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.
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.
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.
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.
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.”
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!
Business Development Executive
Natalie has been with Finwell Group & Investors Direct for over ten years and is very passionate about her role as Business Development 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
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 customer satisfaction, business insights and continual brand development, Tim is bringing the Finwell team’s passion and personality to life with our valued customers while understanding how we can continue to meet and exceed expectations.
Goal: To identify client’s needs and financial goals to connect them with the appropriate experts within the Finwell group, ensuring successful outcomes for each client’s financial future.
After completing a Bachelor of Business (Innovation) degree at Swinburn in 2017, Callum worked as an Owners Corporation Manager before joining the team at Finwell in December 2018. Utilising his Finance & Mortgage Broking qualifications, Callum oversees property investment administration and mortgage consultation, helping clients with property purchase feasibility and identifying investments that are suitable to the client’s situation. Additionally, Callum assists clients with refinancing and restructuring of loans to improve cashflow and ability to save money.
Goal: To help our clients improve their financial literacy so that money is never a cause of stress in their lives.
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.
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.
Head of Implementations
Hello, My name is Joel and I run the Implementations team here at Finwell Group.
I have completed my Bachelors Degree in Commerce with a Major in Accounting and Minor in Economics.
I am currently studying for my Masters of Financial Planning with the aspiration of being able to assist people with securing their financial future.
I’ve extensively travelled Australia, NZ and Asia in a logistical capacity and project execution.
When I’m not working, I enjoy reading a good book and socialising with my friends and family.