Meet our amazing Finwell Group team
We have a team that is focused wholly on helping others. Our team are professionals; they are investors; their experiences are worth listening to.
Each has a unique story just like yours.
For the most part, our team members 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 know your time is precious. That is why 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 will be a whole lot better for working with Finwell.
Our aim is to help you find your ‘why’, then help you find the right ‘how’, and then work with ‘what’ we know to help you achieve your goals.
This is why we really want you to meet our amazing Finwell Group team.
And remember, you can email us anytime at firstname.lastname@example.org
Or use this contact form.
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 over 20 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.
Having significant and international background in staff training and administrative structuring, Ben is the mind behind the organization, policies and systems that allows Finwell to do what it does so well – efficiently help people achieve their financial goals without losing that personal touch. Ben is regularly reviewing and refining the eco-system that is Finwell and it’s team resulting in a cohesive group all moving in the one direction.
Goal: To create, refine and drive a group that makes both its clients and staff win.
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.
Business Development Manager
Troy is a Senior Business Development Manager of Finwell Group. Troy has over twenty years of broad experience in managing investments, working across many fields.
Troy is a rare commodity in this industry, having held senior roles in the Construction, Auto and Finance fields, from technical roles to national brand management.
He is working to achieve the very goals that you are. He is also a successful investor in his own right and can speak from experience on the right and wrong ways to approach wealth.
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
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!
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.
Chief Administration Officer
Coming from a background in design and IT, Emma has spent a lot of time working for non-profits and finds helping others to be the most rewarding way to spend time.
Having held various functions in the past from counselling to HR to IT, she now enjoys helping the Finwell Team stay organised and coordinated whether they are working in the main office or remote.
Ensuring the team are set up with everything they need to deliver great service to our clients is her main focus, and seeing the positive changes we make to our client’s lives makes working at Finwell a meaningful career.
Tim has had significant global experience across marketing, business development, financial services and small business management prior to joining Finwell Group. After spending the early part of his career in the UK in business development and project management roles with a leading global financial services corporation, Tim moved to Australia with the same business before branching out into a marketing role with one of the world’s largest FMCG brands. After further corporate marketing experience, Tim took the step into running his own franchised business, undertaking all facets of running a successful small business operation.
With a focus on mutual successful outcomes for Finwell’s clients and partners, utilising Finwell’s expertise and commitment to quality solutions, Tim brings the Finwell team’s passion and personality to life while understanding how we can continue to meet and exceed expectations.
Goal: To identify Finwell’s client and partner needs to connect them with the appropriate experts within the Finwell group, ensuring successful outcomes for everyone.
Financial Services Executive
Stuart entered the workforce early, working as a labourer and tradesman while finishing his high school education before committing full time to his employment. Stuart has worked in several diverse industries, from security – both as a crowd controller and armed patrol and response through to managing warehouses and large retail stores.
Stuart entered the financial industry initially as a member of a call in team, before moving into administration. He was noted for his leadership skills and ability to organise and create order and was promoted to head of implementations before Finwell leadership decided to expand his responsibilities to encompass all of Financial Planning.
He has held this role for several years now, with his focus on expanding the business’s efficiencies and compliance whilst providing a high quality experience for all of Finwell’s Financial Planning clients.
Prior to joining Finwell Group, Dario had a background in financial services and small business management. He spent the early part of his career in mortgage broking and business development and has joined the team to enhance and foster a relationship program with customers and partners.
With a focus on trusted and successful outcomes for Finwell’s clients & partners, Dario is able to offer solutions for further growth and future security moving forward.
Dario is backed by the expertise of the Finwell Group Team and he thrives on providing great outcomes for all partners & clients. He is keen to explore how we can grow together and exceed expectations.
Goal: To connect partners & clients to the holistic services of Finwell Group and achieve mutual growth.
Senior Mortgage Advisor
Grace has over 20 years experience as a mortgage broker in the finance sector.
Coming from a background as project manager for ANZ Bank, Grace decided to offer her passion for excellent customer service & knowledge of mortgages to clients.
Over this time, Grace has dealt with a wide range of different lending scenarios and prides herself on striving to get the best possible outcome for her clients with the highest level of customer service. No scenario is too complex or too simple.
Grace is an astute property investor herself and loves helping others realise their goals of owning property.
Whether it is to purchase your first home, purchase an investment property or to refinance or restructure your current mortgage, you can rest assured that Grace will find the best solution for you no matter what the situation may be.
Client Experience Manager
Kylie has been with Finwell’s Client Experience team for over 2 years now and has extensive history with successfully connecting clients with the right person to address their needs.
Having worked previously in the hairdressing, hospitality and health industries for over 20 years, Kylie brings a very well organised and driven skillset to the team.
She prides herself on keeping her word, directing and communicating well so there is a full understanding of what each client needs as well as assisting in any way that she can to ensure the client has a great experience from the start to finish.
Goal: To make the financial journey of a client easy and enjoyable so as that first part of the journey sets them up for all future endeavours through Finwell. To allow people the opportunity to have that first chat with one of experienced team and that may their future goals become reality from that day forward.
Jan is a business owner with 20 years’ experience in the Accounting industry. She understands your day to day pressures as well as pain points in business, because she’s experienced these herself. Whatever your accounting requirements are, whatever you don’t want or need to do (because you’re too busy dealing with what you love doing) – she’s got you covered. As well as business advice, she can help you with ATO and statutory obligations, filing, bookkeeping, BAS, IAS, Super, Workcover, ASIC, plus all your tax returns prepared and lodged. Jan loves helping make your life better. In the words of her good friend ‘life is not a dress rehearsal’.
Goal: Educating clients about finances and taxes so they can make better, more informed financial decisions.
Elizaveta has a strong background in charitable volunteering and is passionate about giving good service as quickly as possible. With many years of experience in entrepreneurial capacities, Elizaveta brings to her role a die-hard approach, routines and dependability in the Finwell Group Accounts department.
Lead Para Planner
Michael has had a varied career. From teaching Conversation and Business English as a second language to non-English speakers to working as a Builder’s Labourer. For the past 14 years, he has worked as a Financial Planning Professional in a variety of positions such as a Client Services Assistant, Paraplanner and Financial Adviser for a range of companies. “Nothing pleases me more than seeing clients achieve their goals.”
Joel heads up our Implementations team here at Finwell, having completed a Bachelors Degree in Commerce with a Major in Accounting and Minor in Economics.
Joel is detail and process oriented, ensuring all clients Statement of Advice implementations are run accurately to deliver successful outcomes. He enjoys working with clients in order to execute the variety of advice presented by our financial advisers.
Prior to working with Finwell, Joel extensively travelled Australia, NZ and Asia in a logistical capacity and project execution.
Financial Planning Administration
Prior to working at Finwell in 2018, Caleb had extensive experience working in operations, distribution and client service roles. As a valued member of the Finwell administration team, Caleb works closely with clients to ensure accurate organisation of key documentation & information aligned to the strategies recommended by Finwell advisors. With a strong focus on speed of delivery, file accuracy and client communications, Caleb is passionate about ensuring the clients have a successful outcome. His personal focus is to start his own property portfolio by purchasing his first investment property.
Goal: To assist clients to be financially free and well prepared for anything unexpected that happens in life.
Financial Planning Administrator
Byron joined the Finwell implementations team in 2022. As an integral member of the team, Byron corresponds closely with clients to ensure their financial strategies are executed in an accurate and speedy fashion. With a keen eye for detail, Byron ensures that all client expectations are met and is set up in a strong financial position. Alongside his employment at Finwell, Byron is also completing his education. Currently studying a double degree in Bachelor of Engineering (Honours) and Bachelor of Commerce at Monash University, majoring in Mechanical Engineering and Finance.
Goal: To improve client’s financial positions and to alleviate the confusion around investing.