Guild FP

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.

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

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.

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.

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.

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.

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.

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.