Financial Advice

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.

Anthony joined us in June 2019, bringing experience in financial planning and investments through his previous graduate and internship roles. He holds a Master of Finance and Diploma of Financial Planning and plans on finishing his CFA studies, along with further Financial Planning education.                                                                                                                                                               

Anthony cherishes building close relationships with clients and enjoys working closely with advisers to ensure your financial plans and goals are met. He has future aspirations to become an adviser.                                                                                                                                                                

In his spare time, you will find Anthony perfecting his latte art at his family’s bakery or dedicating his time to his amateur football team, Westnam, where he is the player manager. He is a passionate Liverpool supporter and has two dogs at home who keep him busy.

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.

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.

As the General Manager of Wealth, Brett is responsible for managing our team of strategic wealth advisors, as well as the development of our accounting partner community.

Brett brings over 30 years of financial services experience with a number of leading Australian and global financial services organisations and is passionate about culture, people development and delivering service excellence and value to our partners and clients.

Outside of work Brett enjoys travelling, spending time with his two sons, keeping fit and supporting his AFL football team St Kilda, which he says has taught him a lot about patience, resilience and hope.

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 will be confident 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.

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.

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.

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.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”.

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.

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.

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.

Mandy has had over three years’ experience in the financial services industry since completing her Bachelor of Business (Economics and Finance), and she is currently on track to complete a Masters degree in Finance.

She is efficient and has a high attention to detail as she strives for the best client experiences, ensuring the path to achieving financial goals is smooth while working closely with your Advisor and Accountants.

Mandy loves to explore the world and ticking off her travel bucket list. After recently ticking off sky-diving in Queenstown, she is thinking of swimming with whale sharks.

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.

 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.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.

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 and 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

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.

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.

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.

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.

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, 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.

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.

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.

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 both indoor & outdoor soccer.

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.

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.

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.

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.

Lachlan joined Partners Wealth Group in 2019, having initially gained experience in the banking sector following his graduation from the University of NSW.

Lachlan’s role sees him working closely with a senior advisor, helping him to seamlessly manage the implementation of a wide-range of superannuation, insurance and investment advice.

Lachlan prides himself on bringing a disciplined approach to everything he does, and he loves working as part of a team to help people achieve their goals.

In his spare time, you will find Lachlan either in the water, or playing anything from basketball, volleyball, AFL, golf, or tennis