Our People

JOE

JOE

Practice Principal & Financial Adviser
Bachelor of Commerce
Diploma of Financial Planning

Joe has specialised in the wealth accumulation and retirement planning profession for over 20 years. His core belief is that by helping one person, he can help many and this aspect of his profession provides him with the greatest amount of satisfaction.

His passion is implementing and managing strategies that enable his clients to grow their wealth in retirement. This enables them to achieve their financial goals as well as those of the people most important to them – their family. As a financial coach and mentor for families, he helps his clients achieve their own Financial Freedom, and for the first time, they realise what is truly possible.

Ideally, Joe likes to work with people who seek a high level of service and commitment from their Financial Adviser. His clients seek strategies and ongoing advice that will significantly improve not only their lives, but also the lives of their loved ones.

Joe has always had a keen interest in investment markets and prefers investing into direct shares. He understands this gives his clients greater control, transparency and flexibility when it comes to making the right investment decisions for them and his interactive style of advising facilitates this for his clients.

Joe’s main areas of expertise include advising on direct shares, self managed super funds, investment management and retirement planning.

PETER

PETER

Practice Principal & Financial Adviser
Bachelor of Business
Masters of Financial Planning
Certified Financial Planner
Diploma of Financial Planning
Member of the Financial Planning Association

Peter believes that financial advice is about partnering with clients to understand their vision, so that they can achieve their financial goals and add value to all aspects of their lives.

Peter has over 15 years’ experience in the wealth management and accounting industries, having worked for Macquarie Bank, Watson Wyatt, Morgan Stanley and Lend Lease.

Peter is a Certified Financial Planner. He also holds a Diploma of Financial Planning, Masters of Commerce and Bachelor of Business.

Peter’s experience with clients with diverse backgrounds has enabled him to gain a wealth of strategic and management experience to ensure that he helps his clients focus on the bigger picture and keep them on track. He has a keen focus on business owner clients and clients looking to plan for retirement.

Peter’s main areas of expertise include advising business owners on succession planning and keyperson insurance needs, self managed super funds, investment management and retirement planning.

NADA

NADA

Financial Adviser
BA Commerce (Management),
Dip Fin. Services (Financial Planning),
Adv. Dip of Financial Planning

Nada has a passion and commitment to fulfilling the goals and aspirations of her clients. She loves helping people and guiding them to achieve their financial objectives and live a life they deserve.

Nada partners with her clients to understand what is important to them and their families. She enjoys providing her clients with a clear roadmap to prepare them for their financial journey.

Nada works closely with Joe and Peter on their clients personal insurance needs. She helps our clients understand the risks they may face throughout their lifetime and how to mitigate them with the help of an effective personal risk plan. This ensures their current lifestyle and retirement plans don’t get derailed due to unforeseen circumstances.

Nada’s main areas of expertise include advising on personal insurance need and keyperson insurance needs.

STEVEN

STEVEN

Technical, Paraplanning & Operations Manager
BA Finance & Economics (Hons)
Diploma of Financial Planning

Steven is passionate about getting the right advice and structures in place for clients in order to maximise their personal financial potential.

Steven has a technical background and is responsible for strategic and technical analysis for the practice. He fits the pieces of the puzzle in the right place so our clients can have the full picture.

He assists in the analysis and management of the investment portfolios and ensures that legislative changes in superannuation are analysed for the potential impacts to our clients.

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Generation Wealth Partners