Jack assists the advice team to prepare and document vital strategies for our clients. He is a technically proficient paraplanner holding a Bachelor of Business degree as well as a Diploma in Financial Planning.
Sam manages our administration team and oversees the day-to-day operations of Collective Wealth Advisers across our office locations. She is our process ‘superstar’ who has oversight over all facets of the business and proudly confesses to being the unofficial ‘boss’.
Debby is generally our first point of contact for our clients and is known for her infectious, positive personality and loud laugh. She is our appointment scheduling ‘superhero’ and assists the wider admin team in day-to-day operations. Everybody loves Debby!
Christine has a deep understanding of client requirements within the financial planning profession, having worked within various roles over the last 20 years. She is our ‘go-to’ person to ensure our data and information processing is world-class and an integral member of our brilliant admin team.
Scott has a diverse financial services background, having worked in major financial organisations in both the US and Europe. He holds a Masters of Financial Planning. Scott is a young professional dedicated to improving our clients’ financial positions. He provides valuable support to our Principal and Senior advisers and assists in developing and implementing strategies for a wide range of clients.
Paul is a skilled Advice Consultant and holds a Diploma in Financial Planning. He has a broad range of experience in financial planning, accounting and financing areas. Paul provides valuable support to our Principal and Senior Advisers and assists in developing and implementing strategies for a wide range of clients.
Desley began her Financial Planning career in 2003 and has built an enviable reputation as a caring and knowledgeable practitioner. She is a Certified Financial Planner (CFP) – one of the highest designations in the financial planning profession – and has a strong focus on providing advice to pre-retirees and retired clients, specialises in Centrelink strategies and is a SMSF specialist adviser.
Desley has both practical and technical experience across a diverse range of complex strategies and continues to maintain professional memberships with the Financial Planning Association (FPA) and the SMSF Association.
Ryan is an experienced financial planner having worked with some of Australia’s largest and most highly regarded financial services and banking groups. He has completed a Bachelor of International Business.
Ryan has extensive knowledge of the superannuation, personal insurance and retirement landscape.
Ryan has exceptional interpersonal skills which allows him to focus on developing productive relationships with his clients through meaningful dialogue, achieving a comprehensive understanding of their financial and lifestyle needs and goals.
Aaron leads our Collective Wealth Advisers team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify what is important to them, create solutions to meet their goals and partner with them to guard their financial situation moving forward.
Aaron has a strong focus on pre-retirement planning, investment management and direct equity portfolio management. He is an SMSF Specialist Adviser. Aaron holds a Fellow Chartered Financial Planner designation.
Aaron’s ability to explain complex financial situations in easy-to-understand language helps build the trust that is so important in a professional relationship. Aaron has recently been awarded the National Adviser of the Year (FPW) and has been admitted to the highly regarded Most Trusted Adviser register, celebrating financial planners who have shown excellence in the profession.