Our team

CA, B Comm

Chartered Accountant Number: 92113

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 either running after his two year old son or walking the fairways of the National Golf Club.

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!!!!

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)

Melinda’s passion is to develop high performing teams who have strong underpinnings of culture and values. Among the other fun day to day HR stuff she engages in, Melinda sees her role as building leadership capability and driving engagement initiatives.

Ensuring that everyone understands the values and culture of the organisation is something that Melinda works hard at every day. She is constantly ensuring that all team members not only understand how important these things are to our success, but also that everyone’s behaviour needs to be fully aligned with the things we believe in and stand for.

While many people would say their downtime is spent with their families and kids, having two small children, Melinda actually relishes coming to work! Perhaps her kids are just as energetic and passionate as she is!

Sophie brings a broad commercial and legal perspective to Partners Legal, backed by over 20 years of experience across a number of industries.

As Head of Partners Legal, Sophie ensures our team delivers exceptional legal advice, collaborating with other professional advisors including wealth managers, accountants, and lending specialists, to provide integrated and holistic outcomes for clients.

Sophie also leads the wealth legal services division, providing effective strategies and solutions in the areas of estate planning, business succession, superannuation and trusts.

Above all, Sophie cares about people and values open communication, and building genuine connections with her team, our clients, their families and their trusted advisors.

Sophie shares her life with her husband and 4 beautiful children. She enjoys keeping active, through running, swimming, and her social futsal team called the ‘Deepdene Divas’.

As the Technology Manager for Partners Wealth Group, Leon is responsible for building and managing the group's technology infrastructure. This includes overseeing the development of new technologies, implementing platform enhancements to help the business reach its strategic goals and creating processes to make the best use of company resources.

When not sitting in front of a computer screen, Leon loves to inhabit the organic world, working on his backyard plant nursery and being immersed in nature by travel and hiking.

Originally educated in New Zealand, Florian began his career in accounting before moving to Melbourne in 2011 and joining Partners Wealth Group.

Moving steadily up in the group, Florian soon became the Practice Manager where he developed a strong interest in how the business and the industry actually function.

Today, as the Group’s Operations & Innovation Manager, Florian works to constantly evaluate and improve technology, systems and processes to help ensure everything works like clockwork for you, our valued clients. His passion is to lead projects that drive operational efficiencies and innovation and make the organisation work better for everyone.

With over 40 years of experience in financial services George knows that the best asset any business can have is a well-trained and highly motivated staff.

George has always been passionate about developing people to their full potential, not just in their technical skillset, but more importantly from how well they engage with and interact with clients.

As the Program Director for our Associate Advisor Academy, George has the privilege of working with many bright and talented young staff members, both from within Partners Wealth Group and external businesses. He sees it as his mission to adeptly mentor them on their journey to becoming exceptional client advisors.

George is a self-confessed sporting tragic. As a long time Geelong Football Club member and supporter he enjoys nothing better than introducing his grandchildren to the finer points of the game.

As the Company Secretary for Partners Wealth Group, Susan brings to her role considerable commercial acumen acquired after spending some 18 years as a finance professional in the Automotive industry.

Blessed with an inquisitive and analytical mind, she is highly motivated to ensure that all the group’s internal Accounting & Finance processes are disciplined, efficient, and deliver accurate results.

When she’s not hard at work, Susan seeks the mindfulness her yoga classes bring her, and should that fail, she actively relieves any remaining stress on the tennis court!!

Leanne’s greatest passion is about breaking down the jargon and corporate speak so common in our industry, while helping to simplify the processes of communicating with Partners Wealth Group to ensure all of our clients and partners have the best experience possible.

While Leanne has over 18 years as a marketing professional, with a strong finance background, she still says that no two days are ever the same!

Her primary focus is on supporting our partners, providing excellent client experiences, and supporting the team internally. She is always looking at how we as an organisation can keep building and improving what we do.

Away from the mad and sometimes challenging world of marketing communications, Leanne’s great escape is in the kitchen where she is happiest baking up a storm!

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.

Jonathan’s investment market experience spans 20 years. Having initially worked on the Australian institutional equities desk at Credit Suisse & HSBC, he then spent 9 years in London advising & trading European equities for Credit Suisse. Recently Jonathan has lived in Hong Kong managing Asian equity funds for Trafalgar Capital Management and then serving as an Executive Director at Nomura International providing institutional advice on Asian equities. Jonathan has spent the last 3 years successfully managing SMA portfolios.

B.Sc, M. Fin, D. FP

Matthew is a Portfolio Analyst and has been with Partners Wealth Group for over two years. Within the Investment Committee, Matthew’s role involves operations and research including compliance and risk management. Prior to joining Partners Wealth Group, Matthew worked in Singapore for a large private bank within Corporate Strategy. Matthew holds a Bachelor of Science from the University of Melbourne and a Masters of Finance from the Royal Melbourne Institute of Technology. He is currently working towards becoming a Chartered Financial Analyst.

B.Bus, Dip.FS (FMBM)

When you need finance, you will be glad to have Stephen heading up your team. Stephen is a highly motivated Senior Lender who had over 10 years experience in banking and broking at both Westpac and ANZ prior to making his happy transition to our group in 2016.

With a high level of expertise in residential and investment lending, Stephen is an integral part of our team who enjoys the challenge of finding the right finance, structured in the right way for your needs.

Stephen enjoys having a close working relationship with both his referral partners and his clients to ensure that he follows the deal all the way through to a successful completion.

Being a tragic Melbourne supporter, you will often find Stephen having a beer in the MCC on the weekends, constructively criticising his beloved club.

Stephen Warr is a credit representative 455128 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

B.Com Dip.FS

If you're looking for an expert in the SMSF lending space, you simply can’t go past Tom Healey. SMSF lending is a complex and challenging field that can’t be left to just an ordinary lending broker.

Since joining Partners Lending in 2016, Tom has honed his skills in working closely with Financial Advisors and accountants, to ensure the client’s experience when organising SMSF lending, is as seamless as possible.

Tom is very process driven and methodical in his work, a set of skills he wishes he could translate to his sporting endeavours – Tom loves to play cricket and footy... poorly! 

Thomas Healey is a credit representative 500804 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

LLB, BComm

Peter has over four decades of legal experience, and in his impressive career,

Peter has advised clients on a broad range of private and commercial legal issues, while also serving 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). Peter has also served as a long term legal adviser to business and professional associations, including the Design Institute of Australia.

As the head of the Commercial Law team, Peter ensures that you will always receive expert advice on your 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.

JD, MA, B.Com, BA (Hons), GDLP

You can confidently call on Christian whenever you have need for his expertise in complex succession planning, commercial law and contracts (particularly with a focus on the Personal Properties Securities Act). He is also adept at intellectual property licensing, as well as trusts and superannuation. To complete the picture, Christian also heads up the Limited Recourse Borrowing Arrangement (LRBA) service at Partners Legal.

Christian enjoys working with either your accountant or directly with yourself, to deliver services that are carefully tailored to your individual needs.

Christian is currently completing his Master of Laws at Melbourne University where he tries to keep it quiet that he is an avid Collingwood supporter!

Jessica joined Partners Legal in 2018 bringing experience in a range of property matters including residential and commercial acquisitions and disposals, property development and leasing.

Jessica enjoys working with clients to provide a responsive and personalised service.

In her spare time, Jessica is currently studying a Master of Commercial Law (with a property law focus) at the University of Melbourne and she enjoys keeping active through a range of activities, including dancing, surfing and bike riding.

JD, BA, GDLP

David may have a very common name (and surname) but he demonstrates very uncommon skill as a commercial lawyer with specific experience in commercial and contract law, intellectual property, limited recourse borrowing arrangements and disputes.

Having grown up in Brunei, David can offer you his own personal interpreter service, having a high level of language proficiency in both Mandarin (intermediate) and Malay (business proficient).

If that were not enough, David also seems to possess an endless supply of “dad jokes” and amusing stories which ensure our team meetings, and your consultations with him, will never be dull.

Justine joined Partners Legal in late 2018, bringing with her extensive experience in both commercial and estates litigation. Justine’s encyclopaedic knowledge of civil procedure and award-winning negotiation skills makes her the perfect candidate for handling civil disputes in an efficient, and cost-effective manner. Justine is currently working towards her formal admission as a legal practitioner in early 2019.

When Justine isn’t burning the midnight oil at the office, she enjoys spending time with her young nieces, and catching up on the latest episode of Outlander.

LLB(Hons), BA

There are few Legal Property Teams who can claim a world champion as their head. But Lauren Gillett is ours. When not beating the rest of the world in her chosen sport, Lauren is busy providing you with the expert advice you require in residential and commercial property transactions, property developments, leasing and licensing, trust and SMSF transactions, as well as trust and foreign investment structuring advice.

You can rest assured that Lauren has deep understanding of her field. Prior to joining Partners Wealth Group, she was part of the property law team at a large national law firm, as well as working on property, commercial and estate planning within a Melbourne boutique firm.

You will discover that Lauren brings the same level of dedication, hard work and enthusiasm to her world trampolining championships as she does to your property law requirements.

Katie is our property paralegal who assists with the day to day management of all residential and commercial property transactions as well as providing support to the property team.

Prior to joining Partners Wealth Group, Katie managed the conveyancing practice within a Melbourne boutique firm. Katie has over 8 years experience in the legal industry and her knowledge,
communication and organisational skills are a valuable contribution to Partners Legal.

Katie is passionate about travelling having recently returned from a year away exploring the world.

Nicole joined Partners Legal in 2018 assisting the property team as a paralegal.  Nicole has spent 11 years in conveyancing in a Sydney law firm and holds qualifications from Macquarie University in Conveyancing.

Nicole’s extensive experience and knowledge allows her to assist the property team in delivering our clients an exceptional conveyancing experience.

Nicole has recently relocated to Melbourne with her husband and is dedicated to making the beautiful city of Melbourne her new home.

Ellena is currently in her final year of a double-degree in law and international relations. She has over three years of experience as a paralegal, and provides invaluable assistance within the commercial and estate planning teams.

Ellena goes the extra mile to ensure that all clients are kept comfortable and informed no matter how complex their matters may be. Her considerable experience in estate litigation means that she has a firm grasp of what can go wrong, and how to avoid it.

When Ellena isn’t in the office she spends her time keeping active with mixed martial arts, watching bad rom-coms and planning her next holiday.

With 15 years’ experience in Corporate Finance and Project Management, as Legal Operations Coordinator, Karen supports the team to enable them to focus on their work efficiently.

Karen stays sane by running and planning adventures for her kids.

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.

Pumali has a Bachelor of Accounting from Swinburne University. With 5 years’ experience in Auditing Self Managed Superannuation Funds, she has armed herself with strong technical knowledge and an eye for finer details which compliments her problem-solving skills.

Coupled with a caring and driven personality, Pumali immensely enjoys training and working with her colleagues to create and maintain a successful client relationship. Pumali is an avid dog lover and has a pet toy poodle.

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.

Phoebe has a Bachelor of Commerce from The University of Melbourne. Since joining Partners Wealth Group in late 2017, Phoebe has developed her skills in numerous areas of SMSF Auditing, where she works closely with Senior Auditors and Accountants. Outside of work, Phoebe attends weekly German classes as well as occasional painting workshops. On the weekend, you can often find Phoebe on the tennis court attempting to hone her skills.

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.

There is almost nothing that John Lethbridge doesn’t know about superannuation or can’t tell you about. He is quite simply an all round expert in the subject, particularly in regard to Self-Managed Superannuation Funds, and is happy to answer any of your questions about them at any time.

If you have strategic or compliance questions in regards to your SMSF, you need only ask John and he will provide the answer. He has a single-minded focus on helping ensure those with SMSFs will meet their retirement needs.

John particularly enjoys working closely with our accounting partners to whom he has been providing education and advice solutions for over 20 years.

CFP® SMSF Specialist Advisor™

You would be hard pressed to find someone with as much experience in Financial Planning as Rod. With 33 years under his belt, Rod has personally gained a wealth of knowledge in senior roles with various boutique financial planning organisations in Perth.

Originally Rod became a Certified Financial Planner® in 1995 before adding the title of SMSF Specialist Advisor™ in 2011. Now, as a Guild Financial Planner since 2004, Rod continues to provide the highest level of personal service you would expect of someone so senior to help you achieve your financial and lifestyle goals.

When away from work, Rod and his wife Vicki enjoy gardening, golf, travel and the company of friends & family – but not all at the same time

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.

B.Com AFP®

When you meet with Chris as your financial advisor, you will relish the 12 years of industry experience he brings to the table. 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 will always seek to extract the most out of each situation and to ensure it culminates in an exceptional outcome for you.

He already has a Bachelor of Commerce in Economics and Financial Planning from Curtin University but is currently working hard on completing his CFP® designation with the Financial Planning Association.

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.

Bcomm, CFP, ADFS

Daniel is the Senior Financial Advisor of first choice for many of our high net worth clients and SME operators. You will appreciate the over 10 years worth of experience in the financial services industry he brings with him to every appointment.

You will discover that Daniel is a “long term” thinker who really strives to ensure that his advice will have an impact on your financial goals. You will also appreciate how acutely aware he is of the legislative requirements and changes that are required in developing the right financial strategy for you.

Daniel is married and there’s only one thing he is more passionate about than the Hawthorn Football club, and that is his two young children.

BComm, ADFS

In 2015 Josh joined Partners Wealth Group after working steadily to build his career in the Financial Services Industry over the previous 6 years.

Originally Josh worked for a boutique financial planning firm after completing his Bachelor of Commerce majoring in Finance and Financial Planning.

If you become one of Josh’s clients, you will discover just how much he enjoys working closely with you to help you achieve your goals and objectives.

Josh is an avid traveller, but is completely unafraid of sharks, being an avid Cronulla Sharks supporter.

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.

Dip FP, CFP® SSA™

If you are looking for a straight talking, no-nonsense kind of financial advisor, Tony Castellano is your man.

Tony’s strength lies in his efficiency - a skill he’s learnt during his over 25 years experience in the banking and financial services industry, including the past 17 years as a financial advisor.

Tony likes to work closely with you to fully understand your financial situation and provide you with clear and concise solutions to even your most complex financial challenges. He always keeps the goal of optimising your overall financial situation clearly in focus.

When not in the office, Tony enjoys travelling to enjoy new experiences and sample new foods.

 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.

When you have complex personal insurance needs that require simple, easy to understand solutions, he is your man.

As well as insurance, Renato is equally competent at providing advice in superannuation, wealth and investment management and retirement planning. He enjoys working directly with clients, as well as accountants, general insurance brokers and solicitors.

B.Bus, DFP

Don’t let Josh’s youthful good looks fool you. He is actually a very highly qualified advisor with both a degree in Business Financial Risk Management and a diploma in Financial Planning.

Josh has been part of the Partners Wealth Group since 2012 giving him over 6 years experience in the financial services industry.

Should you meet with Josh, you’ll discover a bright mind eager to share his professional advice with you and keen to explain your options to you in clear and simple terms. He likes to look at long-term outcomes for you and ensure that he is implementing smarter solutions to help you get there. As his focus is on building long-term relationships, he wants to be there with you, when you enjoy the fruits of his work.

Being from the country, Josh loves all things sport related and relishes every chance he gets to get back to what he calls “God’s country”.

B.Bus (Acct.), Grad Dip FP, AFP®

Don’t be surprised if the first thing Tom offers you upon meeting you is a coffee. After all his wife runs her own café in Richmond and he’s something of a wannabe barista. Ironically, Tom originally wanted to be a beancounter, completing a Bachelor of Business in Accounting before diverting to his true path and passion – Financial Planning.

Eight years later and Tom has been a key member of the Partners Wealth Group team since 2010.

When you have that coffee, you will discover in Tom, a truly driven professional who takes great pride in helping you to clearly define your financial and lifestyle goals, before developing a secure and strategic plan to help you attain them.

When not dreaming of making lattes, Tom enjoys the footy and the golf in equal measures.

Dip FP

Joshua joined Partners Wealth Group in 2014 and has over five years’ experience in the financial services industry. Joshua was chosen and mentored by industry leading specialists to further develop his passion of helping clients achieve their financial independence through the provision of strategic advice. He is dedicated to providing clients with an exceptional service, focusing on their desired goals to present solutions that are tailored to each individual client. When he isn’t helping clients, Josh enjoys a coffee on Chapel St, travelling the world and watching his beloved Melbourne Demons.

B.com

If Tom strikes you as someone who is above the ordinary that’s because he is. Not very soon 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 a high emphasis on developing a long term professional relationship with you and strives to constantly exceed your expectations.

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

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.

If you’re looking for a specialist in the vehicle & equipment finance space, Ben is ideally positioned to facilitate all your asset finance requirements.

Ben works closely with clients to thoroughly understand their financial position in order to provide a tailored finance solution to meet the customers’ specific requirements.

In asset finance timing is critical. Ben understands the importance of working within tight timeframes to deliver exceptional customer outcomes.

In his spare time, Ben enjoys spending time with his two children, ocean water swimming & cycling.

Originally hailing from Queensland Scott made the move to Sydney over 9 years ago to further his career in finance.

 With over 15 years experience in Financial Planning with multiple Australian and global banks, Scott loves assisting clients with not only their financial goals but also the goals of their broader family groups.

 When you work with Scott you will appreciate the time he takes to get to know you as a person and not just as a list of assets, liabilities and financial needs as he truly values long-term relationships with his clients.

 Outside of the office you will generally find Scott at his beloved North Bondi beach where his summers are spent as a volunteer lifesaver, and no he is not on Bondi Rescue.

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 is currently working hard on completing 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!

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.

Primarily performing administrative and analytical duties within the portfolio management space, Casey is also broadening his skillset by working within the paraplanning team.
Prior to working with Partner’s Wealth Group, Casey gained fund management and portfolio analysis experience with VFMC. Casey holds a Bachelor of Science and a Masters of Financial Mathematics from Monash University.

After the completion of a Bachelor of Applied Finance which included a Double Major in Economic Modelling and Behavioural Finance, Morris spent the first part of his career working as a Junior Business Analyst for NAB.

Morris comes from a detailed equities background specifically providing a wealth of knowledge for client’s looking to invest and seek advice in the Australian share market. With over 12 years of customer service expertise, he brings a passion for servicing clients.

Morris’ entrepreneurial spirit has led him to where he is today and you will find his enthusiasm and genuine desire to assist you both unique and infectious. No job is too big or too small for him and he loves being able to assist clients on a daily basis.

Outside of work, you will find Morris teaching at his beloved youth group community, or keeping fit in the gym as part of his rigorous personal training regime.

Liam is currently in his final year at Deakin University completing his Bachelor of Commerce degree, majoring in Financial Planning minoring in both Business Analytics and Economics.

Liam has been making the most of the opportunity to apply what he is learning in the classroom to his work since joining the team at Partners Wealth Group, with a strong commitment to excellence and continued personal and professional growth there is no doubt that Liam will continue to be a valued member of the team at Partners Wealth Group well into the future.

On the rare occasion that Liam is not working or studying you will find him exploring the great outdoors or planning his next camping trip.

Tyson joined us in 2017 after completing his Bachelor of Commerce (Majoring in finance) at La Trobe University.

Since joining us at Partners Wealth Group, he has worked closely with a variety of advisors becoming efficient in implementing insurance advice as well as super & investment advice.

Tyson prides himself on the relationships he can build with clients and working closely with advisors to get your financial plan and goals on track.

Tyson’s end goal is to become an advisor himself so that he can start helping his own clients achieve their goals.

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

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.

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 advisors, 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 a client services officer/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 soccer (indoor & outdoor) and spend all his pay on eating lots and lots of food.

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.