after more than 30 years in the profession. She has operated as a Financial Planner, AFSL business owner and a consultant across numerous organisations.
She is proudly one of the original global Certified Financial Planners in Australia, a founding member of the FPA now FAAA and as a former Board member she has been instrumental in the national transition of Financial Planning to a recognised profession.
Bachelor of Arts (Political Science and International Relations)
Diploma of Financial Planning
Certified Financial Planner CFP® GAICD