Insurance

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

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.

 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.

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.

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.