Andrew has over 30 years’ experience in the financial planning industry. He specialises in providing comprehensive wealth management advice to individuals, families and business owners. He also regularly consults to corporations and accountants on a range of wealth management issues for their employees and clients.
Angus is a former Chartered Accountant with over 30 years’ experience in the Financial Services Industry.
David has been working in the Financial Services industry since 2010 helping clients achieve their financial goals and objectives. David specialises in providing comprehensive wealth management advice to High Net Wealth Worth individuals. David has an eye for detail and uses his technical knowledge to assist in the development of tailored strategies for clients. His role also encompasses portfolio construction, detailed financial modelling and cash flow analysis.
Rebecca has been working in the Financial Services industry since 2012. With a background in lending, an undergraduate degree in Nutrition and Dietetics and her qualifications in Financial Planning, she is very well equipped to help our clients in the areas of cashflow, debt management, personal insurance, and investments. Rebecca is passionate about education both for herself personally and for her clients.
Simon has been working in the Financial Services industry since 2015. He thrives on helping clients achieve their financial goals and objectives. He specialises in providing strategic advice to our clients in a range of areas including superannuation, risk management and investment strategies.
Anna has over 30 years’ experience in the Financial Services Industry in various roles, from Practice Manager of a boutique financial planning firm, to working for over 12 years at BT Financial Group as Investor Centre Manager, Relationship Manager in the Private Client Division, Advice Coach for Westpac Investment Representatives and Business Development Manager. Anna has also worked as Human Resources and Administration Manager at Perpetual Trustees. Anna's role is to maintain company accounts, manage projects and oversee the general operation of the office.
Stephanie commenced work at Bennett McLeod Capital in August 2016 as Client Services Manager. She has a Bachelor of Business majoring in Accounting. Stephanie is passionate about building strong professional relationships with her clients and regularly goes above and beyond to meet her client’s needs. She is known for her strong communication skills and ability to explain complex matters clearly. Ensuring that the client feels understood is what Stephanie strives for in each and every encounter.
Stephanie’s responsibilities include completing all the administrative tasks relating to clients, liaising with stockbrokers, fund managers, banks and insurance companies to ensure information is up to date and transactions are completed accurately and on a timely basis.
Phoebe joined the Bennett McLeod Capital team in 2019 after moving from Sydney, working as a CSO for three years. She is currently studying a Diploma of Financial Planning. Phoebe’s passion is providing exceptional client service and getting to know the clients to provide that personal touch.
Phoebe provides administrative support relating to clients, answering and escalating client queries as required and she is the first point of contact for the business.