Steve has 25 years’ experience in financial services. He is passionate about helping clients get financially well-organised so that they can focus their time and energy on what they truly want to be doing with their life. He assists clients to protect, grow and use their wealth to achieve their personal goals and strongly believes that advice is pointless unless it is efficiently and effectively implemented. To achieve this he works in collaboration with clients’ other trusted professional advisers to make sure things get done.
Andrew has over 25 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.
Steven has a passion for working with his clients to achieve their lifestyle goals and financial independence. Steven has adopted a holistic approach in advising his clients and works well in collaboration with clients’ other professional advisers to make sure advice is implemented. Steven has a particular specialty advising medical professionals, however also supports a diverse range of clients.
Angus is a Chartered Accountant with over 30 years’ experience in the Financial Services Industry.
David has over 9 years’ industry experience helping clients achieve their financial goals and objectives. Since joining Bennett McLeod in February 2011, David has become a valued team member who 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. David's role also encompasses portfolio construction, detailed financial modelling and cash flow analysis.
Rebecca has been working in the Financial Services industry since 2012. She has experience across a diverse range of client scenarios and is very passionate about education for herself personally and for her clients when managing their wealth. She holds an undergraduate degree in Nutrition and Dietetics, which she firmly believes has given her a strong foundation in her ability to communicate and understand her clients wishes and needs and deliver a tailored, personalised service.
Simon has over 5 years’ experience in the financial planning industry. He thrives on helping clients achieve their financial goals and objectives. He specialises in providing strategic advice in a range of wealth management areas.
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.
Sharon has been in the financial services industry for over 19 years, starting out her career at Macquarie Bank before moving into the boutique financial planning field. She takes pleasure in using her natural creativity along with her love of process to create lasting efficiencies within the business. Sharon's motto “there has to be a better way” continually drives her to achieve this for both clients and colleagues.
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.
Adam's role is to offer the highest level of service to our clients, while also supporting the advice team. He has been in the financial services industry since 2007 and is a dedicated and detailed worker who thrives on ensuring that clients know they are valued and looked after.
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.
Jim commenced his professional life with Price Waterhouse in 1978 having completed a Bachelor of Commerce at the University of Queensland. Following a decade in senior tax and accounting roles both locally and overseas Jim moved into the financial services industry. Starting in a firm that merged into Deutsche Bank, Jim naturally gravitated into senior management positions. However, seeking more control over strategy and direction, Jim commenced his own financial services firm in 1996 with long term colleague Colin Rose. This firm ultimately became the listed entity Shadforth Australia Limited, and Jim remained a director there until 2015. Jim has also held various Chairmanships in accounting and financial services firms, along with Board of Advice roles in both listed and unlisted financial services entities. He now focuses his time consulting to select firms along with serving on our Board of Advice.