Our team

B Comm

ASIC Representative Number: 250 030

You will be pleased to know that Mathew was one of the original founders of Partners Wealth Group and remains a director to this day. It’s tenure like his that helps to underpin the stability of the company.

As Managing Director of Partners Wealth Group, every day Mathew draws on his 25 years’ experience in the financial services industry to help ensure the company keeps looking after your needs.

Mathew’s passion and commitment sees him continue to engage with all aspects of the Partners’ business, providing financial advice directly to a number of high net wealth clients and family groups. You will also discover him collaborating constantly with referral partners and clients to ensure their shared growth and success.

When a rare moment of downtime beckons, you will find Mathew spending time with his young family, often on the fairways of the National Golf Club.

With over 35 year’s insurance broking and financial services experience, Gary has held senior executive and board positions at National and International Insurance Broking houses. These include Willis where he was the Managing Director, Macquarie Premium Funding where he was CEO and as CEO of PSC Insurance Group.

Gary is also a past Board member of the National Insurance Brokers Association (NIBA), and Honorary Life member of the Insurance Institute.

Gary is currently engaged on a number of boards and advisory roles within the financial services sector – including Partners Wealth Group where he was appointed Chairman in 2015.

CFP®, MFP, B.Com

As the Head of Wealth for Partners Wealth Group, Patrick oversees this entire aspect of the business and is ultimately responsible for ensuring that it continues to deliver exceptional outcomes for all clients.

As an experienced financial services professional, this job is well within Patrick’s capabilities. He takes great pride in delivering market-leading advice to all Partners financial planning clients, which ultimately benefits you.

To ensure that Patrick stays connected at the grassroots, he continues to practice as a financial advisor and is passionate about working with his team to assist you to achieve personal growth and goals.

Patrick enjoys maintaining an active lifestyle, which, having young children, goes without saying.

Associate Certified Practicing Accountants Australia (CPA)

With a wealth of over 25 years experience in commercial general management and leadership roles, Mark has spent the majority of his career in the wealth management and financial services professions. He has had extensive experience as a financial services executive/consultant in the development and management of distribution, financial planning, retail investment product, superannuation and master trust businesses with major Australian Organisations and Industry Bodies.

He prides himself on his ability to lead teams with distinction in financial management, governance, marketing, strategy, merger and acquisition, investment research and compliance.

Away from the pressures of leadership, Mark and his wife Margie enjoy spending time with his four adult children, son-in-law and two grandchildren. When he can, he likes to relax with what he considers the greatest of all inventions – Fox Sports!!!!

GradDipEI

Simon joined Partners Wealth Group in late 2020 as Chief Operating Officer. In this role, he is responsible for ensuring the delivery of the company’s strategy as the team strives to empower as many Australians as possible to navigate the financial decisions in their lives. 

Simon has more than 15 years of experience in financial services, having led Asia Pacific and the Middle East for Western Union Business Solutions. In that time, he drove digital transformation across the region and established new markets in the Philippines and India. Prior to that, Simon was based in Paris where he was the head of Europe, the Middle East and Africa, leading a business turnaround that resulted in exponential year-over-year growth.

Simon’s skill in leading large, complex businesses is complemented by his entrepreneurial drive and ability to execute. As a founder, Simon led the creation of the world’s largest marketplace for live fitness, scaling the platform to a client base covering over 60 countries and securing commercial deals with global fitness brands, professional sporting teams and national organisations. Simon sold his business in early 2020. 

Outside of work, Simon enjoys spending time with his wife and three daughters – travelling, being active and enjoying life in Melbourne. He is also a dedicated runner and won the 800m state championships in 2021.

Lyn is a highly accomplished HR Professional with over 20 years' global experience across some immensely challenging corporate environments in both Australia & Asia Pacific. Her background showcases that she is a trusted generalist, business partner and leader with a strength and passion in talent management, cultural change, people leadership, coaching and performance management.

Lyn has extensive Talent Management experience including building processes around talent identification, observing and assessing talent, succession planning, career planning and leadership development. She is very passionate about seeing people grow and develop and go on to have meaningful careers.

She has a reputation for building strong relationships across all levels of business, a consultative style and a commercial pragmatism to deliver successful business goals and outcomes.

Over the last few years,  Lyn has assisted businesses with their HR needs as well as mentoring up-and-coming HR professionals where she shares her knowledge and passion for HR.

Lyn enjoys spending time with her family and making the most of the Surfcoast lifestyle, walking and running along the beach and the many coastal trails, playing competitive tennis and taking advantage of the coffee spots and cafes with her partner over the weekend.

At Partners Wealth Group, Gary is assisting the organization to create the capability to plan strategic investment in Technology and to ensure allocation of capital to those projects that expedite achievement of strategic business objectives. Gary is instrumental in ensuring that project execution delivers strategic and business outcomes as agreed.

Gary has spent thirty years working in I.T. functional areas such as Strategy, Application Development, Technical Services, Production Services and CIO. This experience has spanned the Banking and Finance industry, Manufacturing, Gaming and also Professional Services in Australia, Asia and the UK. He has a real interest in the effective use of technology as a business enabler, Automated Operations and managing I.T. assets in a more automated manner.

Gary has two adult children and maintains interests in golf, Italian, wine collecting (tasting being a mandatory phase) and travel.

B.BusCom

With more than 15 years of B2B and B2C integrated marketing communications experience across the wealth management, banking, insurance and luxury automotive industries, Kate joined Partners Wealth Group as Head of Marketing in 2020. Kate considers herself fortunate to have worked for some very strong brands throughout her career, having had the opportunity to undertake company rebrands, develop and execute unique marketing campaigns, as well as launch new product lines and digital offerings across complex cross-functional businesses such as ANZ, BMW, Mercedes-Benz and RACV.

Kate is passionate about building strong brands that always deliver the best possible client experience. As Head of Marketing, she is responsible for taking the business to the next level by helping to grow brand awareness, deliver a superior online and offline experience, and work with our partners and clients to communicate the Partners Wealth Group story – and how Partners Wealth Group can truly help to change our client’s lives.

In her spare time, Kate loves good food, great wine, travel and a busy social life with family and friends. Kate enjoys keeping fit with running, boxing, and yoga, and is currently trying to perfect her golf game – a pre-requisite at Partners Wealth Group!

After over 5 years of customer experience and operational management roles within major banks, Todd joined the Client Services Team at Partners Wealth Group in 2017. He holds a Bachelor of Business with majors in Finance and Economics.

Todd is constantly looking to improve our systems and processes to ensure a seamless and exceptional client experience. He is passionate about motivating and developing his team to achieve their maximum potential, as well as their professional aspirations and goals.

Outside of work, you will find Todd running or catching up on the latest TV/films. He is also an avid Richmond Football fan.

Commercial lending
B.Com Dip.FS (FMBM)

If you give Julie a debt restructuring challenge for a large commercial enterprise or even an SME, she will relish the opportunity to show you her skills. And the more complex problems it involves her solving, the better. That’s just the way Julie is.

Every day she uses her extensive experience in business development and client management to solve problems in the corporate financial services industry.

She enjoys working with her highly capable team and driving them all towards a common goal of ensuring her clients receive an exceptional experience every time.

On the weekend you’ll find Julie spending time with her little boy or, if time permits, having a hit at the driving range trying to improve her golf game!

Julie Moon (Cassidy) is a credit representative 486199 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

As the financial controller at Partners Wealth Group, Richard oversees operational excellence, strategic direction and the day-to-day finances. He has over 15 years of hands-on experience working with the SME market providing accounting, taxation, growth and advisory services in an outsourced and professional capacity. Richard is a member of Chartered Accounts Australia and New Zealand (CAANZ) and holds a post-graduate certificate in Entrepreneurship and innovation.

Richard is a firm believer of ‘what gets measured, gets done’, and as such his commercial advice and strategic initiatives, are underpinned by data driven approach supported by strong accounting and taxation acumen.

Outside of the office, Richard spends most of his time wrangling his new Corgi puppy and going to the football (go cats) and watching the ice hockey (go devils).

BCompSc

As the IT Manager at Partners Wealth Group, Mathew’s role is to strategically manage the flow of information across the group. He understands the importance of communication and works to put clients first in every situation. 

Mathew’s more than 25 years of experience in IT bridges both enterprise and mid-sized organisations. As a leader, he is open and pragmatic in his approach, and always looking to empower his team while providing support for their development. He is outcome-focused and passionate about helping people reach their potential and building loyalty within his team.  

On a personal level, Mathew is a family man who enjoys spending time with his partner and children. He is also a passionate sportsman who grew up in New Zealand loving rugby.

Grad Dip (App Fin)

As the Risk and Compliance Manager at Partners Wealth Group, Deborah is responsible for overseeing the monitoring and supervision of advisers and the advice process. She has over 20 years of experience working in some of Australia’s largest wealth management organisations and global audit and accounting firms, where she has developed and improved risk management frameworks and led teams through significant regulatory change.   

Deborah is committed to supporting the strong culture of compliance across Partners Wealth Group. She is an advocate of continuous improvement and believes that all Australians can achieve financial wellbeing by understanding their individual needs and working with advisers to develop a tailored plan.   

Outside of work, Deborah can be found touring regional Victoria – hiking, cycling and kayaking with her husband, daughters and their English Pointer Shula.

James is the General Manager of the Lending team at Partners Wealth Group. A dynamic and engaged member of the business community, he brings experience from both banking and finance broking to his role. 

As General Manager of Lending, James is responsible for the day-to-day operation of the lending and finance broking business within the group. His passion lies in ensuring his team provides outstanding lending advice aligned to their clients' goals and objectives for the short, medium and long term. James is a dedicated leader who also thrives on nurturing talent.

Outside of work, you can find James training in the gym, watching a flick or cheering his beloved Richmond Tigers.

With a passion for client relationships and small businesses, Kia spent the first 10 years of her career in boutique accounting firms in the eastern suburbs of Melbourne, with her most recent role as Practice Manager and Partner.

Since joining Partners Wealth Group in 2016, Kia has drawn on her vast experience to support the Managing Director, Mathew Cassidy in all aspects of his role, while also overseeing client experience and the smooth running of the office.

Outside of work, you will find Kia enjoying herself in the ocean (and trying to get up on a surfboard), at a live music gig, or with family and friends indulging in culinary experiences.

BA (Hons), DipCII, Adv DipPFS, AFP®

Whether you are just starting out on your journey to financial freedom, or are very nearly there, you will quickly discover that Laurence has an impressive track record of working closely with clients from all walks of life.

You will appreciate his relaxed yet professional approach to giving financial advice and the way he works to help identify and guide you along very clearly defined pathways to success. Laurence’s genuine interest in understanding your individual needs is self-evident from the moment you meet him.

Sadly Laurence’s lack of sporting ability prevents him from actually playing the sports he loves, but he follows the AFL, Soccer, Cricket, Rugby and Tennis keenly.

B Econ, CA, RCA, SMSF Auditor, Dip(ASFA)

Alex brings over 20 years of accounting and leadership experience to the organisation. Prior to joining Partners Wealth Group, Alex was an audit partner of a leading mid-tier accounting practice and became a trusted advisor to clients, valued for his ability to build strong relationships and become an integral part of their team.

Clients rely on Alex for a second opinion on their business decisions. By gaining a better understanding of their objectives, he is able to guide them as their business changes and develops, identifying different risks and requirements beyond their audit needs. Alex works objectively and impartially, has successfully lead diverse teams to achieve business and client objectives. Alex is also passionate supporting his beloved bombers and is always keen for a round of golf in any conditions.

B.Sc, M. Fin, D. FP

Matthew is a portfolio analyst and has been with Partners Wealth Group since 2014. Within the Investment Committee, Matthew’s role involves research, portfolio management and operations, including compliance and risk management.

Prior to joining Partners Wealth Group, Matthew worked in Singapore for one of the largest private banks in Asia within Corporate Strategy.

Matthew holds a Bachelor of Science from the University of Melbourne and a Master of Finance from the Royal Melbourne Institute of Technology. He is currently working towards becoming a Chartered Financial Analyst.

Residential Lending

Katharina joined Partners Wealth Group in 2015, bringing over 15 years’ of financial services expertise to the team. Sharing her time across the Financial Planning and Lending teams provides Katharina a unique position to holistically consider her client’s financial position.

Katharina is passionate about developing long-term relationships with her clients through her caring and genuine approach. 

In her spare time, you will find Katharina dining out with friends and spending time with her family.

Peter has over four decades of legal experience, and in his impressive career has advised clients on a broad range of private and commercial legal issues.

In addition to this, Peter has served in various professional and business leadership roles including; President of the Law Institute of Victoria, Chairman of Legal Aid Commission of Victoria and Deputy President of Victorian Chamber of Commerce & Industry (VECCI). Moreover, Peter has also served as a long term legal advisers to business and professional associations, including the Design Institute of Australia.

Peter’s astonishing experience ensures that you will always receive expert advice, especially if you require assistance with business negotiations, transactions and contracts, as well as unitholder and shareholder agreements and disputes.

If you own a family business, you will be pleased to know that Peter has a particular interest in ensuring your business interests are protected and transferred according to your wishes.

Alexander (Alex) Nielsen has joined Partners Legal as a Legal Consultant.  Alex is an experienced solicitor, having practiced in both Australia and the UK specialising in corporate transactions and compliance, tax, asset management and investment law. 

Alex has previously worked for some of the largest law firms in the world and, accordingly, his skills and experience make him a fabulous addition to the Group.  More specifically, Alex has managed matters from an array of sectors including energy, property, aged care, health care, manufacturing, financial services, technology and hospitality. 

In his downtime, you will most likely catch Alex travelling with his family, supporting his local pub or his cherished Melbourne Demons. 

With over 15 years’ experience, Geoff has a wealth of knowledge across all aspects of property law.  Geoff has worked in both private legal practice and for a major petroleum company, initially as in-house property legal counsel, and more recently as the General Manager of Property where he was tasked with managing the company’s national property department.   

Having worked with clients from a range of industries including property development, real estate, retail and accounting, Geoff has a broad base of first-hand knowledge of the risk and challenges faced by different businesses.

Apart from his legal acumen, Geoff’s strength is his strong communication and interpersonal skills, focusing on providing clear, efficient and practical property advice. His high level of service builds long-lasting relationships with his valued clients.

In his personal time you may catch Geoff at the football, watching his beloved Magpies – just don’t use that against him!

Bojana has extensive experience in conducting complex civil litigation cases and resolving difficult legal disputes across all jurisdictions.

A pragmatic negotiator and staunch advocate, she is able to cut through the clutter to help clients navigate the Courts and the legal system.  Bojana provides practical and easy to understand advice, while maintaining a strategic and commercial outlook in resolving problems. Comprehensive technical expertise and natural persistence have enabled Bojana to consistently achieve exceptional outcomes for clients. 

Bojana’s background extends to a wide range of commercial law and litigation matters, including disputes arising from contracts, partnerships and joint ventures, building and construction, intellectual property, insolvency, securities and debt collection, consumer and trade practices law, professional negligence, Wills, employment law and so on.  Bojana regularly works collaboratively with a select array of experts to provide clients with meaningful options.

Outside of work, Bojana is an avid skier, scuba diver and a globe-traveller. 

Patrick joined our Wealth Management team as a Solicitor in 2020. Patrick brings with him previous experience dealing predominantly with both Estate Planning and Probate.

Patrick understands that every Estate will come with some level of nuance and complexity, and subsequently he is well equipped to identify and handle all of your Estate needs.

Prior to joining the legal industry, Patrick’s career centred around hospitality management and corporate sales.  His down to earth nature and abovementioned experience makes him an ideal inclusion not only to our Wealth Management team but the company overall.

When Patrick is not at work or studying, you will find him supporting his beloved Melbourne Demons, and given his love for all things food and drink, he enjoys exploring the restaurants and bars that Melbourne has to offer.

Kathryn joined Partners Legal in 2020, working across our Property and Commercial Teams.
 
Having recently been admitted to practice, Kathryn will spend most of her time focusing on our property and complex property transactions matters. Kathryn enjoys working closely with our clients, their accountants and advisors to streamline what can seem like a complex process.
 
Whilst completing her Bachelor of Arts and Juris Doctor, Kathryn worked as a paralegal for a not-for-profit employment law service, assisting vulnerable workers with employment law issues. She also volunteered at Flemington and Kensington Community Legal Centre.
 
When she’s not working, Kathryn loves to cook and share a meal with friends and family.

Amy took on the role of Office Manager in 2020.

Over the course of her legal career, Amy has supported an array of clients and legal personnel both domestically and internationally across numerous areas of law, ranging from Personal Injury (more specifically, Superannuation Insurance Litigation), Property, Wills & Estates to Corporate Law.  Moreover, Amy’s career has seen her coordinate entire events, legal departments and offices nationally. Amy takes a great deal of pride in going above and beyond for not only her clients and team but for anyone needing assistance.

When Amy isn’t working, you’ll find her thinking about work, completing (or complaining about completing) her never-ending Bachelor of Law, shopping or out and about around town.

Your clients’ Self-Managed Super Funds can often have quite complex and demanding administration requirements. And there is no more qualified man for the job of overseeing this, than Harrison Moore.

As both a Chartered Accountant & Tax Agent, Harrison’s specialist knowledge in Self-Managed Super Fund Accounting and Compliance is as extensive as it is deep. As the SMSF Manager within the Superannuation division at Partners Wealth Group he is responsible for all compliance and administration services, ensuring that everything is as it should be.

Harrison is a Class Super Software expert meaning he not only enjoys utilising technology to increase the efficiency and the quality of work of his team, but he seeks new ways to take those efficiencies even higher.

When he isn't closely watching over the administration of your SMSF, Harrison loves spending quality time with his young family and cycling to stay sharp and on the ball.

When you look hard at the numbers, Joey Wong certainty stacks up.

Not only is she a Certified Practising Accountant, she also possesses a Bachelor of Commerce, and has amassed over 10 years of experience in accounting and compliance of Self-Managed Superannuation Funds.

There is virtually nothing Joey doesn’t know in this area and her attention to detail is simply second to none.

When you meet Joey you will discover someone who strives to deliver high quality service in relation to every aspect of the administration, accounting and compliance of Self-Managed Superannuation Funds. You can rest assured that she has the full picture in mind.

Speaking of pictures, outside of the office, Joey loves going to the movies as well as socialising and listening to music.

Jessie obtained her Masters of Accounting from Swinburne University. Having excelled as a Graduate Auditor in her previous role, she continues her hunger to acquire and contribute knowledge in PWG as an SMSF Auditor. With her caring and collaborative nature, she plays an integral part of Partners Superannuation Services.

In her spare time, Jessie loves to travel and explore different cultures. She is passionate about art and photography, on the weekend you may find her at your local art gallery.

CFP, BCom, Grad Dip (SiA)

Ben has over 20 years experience in financial services, including being with the National Australia Bank for four years in commercial lending and nine years providing financial advice to high net worth private clients. He then joined a private accounting firm which itself led to joining the St George private clients team in Perth for two years.

Today you will find Ben totally focussed on providing you with that “private client” level of service to help you make the smartest investment decisions you can as you work together to achieve your financial goals.

Apart from having 3 daughters who keep him up to date with technology, Ben also has his wife Lisa to thank for keeping his life in balance.

As an experienced Financial Planner, Carolyn derives great personal satisfaction from helping you achieve your goals through high quality personal advice. In conjunction with the usual superannuation, insurance and retirement planning, Carolyn she has become particularly experienced in helping women learn how to manage their finances, assisting them in becoming more knowledgeable, more experienced and financially independent. She believes in working one on one with clients to provide encouragement and support whilst bringing to fruition their financial plan.

She has worked in the Financial Services Industry in Perth WA for the last 20 years, and over that time gained experience in Banking, Funds Management and Financial Planning.  She has completed her studies to become a Certified Financial Planner.

In 2005, she had the pleasure to take on the most demanding role of her life, being blessed with a son and then two years later a daughter.  Life hasn’t been the same, since!

When you meet with Chris as your financial advisor, you can be assured that your future is in capable hands. He comes with over 12 years’ experience in financial services – experience which is evident in how he explores your situation and what is important to you, to ultimately develop tailored strategies and deliver the financial outcomes needed to provide the life outcomes you want.

You will also appreciate his passion for developing and building a ‘financial roadmap’ to help you understand what is realistically achievable and what is required to get you there.

Chris’s mantra is ‘efficiency’. He continues to collaborate with his long-term clients to extract the most out of their ever-changing circumstances and stay on track.

He has a Bachelor of Commerce in Economics and Financial Planning from Curtin University and holds the CERTIFIED FINANCIAL PLANNER® designation.

Andrew started as an adviser in the financial services industry in 1999. He is passionate about providing comprehensive advice and has extensive experience in Retirement Planning, Self-managed Superannuation advice (SMSF) as well as direct equities.

Andrew was the owner and director of his own financial planning business (Active Financial Services) for 11 years before joining Partners Wealth Group.  Andrew is a Certified Financial Planner (CFP®) which is the highest designation provided by the Financial Planning Association of Australia (FPA). Andrew is also a specialist member of the SMSF Association.

When not assisting clients, Andrew lives with his lovely wife, Jennifer and is kept busy with their two children, as well as the family dog.

SA Fin, Dip FP, CFP

Andrew can proudly boast over 20 years’ experience within the financial advisory industry, working for both major financial institutions and small boutique practices.

Andrew provides expert advice on all areas related to financial planning, including retirement planning, Self-Managed Super Funds, taxation, superannuation, Centrelink, insurance and estate planning. (Andrew will also happily educate you on any of these you don’t understand.)

What Andrew is really passionate about, is finding you solutions that are flexible, effective, easy to understand and tailored to your needs.

B.Com ADV DFS (FP)

When you meet with Rob, you will be struck by his very holistic view on wealth creation and protection and the way he takes into consideration your taxation and structural needs. This is because Rob began his career as an accountant before deciding that being a Financial Advisor was the best way for him to help people.

Rob has been a vital part of the Partners Wealth Group since 2007 and has built a solid track record for delivering sophisticated solutions and strategies to build and preserve your wealth.

He is a regular presenter at various accounting and client seminars, where he is sought after for broad array of expert financial knowledge and expertise in SMSFs, investments, sophisticated advice structures and personal risk protection.

Rob works with a very diverse client base, including executives, SME business owners and individuals and families requiring holistic wealth management and strategic advice.

Outside of work Rob likes to take his family on weekend road trips, as well as fitting in the occasional round of golf with friends.

Ad.Dip.FS (Financial Planning)

Like many young Australians, Ben originally travelled overseas to the UK to gain valuable work and life experiences before deciding to return to Australia to further his financial planning career.

Now with over 10 years experience in Financial Planning under his belt, Ben has matured into a highly motivated, Senior Financial Advisor who is driven to help you achieve your own personal financial security and freedom.

You’ll find Ben’s greatest strength is his strategic thinking that he applies to developing a financial plan for you that is secure, effective and easy to understand. As his focus is on long-term solutions, he also wants to develop a long-term relationship with you so he can see the results of his work.

While Ben is an avid sports fan and watches whenever he can, he is most passionate about playing games with his two young children.

B.Com (Hons), ADFP

There are those who understand complex financial concepts. And then there are those who not only understand them, but can communicate them to others. Luke is one of those rare individuals.

A financial services professional with over 17 years experience across Australia and Europe, Luke prides himself on being able to provide financial advice to high net worth individuals and businesses. Coming from an economics background, Luke is particularly adept at communicating complex financial concepts and educating clients about the benefits of proposed strategies to give them the confidence to pursue their financial goals.

Luke is also a highly skilled specialist in the aged care sector, providing specialist advice to families in this complex area. As a founding committee member of the Association of Age Service Professionals, it is no surprise that Luke is a regularly sought after commentator on aged care issues

When not working hard to make the complex seem simple, Luke likes to relax and enjoy playing a little tennis.

BAppFin Dip FS SMSF AFP® 

Brady Black is a Senior Advisor who started working with Partners Wealth Group in 2021. He provides strategic financial advice to our HNW, self-managed super fund, family and proprietary clientele. His primary focus is on growing our Private Wealth footprint across the business and providing high class, quality advice to our clients and partners.

Brady is an experienced wealth management advisor and executive who has worked with some of Australia's top investment groups and fund managers such as Colonial First State, Citigroup and BT Financial Group. He has also worked for top and mid-tier accounting firms providing corporate and private investment management services.

Brady places a strong emphasis on relationship management and client service. From his experience in the finance industry, he knows that the best way to help someone is to give them the tools, guidance and power to help them achieve their goals and objectives.

Brady is experienced in team management and leadership, and provides strategic investment advice, financial and tax-related guidance to ensure his clients achieve their goals. Brady's expertise includes direct investment management, project management, financial markets advice and pension or superannuation advice in relation to self-managed superannuation and family private trust entities.

Outside of his role at Partners Wealth Group, Brady is a proud father of two amazing sons, a passionate golfer, wine enthusiast and rugby fanatic.

 BA (Bus), Dip FS (FP), AdvDip FS (FP)

As an experienced financial advisor, Renato derives great personal satisfaction from helping you to achieve your goals through high quality, personal financial advice.

With 10 years of experience in the industry, Renato is highly motivated to help his clients achieve their own personal security and financial freedom.

When you meet with Renato you’ll find that his greatest strength is understanding his clients and providing easy to understand solutions. As he focuses on developing a strategic plan that provides comfort and security, he also wants to develop a long-term relationship with you.

You will find that Renato can also assist you with complex personal insurance needs that require simple, straight forward solutions.

In his spare time, he has a passion for football and soccer and is often seen participating on the soccer field on a Saturday afternoon.

B.com

If Tom strikes you as someone who is above the ordinary that’s because he is. Not long after completing his Bachelor of Commerce degree (specialising in Financial Planning), Tom was selected by a group of industry-leading investment and risk specialists to be mentored by them and so develop his already considerable burgeoning skills.

We were lucky to have Tom join us at Partners Wealth Group and bring those skills with him. When you meet Tom you will discover a driven professional, who places an emphasis on developing long term professional relationships and strives to constantly exceed expectations.

Tom enjoys surfing and horse racing, and is still chasing the elusive dream of owning a Melbourne Cup winner.

B.Com, Ad.Dip.FS, Dip.FS

Angus is skilled Financial Planner who joined Partners Wealth Group in 2020 and currently works with the joint venture team at Teamwork Accounting.

Angus started his financial planning career in 2014 at a boutique financial planning company on Collins Street in Melbourne, before working his way to becoming an advisor in 2016. He then moved to ANZ in 2018 and worked as a Financial Planner for the north and south eastern districts of Melbourne. He is currently completing a Master of Commerce majoring in financial planning at Deakin University.

Outside of work, Angus enjoys going to the gym and eating out at restaurants whenever he can.

After studying a Bachelor of Commerce (majoring in Accounting & Finance) and a moderate encounter in the Accounting industry, Anna joined Partners Wealth Group in 2017, and now has over five years’ experience in the Financial Planning industry.

Anna aspires to help clients achieve a peace of mind, by providing an excellent and efficient service, and believes the key to turning our clients’ dreams into reality are through technical excellence, integrity and genuine care. Her main focus is to build a close, long-term relationship and teaming up with you to see your goals thrive and succeed.  

In her spare time, you will find Anna spending time with friends and attempting to watch all the cult classic movies.

Tyson joined Partners Wealth Group in 2017 after completing his Bachelor of Commerce (majoring in finance) at La Trobe University.

Since then, he has worked closely with a variety of advisers becoming efficient in implementing insurance advice as well as super and investment advice.

Tyson prides himself on the relationships he builds with clients and works closely with advisers to get his clients' financial plans and goals on track. His end goal is to become an adviser himself.

Tyson is a huge fan of Collingwood Football Club and Liverpool FC in the EPL.

Lachlan joined Partners Wealth Group in early 2018 while completing his Masters of Banking & Finance at Monash University, having already completed a Bachelor of Arts (majoring in Politics and Economics) at the University of Melbourne.

Since joining he has been working closely with senior advisers, becoming efficient in the implementation of a wide-range of superannuation, insurance and investment advice.

Lachlan prides himself on building strong relationships and rapport with clients while striving to consistently exceed their expectations.

In his spare time, you will find Lachlan playing football for the University Blacks in the VAFA and following the Western Bulldogs.

Dylan joined Partners Wealth Group in 2016 assisting the team as an associate/technology whisperer. Prior to this Dylan spent 8 years as a customer relations specialist in multiple establishments across Perth. His strengths lie in customer relations, IT Knowledge and knowledge of the various systems we use.

Dylan holds a Diploma of Accounting and Certificate IV in Information Technology, and outside of work he loves to play both indoor & outdoor soccer.

BBus(Acc&Fin)

Rocco Liuzzi is an aspiring adviser who enjoys establishing relationships and creating great outcomes for his clients. His role at PWG involves working closely with senior advisers on a wide range of strategy formulation and relationship management tasks with their clients. 

Rocco was initially drawn to the world of finance and financial planning because he enjoys meeting new people, establishing and building relationships, and being able to assist clients in meeting their life goals and objectives. 

Rocco’s previous role involved working closely with the CEO of a financial services firm to manage his clients and ensure that the complex strategies were executed to achieve the best possible results for those individuals. This role gave Rocco experience in the areas of SMSF, super, retirement, investment, and insurance.

Outside of work, Rocco is currently completing a Master of Financial Planning and a Graduate Diploma in Financial Planning. When he is not busy studying, he enjoys playing soccer on Saturday afternoons, spending time with his Kelpie Ciccio and heading out of Melbourne for camping, 4WDing and fishing trips with friends and family.

BCom & BA

Tim joined Partners Wealth Group in 2017 as an intern while completing his degree at Monash University. His motivation, skills and value were quickly recognised and upon the completion of his internship, and he eagerly accepted the opportunity to join the team on an ongoing basis.

Tim has worked closely with advisers and clients to assist in the implementation of financial advice and ultimately working towards achieving the financial goals of our clients. He prides himself on being a positive and enthusiastic individual who uses that energy to build relationships with clients.

Tim enjoys cooking while listening to podcasts on self-improvement, economics and general knowledge.

Jacklyn has a Bachelor of Commerce from The University of Melbourne. With an interest and a knack for problem-solving, she is continuously honing her skills and expanding her technical knowledge in the field of SMSF. Jacklyn is also a specialist member of the SMSF Association (SSAud). 

With her cooperative and gentle nature, Jacklyn enjoys collaborating with her team members and clients. In her free time, she takes delight in playing the flute and baking. She is also a frequent attendee of ballets and musicals.

Jack joined Partners Wealth Group in early 2019 after taking a year off post university to travel the globe. At university, Jack studied a Bachelor of Commerce at the University of Melbourne (Majoring in Finance and Accounting)

Since joining Partners Wealth Group, Jack has shown an eagerness to learn and prides himself on his ability to provide a high level of efficient service to all clients. Jack has worked closely with Thomas Napier and as a team, they deliver a wide array of investment, superannuation and insurance advice to their clients.

In his spare time, you will see Jack running around in the VAFA playing football for the University Blacks football club and supporting his beloved Brisbane Lions.

Olivia joined Partners Wealth Group as Customer Experience Coordinator in mid-2019 and moved into the lending department towards the end of 2019. Olivia brings a wealth of experience in customer service, which equipped her with the knowledge and expertise to maximise client experience satisfaction. It is Olivia’s role to ensure that client experience is fulfilled in accordance with the core principles and culture that Partners Wealth Group practice.

Olivia’s intrepid upbringing saw her live in multiple different countries while growing up, including the UAE, Chile, Hong Kong, the UK and Spain. Being introduced to new cultures so frequently is where Olivia developed confidence in building relationships and a fearless outlook when faced with new challenges.

Olivia enjoys good fashion, friends and food. Outside of work, her favourite pass time is spending time with her “(wo)man’s best friend”, Tyson. Olivia has a passion for singing and is a trained Jazz vocalist.

As the Business / Data Analyst for Partners Wealth Group, Dom is responsible for translating stakeholder requirements to technical specifications, the technical execution of system implementations, data engineering and business intelligence development.

As a father of two Dom enjoys spending time with his family as well as days at the beach or hiking through the forest.

Kevin joined Partners Wealth Group in 2016 after making a transition from the solar industry where he worked in project delivery.

Throughout university, he studied a bachelor of commerce majoring in finance and a bachelor of mechanical engineering. Whilst at PWG, he completed a diploma of financial planning.

kevin enjoys working with other finance team members and prides himself on maintaining a calm focus whilst working to ensure deliverables are met within the paraplanning team.

On his spare time, Kevin likes to go skiing in the snow and doing ballroom dancing.

Jacqueline is the Executive Assistant to the Head of Wealth, Patrick Barry. They work closely to grow and maintain the business development and financial advice aspects of the Wealth team, ensuring the delivery of exceptional outcomes to all.

Jacqueline has over 22 years of administrative experience spanning across the military and two of the big banks, thus bringing to Partners Wealth Group a broad knowledge base in admin as well as IT, accounting and business process improvement.

Jacqueline is very much an outdoors girl who loves water-based sports and has even represented Australia in dragon boating. You can also find her rock climbing, hiking mountains, diving shipwrecks or studying in her spare time.

Caris joined Partners Wealth Group in early 2011 as a graduate accountant from University of Melbourne, having completed a Bachelor of Commerce (majoring in Accounting and Marketing) and is now a Certified Practising Accountant (CPA).

As the senior management accountant at Partners Wealth Group, Caris works closely with all stakeholders to understand their needs and to help them achieve financial and operational excellence. With an emphasis on bringing value to every day interactions, Caris believes strategy is all about the long-term relationship and bringing the vision to life through innovative, efficient and effective day to day execution.

In her spare time, Caris can often be found baking or trying out the latest café and has a love of shopping, interesting textiles and plants.

Victoria joined Partners Wealth Group in August 2019 as a Senior Management Accountant with over six years experience in business advisory, accounting and taxation working in professional practice as well as business partnering for a professional sporting team. Victoria graduated in 2012 from RMIT with a Bachelor of Business (Accountancy) and is a member of Chartered Accountants Australia and New Zealand (CAANZ).

As a senior management accountant, Victoria partners with internal stakeholders to assist in achieving their business goals. Acting as a trusted advisor, Victoria places importance on developing strong relationships with those around her to best understand their needs with a view to improve processes and create efficiencies to provide greater business insights.

In her spare time, Victoria enjoys trying out some of Melbourne’s great restaurants and cafes, following AFL and keeping active.

A highly capable and versatile professional, with significant financial services and business leadership experience, spanning 25 years.

Rachael’s most recent role is as working as an independent consultant within the wealth management industry, primarily in the areas of acquisition framework establishment, negotiation, management and facilitation; Licensee establishment and operations; business planning, optimising operating models and strategy, product development and project management life cycle.

Rachael has had a long and senior-level career at IOOF, DKN Financial Group and Macquarie Group.  Her experience spans Wealth (incorporating self-licensed and licensee environments), Business Banking and Retail.  She has achieved successful outcomes in relationship management, project management and product development and has had responsibility across Australian geographic areas and New Zealand.

In addition, she has had ownership for all aspects of the value chain, from operations, client engagement and management, through to strategy and implementation.

Rachael’s experience is complemented by a reputation for a direct and inclusive engagement style that drives superior results through cross-functional collaboration, focus and consultation.  She has commercial agility and a sharp ability to focus priorities and to establish unity of efforts to manage and deliver results in complex environments. 

Tom joined Partners Wealth Group as a Client Associate in mid-2020, bringing with him a passion for IT and process development. Using this knowledge and the skills he developed while working in a previous business development role, he has strived to improve client experience wherever possible. 

Tom’s experience in this position sparked a passion for lending, particularly within commercial lending. From early 2021, he has pursued this interest, directly supporting Julie Cassidy to help provide the best outcome for all client requirements.

Tom has developed strong critical thinking and problem-solving skills that he uses to assist clients with all their commercial lending needs.

Outside of work, Tom is currently completing a Bachelor of IT majoring in cybersecurity at Deakin University. When he is not studying, you will find Tom socialising with friends and family, attending a game of footy or improving his woodworking skills.

BBus(Finance)

Michael joined Partners Wealth Group as an Associate in 2020 after completing his Bachelor of Business (majoring in finance) at Swinburne University of Technology. Since then, he has continued his studies and is currently working towards becoming a Chartered Financial Analyst. 

Since joining Partners Wealth Group, Michael has worked closely with the advisors to implement strategies, including introducing new superannuation structures and investment advice. His ability to work closely with all stakeholders has seen him quickly build rapport amongst the client base.

Outside of work, Michael loves to get out on the course for a game of golf and has recently joined Peninsula Kingswood Country Golf Club. He also enjoys supporting his AFL team, the GWS Giants.

Holly joined Partners Legal as a Legal Assistant in 2020. 

Having recently graduated with a double degree in Law and Science (Genetics) in 2020, Holly’s studies will make her an adventurous assistant for both our Clients and Company.

During her studies, Holly volunteered with a number organisations, including Whittlesea community Legal Service and the Asylum Seeker Resource Centre.
 
Outside of work, you will find Holly taking long walks on the beach with her beloved dogs.

Cedric joined Partners Wealth Group in 2020 shortly after completing a double Bachelor’s in business majoring in Financial Planning and Accountancy through RMIT University. 

Years within the retail and supermarkets industries have provided the foundational tools in his understanding of building client rapport to assist in establishing effective solutions to maximise the overall experience of a client.

His many years playing soccer have contributed to his professional development through learning about resilience, teamwork and a results-driven attitude, all of which undermine his character.  

He also finds solace in travelling, music and socialising with friends & family.

MAcc, Bbus(EconFin), D.FP

Bessie joined Partners Wealth Group in 2021 as a Portfolio Admin/Junior Portfolio Analyst after working at a fast-growing brokerage firm specialising in derivative trading. As a detail-orientated problem solver, she is currently applying her skills in the areas of portfolio administration and compliance.

Bessie holds a Bachelor of Banking and Finance from Shanghai University of Finance and Economics, a Master of Management (Accounting) from the University of Melbourne and a Diploma of Financial Planning. She is currently working towards becoming a Chartered Financial Analyst. 

Bessie is a creative person who enjoys reading books about art in her spare time, as well as trying her hand at different painting styles. She is a keen potter and is interested in home DIY. She is currently planning to combine her passions by building a mini pottery studio in her home.

BCom (Fin)

Carl is a Graduate SMSF Auditor who graduated from Deakin University in 2019 with a Bachelor of Commerce, majoring in accounting and finance. In his current role, he handles the first stage reviews for the audit process.

Carl was initially drawn to the world of commerce because his father and brother are involved in the industry and because he possesses a natural aptitude for mathematics and accounting. Prior to joining Partners Wealth Group, he worked as a basketball referee and at a bowling centre as a shift manager and technician. 

Outside of work, Carl is interested in fitness and spends most of his free time either bowling or at the gym.

BBus

George joined Partners Wealth Group in January 2021 as a Graduate SMSF Auditor, after completing a Bachelor of Business at Monash University with a double major in accounting and business law. 

With an academic background in audit and compliance, George has expanded his skills and technical knowledge to specialise in the SMSF field. He takes pride in his careful and collaborative approach, working closely with his team members to ensure that every client’s SMSF is compliant.

George has strong experience in the hospitality industry, including working in event management and as a cook for an AFL team. His attention to detail, ability to collaborate and problem-solving skills have translated seamlessly into his new role in SMSF auditing.

In his spare time, George enjoys playing basketball and is a keen NBA fan and follower of the LA Lakers.

Georgia joined Partners Wealth Group as a Client Experience Assistant in January 2021. In this role, she ensures that every client experiences exceptional customer service and remains a priority within the business. 

Georgia prides herself on having excellent customer service and client relationship skills which she honed while working in the hospitality industry. She is currently studying at RMIT and is completing a Bachelor of Business, majoring in marketing. After finishing her degree, she hopes to work closely with the marketing team at Partners Wealth Group where she will be able to build her skills and explore her passion for marketing.

In her spare time, Georgia enjoys spending time with friends and family, walking along the beach, and travelling the world. Her favourite place to travel is France as she previously had the opportunity to stay with a host family and immerse herself within the French culture.

BComm(ProfComm)

As the Marketing Executive at Partners Wealth Group, every day at work is different for Lucie. Her role involves executing the marketing plan and focusing on new client acquisition and engagement for all areas of the business. She also works on marketing campaigns and collateral, assists with event planning, and produces written and visual content. 

Lucie built up her skills in marketing roles within the recruitment, not-for-profit and events industries while studying a Bachelor of Communication (Professional Communication) at RMIT. This experience gave her a digital-first mindset, proficiency in marketing software and skills in marketing strategy and planning, graphic design, copywriting and editing and social media management.

In her spare time, Lucie enjoys travelling, trying out new creative hobbies and trying to keep up with whatever TV show everyone is currently talking about. Her friends will tell you that many of her sentences start with “So I was listening to a podcast...”.

BBusCom

From professional AFL player to Account Manager at Partners Wealth Group, Luke Ball has had a career trajectory unlike many in the finance industry. In early 2021, Luke arrived fresh from nearly 20 years in the AFL industry as a player, coach, administrator, and media personality. His experience working in a high-pressure, dynamic environment with driven and motivated people has given him an excellent skillset to become part of the Partners Wealth Group team. 

Luke is an Account Manager, which involves acting as the connector between Partners Wealth Group’s partner accounting firms and the experts within our business units. He manages existing relationships and works hard to ensure that client service delivery is at a consistently high standard and that value is being added for their clients. Luke’s work is in line with Partners Wealth Group’s purpose and vision of personalised advice, and empowering people to navigate life’s financial decisions to achieve peace of mind.

Luke has three young daughters and loves spending time with his family and his friends from school and footy. He also enjoys keeping fit and healthy, walking his black Labrador Juno, listening to music and podcasts, and reading autobiographies.

CFA, BCom, LLB

Gerald is a Portfolio Analyst who joined Partners Wealth Group in 2021. His responsibilities include investment research, portfolio construction and operations, including risk management. He uses his expert research and analytical skills to provide support to the Investment Committee and Wealth team within the business. 

Prior to joining Partners Wealth Group, Gerald worked as an Investment Analyst at an international equity growth fund. He also has a wealth of experience in various investment roles. Gerald started his career at Deloitte and spent more than four years at Vanguard Investments prior to joining his current team. He holds a Bachelor of Commerce and Bachelor of Laws from Monash University and is a CFA Charterholder.

Outside of work, Gerald loves travelling and even had an adult gap year across Latin America and Europe in 2019. He also enjoys watching sport, staying active and reading.

Network and System Administration (Dip)

Michael joined Partners Wealth Group in 2021 as a Systems and Support Analyst. With several years of experience working in IT, he specialises in analysing, designing, and implementing information systems that benefit the needs of staff and clients. He prides himself on being a self-motivated individual with personal and professional ethics, good communication and problem-solving skills, and a self-disciplined attitude.

Michael previously as an IT Supervisor where he oversaw all upkeep, configuration, and reliable operation of computer systems for the organisation.

When he is not at work, you will find Michael training at the gym, going on adventures and spending time with friends and family.

Nabila joined Partners Legal as a Legal Assistant in February 2021 working mainly in our Property Team.

Prior to joining Partners Legal, Nabila spent a number of years working as a Court Registrar and volunteering at the Queen’s Victoria Women’s Centre.

When Nabila isn’t working, you’ll find her completing her Bachelor of Laws or organising and hosting events for her beloved fur-child Monty.

BBus(FinPlan), DipIntlBus

Ike Ogbonnaya joined Partners Wealth Group in 2021 as an Associate after completing a Bachelor of Business majoring in Financial Planning and a Diploma of International Business.

Ike works alongside the Financial Advisors to assist with the implementation of financial strategies across investments and superannuation structures. He was initially drawn to financial planning because he is passionate about helping clients reach their goals.

Prior to starting at Partners Wealth Group, Ike worked at Nike which gave him relationship-building skills and experience in establishing innovative solutions to enhance the experience of colleagues and clients.

In his spare time, you can find Ike keeping fit in the gym, playing basketball and spending time with friends and family.

Having completed a brief stint at University and a short career on the rugby pitch, Angus found a home in the equipment finance industry. The following decade would be spent applying his trade to all forms of applications, products and services across industries from Agriculture to Woodworking and all stops in between.

Angus’ dedication to personalised service and “walking the extra mile” for his customers is something he is immensely proud of and one on which strong relationships are born. He has sound experience in funding for new business ventures, all the way through to multinational organisations.

Angus holds a diploma in Financial Services (Mortgage & Finance Broking) and is a member of the Commercial Asset Finance Brokers Association of Australia (CAFBA).

When not taking care of his clients, Angus enjoys spending time with wife Sophie, daughter Isobel and son Lachlan, on the golf course, at the rugby or on his farm outside of Sydney in Oberon.

Andrew grew up on a sheep and grain property in Narrandera, an hour’s drive from Wagga Wagga, South West of Sydney in NSW’s Riverina district. He left Narrandera in 1992 to attend boarding school in Sydney and has stayed in Sydney ever since.

Having flirted with the idea of becoming a journalist, in 2003 he found his place in the equipment finance world.

Andrew’s passion is listening to business’ needs and finding the right products and services for them. By understanding more than just the immediate equipment requirements, providing greater business solutions, and having a genuine desire to help clients fulfil their goals, many clients have become friends which is his ultimate reward.

Andrew holds a Diploma in Financial Services (Mortgage and Finance Broking) and is a member of the Commercial Asset Finance Broking Association of Australia (CAFBA).

Time away from work is spent with family and friends usually travelling, sporting or dining out. At its best, it’s all three!

After completing his studies in business Will immediately entered the equipment finance broking industry where he has specialised for nearly 15 years providing expert service to a variety of businesses and individuals.

Through his personable nature, industry expertise and market knowledge Will has shown he is adept at managing the needs of all clients whether they are individuals seeking their first finance approval or broking large funding lines for established multinational organisations with complex company structures.

Will has extensive experience with all business types in a vast array of industries including construction, earthmoving and automotive. Will has shown over the years, an ability to quickly build a strong rapport with his clients based on trust and a distinct focus on service. His passion for customer service is the hallmark of Will’s approach to business.

Will holds a Diploma in Financial Services (Mortgage & Finance Broking) and is a member of the Commercial Asset Finance Brokers Association of Australia (CAFBA).

When Will is not working away he enjoys all forms of sport both participating and spectating and spending time with family and friends especially his wife Melissa, son Henry and daughter Lucy. Will is a keen traveller and only wishes he had the time to do more! Maybe one day…

B Comm

ASIC Representative Number: 250 030

You will be pleased to know that Mathew was one of the original founders of Partners Wealth Group and remains a director to this day. It’s tenure like his that helps to underpin the stability of the company.

As Managing Director of Partners Wealth Group, every day Mathew draws on his 25 years’ experience in the financial services industry to help ensure the company keeps looking after your needs.

Mathew’s passion and commitment sees him continue to engage with all aspects of the Partners’ business, providing financial advice directly to a number of high net wealth clients and family groups. You will also discover him collaborating constantly with referral partners and clients to ensure their shared growth and success.

When a rare moment of downtime beckons, you will find Mathew spending time with his young family, often on the fairways of the National Golf Club.

With over 35 year’s insurance broking and financial services experience, Gary has held senior executive and board positions at National and International Insurance Broking houses. These include Willis where he was the Managing Director, Macquarie Premium Funding where he was CEO and as CEO of PSC Insurance Group.

Gary is also a past Board member of the National Insurance Brokers Association (NIBA), and Honorary Life member of the Insurance Institute.

Gary is currently engaged on a number of boards and advisory roles within the financial services sector – including Partners Wealth Group where he was appointed Chairman in 2015.

CFP®, MFP, B.Com

As the Head of Wealth for Partners Wealth Group, Patrick oversees this entire aspect of the business and is ultimately responsible for ensuring that it continues to deliver exceptional outcomes for all clients.

As an experienced financial services professional, this job is well within Patrick’s capabilities. He takes great pride in delivering market-leading advice to all Partners financial planning clients, which ultimately benefits you.

To ensure that Patrick stays connected at the grassroots, he continues to practice as a financial advisor and is passionate about working with his team to assist you to achieve personal growth and goals.

Patrick enjoys maintaining an active lifestyle, which, having young children, goes without saying.

Associate Certified Practicing Accountants Australia (CPA)

With a wealth of over 25 years experience in commercial general management and leadership roles, Mark has spent the majority of his career in the wealth management and financial services professions. He has had extensive experience as a financial services executive/consultant in the development and management of distribution, financial planning, retail investment product, superannuation and master trust businesses with major Australian Organisations and Industry Bodies.

He prides himself on his ability to lead teams with distinction in financial management, governance, marketing, strategy, merger and acquisition, investment research and compliance.

Away from the pressures of leadership, Mark and his wife Margie enjoy spending time with his four adult children, son-in-law and two grandchildren. When he can, he likes to relax with what he considers the greatest of all inventions – Fox Sports!!!!

GradDipEI

Simon joined Partners Wealth Group in late 2020 as Chief Operating Officer. In this role, he is responsible for ensuring the delivery of the company’s strategy as the team strives to empower as many Australians as possible to navigate the financial decisions in their lives. 

Simon has more than 15 years of experience in financial services, having led Asia Pacific and the Middle East for Western Union Business Solutions. In that time, he drove digital transformation across the region and established new markets in the Philippines and India. Prior to that, Simon was based in Paris where he was the head of Europe, the Middle East and Africa, leading a business turnaround that resulted in exponential year-over-year growth.

Simon’s skill in leading large, complex businesses is complemented by his entrepreneurial drive and ability to execute. As a founder, Simon led the creation of the world’s largest marketplace for live fitness, scaling the platform to a client base covering over 60 countries and securing commercial deals with global fitness brands, professional sporting teams and national organisations. Simon sold his business in early 2020. 

Outside of work, Simon enjoys spending time with his wife and three daughters – travelling, being active and enjoying life in Melbourne. He is also a dedicated runner and won the 800m state championships in 2021.

Lyn is a highly accomplished HR Professional with over 20 years' global experience across some immensely challenging corporate environments in both Australia & Asia Pacific. Her background showcases that she is a trusted generalist, business partner and leader with a strength and passion in talent management, cultural change, people leadership, coaching and performance management.

Lyn has extensive Talent Management experience including building processes around talent identification, observing and assessing talent, succession planning, career planning and leadership development. She is very passionate about seeing people grow and develop and go on to have meaningful careers.

She has a reputation for building strong relationships across all levels of business, a consultative style and a commercial pragmatism to deliver successful business goals and outcomes.

Over the last few years,  Lyn has assisted businesses with their HR needs as well as mentoring up-and-coming HR professionals where she shares her knowledge and passion for HR.

Lyn enjoys spending time with her family and making the most of the Surfcoast lifestyle, walking and running along the beach and the many coastal trails, playing competitive tennis and taking advantage of the coffee spots and cafes with her partner over the weekend.

At Partners Wealth Group, Gary is assisting the organization to create the capability to plan strategic investment in Technology and to ensure allocation of capital to those projects that expedite achievement of strategic business objectives. Gary is instrumental in ensuring that project execution delivers strategic and business outcomes as agreed.

Gary has spent thirty years working in I.T. functional areas such as Strategy, Application Development, Technical Services, Production Services and CIO. This experience has spanned the Banking and Finance industry, Manufacturing, Gaming and also Professional Services in Australia, Asia and the UK. He has a real interest in the effective use of technology as a business enabler, Automated Operations and managing I.T. assets in a more automated manner.

Gary has two adult children and maintains interests in golf, Italian, wine collecting (tasting being a mandatory phase) and travel.

B.BusCom

With more than 15 years of B2B and B2C integrated marketing communications experience across the wealth management, banking, insurance and luxury automotive industries, Kate joined Partners Wealth Group as Head of Marketing in 2020. Kate considers herself fortunate to have worked for some very strong brands throughout her career, having had the opportunity to undertake company rebrands, develop and execute unique marketing campaigns, as well as launch new product lines and digital offerings across complex cross-functional businesses such as ANZ, BMW, Mercedes-Benz and RACV.

Kate is passionate about building strong brands that always deliver the best possible client experience. As Head of Marketing, she is responsible for taking the business to the next level by helping to grow brand awareness, deliver a superior online and offline experience, and work with our partners and clients to communicate the Partners Wealth Group story – and how Partners Wealth Group can truly help to change our client’s lives.

In her spare time, Kate loves good food, great wine, travel and a busy social life with family and friends. Kate enjoys keeping fit with running, boxing, and yoga, and is currently trying to perfect her golf game – a pre-requisite at Partners Wealth Group!

After over 5 years of customer experience and operational management roles within major banks, Todd joined the Client Services Team at Partners Wealth Group in 2017. He holds a Bachelor of Business with majors in Finance and Economics.

Todd is constantly looking to improve our systems and processes to ensure a seamless and exceptional client experience. He is passionate about motivating and developing his team to achieve their maximum potential, as well as their professional aspirations and goals.

Outside of work, you will find Todd running or catching up on the latest TV/films. He is also an avid Richmond Football fan.

Commercial lending
B.Com Dip.FS (FMBM)

If you give Julie a debt restructuring challenge for a large commercial enterprise or even an SME, she will relish the opportunity to show you her skills. And the more complex problems it involves her solving, the better. That’s just the way Julie is.

Every day she uses her extensive experience in business development and client management to solve problems in the corporate financial services industry.

She enjoys working with her highly capable team and driving them all towards a common goal of ensuring her clients receive an exceptional experience every time.

On the weekend you’ll find Julie spending time with her little boy or, if time permits, having a hit at the driving range trying to improve her golf game!

Julie Moon (Cassidy) is a credit representative 486199 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

As the financial controller at Partners Wealth Group, Richard oversees operational excellence, strategic direction and the day-to-day finances. He has over 15 years of hands-on experience working with the SME market providing accounting, taxation, growth and advisory services in an outsourced and professional capacity. Richard is a member of Chartered Accounts Australia and New Zealand (CAANZ) and holds a post-graduate certificate in Entrepreneurship and innovation.

Richard is a firm believer of ‘what gets measured, gets done’, and as such his commercial advice and strategic initiatives, are underpinned by data driven approach supported by strong accounting and taxation acumen.

Outside of the office, Richard spends most of his time wrangling his new Corgi puppy and going to the football (go cats) and watching the ice hockey (go devils).

BCompSc

As the IT Manager at Partners Wealth Group, Mathew’s role is to strategically manage the flow of information across the group. He understands the importance of communication and works to put clients first in every situation. 

Mathew’s more than 25 years of experience in IT bridges both enterprise and mid-sized organisations. As a leader, he is open and pragmatic in his approach, and always looking to empower his team while providing support for their development. He is outcome-focused and passionate about helping people reach their potential and building loyalty within his team.  

On a personal level, Mathew is a family man who enjoys spending time with his partner and children. He is also a passionate sportsman who grew up in New Zealand loving rugby.

Grad Dip (App Fin)

As the Risk and Compliance Manager at Partners Wealth Group, Deborah is responsible for overseeing the monitoring and supervision of advisers and the advice process. She has over 20 years of experience working in some of Australia’s largest wealth management organisations and global audit and accounting firms, where she has developed and improved risk management frameworks and led teams through significant regulatory change.   

Deborah is committed to supporting the strong culture of compliance across Partners Wealth Group. She is an advocate of continuous improvement and believes that all Australians can achieve financial wellbeing by understanding their individual needs and working with advisers to develop a tailored plan.   

Outside of work, Deborah can be found touring regional Victoria – hiking, cycling and kayaking with her husband, daughters and their English Pointer Shula.

James is the General Manager of the Lending team at Partners Wealth Group. A dynamic and engaged member of the business community, he brings experience from both banking and finance broking to his role. 

As General Manager of Lending, James is responsible for the day-to-day operation of the lending and finance broking business within the group. His passion lies in ensuring his team provides outstanding lending advice aligned to their clients' goals and objectives for the short, medium and long term. James is a dedicated leader who also thrives on nurturing talent.

Outside of work, you can find James training in the gym, watching a flick or cheering his beloved Richmond Tigers.

With a passion for client relationships and small businesses, Kia spent the first 10 years of her career in boutique accounting firms in the eastern suburbs of Melbourne, with her most recent role as Practice Manager and Partner.

Since joining Partners Wealth Group in 2016, Kia has drawn on her vast experience to support the Managing Director, Mathew Cassidy in all aspects of his role, while also overseeing client experience and the smooth running of the office.

Outside of work, you will find Kia enjoying herself in the ocean (and trying to get up on a surfboard), at a live music gig, or with family and friends indulging in culinary experiences.

BA (Hons), DipCII, Adv DipPFS, AFP®

Whether you are just starting out on your journey to financial freedom, or are very nearly there, you will quickly discover that Laurence has an impressive track record of working closely with clients from all walks of life.

You will appreciate his relaxed yet professional approach to giving financial advice and the way he works to help identify and guide you along very clearly defined pathways to success. Laurence’s genuine interest in understanding your individual needs is self-evident from the moment you meet him.

Sadly Laurence’s lack of sporting ability prevents him from actually playing the sports he loves, but he follows the AFL, Soccer, Cricket, Rugby and Tennis keenly.

B Econ, CA, RCA, SMSF Auditor, Dip(ASFA)

Alex brings over 20 years of accounting and leadership experience to the organisation. Prior to joining Partners Wealth Group, Alex was an audit partner of a leading mid-tier accounting practice and became a trusted advisor to clients, valued for his ability to build strong relationships and become an integral part of their team.

Clients rely on Alex for a second opinion on their business decisions. By gaining a better understanding of their objectives, he is able to guide them as their business changes and develops, identifying different risks and requirements beyond their audit needs. Alex works objectively and impartially, has successfully lead diverse teams to achieve business and client objectives. Alex is also passionate supporting his beloved bombers and is always keen for a round of golf in any conditions.

B.Sc, M. Fin, D. FP

Matthew is a portfolio analyst and has been with Partners Wealth Group since 2014. Within the Investment Committee, Matthew’s role involves research, portfolio management and operations, including compliance and risk management.

Prior to joining Partners Wealth Group, Matthew worked in Singapore for one of the largest private banks in Asia within Corporate Strategy.

Matthew holds a Bachelor of Science from the University of Melbourne and a Master of Finance from the Royal Melbourne Institute of Technology. He is currently working towards becoming a Chartered Financial Analyst.

Residential Lending

Katharina joined Partners Wealth Group in 2015, bringing over 15 years’ of financial services expertise to the team. Sharing her time across the Financial Planning and Lending teams provides Katharina a unique position to holistically consider her client’s financial position.

Katharina is passionate about developing long-term relationships with her clients through her caring and genuine approach. 

In her spare time, you will find Katharina dining out with friends and spending time with her family.

Peter has over four decades of legal experience, and in his impressive career has advised clients on a broad range of private and commercial legal issues.

In addition to this, Peter has served in various professional and business leadership roles including; President of the Law Institute of Victoria, Chairman of Legal Aid Commission of Victoria and Deputy President of Victorian Chamber of Commerce & Industry (VECCI). Moreover, Peter has also served as a long term legal advisers to business and professional associations, including the Design Institute of Australia.

Peter’s astonishing experience ensures that you will always receive expert advice, especially if you require assistance with business negotiations, transactions and contracts, as well as unitholder and shareholder agreements and disputes.

If you own a family business, you will be pleased to know that Peter has a particular interest in ensuring your business interests are protected and transferred according to your wishes.

Alexander (Alex) Nielsen has joined Partners Legal as a Legal Consultant.  Alex is an experienced solicitor, having practiced in both Australia and the UK specialising in corporate transactions and compliance, tax, asset management and investment law. 

Alex has previously worked for some of the largest law firms in the world and, accordingly, his skills and experience make him a fabulous addition to the Group.  More specifically, Alex has managed matters from an array of sectors including energy, property, aged care, health care, manufacturing, financial services, technology and hospitality. 

In his downtime, you will most likely catch Alex travelling with his family, supporting his local pub or his cherished Melbourne Demons. 

With over 15 years’ experience, Geoff has a wealth of knowledge across all aspects of property law.  Geoff has worked in both private legal practice and for a major petroleum company, initially as in-house property legal counsel, and more recently as the General Manager of Property where he was tasked with managing the company’s national property department.   

Having worked with clients from a range of industries including property development, real estate, retail and accounting, Geoff has a broad base of first-hand knowledge of the risk and challenges faced by different businesses.

Apart from his legal acumen, Geoff’s strength is his strong communication and interpersonal skills, focusing on providing clear, efficient and practical property advice. His high level of service builds long-lasting relationships with his valued clients.

In his personal time you may catch Geoff at the football, watching his beloved Magpies – just don’t use that against him!

Bojana has extensive experience in conducting complex civil litigation cases and resolving difficult legal disputes across all jurisdictions.

A pragmatic negotiator and staunch advocate, she is able to cut through the clutter to help clients navigate the Courts and the legal system.  Bojana provides practical and easy to understand advice, while maintaining a strategic and commercial outlook in resolving problems. Comprehensive technical expertise and natural persistence have enabled Bojana to consistently achieve exceptional outcomes for clients. 

Bojana’s background extends to a wide range of commercial law and litigation matters, including disputes arising from contracts, partnerships and joint ventures, building and construction, intellectual property, insolvency, securities and debt collection, consumer and trade practices law, professional negligence, Wills, employment law and so on.  Bojana regularly works collaboratively with a select array of experts to provide clients with meaningful options.

Outside of work, Bojana is an avid skier, scuba diver and a globe-traveller. 

Patrick joined our Wealth Management team as a Solicitor in 2020. Patrick brings with him previous experience dealing predominantly with both Estate Planning and Probate.

Patrick understands that every Estate will come with some level of nuance and complexity, and subsequently he is well equipped to identify and handle all of your Estate needs.

Prior to joining the legal industry, Patrick’s career centred around hospitality management and corporate sales.  His down to earth nature and abovementioned experience makes him an ideal inclusion not only to our Wealth Management team but the company overall.

When Patrick is not at work or studying, you will find him supporting his beloved Melbourne Demons, and given his love for all things food and drink, he enjoys exploring the restaurants and bars that Melbourne has to offer.

Kathryn joined Partners Legal in 2020, working across our Property and Commercial Teams.
 
Having recently been admitted to practice, Kathryn will spend most of her time focusing on our property and complex property transactions matters. Kathryn enjoys working closely with our clients, their accountants and advisors to streamline what can seem like a complex process.
 
Whilst completing her Bachelor of Arts and Juris Doctor, Kathryn worked as a paralegal for a not-for-profit employment law service, assisting vulnerable workers with employment law issues. She also volunteered at Flemington and Kensington Community Legal Centre.
 
When she’s not working, Kathryn loves to cook and share a meal with friends and family.

Amy took on the role of Office Manager in 2020.

Over the course of her legal career, Amy has supported an array of clients and legal personnel both domestically and internationally across numerous areas of law, ranging from Personal Injury (more specifically, Superannuation Insurance Litigation), Property, Wills & Estates to Corporate Law.  Moreover, Amy’s career has seen her coordinate entire events, legal departments and offices nationally. Amy takes a great deal of pride in going above and beyond for not only her clients and team but for anyone needing assistance.

When Amy isn’t working, you’ll find her thinking about work, completing (or complaining about completing) her never-ending Bachelor of Law, shopping or out and about around town.

Your clients’ Self-Managed Super Funds can often have quite complex and demanding administration requirements. And there is no more qualified man for the job of overseeing this, than Harrison Moore.

As both a Chartered Accountant & Tax Agent, Harrison’s specialist knowledge in Self-Managed Super Fund Accounting and Compliance is as extensive as it is deep. As the SMSF Manager within the Superannuation division at Partners Wealth Group he is responsible for all compliance and administration services, ensuring that everything is as it should be.

Harrison is a Class Super Software expert meaning he not only enjoys utilising technology to increase the efficiency and the quality of work of his team, but he seeks new ways to take those efficiencies even higher.

When he isn't closely watching over the administration of your SMSF, Harrison loves spending quality time with his young family and cycling to stay sharp and on the ball.

When you look hard at the numbers, Joey Wong certainty stacks up.

Not only is she a Certified Practising Accountant, she also possesses a Bachelor of Commerce, and has amassed over 10 years of experience in accounting and compliance of Self-Managed Superannuation Funds.

There is virtually nothing Joey doesn’t know in this area and her attention to detail is simply second to none.

When you meet Joey you will discover someone who strives to deliver high quality service in relation to every aspect of the administration, accounting and compliance of Self-Managed Superannuation Funds. You can rest assured that she has the full picture in mind.

Speaking of pictures, outside of the office, Joey loves going to the movies as well as socialising and listening to music.

Jessie obtained her Masters of Accounting from Swinburne University. Having excelled as a Graduate Auditor in her previous role, she continues her hunger to acquire and contribute knowledge in PWG as an SMSF Auditor. With her caring and collaborative nature, she plays an integral part of Partners Superannuation Services.

In her spare time, Jessie loves to travel and explore different cultures. She is passionate about art and photography, on the weekend you may find her at your local art gallery.

CFP, BCom, Grad Dip (SiA)

Ben has over 20 years experience in financial services, including being with the National Australia Bank for four years in commercial lending and nine years providing financial advice to high net worth private clients. He then joined a private accounting firm which itself led to joining the St George private clients team in Perth for two years.

Today you will find Ben totally focussed on providing you with that “private client” level of service to help you make the smartest investment decisions you can as you work together to achieve your financial goals.

Apart from having 3 daughters who keep him up to date with technology, Ben also has his wife Lisa to thank for keeping his life in balance.

As an experienced Financial Planner, Carolyn derives great personal satisfaction from helping you achieve your goals through high quality personal advice. In conjunction with the usual superannuation, insurance and retirement planning, Carolyn she has become particularly experienced in helping women learn how to manage their finances, assisting them in becoming more knowledgeable, more experienced and financially independent. She believes in working one on one with clients to provide encouragement and support whilst bringing to fruition their financial plan.

She has worked in the Financial Services Industry in Perth WA for the last 20 years, and over that time gained experience in Banking, Funds Management and Financial Planning.  She has completed her studies to become a Certified Financial Planner.

In 2005, she had the pleasure to take on the most demanding role of her life, being blessed with a son and then two years later a daughter.  Life hasn’t been the same, since!

When you meet with Chris as your financial advisor, you can be assured that your future is in capable hands. He comes with over 12 years’ experience in financial services – experience which is evident in how he explores your situation and what is important to you, to ultimately develop tailored strategies and deliver the financial outcomes needed to provide the life outcomes you want.

You will also appreciate his passion for developing and building a ‘financial roadmap’ to help you understand what is realistically achievable and what is required to get you there.

Chris’s mantra is ‘efficiency’. He continues to collaborate with his long-term clients to extract the most out of their ever-changing circumstances and stay on track.

He has a Bachelor of Commerce in Economics and Financial Planning from Curtin University and holds the CERTIFIED FINANCIAL PLANNER® designation.

Andrew started as an adviser in the financial services industry in 1999. He is passionate about providing comprehensive advice and has extensive experience in Retirement Planning, Self-managed Superannuation advice (SMSF) as well as direct equities.

Andrew was the owner and director of his own financial planning business (Active Financial Services) for 11 years before joining Partners Wealth Group.  Andrew is a Certified Financial Planner (CFP®) which is the highest designation provided by the Financial Planning Association of Australia (FPA). Andrew is also a specialist member of the SMSF Association.

When not assisting clients, Andrew lives with his lovely wife, Jennifer and is kept busy with their two children, as well as the family dog.

SA Fin, Dip FP, CFP

Andrew can proudly boast over 20 years’ experience within the financial advisory industry, working for both major financial institutions and small boutique practices.

Andrew provides expert advice on all areas related to financial planning, including retirement planning, Self-Managed Super Funds, taxation, superannuation, Centrelink, insurance and estate planning. (Andrew will also happily educate you on any of these you don’t understand.)

What Andrew is really passionate about, is finding you solutions that are flexible, effective, easy to understand and tailored to your needs.

B.Com ADV DFS (FP)

When you meet with Rob, you will be struck by his very holistic view on wealth creation and protection and the way he takes into consideration your taxation and structural needs. This is because Rob began his career as an accountant before deciding that being a Financial Advisor was the best way for him to help people.

Rob has been a vital part of the Partners Wealth Group since 2007 and has built a solid track record for delivering sophisticated solutions and strategies to build and preserve your wealth.

He is a regular presenter at various accounting and client seminars, where he is sought after for broad array of expert financial knowledge and expertise in SMSFs, investments, sophisticated advice structures and personal risk protection.

Rob works with a very diverse client base, including executives, SME business owners and individuals and families requiring holistic wealth management and strategic advice.

Outside of work Rob likes to take his family on weekend road trips, as well as fitting in the occasional round of golf with friends.

Ad.Dip.FS (Financial Planning)

Like many young Australians, Ben originally travelled overseas to the UK to gain valuable work and life experiences before deciding to return to Australia to further his financial planning career.

Now with over 10 years experience in Financial Planning under his belt, Ben has matured into a highly motivated, Senior Financial Advisor who is driven to help you achieve your own personal financial security and freedom.

You’ll find Ben’s greatest strength is his strategic thinking that he applies to developing a financial plan for you that is secure, effective and easy to understand. As his focus is on long-term solutions, he also wants to develop a long-term relationship with you so he can see the results of his work.

While Ben is an avid sports fan and watches whenever he can, he is most passionate about playing games with his two young children.

B.Com (Hons), ADFP

There are those who understand complex financial concepts. And then there are those who not only understand them, but can communicate them to others. Luke is one of those rare individuals.

A financial services professional with over 17 years experience across Australia and Europe, Luke prides himself on being able to provide financial advice to high net worth individuals and businesses. Coming from an economics background, Luke is particularly adept at communicating complex financial concepts and educating clients about the benefits of proposed strategies to give them the confidence to pursue their financial goals.

Luke is also a highly skilled specialist in the aged care sector, providing specialist advice to families in this complex area. As a founding committee member of the Association of Age Service Professionals, it is no surprise that Luke is a regularly sought after commentator on aged care issues

When not working hard to make the complex seem simple, Luke likes to relax and enjoy playing a little tennis.

BAppFin Dip FS SMSF AFP® 

Brady Black is a Senior Advisor who started working with Partners Wealth Group in 2021. He provides strategic financial advice to our HNW, self-managed super fund, family and proprietary clientele. His primary focus is on growing our Private Wealth footprint across the business and providing high class, quality advice to our clients and partners.

Brady is an experienced wealth management advisor and executive who has worked with some of Australia's top investment groups and fund managers such as Colonial First State, Citigroup and BT Financial Group. He has also worked for top and mid-tier accounting firms providing corporate and private investment management services.

Brady places a strong emphasis on relationship management and client service. From his experience in the finance industry, he knows that the best way to help someone is to give them the tools, guidance and power to help them achieve their goals and objectives.

Brady is experienced in team management and leadership, and provides strategic investment advice, financial and tax-related guidance to ensure his clients achieve their goals. Brady's expertise includes direct investment management, project management, financial markets advice and pension or superannuation advice in relation to self-managed superannuation and family private trust entities.

Outside of his role at Partners Wealth Group, Brady is a proud father of two amazing sons, a passionate golfer, wine enthusiast and rugby fanatic.

 BA (Bus), Dip FS (FP), AdvDip FS (FP)

As an experienced financial advisor, Renato derives great personal satisfaction from helping you to achieve your goals through high quality, personal financial advice.

With 10 years of experience in the industry, Renato is highly motivated to help his clients achieve their own personal security and financial freedom.

When you meet with Renato you’ll find that his greatest strength is understanding his clients and providing easy to understand solutions. As he focuses on developing a strategic plan that provides comfort and security, he also wants to develop a long-term relationship with you.

You will find that Renato can also assist you with complex personal insurance needs that require simple, straight forward solutions.

In his spare time, he has a passion for football and soccer and is often seen participating on the soccer field on a Saturday afternoon.

B.com

If Tom strikes you as someone who is above the ordinary that’s because he is. Not long after completing his Bachelor of Commerce degree (specialising in Financial Planning), Tom was selected by a group of industry-leading investment and risk specialists to be mentored by them and so develop his already considerable burgeoning skills.

We were lucky to have Tom join us at Partners Wealth Group and bring those skills with him. When you meet Tom you will discover a driven professional, who places an emphasis on developing long term professional relationships and strives to constantly exceed expectations.

Tom enjoys surfing and horse racing, and is still chasing the elusive dream of owning a Melbourne Cup winner.

B.Com, Ad.Dip.FS, Dip.FS

Angus is skilled Financial Planner who joined Partners Wealth Group in 2020 and currently works with the joint venture team at Teamwork Accounting.

Angus started his financial planning career in 2014 at a boutique financial planning company on Collins Street in Melbourne, before working his way to becoming an advisor in 2016. He then moved to ANZ in 2018 and worked as a Financial Planner for the north and south eastern districts of Melbourne. He is currently completing a Master of Commerce majoring in financial planning at Deakin University.

Outside of work, Angus enjoys going to the gym and eating out at restaurants whenever he can.

After studying a Bachelor of Commerce (majoring in Accounting & Finance) and a moderate encounter in the Accounting industry, Anna joined Partners Wealth Group in 2017, and now has over five years’ experience in the Financial Planning industry.

Anna aspires to help clients achieve a peace of mind, by providing an excellent and efficient service, and believes the key to turning our clients’ dreams into reality are through technical excellence, integrity and genuine care. Her main focus is to build a close, long-term relationship and teaming up with you to see your goals thrive and succeed.  

In her spare time, you will find Anna spending time with friends and attempting to watch all the cult classic movies.

Tyson joined Partners Wealth Group in 2017 after completing his Bachelor of Commerce (majoring in finance) at La Trobe University.

Since then, he has worked closely with a variety of advisers becoming efficient in implementing insurance advice as well as super and investment advice.

Tyson prides himself on the relationships he builds with clients and works closely with advisers to get his clients' financial plans and goals on track. His end goal is to become an adviser himself.

Tyson is a huge fan of Collingwood Football Club and Liverpool FC in the EPL.

Lachlan joined Partners Wealth Group in early 2018 while completing his Masters of Banking & Finance at Monash University, having already completed a Bachelor of Arts (majoring in Politics and Economics) at the University of Melbourne.

Since joining he has been working closely with senior advisers, becoming efficient in the implementation of a wide-range of superannuation, insurance and investment advice.

Lachlan prides himself on building strong relationships and rapport with clients while striving to consistently exceed their expectations.

In his spare time, you will find Lachlan playing football for the University Blacks in the VAFA and following the Western Bulldogs.

Dylan joined Partners Wealth Group in 2016 assisting the team as an associate/technology whisperer. Prior to this Dylan spent 8 years as a customer relations specialist in multiple establishments across Perth. His strengths lie in customer relations, IT Knowledge and knowledge of the various systems we use.

Dylan holds a Diploma of Accounting and Certificate IV in Information Technology, and outside of work he loves to play both indoor & outdoor soccer.

BBus(Acc&Fin)

Rocco Liuzzi is an aspiring adviser who enjoys establishing relationships and creating great outcomes for his clients. His role at PWG involves working closely with senior advisers on a wide range of strategy formulation and relationship management tasks with their clients. 

Rocco was initially drawn to the world of finance and financial planning because he enjoys meeting new people, establishing and building relationships, and being able to assist clients in meeting their life goals and objectives. 

Rocco’s previous role involved working closely with the CEO of a financial services firm to manage his clients and ensure that the complex strategies were executed to achieve the best possible results for those individuals. This role gave Rocco experience in the areas of SMSF, super, retirement, investment, and insurance.

Outside of work, Rocco is currently completing a Master of Financial Planning and a Graduate Diploma in Financial Planning. When he is not busy studying, he enjoys playing soccer on Saturday afternoons, spending time with his Kelpie Ciccio and heading out of Melbourne for camping, 4WDing and fishing trips with friends and family.

BCom & BA

Tim joined Partners Wealth Group in 2017 as an intern while completing his degree at Monash University. His motivation, skills and value were quickly recognised and upon the completion of his internship, and he eagerly accepted the opportunity to join the team on an ongoing basis.

Tim has worked closely with advisers and clients to assist in the implementation of financial advice and ultimately working towards achieving the financial goals of our clients. He prides himself on being a positive and enthusiastic individual who uses that energy to build relationships with clients.

Tim enjoys cooking while listening to podcasts on self-improvement, economics and general knowledge.

Jacklyn has a Bachelor of Commerce from The University of Melbourne. With an interest and a knack for problem-solving, she is continuously honing her skills and expanding her technical knowledge in the field of SMSF. Jacklyn is also a specialist member of the SMSF Association (SSAud). 

With her cooperative and gentle nature, Jacklyn enjoys collaborating with her team members and clients. In her free time, she takes delight in playing the flute and baking. She is also a frequent attendee of ballets and musicals.

Jack joined Partners Wealth Group in early 2019 after taking a year off post university to travel the globe. At university, Jack studied a Bachelor of Commerce at the University of Melbourne (Majoring in Finance and Accounting)

Since joining Partners Wealth Group, Jack has shown an eagerness to learn and prides himself on his ability to provide a high level of efficient service to all clients. Jack has worked closely with Thomas Napier and as a team, they deliver a wide array of investment, superannuation and insurance advice to their clients.

In his spare time, you will see Jack running around in the VAFA playing football for the University Blacks football club and supporting his beloved Brisbane Lions.

Olivia joined Partners Wealth Group as Customer Experience Coordinator in mid-2019 and moved into the lending department towards the end of 2019. Olivia brings a wealth of experience in customer service, which equipped her with the knowledge and expertise to maximise client experience satisfaction. It is Olivia’s role to ensure that client experience is fulfilled in accordance with the core principles and culture that Partners Wealth Group practice.

Olivia’s intrepid upbringing saw her live in multiple different countries while growing up, including the UAE, Chile, Hong Kong, the UK and Spain. Being introduced to new cultures so frequently is where Olivia developed confidence in building relationships and a fearless outlook when faced with new challenges.

Olivia enjoys good fashion, friends and food. Outside of work, her favourite pass time is spending time with her “(wo)man’s best friend”, Tyson. Olivia has a passion for singing and is a trained Jazz vocalist.

As the Business / Data Analyst for Partners Wealth Group, Dom is responsible for translating stakeholder requirements to technical specifications, the technical execution of system implementations, data engineering and business intelligence development.

As a father of two Dom enjoys spending time with his family as well as days at the beach or hiking through the forest.

Kevin joined Partners Wealth Group in 2016 after making a transition from the solar industry where he worked in project delivery.

Throughout university, he studied a bachelor of commerce majoring in finance and a bachelor of mechanical engineering. Whilst at PWG, he completed a diploma of financial planning.

kevin enjoys working with other finance team members and prides himself on maintaining a calm focus whilst working to ensure deliverables are met within the paraplanning team.

On his spare time, Kevin likes to go skiing in the snow and doing ballroom dancing.

Jacqueline is the Executive Assistant to the Head of Wealth, Patrick Barry. They work closely to grow and maintain the business development and financial advice aspects of the Wealth team, ensuring the delivery of exceptional outcomes to all.

Jacqueline has over 22 years of administrative experience spanning across the military and two of the big banks, thus bringing to Partners Wealth Group a broad knowledge base in admin as well as IT, accounting and business process improvement.

Jacqueline is very much an outdoors girl who loves water-based sports and has even represented Australia in dragon boating. You can also find her rock climbing, hiking mountains, diving shipwrecks or studying in her spare time.

Caris joined Partners Wealth Group in early 2011 as a graduate accountant from University of Melbourne, having completed a Bachelor of Commerce (majoring in Accounting and Marketing) and is now a Certified Practising Accountant (CPA).

As the senior management accountant at Partners Wealth Group, Caris works closely with all stakeholders to understand their needs and to help them achieve financial and operational excellence. With an emphasis on bringing value to every day interactions, Caris believes strategy is all about the long-term relationship and bringing the vision to life through innovative, efficient and effective day to day execution.

In her spare time, Caris can often be found baking or trying out the latest café and has a love of shopping, interesting textiles and plants.

Victoria joined Partners Wealth Group in August 2019 as a Senior Management Accountant with over six years experience in business advisory, accounting and taxation working in professional practice as well as business partnering for a professional sporting team. Victoria graduated in 2012 from RMIT with a Bachelor of Business (Accountancy) and is a member of Chartered Accountants Australia and New Zealand (CAANZ).

As a senior management accountant, Victoria partners with internal stakeholders to assist in achieving their business goals. Acting as a trusted advisor, Victoria places importance on developing strong relationships with those around her to best understand their needs with a view to improve processes and create efficiencies to provide greater business insights.

In her spare time, Victoria enjoys trying out some of Melbourne’s great restaurants and cafes, following AFL and keeping active.

A highly capable and versatile professional, with significant financial services and business leadership experience, spanning 25 years.

Rachael’s most recent role is as working as an independent consultant within the wealth management industry, primarily in the areas of acquisition framework establishment, negotiation, management and facilitation; Licensee establishment and operations; business planning, optimising operating models and strategy, product development and project management life cycle.

Rachael has had a long and senior-level career at IOOF, DKN Financial Group and Macquarie Group.  Her experience spans Wealth (incorporating self-licensed and licensee environments), Business Banking and Retail.  She has achieved successful outcomes in relationship management, project management and product development and has had responsibility across Australian geographic areas and New Zealand.

In addition, she has had ownership for all aspects of the value chain, from operations, client engagement and management, through to strategy and implementation.

Rachael’s experience is complemented by a reputation for a direct and inclusive engagement style that drives superior results through cross-functional collaboration, focus and consultation.  She has commercial agility and a sharp ability to focus priorities and to establish unity of efforts to manage and deliver results in complex environments. 

Tom joined Partners Wealth Group as a Client Associate in mid-2020, bringing with him a passion for IT and process development. Using this knowledge and the skills he developed while working in a previous business development role, he has strived to improve client experience wherever possible. 

Tom’s experience in this position sparked a passion for lending, particularly within commercial lending. From early 2021, he has pursued this interest, directly supporting Julie Cassidy to help provide the best outcome for all client requirements.

Tom has developed strong critical thinking and problem-solving skills that he uses to assist clients with all their commercial lending needs.

Outside of work, Tom is currently completing a Bachelor of IT majoring in cybersecurity at Deakin University. When he is not studying, you will find Tom socialising with friends and family, attending a game of footy or improving his woodworking skills.

BBus(Finance)

Michael joined Partners Wealth Group as an Associate in 2020 after completing his Bachelor of Business (majoring in finance) at Swinburne University of Technology. Since then, he has continued his studies and is currently working towards becoming a Chartered Financial Analyst. 

Since joining Partners Wealth Group, Michael has worked closely with the advisors to implement strategies, including introducing new superannuation structures and investment advice. His ability to work closely with all stakeholders has seen him quickly build rapport amongst the client base.

Outside of work, Michael loves to get out on the course for a game of golf and has recently joined Peninsula Kingswood Country Golf Club. He also enjoys supporting his AFL team, the GWS Giants.

Holly joined Partners Legal as a Legal Assistant in 2020. 

Having recently graduated with a double degree in Law and Science (Genetics) in 2020, Holly’s studies will make her an adventurous assistant for both our Clients and Company.

During her studies, Holly volunteered with a number organisations, including Whittlesea community Legal Service and the Asylum Seeker Resource Centre.
 
Outside of work, you will find Holly taking long walks on the beach with her beloved dogs.

Cedric joined Partners Wealth Group in 2020 shortly after completing a double Bachelor’s in business majoring in Financial Planning and Accountancy through RMIT University. 

Years within the retail and supermarkets industries have provided the foundational tools in his understanding of building client rapport to assist in establishing effective solutions to maximise the overall experience of a client.

His many years playing soccer have contributed to his professional development through learning about resilience, teamwork and a results-driven attitude, all of which undermine his character.  

He also finds solace in travelling, music and socialising with friends & family.

MAcc, Bbus(EconFin), D.FP

Bessie joined Partners Wealth Group in 2021 as a Portfolio Admin/Junior Portfolio Analyst after working at a fast-growing brokerage firm specialising in derivative trading. As a detail-orientated problem solver, she is currently applying her skills in the areas of portfolio administration and compliance.

Bessie holds a Bachelor of Banking and Finance from Shanghai University of Finance and Economics, a Master of Management (Accounting) from the University of Melbourne and a Diploma of Financial Planning. She is currently working towards becoming a Chartered Financial Analyst. 

Bessie is a creative person who enjoys reading books about art in her spare time, as well as trying her hand at different painting styles. She is a keen potter and is interested in home DIY. She is currently planning to combine her passions by building a mini pottery studio in her home.

BCom (Fin)

Carl is a Graduate SMSF Auditor who graduated from Deakin University in 2019 with a Bachelor of Commerce, majoring in accounting and finance. In his current role, he handles the first stage reviews for the audit process.

Carl was initially drawn to the world of commerce because his father and brother are involved in the industry and because he possesses a natural aptitude for mathematics and accounting. Prior to joining Partners Wealth Group, he worked as a basketball referee and at a bowling centre as a shift manager and technician. 

Outside of work, Carl is interested in fitness and spends most of his free time either bowling or at the gym.

BBus

George joined Partners Wealth Group in January 2021 as a Graduate SMSF Auditor, after completing a Bachelor of Business at Monash University with a double major in accounting and business law. 

With an academic background in audit and compliance, George has expanded his skills and technical knowledge to specialise in the SMSF field. He takes pride in his careful and collaborative approach, working closely with his team members to ensure that every client’s SMSF is compliant.

George has strong experience in the hospitality industry, including working in event management and as a cook for an AFL team. His attention to detail, ability to collaborate and problem-solving skills have translated seamlessly into his new role in SMSF auditing.

In his spare time, George enjoys playing basketball and is a keen NBA fan and follower of the LA Lakers.

Georgia joined Partners Wealth Group as a Client Experience Assistant in January 2021. In this role, she ensures that every client experiences exceptional customer service and remains a priority within the business. 

Georgia prides herself on having excellent customer service and client relationship skills which she honed while working in the hospitality industry. She is currently studying at RMIT and is completing a Bachelor of Business, majoring in marketing. After finishing her degree, she hopes to work closely with the marketing team at Partners Wealth Group where she will be able to build her skills and explore her passion for marketing.

In her spare time, Georgia enjoys spending time with friends and family, walking along the beach, and travelling the world. Her favourite place to travel is France as she previously had the opportunity to stay with a host family and immerse herself within the French culture.

BComm(ProfComm)

As the Marketing Executive at Partners Wealth Group, every day at work is different for Lucie. Her role involves executing the marketing plan and focusing on new client acquisition and engagement for all areas of the business. She also works on marketing campaigns and collateral, assists with event planning, and produces written and visual content. 

Lucie built up her skills in marketing roles within the recruitment, not-for-profit and events industries while studying a Bachelor of Communication (Professional Communication) at RMIT. This experience gave her a digital-first mindset, proficiency in marketing software and skills in marketing strategy and planning, graphic design, copywriting and editing and social media management.

In her spare time, Lucie enjoys travelling, trying out new creative hobbies and trying to keep up with whatever TV show everyone is currently talking about. Her friends will tell you that many of her sentences start with “So I was listening to a podcast...”.

BBusCom

From professional AFL player to Account Manager at Partners Wealth Group, Luke Ball has had a career trajectory unlike many in the finance industry. In early 2021, Luke arrived fresh from nearly 20 years in the AFL industry as a player, coach, administrator, and media personality. His experience working in a high-pressure, dynamic environment with driven and motivated people has given him an excellent skillset to become part of the Partners Wealth Group team. 

Luke is an Account Manager, which involves acting as the connector between Partners Wealth Group’s partner accounting firms and the experts within our business units. He manages existing relationships and works hard to ensure that client service delivery is at a consistently high standard and that value is being added for their clients. Luke’s work is in line with Partners Wealth Group’s purpose and vision of personalised advice, and empowering people to navigate life’s financial decisions to achieve peace of mind.

Luke has three young daughters and loves spending time with his family and his friends from school and footy. He also enjoys keeping fit and healthy, walking his black Labrador Juno, listening to music and podcasts, and reading autobiographies.

CFA, BCom, LLB

Gerald is a Portfolio Analyst who joined Partners Wealth Group in 2021. His responsibilities include investment research, portfolio construction and operations, including risk management. He uses his expert research and analytical skills to provide support to the Investment Committee and Wealth team within the business. 

Prior to joining Partners Wealth Group, Gerald worked as an Investment Analyst at an international equity growth fund. He also has a wealth of experience in various investment roles. Gerald started his career at Deloitte and spent more than four years at Vanguard Investments prior to joining his current team. He holds a Bachelor of Commerce and Bachelor of Laws from Monash University and is a CFA Charterholder.

Outside of work, Gerald loves travelling and even had an adult gap year across Latin America and Europe in 2019. He also enjoys watching sport, staying active and reading.

Network and System Administration (Dip)

Michael joined Partners Wealth Group in 2021 as a Systems and Support Analyst. With several years of experience working in IT, he specialises in analysing, designing, and implementing information systems that benefit the needs of staff and clients. He prides himself on being a self-motivated individual with personal and professional ethics, good communication and problem-solving skills, and a self-disciplined attitude.

Michael previously as an IT Supervisor where he oversaw all upkeep, configuration, and reliable operation of computer systems for the organisation.

When he is not at work, you will find Michael training at the gym, going on adventures and spending time with friends and family.

Nabila joined Partners Legal as a Legal Assistant in February 2021 working mainly in our Property Team.

Prior to joining Partners Legal, Nabila spent a number of years working as a Court Registrar and volunteering at the Queen’s Victoria Women’s Centre.

When Nabila isn’t working, you’ll find her completing her Bachelor of Laws or organising and hosting events for her beloved fur-child Monty.

BBus(FinPlan), DipIntlBus

Ike Ogbonnaya joined Partners Wealth Group in 2021 as an Associate after completing a Bachelor of Business majoring in Financial Planning and a Diploma of International Business.

Ike works alongside the Financial Advisors to assist with the implementation of financial strategies across investments and superannuation structures. He was initially drawn to financial planning because he is passionate about helping clients reach their goals.

Prior to starting at Partners Wealth Group, Ike worked at Nike which gave him relationship-building skills and experience in establishing innovative solutions to enhance the experience of colleagues and clients.

In his spare time, you can find Ike keeping fit in the gym, playing basketball and spending time with friends and family.

Having completed a brief stint at University and a short career on the rugby pitch, Angus found a home in the equipment finance industry. The following decade would be spent applying his trade to all forms of applications, products and services across industries from Agriculture to Woodworking and all stops in between.

Angus’ dedication to personalised service and “walking the extra mile” for his customers is something he is immensely proud of and one on which strong relationships are born. He has sound experience in funding for new business ventures, all the way through to multinational organisations.

Angus holds a diploma in Financial Services (Mortgage & Finance Broking) and is a member of the Commercial Asset Finance Brokers Association of Australia (CAFBA).

When not taking care of his clients, Angus enjoys spending time with wife Sophie, daughter Isobel and son Lachlan, on the golf course, at the rugby or on his farm outside of Sydney in Oberon.

Andrew grew up on a sheep and grain property in Narrandera, an hour’s drive from Wagga Wagga, South West of Sydney in NSW’s Riverina district. He left Narrandera in 1992 to attend boarding school in Sydney and has stayed in Sydney ever since.

Having flirted with the idea of becoming a journalist, in 2003 he found his place in the equipment finance world.

Andrew’s passion is listening to business’ needs and finding the right products and services for them. By understanding more than just the immediate equipment requirements, providing greater business solutions, and having a genuine desire to help clients fulfil their goals, many clients have become friends which is his ultimate reward.

Andrew holds a Diploma in Financial Services (Mortgage and Finance Broking) and is a member of the Commercial Asset Finance Broking Association of Australia (CAFBA).

Time away from work is spent with family and friends usually travelling, sporting or dining out. At its best, it’s all three!

After completing his studies in business Will immediately entered the equipment finance broking industry where he has specialised for nearly 15 years providing expert service to a variety of businesses and individuals.

Through his personable nature, industry expertise and market knowledge Will has shown he is adept at managing the needs of all clients whether they are individuals seeking their first finance approval or broking large funding lines for established multinational organisations with complex company structures.

Will has extensive experience with all business types in a vast array of industries including construction, earthmoving and automotive. Will has shown over the years, an ability to quickly build a strong rapport with his clients based on trust and a distinct focus on service. His passion for customer service is the hallmark of Will’s approach to business.

Will holds a Diploma in Financial Services (Mortgage & Finance Broking) and is a member of the Commercial Asset Finance Brokers Association of Australia (CAFBA).

When Will is not working away he enjoys all forms of sport both participating and spectating and spending time with family and friends especially his wife Melissa, son Henry and daughter Lucy. Will is a keen traveller and only wishes he had the time to do more! Maybe one day…

B Comm

ASIC Representative Number: 250 030

You will be pleased to know that Mathew was one of the original founders of Partners Wealth Group and remains a director to this day. It’s tenure like his that helps to underpin the stability of the company.

As Managing Director of Partners Wealth Group, every day Mathew draws on his 25 years’ experience in the financial services industry to help ensure the company keeps looking after your needs.

Mathew’s passion and commitment sees him continue to engage with all aspects of the Partners’ business, providing financial advice directly to a number of high net wealth clients and family groups. You will also discover him collaborating constantly with referral partners and clients to ensure their shared growth and success.

When a rare moment of downtime beckons, you will find Mathew spending time with his young family, often on the fairways of the National Golf Club.

With over 35 year’s insurance broking and financial services experience, Gary has held senior executive and board positions at National and International Insurance Broking houses. These include Willis where he was the Managing Director, Macquarie Premium Funding where he was CEO and as CEO of PSC Insurance Group.

Gary is also a past Board member of the National Insurance Brokers Association (NIBA), and Honorary Life member of the Insurance Institute.

Gary is currently engaged on a number of boards and advisory roles within the financial services sector – including Partners Wealth Group where he was appointed Chairman in 2015.

CFP®, MFP, B.Com

As the Head of Wealth for Partners Wealth Group, Patrick oversees this entire aspect of the business and is ultimately responsible for ensuring that it continues to deliver exceptional outcomes for all clients.

As an experienced financial services professional, this job is well within Patrick’s capabilities. He takes great pride in delivering market-leading advice to all Partners financial planning clients, which ultimately benefits you.

To ensure that Patrick stays connected at the grassroots, he continues to practice as a financial advisor and is passionate about working with his team to assist you to achieve personal growth and goals.

Patrick enjoys maintaining an active lifestyle, which, having young children, goes without saying.

Associate Certified Practicing Accountants Australia (CPA)

With a wealth of over 25 years experience in commercial general management and leadership roles, Mark has spent the majority of his career in the wealth management and financial services professions. He has had extensive experience as a financial services executive/consultant in the development and management of distribution, financial planning, retail investment product, superannuation and master trust businesses with major Australian Organisations and Industry Bodies.

He prides himself on his ability to lead teams with distinction in financial management, governance, marketing, strategy, merger and acquisition, investment research and compliance.

Away from the pressures of leadership, Mark and his wife Margie enjoy spending time with his four adult children, son-in-law and two grandchildren. When he can, he likes to relax with what he considers the greatest of all inventions – Fox Sports!!!!

GradDipEI

Simon joined Partners Wealth Group in late 2020 as Chief Operating Officer. In this role, he is responsible for ensuring the delivery of the company’s strategy as the team strives to empower as many Australians as possible to navigate the financial decisions in their lives. 

Simon has more than 15 years of experience in financial services, having led Asia Pacific and the Middle East for Western Union Business Solutions. In that time, he drove digital transformation across the region and established new markets in the Philippines and India. Prior to that, Simon was based in Paris where he was the head of Europe, the Middle East and Africa, leading a business turnaround that resulted in exponential year-over-year growth.

Simon’s skill in leading large, complex businesses is complemented by his entrepreneurial drive and ability to execute. As a founder, Simon led the creation of the world’s largest marketplace for live fitness, scaling the platform to a client base covering over 60 countries and securing commercial deals with global fitness brands, professional sporting teams and national organisations. Simon sold his business in early 2020. 

Outside of work, Simon enjoys spending time with his wife and three daughters – travelling, being active and enjoying life in Melbourne. He is also a dedicated runner and won the 800m state championships in 2021.

Lyn is a highly accomplished HR Professional with over 20 years' global experience across some immensely challenging corporate environments in both Australia & Asia Pacific. Her background showcases that she is a trusted generalist, business partner and leader with a strength and passion in talent management, cultural change, people leadership, coaching and performance management.

Lyn has extensive Talent Management experience including building processes around talent identification, observing and assessing talent, succession planning, career planning and leadership development. She is very passionate about seeing people grow and develop and go on to have meaningful careers.

She has a reputation for building strong relationships across all levels of business, a consultative style and a commercial pragmatism to deliver successful business goals and outcomes.

Over the last few years,  Lyn has assisted businesses with their HR needs as well as mentoring up-and-coming HR professionals where she shares her knowledge and passion for HR.

Lyn enjoys spending time with her family and making the most of the Surfcoast lifestyle, walking and running along the beach and the many coastal trails, playing competitive tennis and taking advantage of the coffee spots and cafes with her partner over the weekend.

At Partners Wealth Group, Gary is assisting the organization to create the capability to plan strategic investment in Technology and to ensure allocation of capital to those projects that expedite achievement of strategic business objectives. Gary is instrumental in ensuring that project execution delivers strategic and business outcomes as agreed.

Gary has spent thirty years working in I.T. functional areas such as Strategy, Application Development, Technical Services, Production Services and CIO. This experience has spanned the Banking and Finance industry, Manufacturing, Gaming and also Professional Services in Australia, Asia and the UK. He has a real interest in the effective use of technology as a business enabler, Automated Operations and managing I.T. assets in a more automated manner.

Gary has two adult children and maintains interests in golf, Italian, wine collecting (tasting being a mandatory phase) and travel.

B.BusCom

With more than 15 years of B2B and B2C integrated marketing communications experience across the wealth management, banking, insurance and luxury automotive industries, Kate joined Partners Wealth Group as Head of Marketing in 2020. Kate considers herself fortunate to have worked for some very strong brands throughout her career, having had the opportunity to undertake company rebrands, develop and execute unique marketing campaigns, as well as launch new product lines and digital offerings across complex cross-functional businesses such as ANZ, BMW, Mercedes-Benz and RACV.

Kate is passionate about building strong brands that always deliver the best possible client experience. As Head of Marketing, she is responsible for taking the business to the next level by helping to grow brand awareness, deliver a superior online and offline experience, and work with our partners and clients to communicate the Partners Wealth Group story – and how Partners Wealth Group can truly help to change our client’s lives.

In her spare time, Kate loves good food, great wine, travel and a busy social life with family and friends. Kate enjoys keeping fit with running, boxing, and yoga, and is currently trying to perfect her golf game – a pre-requisite at Partners Wealth Group!

After over 5 years of customer experience and operational management roles within major banks, Todd joined the Client Services Team at Partners Wealth Group in 2017. He holds a Bachelor of Business with majors in Finance and Economics.

Todd is constantly looking to improve our systems and processes to ensure a seamless and exceptional client experience. He is passionate about motivating and developing his team to achieve their maximum potential, as well as their professional aspirations and goals.

Outside of work, you will find Todd running or catching up on the latest TV/films. He is also an avid Richmond Football fan.

Commercial lending
B.Com Dip.FS (FMBM)

If you give Julie a debt restructuring challenge for a large commercial enterprise or even an SME, she will relish the opportunity to show you her skills. And the more complex problems it involves her solving, the better. That’s just the way Julie is.

Every day she uses her extensive experience in business development and client management to solve problems in the corporate financial services industry.

She enjoys working with her highly capable team and driving them all towards a common goal of ensuring her clients receive an exceptional experience every time.

On the weekend you’ll find Julie spending time with her little boy or, if time permits, having a hit at the driving range trying to improve her golf game!

Julie Moon (Cassidy) is a credit representative 486199 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

As the financial controller at Partners Wealth Group, Richard oversees operational excellence, strategic direction and the day-to-day finances. He has over 15 years of hands-on experience working with the SME market providing accounting, taxation, growth and advisory services in an outsourced and professional capacity. Richard is a member of Chartered Accounts Australia and New Zealand (CAANZ) and holds a post-graduate certificate in Entrepreneurship and innovation.

Richard is a firm believer of ‘what gets measured, gets done’, and as such his commercial advice and strategic initiatives, are underpinned by data driven approach supported by strong accounting and taxation acumen.

Outside of the office, Richard spends most of his time wrangling his new Corgi puppy and going to the football (go cats) and watching the ice hockey (go devils).

BCompSc

As the IT Manager at Partners Wealth Group, Mathew’s role is to strategically manage the flow of information across the group. He understands the importance of communication and works to put clients first in every situation. 

Mathew’s more than 25 years of experience in IT bridges both enterprise and mid-sized organisations. As a leader, he is open and pragmatic in his approach, and always looking to empower his team while providing support for their development. He is outcome-focused and passionate about helping people reach their potential and building loyalty within his team.  

On a personal level, Mathew is a family man who enjoys spending time with his partner and children. He is also a passionate sportsman who grew up in New Zealand loving rugby.

Grad Dip (App Fin)

As the Risk and Compliance Manager at Partners Wealth Group, Deborah is responsible for overseeing the monitoring and supervision of advisers and the advice process. She has over 20 years of experience working in some of Australia’s largest wealth management organisations and global audit and accounting firms, where she has developed and improved risk management frameworks and led teams through significant regulatory change.   

Deborah is committed to supporting the strong culture of compliance across Partners Wealth Group. She is an advocate of continuous improvement and believes that all Australians can achieve financial wellbeing by understanding their individual needs and working with advisers to develop a tailored plan.   

Outside of work, Deborah can be found touring regional Victoria – hiking, cycling and kayaking with her husband, daughters and their English Pointer Shula.

James is the General Manager of the Lending team at Partners Wealth Group. A dynamic and engaged member of the business community, he brings experience from both banking and finance broking to his role. 

As General Manager of Lending, James is responsible for the day-to-day operation of the lending and finance broking business within the group. His passion lies in ensuring his team provides outstanding lending advice aligned to their clients' goals and objectives for the short, medium and long term. James is a dedicated leader who also thrives on nurturing talent.

Outside of work, you can find James training in the gym, watching a flick or cheering his beloved Richmond Tigers.

With a passion for client relationships and small businesses, Kia spent the first 10 years of her career in boutique accounting firms in the eastern suburbs of Melbourne, with her most recent role as Practice Manager and Partner.

Since joining Partners Wealth Group in 2016, Kia has drawn on her vast experience to support the Managing Director, Mathew Cassidy in all aspects of his role, while also overseeing client experience and the smooth running of the office.

Outside of work, you will find Kia enjoying herself in the ocean (and trying to get up on a surfboard), at a live music gig, or with family and friends indulging in culinary experiences.

BA (Hons), DipCII, Adv DipPFS, AFP®

Whether you are just starting out on your journey to financial freedom, or are very nearly there, you will quickly discover that Laurence has an impressive track record of working closely with clients from all walks of life.

You will appreciate his relaxed yet professional approach to giving financial advice and the way he works to help identify and guide you along very clearly defined pathways to success. Laurence’s genuine interest in understanding your individual needs is self-evident from the moment you meet him.

Sadly Laurence’s lack of sporting ability prevents him from actually playing the sports he loves, but he follows the AFL, Soccer, Cricket, Rugby and Tennis keenly.

B Econ, CA, RCA, SMSF Auditor, Dip(ASFA)

Alex brings over 20 years of accounting and leadership experience to the organisation. Prior to joining Partners Wealth Group, Alex was an audit partner of a leading mid-tier accounting practice and became a trusted advisor to clients, valued for his ability to build strong relationships and become an integral part of their team.

Clients rely on Alex for a second opinion on their business decisions. By gaining a better understanding of their objectives, he is able to guide them as their business changes and develops, identifying different risks and requirements beyond their audit needs. Alex works objectively and impartially, has successfully lead diverse teams to achieve business and client objectives. Alex is also passionate supporting his beloved bombers and is always keen for a round of golf in any conditions.

B.Sc, M. Fin, D. FP

Matthew is a portfolio analyst and has been with Partners Wealth Group since 2014. Within the Investment Committee, Matthew’s role involves research, portfolio management and operations, including compliance and risk management.

Prior to joining Partners Wealth Group, Matthew worked in Singapore for one of the largest private banks in Asia within Corporate Strategy.

Matthew holds a Bachelor of Science from the University of Melbourne and a Master of Finance from the Royal Melbourne Institute of Technology. He is currently working towards becoming a Chartered Financial Analyst.

Residential Lending

Katharina joined Partners Wealth Group in 2015, bringing over 15 years’ of financial services expertise to the team. Sharing her time across the Financial Planning and Lending teams provides Katharina a unique position to holistically consider her client’s financial position.

Katharina is passionate about developing long-term relationships with her clients through her caring and genuine approach. 

In her spare time, you will find Katharina dining out with friends and spending time with her family.

Peter has over four decades of legal experience, and in his impressive career has advised clients on a broad range of private and commercial legal issues.

In addition to this, Peter has served in various professional and business leadership roles including; President of the Law Institute of Victoria, Chairman of Legal Aid Commission of Victoria and Deputy President of Victorian Chamber of Commerce & Industry (VECCI). Moreover, Peter has also served as a long term legal advisers to business and professional associations, including the Design Institute of Australia.

Peter’s astonishing experience ensures that you will always receive expert advice, especially if you require assistance with business negotiations, transactions and contracts, as well as unitholder and shareholder agreements and disputes.

If you own a family business, you will be pleased to know that Peter has a particular interest in ensuring your business interests are protected and transferred according to your wishes.

Alexander (Alex) Nielsen has joined Partners Legal as a Legal Consultant.  Alex is an experienced solicitor, having practiced in both Australia and the UK specialising in corporate transactions and compliance, tax, asset management and investment law. 

Alex has previously worked for some of the largest law firms in the world and, accordingly, his skills and experience make him a fabulous addition to the Group.  More specifically, Alex has managed matters from an array of sectors including energy, property, aged care, health care, manufacturing, financial services, technology and hospitality. 

In his downtime, you will most likely catch Alex travelling with his family, supporting his local pub or his cherished Melbourne Demons. 

With over 15 years’ experience, Geoff has a wealth of knowledge across all aspects of property law.  Geoff has worked in both private legal practice and for a major petroleum company, initially as in-house property legal counsel, and more recently as the General Manager of Property where he was tasked with managing the company’s national property department.   

Having worked with clients from a range of industries including property development, real estate, retail and accounting, Geoff has a broad base of first-hand knowledge of the risk and challenges faced by different businesses.

Apart from his legal acumen, Geoff’s strength is his strong communication and interpersonal skills, focusing on providing clear, efficient and practical property advice. His high level of service builds long-lasting relationships with his valued clients.

In his personal time you may catch Geoff at the football, watching his beloved Magpies – just don’t use that against him!

Bojana has extensive experience in conducting complex civil litigation cases and resolving difficult legal disputes across all jurisdictions.

A pragmatic negotiator and staunch advocate, she is able to cut through the clutter to help clients navigate the Courts and the legal system.  Bojana provides practical and easy to understand advice, while maintaining a strategic and commercial outlook in resolving problems. Comprehensive technical expertise and natural persistence have enabled Bojana to consistently achieve exceptional outcomes for clients. 

Bojana’s background extends to a wide range of commercial law and litigation matters, including disputes arising from contracts, partnerships and joint ventures, building and construction, intellectual property, insolvency, securities and debt collection, consumer and trade practices law, professional negligence, Wills, employment law and so on.  Bojana regularly works collaboratively with a select array of experts to provide clients with meaningful options.

Outside of work, Bojana is an avid skier, scuba diver and a globe-traveller. 

Patrick joined our Wealth Management team as a Solicitor in 2020. Patrick brings with him previous experience dealing predominantly with both Estate Planning and Probate.

Patrick understands that every Estate will come with some level of nuance and complexity, and subsequently he is well equipped to identify and handle all of your Estate needs.

Prior to joining the legal industry, Patrick’s career centred around hospitality management and corporate sales.  His down to earth nature and abovementioned experience makes him an ideal inclusion not only to our Wealth Management team but the company overall.

When Patrick is not at work or studying, you will find him supporting his beloved Melbourne Demons, and given his love for all things food and drink, he enjoys exploring the restaurants and bars that Melbourne has to offer.

Kathryn joined Partners Legal in 2020, working across our Property and Commercial Teams.
 
Having recently been admitted to practice, Kathryn will spend most of her time focusing on our property and complex property transactions matters. Kathryn enjoys working closely with our clients, their accountants and advisors to streamline what can seem like a complex process.
 
Whilst completing her Bachelor of Arts and Juris Doctor, Kathryn worked as a paralegal for a not-for-profit employment law service, assisting vulnerable workers with employment law issues. She also volunteered at Flemington and Kensington Community Legal Centre.
 
When she’s not working, Kathryn loves to cook and share a meal with friends and family.

Amy took on the role of Office Manager in 2020.

Over the course of her legal career, Amy has supported an array of clients and legal personnel both domestically and internationally across numerous areas of law, ranging from Personal Injury (more specifically, Superannuation Insurance Litigation), Property, Wills & Estates to Corporate Law.  Moreover, Amy’s career has seen her coordinate entire events, legal departments and offices nationally. Amy takes a great deal of pride in going above and beyond for not only her clients and team but for anyone needing assistance.

When Amy isn’t working, you’ll find her thinking about work, completing (or complaining about completing) her never-ending Bachelor of Law, shopping or out and about around town.

Your clients’ Self-Managed Super Funds can often have quite complex and demanding administration requirements. And there is no more qualified man for the job of overseeing this, than Harrison Moore.

As both a Chartered Accountant & Tax Agent, Harrison’s specialist knowledge in Self-Managed Super Fund Accounting and Compliance is as extensive as it is deep. As the SMSF Manager within the Superannuation division at Partners Wealth Group he is responsible for all compliance and administration services, ensuring that everything is as it should be.

Harrison is a Class Super Software expert meaning he not only enjoys utilising technology to increase the efficiency and the quality of work of his team, but he seeks new ways to take those efficiencies even higher.

When he isn't closely watching over the administration of your SMSF, Harrison loves spending quality time with his young family and cycling to stay sharp and on the ball.

When you look hard at the numbers, Joey Wong certainty stacks up.

Not only is she a Certified Practising Accountant, she also possesses a Bachelor of Commerce, and has amassed over 10 years of experience in accounting and compliance of Self-Managed Superannuation Funds.

There is virtually nothing Joey doesn’t know in this area and her attention to detail is simply second to none.

When you meet Joey you will discover someone who strives to deliver high quality service in relation to every aspect of the administration, accounting and compliance of Self-Managed Superannuation Funds. You can rest assured that she has the full picture in mind.

Speaking of pictures, outside of the office, Joey loves going to the movies as well as socialising and listening to music.

Jessie obtained her Masters of Accounting from Swinburne University. Having excelled as a Graduate Auditor in her previous role, she continues her hunger to acquire and contribute knowledge in PWG as an SMSF Auditor. With her caring and collaborative nature, she plays an integral part of Partners Superannuation Services.

In her spare time, Jessie loves to travel and explore different cultures. She is passionate about art and photography, on the weekend you may find her at your local art gallery.

CFP, BCom, Grad Dip (SiA)

Ben has over 20 years experience in financial services, including being with the National Australia Bank for four years in commercial lending and nine years providing financial advice to high net worth private clients. He then joined a private accounting firm which itself led to joining the St George private clients team in Perth for two years.

Today you will find Ben totally focussed on providing you with that “private client” level of service to help you make the smartest investment decisions you can as you work together to achieve your financial goals.

Apart from having 3 daughters who keep him up to date with technology, Ben also has his wife Lisa to thank for keeping his life in balance.

As an experienced Financial Planner, Carolyn derives great personal satisfaction from helping you achieve your goals through high quality personal advice. In conjunction with the usual superannuation, insurance and retirement planning, Carolyn she has become particularly experienced in helping women learn how to manage their finances, assisting them in becoming more knowledgeable, more experienced and financially independent. She believes in working one on one with clients to provide encouragement and support whilst bringing to fruition their financial plan.

She has worked in the Financial Services Industry in Perth WA for the last 20 years, and over that time gained experience in Banking, Funds Management and Financial Planning.  She has completed her studies to become a Certified Financial Planner.

In 2005, she had the pleasure to take on the most demanding role of her life, being blessed with a son and then two years later a daughter.  Life hasn’t been the same, since!

When you meet with Chris as your financial advisor, you can be assured that your future is in capable hands. He comes with over 12 years’ experience in financial services – experience which is evident in how he explores your situation and what is important to you, to ultimately develop tailored strategies and deliver the financial outcomes needed to provide the life outcomes you want.

You will also appreciate his passion for developing and building a ‘financial roadmap’ to help you understand what is realistically achievable and what is required to get you there.

Chris’s mantra is ‘efficiency’. He continues to collaborate with his long-term clients to extract the most out of their ever-changing circumstances and stay on track.

He has a Bachelor of Commerce in Economics and Financial Planning from Curtin University and holds the CERTIFIED FINANCIAL PLANNER® designation.

Andrew started as an adviser in the financial services industry in 1999. He is passionate about providing comprehensive advice and has extensive experience in Retirement Planning, Self-managed Superannuation advice (SMSF) as well as direct equities.

Andrew was the owner and director of his own financial planning business (Active Financial Services) for 11 years before joining Partners Wealth Group.  Andrew is a Certified Financial Planner (CFP®) which is the highest designation provided by the Financial Planning Association of Australia (FPA). Andrew is also a specialist member of the SMSF Association.

When not assisting clients, Andrew lives with his lovely wife, Jennifer and is kept busy with their two children, as well as the family dog.

SA Fin, Dip FP, CFP

Andrew can proudly boast over 20 years’ experience within the financial advisory industry, working for both major financial institutions and small boutique practices.

Andrew provides expert advice on all areas related to financial planning, including retirement planning, Self-Managed Super Funds, taxation, superannuation, Centrelink, insurance and estate planning. (Andrew will also happily educate you on any of these you don’t understand.)

What Andrew is really passionate about, is finding you solutions that are flexible, effective, easy to understand and tailored to your needs.

B.Com ADV DFS (FP)

When you meet with Rob, you will be struck by his very holistic view on wealth creation and protection and the way he takes into consideration your taxation and structural needs. This is because Rob began his career as an accountant before deciding that being a Financial Advisor was the best way for him to help people.

Rob has been a vital part of the Partners Wealth Group since 2007 and has built a solid track record for delivering sophisticated solutions and strategies to build and preserve your wealth.

He is a regular presenter at various accounting and client seminars, where he is sought after for broad array of expert financial knowledge and expertise in SMSFs, investments, sophisticated advice structures and personal risk protection.

Rob works with a very diverse client base, including executives, SME business owners and individuals and families requiring holistic wealth management and strategic advice.

Outside of work Rob likes to take his family on weekend road trips, as well as fitting in the occasional round of golf with friends.

Ad.Dip.FS (Financial Planning)

Like many young Australians, Ben originally travelled overseas to the UK to gain valuable work and life experiences before deciding to return to Australia to further his financial planning career.

Now with over 10 years experience in Financial Planning under his belt, Ben has matured into a highly motivated, Senior Financial Advisor who is driven to help you achieve your own personal financial security and freedom.

You’ll find Ben’s greatest strength is his strategic thinking that he applies to developing a financial plan for you that is secure, effective and easy to understand. As his focus is on long-term solutions, he also wants to develop a long-term relationship with you so he can see the results of his work.

While Ben is an avid sports fan and watches whenever he can, he is most passionate about playing games with his two young children.

B.Com (Hons), ADFP

There are those who understand complex financial concepts. And then there are those who not only understand them, but can communicate them to others. Luke is one of those rare individuals.

A financial services professional with over 17 years experience across Australia and Europe, Luke prides himself on being able to provide financial advice to high net worth individuals and businesses. Coming from an economics background, Luke is particularly adept at communicating complex financial concepts and educating clients about the benefits of proposed strategies to give them the confidence to pursue their financial goals.

Luke is also a highly skilled specialist in the aged care sector, providing specialist advice to families in this complex area. As a founding committee member of the Association of Age Service Professionals, it is no surprise that Luke is a regularly sought after commentator on aged care issues

When not working hard to make the complex seem simple, Luke likes to relax and enjoy playing a little tennis.

BAppFin Dip FS SMSF AFP® 

Brady Black is a Senior Advisor who started working with Partners Wealth Group in 2021. He provides strategic financial advice to our HNW, self-managed super fund, family and proprietary clientele. His primary focus is on growing our Private Wealth footprint across the business and providing high class, quality advice to our clients and partners.

Brady is an experienced wealth management advisor and executive who has worked with some of Australia's top investment groups and fund managers such as Colonial First State, Citigroup and BT Financial Group. He has also worked for top and mid-tier accounting firms providing corporate and private investment management services.

Brady places a strong emphasis on relationship management and client service. From his experience in the finance industry, he knows that the best way to help someone is to give them the tools, guidance and power to help them achieve their goals and objectives.

Brady is experienced in team management and leadership, and provides strategic investment advice, financial and tax-related guidance to ensure his clients achieve their goals. Brady's expertise includes direct investment management, project management, financial markets advice and pension or superannuation advice in relation to self-managed superannuation and family private trust entities.

Outside of his role at Partners Wealth Group, Brady is a proud father of two amazing sons, a passionate golfer, wine enthusiast and rugby fanatic.

 BA (Bus), Dip FS (FP), AdvDip FS (FP)

As an experienced financial advisor, Renato derives great personal satisfaction from helping you to achieve your goals through high quality, personal financial advice.

With 10 years of experience in the industry, Renato is highly motivated to help his clients achieve their own personal security and financial freedom.

When you meet with Renato you’ll find that his greatest strength is understanding his clients and providing easy to understand solutions. As he focuses on developing a strategic plan that provides comfort and security, he also wants to develop a long-term relationship with you.

You will find that Renato can also assist you with complex personal insurance needs that require simple, straight forward solutions.

In his spare time, he has a passion for football and soccer and is often seen participating on the soccer field on a Saturday afternoon.

B.com

If Tom strikes you as someone who is above the ordinary that’s because he is. Not long after completing his Bachelor of Commerce degree (specialising in Financial Planning), Tom was selected by a group of industry-leading investment and risk specialists to be mentored by them and so develop his already considerable burgeoning skills.

We were lucky to have Tom join us at Partners Wealth Group and bring those skills with him. When you meet Tom you will discover a driven professional, who places an emphasis on developing long term professional relationships and strives to constantly exceed expectations.

Tom enjoys surfing and horse racing, and is still chasing the elusive dream of owning a Melbourne Cup winner.

B.Com, Ad.Dip.FS, Dip.FS

Angus is skilled Financial Planner who joined Partners Wealth Group in 2020 and currently works with the joint venture team at Teamwork Accounting.

Angus started his financial planning career in 2014 at a boutique financial planning company on Collins Street in Melbourne, before working his way to becoming an advisor in 2016. He then moved to ANZ in 2018 and worked as a Financial Planner for the north and south eastern districts of Melbourne. He is currently completing a Master of Commerce majoring in financial planning at Deakin University.

Outside of work, Angus enjoys going to the gym and eating out at restaurants whenever he can.

After studying a Bachelor of Commerce (majoring in Accounting & Finance) and a moderate encounter in the Accounting industry, Anna joined Partners Wealth Group in 2017, and now has over five years’ experience in the Financial Planning industry.

Anna aspires to help clients achieve a peace of mind, by providing an excellent and efficient service, and believes the key to turning our clients’ dreams into reality are through technical excellence, integrity and genuine care. Her main focus is to build a close, long-term relationship and teaming up with you to see your goals thrive and succeed.  

In her spare time, you will find Anna spending time with friends and attempting to watch all the cult classic movies.

Tyson joined Partners Wealth Group in 2017 after completing his Bachelor of Commerce (majoring in finance) at La Trobe University.

Since then, he has worked closely with a variety of advisers becoming efficient in implementing insurance advice as well as super and investment advice.

Tyson prides himself on the relationships he builds with clients and works closely with advisers to get his clients' financial plans and goals on track. His end goal is to become an adviser himself.

Tyson is a huge fan of Collingwood Football Club and Liverpool FC in the EPL.

Lachlan joined Partners Wealth Group in early 2018 while completing his Masters of Banking & Finance at Monash University, having already completed a Bachelor of Arts (majoring in Politics and Economics) at the University of Melbourne.

Since joining he has been working closely with senior advisers, becoming efficient in the implementation of a wide-range of superannuation, insurance and investment advice.

Lachlan prides himself on building strong relationships and rapport with clients while striving to consistently exceed their expectations.

In his spare time, you will find Lachlan playing football for the University Blacks in the VAFA and following the Western Bulldogs.

Dylan joined Partners Wealth Group in 2016 assisting the team as an associate/technology whisperer. Prior to this Dylan spent 8 years as a customer relations specialist in multiple establishments across Perth. His strengths lie in customer relations, IT Knowledge and knowledge of the various systems we use.

Dylan holds a Diploma of Accounting and Certificate IV in Information Technology, and outside of work he loves to play both indoor & outdoor soccer.

BBus(Acc&Fin)

Rocco Liuzzi is an aspiring adviser who enjoys establishing relationships and creating great outcomes for his clients. His role at PWG involves working closely with senior advisers on a wide range of strategy formulation and relationship management tasks with their clients. 

Rocco was initially drawn to the world of finance and financial planning because he enjoys meeting new people, establishing and building relationships, and being able to assist clients in meeting their life goals and objectives. 

Rocco’s previous role involved working closely with the CEO of a financial services firm to manage his clients and ensure that the complex strategies were executed to achieve the best possible results for those individuals. This role gave Rocco experience in the areas of SMSF, super, retirement, investment, and insurance.

Outside of work, Rocco is currently completing a Master of Financial Planning and a Graduate Diploma in Financial Planning. When he is not busy studying, he enjoys playing soccer on Saturday afternoons, spending time with his Kelpie Ciccio and heading out of Melbourne for camping, 4WDing and fishing trips with friends and family.

BCom & BA

Tim joined Partners Wealth Group in 2017 as an intern while completing his degree at Monash University. His motivation, skills and value were quickly recognised and upon the completion of his internship, and he eagerly accepted the opportunity to join the team on an ongoing basis.

Tim has worked closely with advisers and clients to assist in the implementation of financial advice and ultimately working towards achieving the financial goals of our clients. He prides himself on being a positive and enthusiastic individual who uses that energy to build relationships with clients.

Tim enjoys cooking while listening to podcasts on self-improvement, economics and general knowledge.

Jacklyn has a Bachelor of Commerce from The University of Melbourne. With an interest and a knack for problem-solving, she is continuously honing her skills and expanding her technical knowledge in the field of SMSF. Jacklyn is also a specialist member of the SMSF Association (SSAud). 

With her cooperative and gentle nature, Jacklyn enjoys collaborating with her team members and clients. In her free time, she takes delight in playing the flute and baking. She is also a frequent attendee of ballets and musicals.

Jack joined Partners Wealth Group in early 2019 after taking a year off post university to travel the globe. At university, Jack studied a Bachelor of Commerce at the University of Melbourne (Majoring in Finance and Accounting)

Since joining Partners Wealth Group, Jack has shown an eagerness to learn and prides himself on his ability to provide a high level of efficient service to all clients. Jack has worked closely with Thomas Napier and as a team, they deliver a wide array of investment, superannuation and insurance advice to their clients.

In his spare time, you will see Jack running around in the VAFA playing football for the University Blacks football club and supporting his beloved Brisbane Lions.

Olivia joined Partners Wealth Group as Customer Experience Coordinator in mid-2019 and moved into the lending department towards the end of 2019. Olivia brings a wealth of experience in customer service, which equipped her with the knowledge and expertise to maximise client experience satisfaction. It is Olivia’s role to ensure that client experience is fulfilled in accordance with the core principles and culture that Partners Wealth Group practice.

Olivia’s intrepid upbringing saw her live in multiple different countries while growing up, including the UAE, Chile, Hong Kong, the UK and Spain. Being introduced to new cultures so frequently is where Olivia developed confidence in building relationships and a fearless outlook when faced with new challenges.

Olivia enjoys good fashion, friends and food. Outside of work, her favourite pass time is spending time with her “(wo)man’s best friend”, Tyson. Olivia has a passion for singing and is a trained Jazz vocalist.

As the Business / Data Analyst for Partners Wealth Group, Dom is responsible for translating stakeholder requirements to technical specifications, the technical execution of system implementations, data engineering and business intelligence development.

As a father of two Dom enjoys spending time with his family as well as days at the beach or hiking through the forest.

Kevin joined Partners Wealth Group in 2016 after making a transition from the solar industry where he worked in project delivery.

Throughout university, he studied a bachelor of commerce majoring in finance and a bachelor of mechanical engineering. Whilst at PWG, he completed a diploma of financial planning.

kevin enjoys working with other finance team members and prides himself on maintaining a calm focus whilst working to ensure deliverables are met within the paraplanning team.

On his spare time, Kevin likes to go skiing in the snow and doing ballroom dancing.

Jacqueline is the Executive Assistant to the Head of Wealth, Patrick Barry. They work closely to grow and maintain the business development and financial advice aspects of the Wealth team, ensuring the delivery of exceptional outcomes to all.

Jacqueline has over 22 years of administrative experience spanning across the military and two of the big banks, thus bringing to Partners Wealth Group a broad knowledge base in admin as well as IT, accounting and business process improvement.

Jacqueline is very much an outdoors girl who loves water-based sports and has even represented Australia in dragon boating. You can also find her rock climbing, hiking mountains, diving shipwrecks or studying in her spare time.

Caris joined Partners Wealth Group in early 2011 as a graduate accountant from University of Melbourne, having completed a Bachelor of Commerce (majoring in Accounting and Marketing) and is now a Certified Practising Accountant (CPA).

As the senior management accountant at Partners Wealth Group, Caris works closely with all stakeholders to understand their needs and to help them achieve financial and operational excellence. With an emphasis on bringing value to every day interactions, Caris believes strategy is all about the long-term relationship and bringing the vision to life through innovative, efficient and effective day to day execution.

In her spare time, Caris can often be found baking or trying out the latest café and has a love of shopping, interesting textiles and plants.

Victoria joined Partners Wealth Group in August 2019 as a Senior Management Accountant with over six years experience in business advisory, accounting and taxation working in professional practice as well as business partnering for a professional sporting team. Victoria graduated in 2012 from RMIT with a Bachelor of Business (Accountancy) and is a member of Chartered Accountants Australia and New Zealand (CAANZ).

As a senior management accountant, Victoria partners with internal stakeholders to assist in achieving their business goals. Acting as a trusted advisor, Victoria places importance on developing strong relationships with those around her to best understand their needs with a view to improve processes and create efficiencies to provide greater business insights.

In her spare time, Victoria enjoys trying out some of Melbourne’s great restaurants and cafes, following AFL and keeping active.

A highly capable and versatile professional, with significant financial services and business leadership experience, spanning 25 years.

Rachael’s most recent role is as working as an independent consultant within the wealth management industry, primarily in the areas of acquisition framework establishment, negotiation, management and facilitation; Licensee establishment and operations; business planning, optimising operating models and strategy, product development and project management life cycle.

Rachael has had a long and senior-level career at IOOF, DKN Financial Group and Macquarie Group.  Her experience spans Wealth (incorporating self-licensed and licensee environments), Business Banking and Retail.  She has achieved successful outcomes in relationship management, project management and product development and has had responsibility across Australian geographic areas and New Zealand.

In addition, she has had ownership for all aspects of the value chain, from operations, client engagement and management, through to strategy and implementation.

Rachael’s experience is complemented by a reputation for a direct and inclusive engagement style that drives superior results through cross-functional collaboration, focus and consultation.  She has commercial agility and a sharp ability to focus priorities and to establish unity of efforts to manage and deliver results in complex environments. 

Tom joined Partners Wealth Group as a Client Associate in mid-2020, bringing with him a passion for IT and process development. Using this knowledge and the skills he developed while working in a previous business development role, he has strived to improve client experience wherever possible. 

Tom’s experience in this position sparked a passion for lending, particularly within commercial lending. From early 2021, he has pursued this interest, directly supporting Julie Cassidy to help provide the best outcome for all client requirements.

Tom has developed strong critical thinking and problem-solving skills that he uses to assist clients with all their commercial lending needs.

Outside of work, Tom is currently completing a Bachelor of IT majoring in cybersecurity at Deakin University. When he is not studying, you will find Tom socialising with friends and family, attending a game of footy or improving his woodworking skills.

BBus(Finance)

Michael joined Partners Wealth Group as an Associate in 2020 after completing his Bachelor of Business (majoring in finance) at Swinburne University of Technology. Since then, he has continued his studies and is currently working towards becoming a Chartered Financial Analyst. 

Since joining Partners Wealth Group, Michael has worked closely with the advisors to implement strategies, including introducing new superannuation structures and investment advice. His ability to work closely with all stakeholders has seen him quickly build rapport amongst the client base.

Outside of work, Michael loves to get out on the course for a game of golf and has recently joined Peninsula Kingswood Country Golf Club. He also enjoys supporting his AFL team, the GWS Giants.

Holly joined Partners Legal as a Legal Assistant in 2020. 

Having recently graduated with a double degree in Law and Science (Genetics) in 2020, Holly’s studies will make her an adventurous assistant for both our Clients and Company.

During her studies, Holly volunteered with a number organisations, including Whittlesea community Legal Service and the Asylum Seeker Resource Centre.
 
Outside of work, you will find Holly taking long walks on the beach with her beloved dogs.

Cedric joined Partners Wealth Group in 2020 shortly after completing a double Bachelor’s in business majoring in Financial Planning and Accountancy through RMIT University. 

Years within the retail and supermarkets industries have provided the foundational tools in his understanding of building client rapport to assist in establishing effective solutions to maximise the overall experience of a client.

His many years playing soccer have contributed to his professional development through learning about resilience, teamwork and a results-driven attitude, all of which undermine his character.  

He also finds solace in travelling, music and socialising with friends & family.

MAcc, Bbus(EconFin), D.FP

Bessie joined Partners Wealth Group in 2021 as a Portfolio Admin/Junior Portfolio Analyst after working at a fast-growing brokerage firm specialising in derivative trading. As a detail-orientated problem solver, she is currently applying her skills in the areas of portfolio administration and compliance.

Bessie holds a Bachelor of Banking and Finance from Shanghai University of Finance and Economics, a Master of Management (Accounting) from the University of Melbourne and a Diploma of Financial Planning. She is currently working towards becoming a Chartered Financial Analyst. 

Bessie is a creative person who enjoys reading books about art in her spare time, as well as trying her hand at different painting styles. She is a keen potter and is interested in home DIY. She is currently planning to combine her passions by building a mini pottery studio in her home.

BCom (Fin)

Carl is a Graduate SMSF Auditor who graduated from Deakin University in 2019 with a Bachelor of Commerce, majoring in accounting and finance. In his current role, he handles the first stage reviews for the audit process.

Carl was initially drawn to the world of commerce because his father and brother are involved in the industry and because he possesses a natural aptitude for mathematics and accounting. Prior to joining Partners Wealth Group, he worked as a basketball referee and at a bowling centre as a shift manager and technician. 

Outside of work, Carl is interested in fitness and spends most of his free time either bowling or at the gym.

BBus

George joined Partners Wealth Group in January 2021 as a Graduate SMSF Auditor, after completing a Bachelor of Business at Monash University with a double major in accounting and business law. 

With an academic background in audit and compliance, George has expanded his skills and technical knowledge to specialise in the SMSF field. He takes pride in his careful and collaborative approach, working closely with his team members to ensure that every client’s SMSF is compliant.

George has strong experience in the hospitality industry, including working in event management and as a cook for an AFL team. His attention to detail, ability to collaborate and problem-solving skills have translated seamlessly into his new role in SMSF auditing.

In his spare time, George enjoys playing basketball and is a keen NBA fan and follower of the LA Lakers.

Georgia joined Partners Wealth Group as a Client Experience Assistant in January 2021. In this role, she ensures that every client experiences exceptional customer service and remains a priority within the business. 

Georgia prides herself on having excellent customer service and client relationship skills which she honed while working in the hospitality industry. She is currently studying at RMIT and is completing a Bachelor of Business, majoring in marketing. After finishing her degree, she hopes to work closely with the marketing team at Partners Wealth Group where she will be able to build her skills and explore her passion for marketing.

In her spare time, Georgia enjoys spending time with friends and family, walking along the beach, and travelling the world. Her favourite place to travel is France as she previously had the opportunity to stay with a host family and immerse herself within the French culture.

BComm(ProfComm)

As the Marketing Executive at Partners Wealth Group, every day at work is different for Lucie. Her role involves executing the marketing plan and focusing on new client acquisition and engagement for all areas of the business. She also works on marketing campaigns and collateral, assists with event planning, and produces written and visual content. 

Lucie built up her skills in marketing roles within the recruitment, not-for-profit and events industries while studying a Bachelor of Communication (Professional Communication) at RMIT. This experience gave her a digital-first mindset, proficiency in marketing software and skills in marketing strategy and planning, graphic design, copywriting and editing and social media management.

In her spare time, Lucie enjoys travelling, trying out new creative hobbies and trying to keep up with whatever TV show everyone is currently talking about. Her friends will tell you that many of her sentences start with “So I was listening to a podcast...”.

BBusCom

From professional AFL player to Account Manager at Partners Wealth Group, Luke Ball has had a career trajectory unlike many in the finance industry. In early 2021, Luke arrived fresh from nearly 20 years in the AFL industry as a player, coach, administrator, and media personality. His experience working in a high-pressure, dynamic environment with driven and motivated people has given him an excellent skillset to become part of the Partners Wealth Group team. 

Luke is an Account Manager, which involves acting as the connector between Partners Wealth Group’s partner accounting firms and the experts within our business units. He manages existing relationships and works hard to ensure that client service delivery is at a consistently high standard and that value is being added for their clients. Luke’s work is in line with Partners Wealth Group’s purpose and vision of personalised advice, and empowering people to navigate life’s financial decisions to achieve peace of mind.

Luke has three young daughters and loves spending time with his family and his friends from school and footy. He also enjoys keeping fit and healthy, walking his black Labrador Juno, listening to music and podcasts, and reading autobiographies.

CFA, BCom, LLB

Gerald is a Portfolio Analyst who joined Partners Wealth Group in 2021. His responsibilities include investment research, portfolio construction and operations, including risk management. He uses his expert research and analytical skills to provide support to the Investment Committee and Wealth team within the business. 

Prior to joining Partners Wealth Group, Gerald worked as an Investment Analyst at an international equity growth fund. He also has a wealth of experience in various investment roles. Gerald started his career at Deloitte and spent more than four years at Vanguard Investments prior to joining his current team. He holds a Bachelor of Commerce and Bachelor of Laws from Monash University and is a CFA Charterholder.

Outside of work, Gerald loves travelling and even had an adult gap year across Latin America and Europe in 2019. He also enjoys watching sport, staying active and reading.

Network and System Administration (Dip)

Michael joined Partners Wealth Group in 2021 as a Systems and Support Analyst. With several years of experience working in IT, he specialises in analysing, designing, and implementing information systems that benefit the needs of staff and clients. He prides himself on being a self-motivated individual with personal and professional ethics, good communication and problem-solving skills, and a self-disciplined attitude.

Michael previously as an IT Supervisor where he oversaw all upkeep, configuration, and reliable operation of computer systems for the organisation.

When he is not at work, you will find Michael training at the gym, going on adventures and spending time with friends and family.

Nabila joined Partners Legal as a Legal Assistant in February 2021 working mainly in our Property Team.

Prior to joining Partners Legal, Nabila spent a number of years working as a Court Registrar and volunteering at the Queen’s Victoria Women’s Centre.

When Nabila isn’t working, you’ll find her completing her Bachelor of Laws or organising and hosting events for her beloved fur-child Monty.

BBus(FinPlan), DipIntlBus

Ike Ogbonnaya joined Partners Wealth Group in 2021 as an Associate after completing a Bachelor of Business majoring in Financial Planning and a Diploma of International Business.

Ike works alongside the Financial Advisors to assist with the implementation of financial strategies across investments and superannuation structures. He was initially drawn to financial planning because he is passionate about helping clients reach their goals.

Prior to starting at Partners Wealth Group, Ike worked at Nike which gave him relationship-building skills and experience in establishing innovative solutions to enhance the experience of colleagues and clients.

In his spare time, you can find Ike keeping fit in the gym, playing basketball and spending time with friends and family.

Having completed a brief stint at University and a short career on the rugby pitch, Angus found a home in the equipment finance industry. The following decade would be spent applying his trade to all forms of applications, products and services across industries from Agriculture to Woodworking and all stops in between.

Angus’ dedication to personalised service and “walking the extra mile” for his customers is something he is immensely proud of and one on which strong relationships are born. He has sound experience in funding for new business ventures, all the way through to multinational organisations.

Angus holds a diploma in Financial Services (Mortgage & Finance Broking) and is a member of the Commercial Asset Finance Brokers Association of Australia (CAFBA).

When not taking care of his clients, Angus enjoys spending time with wife Sophie, daughter Isobel and son Lachlan, on the golf course, at the rugby or on his farm outside of Sydney in Oberon.

Andrew grew up on a sheep and grain property in Narrandera, an hour’s drive from Wagga Wagga, South West of Sydney in NSW’s Riverina district. He left Narrandera in 1992 to attend boarding school in Sydney and has stayed in Sydney ever since.

Having flirted with the idea of becoming a journalist, in 2003 he found his place in the equipment finance world.

Andrew’s passion is listening to business’ needs and finding the right products and services for them. By understanding more than just the immediate equipment requirements, providing greater business solutions, and having a genuine desire to help clients fulfil their goals, many clients have become friends which is his ultimate reward.

Andrew holds a Diploma in Financial Services (Mortgage and Finance Broking) and is a member of the Commercial Asset Finance Broking Association of Australia (CAFBA).

Time away from work is spent with family and friends usually travelling, sporting or dining out. At its best, it’s all three!

After completing his studies in business Will immediately entered the equipment finance broking industry where he has specialised for nearly 15 years providing expert service to a variety of businesses and individuals.

Through his personable nature, industry expertise and market knowledge Will has shown he is adept at managing the needs of all clients whether they are individuals seeking their first finance approval or broking large funding lines for established multinational organisations with complex company structures.

Will has extensive experience with all business types in a vast array of industries including construction, earthmoving and automotive. Will has shown over the years, an ability to quickly build a strong rapport with his clients based on trust and a distinct focus on service. His passion for customer service is the hallmark of Will’s approach to business.

Will holds a Diploma in Financial Services (Mortgage & Finance Broking) and is a member of the Commercial Asset Finance Brokers Association of Australia (CAFBA).

When Will is not working away he enjoys all forms of sport both participating and spectating and spending time with family and friends especially his wife Melissa, son Henry and daughter Lucy. Will is a keen traveller and only wishes he had the time to do more! Maybe one day…

B Comm

ASIC Representative Number: 250 030

You will be pleased to know that Mathew was one of the original founders of Partners Wealth Group and remains a director to this day. It’s tenure like his that helps to underpin the stability of the company.

As Managing Director of Partners Wealth Group, every day Mathew draws on his 25 years’ experience in the financial services industry to help ensure the company keeps looking after your needs.

Mathew’s passion and commitment sees him continue to engage with all aspects of the Partners’ business, providing financial advice directly to a number of high net wealth clients and family groups. You will also discover him collaborating constantly with referral partners and clients to ensure their shared growth and success.

When a rare moment of downtime beckons, you will find Mathew spending time with his young family, often on the fairways of the National Golf Club.

With over 35 year’s insurance broking and financial services experience, Gary has held senior executive and board positions at National and International Insurance Broking houses. These include Willis where he was the Managing Director, Macquarie Premium Funding where he was CEO and as CEO of PSC Insurance Group.

Gary is also a past Board member of the National Insurance Brokers Association (NIBA), and Honorary Life member of the Insurance Institute.

Gary is currently engaged on a number of boards and advisory roles within the financial services sector – including Partners Wealth Group where he was appointed Chairman in 2015.

CFP®, MFP, B.Com

As the Head of Wealth for Partners Wealth Group, Patrick oversees this entire aspect of the business and is ultimately responsible for ensuring that it continues to deliver exceptional outcomes for all clients.

As an experienced financial services professional, this job is well within Patrick’s capabilities. He takes great pride in delivering market-leading advice to all Partners financial planning clients, which ultimately benefits you.

To ensure that Patrick stays connected at the grassroots, he continues to practice as a financial advisor and is passionate about working with his team to assist you to achieve personal growth and goals.

Patrick enjoys maintaining an active lifestyle, which, having young children, goes without saying.

Associate Certified Practicing Accountants Australia (CPA)

With a wealth of over 25 years experience in commercial general management and leadership roles, Mark has spent the majority of his career in the wealth management and financial services professions. He has had extensive experience as a financial services executive/consultant in the development and management of distribution, financial planning, retail investment product, superannuation and master trust businesses with major Australian Organisations and Industry Bodies.

He prides himself on his ability to lead teams with distinction in financial management, governance, marketing, strategy, merger and acquisition, investment research and compliance.

Away from the pressures of leadership, Mark and his wife Margie enjoy spending time with his four adult children, son-in-law and two grandchildren. When he can, he likes to relax with what he considers the greatest of all inventions – Fox Sports!!!!

GradDipEI

Simon joined Partners Wealth Group in late 2020 as Chief Operating Officer. In this role, he is responsible for ensuring the delivery of the company’s strategy as the team strives to empower as many Australians as possible to navigate the financial decisions in their lives. 

Simon has more than 15 years of experience in financial services, having led Asia Pacific and the Middle East for Western Union Business Solutions. In that time, he drove digital transformation across the region and established new markets in the Philippines and India. Prior to that, Simon was based in Paris where he was the head of Europe, the Middle East and Africa, leading a business turnaround that resulted in exponential year-over-year growth.

Simon’s skill in leading large, complex businesses is complemented by his entrepreneurial drive and ability to execute. As a founder, Simon led the creation of the world’s largest marketplace for live fitness, scaling the platform to a client base covering over 60 countries and securing commercial deals with global fitness brands, professional sporting teams and national organisations. Simon sold his business in early 2020. 

Outside of work, Simon enjoys spending time with his wife and three daughters – travelling, being active and enjoying life in Melbourne. He is also a dedicated runner and won the 800m state championships in 2021.

Lyn is a highly accomplished HR Professional with over 20 years' global experience across some immensely challenging corporate environments in both Australia & Asia Pacific. Her background showcases that she is a trusted generalist, business partner and leader with a strength and passion in talent management, cultural change, people leadership, coaching and performance management.

Lyn has extensive Talent Management experience including building processes around talent identification, observing and assessing talent, succession planning, career planning and leadership development. She is very passionate about seeing people grow and develop and go on to have meaningful careers.

She has a reputation for building strong relationships across all levels of business, a consultative style and a commercial pragmatism to deliver successful business goals and outcomes.

Over the last few years,  Lyn has assisted businesses with their HR needs as well as mentoring up-and-coming HR professionals where she shares her knowledge and passion for HR.

Lyn enjoys spending time with her family and making the most of the Surfcoast lifestyle, walking and running along the beach and the many coastal trails, playing competitive tennis and taking advantage of the coffee spots and cafes with her partner over the weekend.

At Partners Wealth Group, Gary is assisting the organization to create the capability to plan strategic investment in Technology and to ensure allocation of capital to those projects that expedite achievement of strategic business objectives. Gary is instrumental in ensuring that project execution delivers strategic and business outcomes as agreed.

Gary has spent thirty years working in I.T. functional areas such as Strategy, Application Development, Technical Services, Production Services and CIO. This experience has spanned the Banking and Finance industry, Manufacturing, Gaming and also Professional Services in Australia, Asia and the UK. He has a real interest in the effective use of technology as a business enabler, Automated Operations and managing I.T. assets in a more automated manner.

Gary has two adult children and maintains interests in golf, Italian, wine collecting (tasting being a mandatory phase) and travel.

B.BusCom

With more than 15 years of B2B and B2C integrated marketing communications experience across the wealth management, banking, insurance and luxury automotive industries, Kate joined Partners Wealth Group as Head of Marketing in 2020. Kate considers herself fortunate to have worked for some very strong brands throughout her career, having had the opportunity to undertake company rebrands, develop and execute unique marketing campaigns, as well as launch new product lines and digital offerings across complex cross-functional businesses such as ANZ, BMW, Mercedes-Benz and RACV.

Kate is passionate about building strong brands that always deliver the best possible client experience. As Head of Marketing, she is responsible for taking the business to the next level by helping to grow brand awareness, deliver a superior online and offline experience, and work with our partners and clients to communicate the Partners Wealth Group story – and how Partners Wealth Group can truly help to change our client’s lives.

In her spare time, Kate loves good food, great wine, travel and a busy social life with family and friends. Kate enjoys keeping fit with running, boxing, and yoga, and is currently trying to perfect her golf game – a pre-requisite at Partners Wealth Group!

After over 5 years of customer experience and operational management roles within major banks, Todd joined the Client Services Team at Partners Wealth Group in 2017. He holds a Bachelor of Business with majors in Finance and Economics.

Todd is constantly looking to improve our systems and processes to ensure a seamless and exceptional client experience. He is passionate about motivating and developing his team to achieve their maximum potential, as well as their professional aspirations and goals.

Outside of work, you will find Todd running or catching up on the latest TV/films. He is also an avid Richmond Football fan.

Commercial lending
B.Com Dip.FS (FMBM)

If you give Julie a debt restructuring challenge for a large commercial enterprise or even an SME, she will relish the opportunity to show you her skills. And the more complex problems it involves her solving, the better. That’s just the way Julie is.

Every day she uses her extensive experience in business development and client management to solve problems in the corporate financial services industry.

She enjoys working with her highly capable team and driving them all towards a common goal of ensuring her clients receive an exceptional experience every time.

On the weekend you’ll find Julie spending time with her little boy or, if time permits, having a hit at the driving range trying to improve her golf game!

Julie Moon (Cassidy) is a credit representative 486199 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

As the financial controller at Partners Wealth Group, Richard oversees operational excellence, strategic direction and the day-to-day finances. He has over 15 years of hands-on experience working with the SME market providing accounting, taxation, growth and advisory services in an outsourced and professional capacity. Richard is a member of Chartered Accounts Australia and New Zealand (CAANZ) and holds a post-graduate certificate in Entrepreneurship and innovation.

Richard is a firm believer of ‘what gets measured, gets done’, and as such his commercial advice and strategic initiatives, are underpinned by data driven approach supported by strong accounting and taxation acumen.

Outside of the office, Richard spends most of his time wrangling his new Corgi puppy and going to the football (go cats) and watching the ice hockey (go devils).

BCompSc

As the IT Manager at Partners Wealth Group, Mathew’s role is to strategically manage the flow of information across the group. He understands the importance of communication and works to put clients first in every situation. 

Mathew’s more than 25 years of experience in IT bridges both enterprise and mid-sized organisations. As a leader, he is open and pragmatic in his approach, and always looking to empower his team while providing support for their development. He is outcome-focused and passionate about helping people reach their potential and building loyalty within his team.  

On a personal level, Mathew is a family man who enjoys spending time with his partner and children. He is also a passionate sportsman who grew up in New Zealand loving rugby.

Grad Dip (App Fin)

As the Risk and Compliance Manager at Partners Wealth Group, Deborah is responsible for overseeing the monitoring and supervision of advisers and the advice process. She has over 20 years of experience working in some of Australia’s largest wealth management organisations and global audit and accounting firms, where she has developed and improved risk management frameworks and led teams through significant regulatory change.   

Deborah is committed to supporting the strong culture of compliance across Partners Wealth Group. She is an advocate of continuous improvement and believes that all Australians can achieve financial wellbeing by understanding their individual needs and working with advisers to develop a tailored plan.   

Outside of work, Deborah can be found touring regional Victoria – hiking, cycling and kayaking with her husband, daughters and their English Pointer Shula.

James is the General Manager of the Lending team at Partners Wealth Group. A dynamic and engaged member of the business community, he brings experience from both banking and finance broking to his role. 

As General Manager of Lending, James is responsible for the day-to-day operation of the lending and finance broking business within the group. His passion lies in ensuring his team provides outstanding lending advice aligned to their clients' goals and objectives for the short, medium and long term. James is a dedicated leader who also thrives on nurturing talent.

Outside of work, you can find James training in the gym, watching a flick or cheering his beloved Richmond Tigers.

With a passion for client relationships and small businesses, Kia spent the first 10 years of her career in boutique accounting firms in the eastern suburbs of Melbourne, with her most recent role as Practice Manager and Partner.

Since joining Partners Wealth Group in 2016, Kia has drawn on her vast experience to support the Managing Director, Mathew Cassidy in all aspects of his role, while also overseeing client experience and the smooth running of the office.

Outside of work, you will find Kia enjoying herself in the ocean (and trying to get up on a surfboard), at a live music gig, or with family and friends indulging in culinary experiences.

BA (Hons), DipCII, Adv DipPFS, AFP®

Whether you are just starting out on your journey to financial freedom, or are very nearly there, you will quickly discover that Laurence has an impressive track record of working closely with clients from all walks of life.

You will appreciate his relaxed yet professional approach to giving financial advice and the way he works to help identify and guide you along very clearly defined pathways to success. Laurence’s genuine interest in understanding your individual needs is self-evident from the moment you meet him.

Sadly Laurence’s lack of sporting ability prevents him from actually playing the sports he loves, but he follows the AFL, Soccer, Cricket, Rugby and Tennis keenly.

B Econ, CA, RCA, SMSF Auditor, Dip(ASFA)

Alex brings over 20 years of accounting and leadership experience to the organisation. Prior to joining Partners Wealth Group, Alex was an audit partner of a leading mid-tier accounting practice and became a trusted advisor to clients, valued for his ability to build strong relationships and become an integral part of their team.

Clients rely on Alex for a second opinion on their business decisions. By gaining a better understanding of their objectives, he is able to guide them as their business changes and develops, identifying different risks and requirements beyond their audit needs. Alex works objectively and impartially, has successfully lead diverse teams to achieve business and client objectives. Alex is also passionate supporting his beloved bombers and is always keen for a round of golf in any conditions.

B.Sc, M. Fin, D. FP

Matthew is a portfolio analyst and has been with Partners Wealth Group since 2014. Within the Investment Committee, Matthew’s role involves research, portfolio management and operations, including compliance and risk management.

Prior to joining Partners Wealth Group, Matthew worked in Singapore for one of the largest private banks in Asia within Corporate Strategy.

Matthew holds a Bachelor of Science from the University of Melbourne and a Master of Finance from the Royal Melbourne Institute of Technology. He is currently working towards becoming a Chartered Financial Analyst.

Residential Lending

Katharina joined Partners Wealth Group in 2015, bringing over 15 years’ of financial services expertise to the team. Sharing her time across the Financial Planning and Lending teams provides Katharina a unique position to holistically consider her client’s financial position.

Katharina is passionate about developing long-term relationships with her clients through her caring and genuine approach. 

In her spare time, you will find Katharina dining out with friends and spending time with her family.

Peter has over four decades of legal experience, and in his impressive career has advised clients on a broad range of private and commercial legal issues.

In addition to this, Peter has served in various professional and business leadership roles including; President of the Law Institute of Victoria, Chairman of Legal Aid Commission of Victoria and Deputy President of Victorian Chamber of Commerce & Industry (VECCI). Moreover, Peter has also served as a long term legal advisers to business and professional associations, including the Design Institute of Australia.

Peter’s astonishing experience ensures that you will always receive expert advice, especially if you require assistance with business negotiations, transactions and contracts, as well as unitholder and shareholder agreements and disputes.

If you own a family business, you will be pleased to know that Peter has a particular interest in ensuring your business interests are protected and transferred according to your wishes.

Alexander (Alex) Nielsen has joined Partners Legal as a Legal Consultant.  Alex is an experienced solicitor, having practiced in both Australia and the UK specialising in corporate transactions and compliance, tax, asset management and investment law. 

Alex has previously worked for some of the largest law firms in the world and, accordingly, his skills and experience make him a fabulous addition to the Group.  More specifically, Alex has managed matters from an array of sectors including energy, property, aged care, health care, manufacturing, financial services, technology and hospitality. 

In his downtime, you will most likely catch Alex travelling with his family, supporting his local pub or his cherished Melbourne Demons. 

With over 15 years’ experience, Geoff has a wealth of knowledge across all aspects of property law.  Geoff has worked in both private legal practice and for a major petroleum company, initially as in-house property legal counsel, and more recently as the General Manager of Property where he was tasked with managing the company’s national property department.   

Having worked with clients from a range of industries including property development, real estate, retail and accounting, Geoff has a broad base of first-hand knowledge of the risk and challenges faced by different businesses.

Apart from his legal acumen, Geoff’s strength is his strong communication and interpersonal skills, focusing on providing clear, efficient and practical property advice. His high level of service builds long-lasting relationships with his valued clients.

In his personal time you may catch Geoff at the football, watching his beloved Magpies – just don’t use that against him!

Bojana has extensive experience in conducting complex civil litigation cases and resolving difficult legal disputes across all jurisdictions.

A pragmatic negotiator and staunch advocate, she is able to cut through the clutter to help clients navigate the Courts and the legal system.  Bojana provides practical and easy to understand advice, while maintaining a strategic and commercial outlook in resolving problems. Comprehensive technical expertise and natural persistence have enabled Bojana to consistently achieve exceptional outcomes for clients. 

Bojana’s background extends to a wide range of commercial law and litigation matters, including disputes arising from contracts, partnerships and joint ventures, building and construction, intellectual property, insolvency, securities and debt collection, consumer and trade practices law, professional negligence, Wills, employment law and so on.  Bojana regularly works collaboratively with a select array of experts to provide clients with meaningful options.

Outside of work, Bojana is an avid skier, scuba diver and a globe-traveller. 

Patrick joined our Wealth Management team as a Solicitor in 2020. Patrick brings with him previous experience dealing predominantly with both Estate Planning and Probate.

Patrick understands that every Estate will come with some level of nuance and complexity, and subsequently he is well equipped to identify and handle all of your Estate needs.

Prior to joining the legal industry, Patrick’s career centred around hospitality management and corporate sales.  His down to earth nature and abovementioned experience makes him an ideal inclusion not only to our Wealth Management team but the company overall.

When Patrick is not at work or studying, you will find him supporting his beloved Melbourne Demons, and given his love for all things food and drink, he enjoys exploring the restaurants and bars that Melbourne has to offer.

Kathryn joined Partners Legal in 2020, working across our Property and Commercial Teams.
 
Having recently been admitted to practice, Kathryn will spend most of her time focusing on our property and complex property transactions matters. Kathryn enjoys working closely with our clients, their accountants and advisors to streamline what can seem like a complex process.
 
Whilst completing her Bachelor of Arts and Juris Doctor, Kathryn worked as a paralegal for a not-for-profit employment law service, assisting vulnerable workers with employment law issues. She also volunteered at Flemington and Kensington Community Legal Centre.
 
When she’s not working, Kathryn loves to cook and share a meal with friends and family.

Amy took on the role of Office Manager in 2020.

Over the course of her legal career, Amy has supported an array of clients and legal personnel both domestically and internationally across numerous areas of law, ranging from Personal Injury (more specifically, Superannuation Insurance Litigation), Property, Wills & Estates to Corporate Law.  Moreover, Amy’s career has seen her coordinate entire events, legal departments and offices nationally. Amy takes a great deal of pride in going above and beyond for not only her clients and team but for anyone needing assistance.

When Amy isn’t working, you’ll find her thinking about work, completing (or complaining about completing) her never-ending Bachelor of Law, shopping or out and about around town.

Your clients’ Self-Managed Super Funds can often have quite complex and demanding administration requirements. And there is no more qualified man for the job of overseeing this, than Harrison Moore.

As both a Chartered Accountant & Tax Agent, Harrison’s specialist knowledge in Self-Managed Super Fund Accounting and Compliance is as extensive as it is deep. As the SMSF Manager within the Superannuation division at Partners Wealth Group he is responsible for all compliance and administration services, ensuring that everything is as it should be.

Harrison is a Class Super Software expert meaning he not only enjoys utilising technology to increase the efficiency and the quality of work of his team, but he seeks new ways to take those efficiencies even higher.

When he isn't closely watching over the administration of your SMSF, Harrison loves spending quality time with his young family and cycling to stay sharp and on the ball.

When you look hard at the numbers, Joey Wong certainty stacks up.

Not only is she a Certified Practising Accountant, she also possesses a Bachelor of Commerce, and has amassed over 10 years of experience in accounting and compliance of Self-Managed Superannuation Funds.

There is virtually nothing Joey doesn’t know in this area and her attention to detail is simply second to none.

When you meet Joey you will discover someone who strives to deliver high quality service in relation to every aspect of the administration, accounting and compliance of Self-Managed Superannuation Funds. You can rest assured that she has the full picture in mind.

Speaking of pictures, outside of the office, Joey loves going to the movies as well as socialising and listening to music.

Jessie obtained her Masters of Accounting from Swinburne University. Having excelled as a Graduate Auditor in her previous role, she continues her hunger to acquire and contribute knowledge in PWG as an SMSF Auditor. With her caring and collaborative nature, she plays an integral part of Partners Superannuation Services.

In her spare time, Jessie loves to travel and explore different cultures. She is passionate about art and photography, on the weekend you may find her at your local art gallery.

CFP, BCom, Grad Dip (SiA)

Ben has over 20 years experience in financial services, including being with the National Australia Bank for four years in commercial lending and nine years providing financial advice to high net worth private clients. He then joined a private accounting firm which itself led to joining the St George private clients team in Perth for two years.

Today you will find Ben totally focussed on providing you with that “private client” level of service to help you make the smartest investment decisions you can as you work together to achieve your financial goals.

Apart from having 3 daughters who keep him up to date with technology, Ben also has his wife Lisa to thank for keeping his life in balance.

As an experienced Financial Planner, Carolyn derives great personal satisfaction from helping you achieve your goals through high quality personal advice. In conjunction with the usual superannuation, insurance and retirement planning, Carolyn she has become particularly experienced in helping women learn how to manage their finances, assisting them in becoming more knowledgeable, more experienced and financially independent. She believes in working one on one with clients to provide encouragement and support whilst bringing to fruition their financial plan.

She has worked in the Financial Services Industry in Perth WA for the last 20 years, and over that time gained experience in Banking, Funds Management and Financial Planning.  She has completed her studies to become a Certified Financial Planner.

In 2005, she had the pleasure to take on the most demanding role of her life, being blessed with a son and then two years later a daughter.  Life hasn’t been the same, since!

When you meet with Chris as your financial advisor, you can be assured that your future is in capable hands. He comes with over 12 years’ experience in financial services – experience which is evident in how he explores your situation and what is important to you, to ultimately develop tailored strategies and deliver the financial outcomes needed to provide the life outcomes you want.

You will also appreciate his passion for developing and building a ‘financial roadmap’ to help you understand what is realistically achievable and what is required to get you there.

Chris’s mantra is ‘efficiency’. He continues to collaborate with his long-term clients to extract the most out of their ever-changing circumstances and stay on track.

He has a Bachelor of Commerce in Economics and Financial Planning from Curtin University and holds the CERTIFIED FINANCIAL PLANNER® designation.

Andrew started as an adviser in the financial services industry in 1999. He is passionate about providing comprehensive advice and has extensive experience in Retirement Planning, Self-managed Superannuation advice (SMSF) as well as direct equities.

Andrew was the owner and director of his own financial planning business (Active Financial Services) for 11 years before joining Partners Wealth Group.  Andrew is a Certified Financial Planner (CFP®) which is the highest designation provided by the Financial Planning Association of Australia (FPA). Andrew is also a specialist member of the SMSF Association.

When not assisting clients, Andrew lives with his lovely wife, Jennifer and is kept busy with their two children, as well as the family dog.

SA Fin, Dip FP, CFP

Andrew can proudly boast over 20 years’ experience within the financial advisory industry, working for both major financial institutions and small boutique practices.

Andrew provides expert advice on all areas related to financial planning, including retirement planning, Self-Managed Super Funds, taxation, superannuation, Centrelink, insurance and estate planning. (Andrew will also happily educate you on any of these you don’t understand.)

What Andrew is really passionate about, is finding you solutions that are flexible, effective, easy to understand and tailored to your needs.

B.Com ADV DFS (FP)

When you meet with Rob, you will be struck by his very holistic view on wealth creation and protection and the way he takes into consideration your taxation and structural needs. This is because Rob began his career as an accountant before deciding that being a Financial Advisor was the best way for him to help people.

Rob has been a vital part of the Partners Wealth Group since 2007 and has built a solid track record for delivering sophisticated solutions and strategies to build and preserve your wealth.

He is a regular presenter at various accounting and client seminars, where he is sought after for broad array of expert financial knowledge and expertise in SMSFs, investments, sophisticated advice structures and personal risk protection.

Rob works with a very diverse client base, including executives, SME business owners and individuals and families requiring holistic wealth management and strategic advice.

Outside of work Rob likes to take his family on weekend road trips, as well as fitting in the occasional round of golf with friends.

Ad.Dip.FS (Financial Planning)

Like many young Australians, Ben originally travelled overseas to the UK to gain valuable work and life experiences before deciding to return to Australia to further his financial planning career.

Now with over 10 years experience in Financial Planning under his belt, Ben has matured into a highly motivated, Senior Financial Advisor who is driven to help you achieve your own personal financial security and freedom.

You’ll find Ben’s greatest strength is his strategic thinking that he applies to developing a financial plan for you that is secure, effective and easy to understand. As his focus is on long-term solutions, he also wants to develop a long-term relationship with you so he can see the results of his work.

While Ben is an avid sports fan and watches whenever he can, he is most passionate about playing games with his two young children.

B.Com (Hons), ADFP

There are those who understand complex financial concepts. And then there are those who not only understand them, but can communicate them to others. Luke is one of those rare individuals.

A financial services professional with over 17 years experience across Australia and Europe, Luke prides himself on being able to provide financial advice to high net worth individuals and businesses. Coming from an economics background, Luke is particularly adept at communicating complex financial concepts and educating clients about the benefits of proposed strategies to give them the confidence to pursue their financial goals.

Luke is also a highly skilled specialist in the aged care sector, providing specialist advice to families in this complex area. As a founding committee member of the Association of Age Service Professionals, it is no surprise that Luke is a regularly sought after commentator on aged care issues

When not working hard to make the complex seem simple, Luke likes to relax and enjoy playing a little tennis.

BAppFin Dip FS SMSF AFP® 

Brady Black is a Senior Advisor who started working with Partners Wealth Group in 2021. He provides strategic financial advice to our HNW, self-managed super fund, family and proprietary clientele. His primary focus is on growing our Private Wealth footprint across the business and providing high class, quality advice to our clients and partners.

Brady is an experienced wealth management advisor and executive who has worked with some of Australia's top investment groups and fund managers such as Colonial First State, Citigroup and BT Financial Group. He has also worked for top and mid-tier accounting firms providing corporate and private investment management services.

Brady places a strong emphasis on relationship management and client service. From his experience in the finance industry, he knows that the best way to help someone is to give them the tools, guidance and power to help them achieve their goals and objectives.

Brady is experienced in team management and leadership, and provides strategic investment advice, financial and tax-related guidance to ensure his clients achieve their goals. Brady's expertise includes direct investment management, project management, financial markets advice and pension or superannuation advice in relation to self-managed superannuation and family private trust entities.

Outside of his role at Partners Wealth Group, Brady is a proud father of two amazing sons, a passionate golfer, wine enthusiast and rugby fanatic.