Our Team

Steve-Beattie

Steve Beattie

Steve is one of our founding Senior Partners at Wealth Management Partners and is a Certified Financial Planner.

Q: What motivates you in business?
A: To enjoy the challenges that are presented everyday in helping others achieve success.

Q: Describe your personality:
A: Easy going, friendly and focused.

Q: What are your favourite past-times?
A: Boating, gym, reading and socialising with friends and family.

Steve’s experience and qualifications:
Steve has a Bachelor of Economics and Politics and is a Certified Financial Planner. Steve spent 15 years in Senior Management with MLC and Garvan before joining Troy Hartley in 2003 to start the Wealth Management Partners financial planning business.

Steve is an Authorised Representative of Garvan Financial Planning and has satisfied the requirements of the Garvan Financial Planning Quality Advice Program.

Contact Steve:
Phone: 08 9368 6030
Email: steve@wealthmp.com.au

Troy-Hartley

Troy Hartley

Troy is one of our founding Senior Partners at Wealth Management Partners and is a Certified Financial Planner.

Q: What motivates you in business?
A: Working with clients to achieve their financial goals and objectives, from buying their first house, to succession planning within their business, through to retirement planning and living the lifestyle they’ve worked hard to enjoy.

Q: Describe your personality:
A: Approachable, honest and driven.

Q: What are your favourite past-times?
A: Spending time with my family and children. I enjoy playing and watching cricket and football and I’ll happily go fishing if given half a chance!

Troy’s experience and qualifications:
Troy is a founding Director, Principal and Senior Partner of Wealth Management partners, with over 21 years of experience in the financial sector and an unparalleled drive for excellence in his work.

Highly regarded in the industry for his honesty and integrity, Troy provides his clients with a caring and goal focused service.

Troy is a Certified Financial Planner (CFP) and member of the (FPA). He has completed the Diploma in Financial Planning through Deakin University and has a SMSF specialist advisor qualification with the SMSF Association. Troy is an authorised representative of Garvan Financial Planning and has satisfied the requirements of the Garvan Financial Planning Quality Advice Program.

Troy specialises in core areas of Retirement planning, Superannuation, Centrelink, Investments and Wealth creation.

Contact Troy:
Phone: 08 9368 6030
Email: troy@wealthmp.com.au

Adrian--Whitaker

Adrian Whitaker

Adrian is one of our Senior Partners at Wealth Management Partners and is a Certified Financial Planner.

Q: What motivates you in business?
A: Receiving positive feedback from clients and staff that what we are doing within the business is making a difference to their and their families lives.

Q: Describe your personality:
A: Genuine, all round, nice guy!

Q: What are your favourite past-times?
A: When not working, Adrian enjoys spending time with his partner, Deana and two young daughters; Meghen & Ella and miniature German Schnauzer, Felix. Adrian’s passions also extend to live music, travelling and enjoying the company of friends with a good red wine.

Adrian’s experience and qualifications:
Adrian is a Senior Partner of Wealth Management Partners. Adrian is a Certified Financial Planner (CFP) and a graduate of the Diploma in Financial Advising from the Securities Institute of Australia (now FINSA) where he received two State Prizes for achieving outstanding results. Adrian has also completed the University of Adelaide Cavendish & ICFS Specialist SMSF course and has a SMSF Specialist Advisor Qualification with the SMSF Association.

Before becoming a Financial Planner, Adrian’s background was in GeoSciences, he has qualifications in Engineering Surveying and has worked in related positions throughout Australia and Asia.

Adrian is an Authorised Representative of Garvan Financial Planning and has satisfied the requirements of the Garvan Financial Planning Quality Advice Program. Adrian is a member of the Financial Planning Association (FPA) and the Financial Services Institute of Australasia (FINSA) and the SMSF Association.

Adrian specialises in retirement and investment planning and is a regular seminar presenter. Adrian also works closely with many clients (often small business owners) who may have complicated corporate structures such as SMSF’s, trusts and corporate entities.

Contact Adrian:
Phone: 08 9368 6030
Email: adrian@wealthmp.com.au

Janusz-Mazurek

Janusz Mazurek

Janusz is one of our Partners at Wealth Management Partners and is a Certified Financial Planner.

Q: What motivates you in business?
A: Number crunching. But more importantly I genuinely care about the needs of our clients and get a lot of personal satisfaction from helping people in achieving their personal goals.

Q: Describe your personality:
A: I am genuine and friendly. A bit old fashioned in some things according to my children… I value hard work and attention to detail.

Q: What are your favourite past-times?
A: Travel and good food. Foreign films, music and bit of sport. I love spending time with my family both here and overseas.

Janusz’s experience and qualifications:

Janusz has been in the financial services industry since 1998. He has completed a Diploma of Financial Planning and is a Certified Financial Planner, an Accredited Estate Planning Strategist and a SMSF Specialist Advisor. Janusz is a member of the Financial Planning Association (FPA) and of the SMSF Association. He is an Authorised Representative of Garvan Financial Planning.

Janusz provides advice in a range of areas financial planning from investment and superannuation to insurance and retirement strategies. His specialist advice services are in the area of estate planning and business succession planning. He has satisfied the requirements of the Garvan Financial Planning Quality Advice Program.

Contact Janusz
Phone: 08 9368 6030
Email: janusz@wealthmp.com.au

Quincy-Matambanadzo

Quincy Matambanadzo

Quincy is one of our Senior Planners at Wealth Management Partners.

Q: What motivates you in business?
A: I moved to Australia as a young teenager leaving many friends and family behind.
During these early years, I learned some important lessons that have shaped my personal and professional life ever since. These are:
• Treat others as you would like to be treated
• Sacrifices are a part of life.
• The harder you work the luckier you become
• Life is always changing
• Life isn’t always fair and;
• You can’t worry about everything, so prioritise the “worries”

Q: Describe your personality:
A: Friendly, outgoing and down to earth.

Q: What are your favourite past-times?
A: Travelling and seeing new places with my young family as well as enjoying good food.

Quincy’s experience and qualifications:
Quincy has been in the financial services industry since 2002 and a financial planner since 2007. He has an Advanced Diploma of Financial Planning, and is currently completing his Masters in Financial Planning.

Quincy is an Authorised Representative of Garvan Financial Planning and is a member of the Financial Planning Association (FPA) and Association of Financial Advisers (AFA).

Contact Quincy:
Phone: 08 9368 6030
Email: quincy@wealthmp.com.au

Steve-Perica

Steve Perica

Steve is one of our Senior Planners at Wealth Management Partners, with over 20 years experience. Steve specialises in helping government employees transition into retirement, and is a Certified Financial Planner.

Q: What motivates you in business?
A: Helping others achieve their goals and maintain their peace of mind.

Q: Describe your personality:
A: Friendly, compassionate and supportive

Q: What are your favourite past-times?
A: Composing, fishing and socialising with friends and family.

Steve’s experience and qualifications:
Steve has a Bachelor of Education, Post Graduate Diploma in Business and is a Certified Financial Planner. Steve also has a Diploma in Finance and specialist training in Estate Planning.

Steve is an Authorised Representative of Garvan Financial Planning and has satisfied the requirements of the Garvan Financial Planning Quality Advice Program.

Contact Steve:
Phone: 08 9368 5688
Email: steve.perica@wealthmp.com.au

Richard-Moore

Richard Moore

Richard is one of our Senior Planners at Wealth Management Partners and is a Certified Financial Planner.

Q: What motivates you in business?
A: The satisfaction of helping people simplify, and better organise their financial lives.

Q: Describe your personality:
A: Easy going, friendly, generous and empathetic.

Q: What are your favourite past-times?
A: Fishing & camping, Veteran’s Hockey and socialising with friends and family.

Richard’s experience and qualifications:
Richard has Diplomas of Financial Planning and Financial Services (Finance/Mortgage Broking Management) is a Certified Financial Planner. Richard has been in business with the MLC / Garvan group since 1976 and joined Wealth Management Partners in 2015, expanding the range of services on offer, and giving up business administration in order to spend more time with clients.

Richard is an Authorised Representative of Garvan Financial Planning and has satisfied the requirements of the Garvan Financial Planning Quality Advice Program.

Contact Richard:
Phone: 08 9368 5688
Email: richard@wealthmp.com.au

Damon Greenwood Profile Photo

Damon Greenwood

Damon is one of our Senior Planners at Wealth Management Partners.

Q: What motivates you in business?
A: Being able to sit down with clients on a regular basis and showing them that strategies that were put in place are going to help them achieve their long term goals.

Q: Describe your personality:
A: An open book, reliable and honest.

Q: What are your favourite past-times?
A: I’m a passionate supporter of Liverpool FC and West Coast Eagles, and I enjoy watching my 2 sons trying to emulate those teams on weekends. When time permits, watching a movie to relax.

Damon’s experience and qualifications:
Damon has been in the financial planning industry for 10 years and is a Senior Planner at Wealth Management Partners.

Damon is an Authorised Representative of Garvan Financial Planning.

Contact Damon:
Phone: 08 9368 6030
Email: damon@wealthmp.com.au

Sandra profile

Sandra Carr

Sandra is one of our Senior Planners at Wealth Management Partners.

Q: What motivates you in business?
A: Money impacts on everything we do and everything we want to do, but it can cause stress and uncertainty. It’s very rewarding to help people make sense of their finances and put them in control, and to keep them on the right track to achieve what they want from life.

Q: Describe your personality:
A: Genuine, reliable, practical and supportive.

Q: What are your favourite past-times?
A: I’ve always loved singing and music but my performances are now limited to my family – lucky them! Life is a bit of a juggle with my husband Slade, daughters Cleo & Belle, our fat little dog Pepper, friends, home life, work & study – I haven’t quite got the balance right but working on it. And one day I’ll have the perfect home.

Sandra’s experience and qualifications:

Sandra has a Bachelor of Commerce from UWA and is a qualified CPA. She holds an Advanced Diploma of Financial Planning from Deakin University and is a member of the FPA and the ASCPA.

Sandra qualified as a financial planner in 2001. With a background in accounting and finance, she is able to draw on this expertise to provide a broad and comprehensive advice offering. Sandra has experience in all aspects of wealth management to help clients make smart decisions about growing, protecting and preserving their wealth.

Sandra is an Authorised Representative of Garvan Financial Planning.

Contact Sandra:
Phone: 08 9368 6030
Email: sandra@wealthmp.com.au

staff_roger_harris

Roger Harris

Roger is a consultant at Wealth Management Partners.

Q: What motivates you in business?
A: Seeing how clients who adopt our recommendations are able to improve their financial well-being and life-styles. The feedback from those clients is very rewarding.

Q: Describe your personality:
A: Generally optimistic; thorough and analytical when it comes to money matters.

Q: What are your favourite past-times?
A: Collecting and listening to world music, reading (current world affairs and finance), planning my next travel venture.

Roger’s experience and qualifications:
Roger has been working as a Financial Planner since 1991 and has specialised in Retirement Planning and Wealth Accumulation. He has the following qualifications: Bachelor of Science, Master of Business Administration, Company Directors Diploma.

Contact Roger:
Phone: 08 9368 6030
Email: roger@wealthmp.com.au

WMPEX181_9770_n

Kelly Hanlon

Kelly is a Support Adviser at Wealth Management Partners.

Q: What motivates you in business?
A: I aim to provide the best support and assistance to our advisers and clients. I find it both rewarding and satisfying knowing that our advice is helping our clients achieve their desired financial and personal goals.

Q: Describe your personality:
A: Dedicated, motivated, helpful, friendly, smiley and outgoing.

Q: What are your favourite past-times?
A: When not working I enjoy travelling with my fiancé Naz, walking my dog Bonnie, going to the gym and spending time with family and friends. e.

Kelly’s experience and qualifications:

Kelly has been in the financial industry since 2008, starting as a Customer Service Officer dealing with credit cards in a major Bank in Ireland. After moving to Australia, Kelly worked her way up through different roles such as Client Services & Financial Planning Assistant. Kelly joined the WMP team in June 2016.

Kelly has a diploma in Financial Planning and just about to complete her advanced diploma in Financial Planning through Kaplan Professional Education. She plans to do her Masters in FP in the near future.

Contact Kelly:
Phone: 08 9368 6030
Email: kelly@wealthmp.com.au

staff_vanessa_denny

Vanessa Denny

Vanessa is one of our Para Planners at Wealth Management Partners

Q: What motivates you in business?
A: Helping the Financial Planners develop strategies for our clients which will help them to achieve their financial goals.

Q: Describe your personality:
A: Fun, loud, genuine and a caring person

Q: What are your favourite past-times?
A: Spending time outdoors, in the sun, with friends, family & my dogs! I love listening to music and going to concerts.

Vanessa’s experience and qualifications:
Vanessa has been in the Financial Planning industry since 1996, starting out as a receptionist and moving through various roles from Client Services, to Para Planning and Operations Management. Over this time she has found her skills are best suited to the para planning role. She has completed the Advanced Diploma of Financial Planning. Vanessa joined Wealth Management Partners in August 2003.

Contact Vanessa:
Phone: 08 9368 6030
Email: vanessa@wealthmp.com.au

Christian Colkers

Christian Colkers

Christian is one of our Para Planners at Wealth Management Partners.

Q: What motivates you in business?
A: Helping clients to achieve their goals and ensure the implementation is as hassle free as can be for them.

Q: Describe your personality:
A: Relaxed and personable.

Q: What are your favourite past-times?
A: Basketball, soccer football, any sports really, movies and music.

Christian’s experience and qualifications:

Christian has been with Wealth Management Partners and the financial services industry since 2009, after completing his Bachelors degree in Commerce, majoring in Economics and Financial Planning. He has recently completed his Certified Financial Planner accreditation (CFP).

Contact Christian
Phone: 08 9368 6030
Email: christian@wealthmp.com.au

Yohanna Sucipto

Yohanna Sucipto

Yohanna is one of our Para Planners at Wealth Management Partners

Q: What motivates you in business?
A: Seeing our clients happy so that they can achieve their financial goals and objectives by implementing our financial strategies.

Q: Describe your personality:
A: Friendly, honest, trustworthy, hardworking and reliable

Q: What are your favourite past-times?
A: Travel, love to dine out and try new restaurants, spending time with my dog, family and friends

Yohanna’s experience and qualifications:
Yohanna has been in the financial planning industry since 2006 as a client service and paraplanner. Her qualifications include a Bachelor of Commerce (Finance & Electronic Commerce), Master of Accounting and ADFS

Contact Yohanna
Phone: 08 9368 6030
Email: yohanna@wealthmp.com.au

WMPEX181_9721_n

James Maynard

James is one of our Para Planners at Wealth Management Partners

Q: What motivates you in business?
A: The little things. Seeing the changes I’ve made within WMP come into fruition is quite rewarding, I find. As well as the whole learning experience, so that I too can become a great adviser one day!

Q: Describe your personality:
A: I like to think I’m a genuine, kind human being. I always try to be diplomatic, and value my worth ethic highly.

Q: What are your favourite past-times?
A: Netflix, Netflix, Netflix! Also… I love expanding my palate through trying new food, or adventuring to new places. Socialising with friends and making new friendships.

James’s experience and qualifications:
James joined WMP in 2016 during his last semester at Curtin University, whilst studying a Bachelor of Commerce (Financial Planning). He has now completed this degree, and is currently expanding his financial planning experience through a Paraplanning role.

Contact James
Phone: 08 9368 6030
Email: james@wealthmp.com.au

Mary McDonald

Mary McDonald

Mary is one of our Adviser Associates at Wealth Management Partners

Q: What motivates you in business?
A: Providing the best possible service to our clients.

Q: Describe your personality:
A: Happy, friendly and easy going.

Q: What are your favourite past-times?
A: Spending time with family and friends, cooking, entertaining, travel and football (Dockers Member).

Mary’s experience and qualifications:
Mary has worked in the Insurance & Financial Planning Industry for over 15 years. She joined WMP in 2006 as an Adviser Associate in 2006 .

Dawn Cass

Dawn Cass

Dawn is one of our Adviser Associates at Wealth Management Partners

Q: What motivates you in business?
A: To provide a service to the advisers and clients of WMP

Q: Describe your personality:
A: Friendly, bubbly, easy going

Q: What are your favourite past-times?
A: Fishing, golf, being with friends and family, fresh air, sun, and the beach!

Dawn’s experience and qualifications:
Dawn joined the WMP client services team in 2011 as an Adviser Associate.

Ashleigh Caffey

Ashleigh Caffey

Ashleigh is one of our Adviser Associates at Wealth Management Partners

Q: What motivates you in business?
A: Knowing I can provide assistance to WMP to help our clients achieve their goals.

Q: Describe your personality:
A: Hardworking, focused & friendly

Q: What are your favourite past-times?
A: Going to the beach and spending time with my friends, family and pets.

Ashleigh’s experience and qualifications:
Ashleigh joined WMP as our receptionist in 2013, then moved into a Client Services Officer role in 2014, and most recently an Adviser Associate in 2015.

Ashleigh has a Certificate IV in Veterinary Nursing.

staff_jenny_duffy

Jenny Duffy

Jenny is our Operations Manager at Wealth Management Partners.

Q: What motivates you in business?
A: To provide the best possible support to our planners and our clients…… if everyone’s happy then I’m happy!

Q: Describe your personality:
A: Upfront, direct, friendly, good sense of humour, trustworthy, dependable

Q: What are your favourite past-times?
A: Catching up with family and friends, and chilling out on long weekends.

Jenny’s experience and qualifications:
Jenny has worked in the Insurance and Financial Planning Industry for over 20 years. During this time she has had various roles with Financial Planners, Financial Services Licensees and Insurance Companies. Jenny started with Wealth Management Partners in 2006 progressing from Client Services through to Operations Manager. She has completed her Advanced Diploma of Financial Services.

Contact Jenny
Phone: 08 9368 6030
Email: jenny@wealthmp.com.au

staff_kathleen_ehlers

Kathleen Ehlers

Kathleen is our Receptionist at Wealth Management Partners

Q: What motivates you in business?
A: Happy clients, happy company!

Q: Describe your personality:
A: Friendly, dedicated & loyal

Q: What are your favourite past-times?
A: Reading, and enjoying the company of friends over good food

Kathleen’s experience and qualifications:
All things customer service!

Mary Walker

Mary Walker

Mary is our Client Experience and Marketing officer at Wealth Management Partners

Q: What motivates you in business?
A: Using dynamic and forward thinking strategies to ensure our clients’ ongoing journey with WMP group is simple, relevant, effective, and importantly, rewarding. And staff morning teas. Best day of the week.

Q: Describe your personality:
A: Social, approachable, nerdy.

Q: What are your favourite past-times?
A: Cryptic crosswords, fine dining, and quoting the Star Wars films, even when it’s not relevant. Which is never because Star Wars is ALWAYS relevant. It’s a trap!

Mary’s experience and qualifications:

Mary joined the WMP team in 2015 after working and studying in the UK. She has a Bachelor of Arts in English Literature and Linguistics, and is skilled in both graphic design and text/digital editing.

Contact Mary:

Phone: 08 9368 6030
Email: mary.walker@wealthmp.com.au