Money is a game with many facets and a lot of potential outcomes. We know that the key to making it to your financial goals is to start from the inside (yourself) and work outwards from there.
With that, we have a team that is focused wholly on helping others. Our team you see below are professionals, they are investors, their experiences are worth listening to. Each with a unique story just like yours. We, for the most part, come from humble beginnings – a mechanics family, a labourers family, a roofers etc. – and have each made it to investing after trialling many things, before settling on a workable strategy that we know works to grow wealth for those that apply it properly.
There are so many ways that Australians can do better financially and we really know your time is precious, hence we have built systems and brought in technology to assist you to formulate strategy, implement and monitor your success. We hope your journey from here is about to be a whole lot better for meeting us.
Our aim is to help you find your ‘why’, then help you find the right ‘how’, and then work with ‘what’ we know can see you closer to your goals.
Fill in the form below and we will get right back to you to discuss your needs.
After a career that began as a mechanic with his father, playing some sports at very high levels, Adam was inspired to become an investor and coach. His career in financial services has spanned 20 plus years and includes working with some of Australia’s leading names in the industry. Adam brings to Finwell many qualifications and experience including being a qualified accountant, financial planner, mortgage broker and property agent. As Executive Director of Finwell, Adam has the passion and knowledge to help you do better financially.
Goal: To give Australians clear ways to improve their financial situation, through education, quality service and investments that work.
Damian was born in Mexico, raised and educated in Los Angeles. His first career was working with a very successful software developer. In Los Angeles he met a young Australian girl and soon after came to Australia to get married and start a family. For the past 13 years, Damian has worked as a senior financial advisor for successful financial planning companies. Damian's has a Diploma in Business Management, Diploma Financial planning, Diploma Mortgage Broking as well as being a Self-Managed Superfund Specialist.
Goal: Helping you improve your financial position now and forever.
Stuart has had extensive experience in investments and property sales for over 20 years. As Senior Consultant at Finwell Group, Stuart helps clients to identify their specific needs and personal financial goals, ensuring the tailored solutions provided meet these requirements. With support from the Finwell financial planning and lending teams, Stuart works directly with clients on property projects, managing them through to successful completion. Using his significant experience, Stuart advises clients on many areas he has done himself including SMSF, Tax, Mortgage Reviews and cashflow management.
Goal: Stuart’s goals for his clients are the same as his own goals, to improve their financial position enough to comfortably retire early.
Client Relationship Executive
Natalie has been with Finwell Group & Investors Direct for over ten years and is very passionate about her role as Client Relationship Executive. Natalie is responsible for our client experience, helping ensure that our clients meet their personal and financial goals. With many years experience in the client account management space including at one of Australia’s largest Telecommunications companies, Natalie has worked alongside many senior executives, both from an employee and client management perspective. The relationships she has gained are built on a high level of trust and proven ability to always deliver what was promised.
Goal: Help people succeed in their personal finances, having a positive impact on a client's happiness and lifestyle. Natalie's personal goal is the same as our clients. To confidently manage her wealth and be comfortable in retirement
Senior Financial Planner
After a broad career which includes working as an accountant, a Human Resource Manager and a Policewoman, Simone took the step into Financial Services after investing in property herself. As a qualified accountant and financial planner (with SMSF Specialisation), Simone has helped many clients improve their financial circumstances and set achievable goals for the future. She is known for her passion, enthusiasm, attention to detail and genuine care for her clients which are all huge assets when assisting clients with their wealth creation.
Goal: To help guide and support people to achieve their financial freedom as well as achieving it for my family and myself.
Senior Financial Planner
Gavin has over 20 years as a Financial Planner and uses his knowledge and experience when creating financial strategies for clients – from solving financial difficulties, reducing tax, setting up for retirement or investments. Gavin works with clients to understand their individual financial objectives to help them create a comprehensive and tailored financial strategy to achieve practical solutions, regardless of the size of their investment. Through his experience and expertise, Gavin guides clients through the ever-changing superannuation landscape and helps to clear the confusion of the seemingly endless rules and regulations. He enjoys seeing individuals gain the confidence to make informed decisions so they can get on with enjoying the things that matter most to them.
Goal: To help people be financially free, by achieving their lifestyle goals whilst maintaining peace of mind.
Daniel has had a career spanning many diverse roles, from volunteering in a drug rehabilitation facility, slate roofing, Human Resource Management and working for a large not-for-profit organisation. Since moving into Financial Services, Daniel has gained extensive experience working in finance administration, sales and Financial Planning. His wealth of experience means Daniel is a key member of our team, now leading the team ensuring accurate and timely delivery of our services plus new service development.
Goal: Seeing lives improved for the better!