Our Team

Steve Beattie

Steve Beattie is one of the founding Senior Partners of 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 focussed.

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 Programme.

Troy Hartley

Troy is one of the founding Senior Partners of 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 your first house to succession planning within your business through to retirement planning and living the lifestyle you′ve worked hard to enjoy.

Q: Describe your personality:
A: Approachable, honest

Q: What are your favourite past-times?
A: Spending time with the family and children. I enjoy playing and watching cricket and football and love to put a line in when I get the chance.

Troy ’s experience and qualifications: Troy has been in the financial planning industry for 18 years and is the founding director of Wealth Management Partners.

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

Adrian Whitaker

Adrian Whitaker is one of the Senior Partners of 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, Abby. 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.

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 Programme. Adrian is a member of the Financial Planning Association (FPA) and the Financial Services Institute of Australasia (FINSA).

Adrian specialises in retirement and investment planning and is a regular seminar presenter.

Janusz Mazurek

Janusz is one of the Partners with 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. Janusz is a member of the Financial Planning Association and an Authorised Representative of Garvan Financial Planning.

Janusz provides advice in a range of areas from investment and superannuation strategies to personal insurance and retirement planning. He has satisfied the requirements of the Garvan Financial Planning Quality Advice Programme.

Ryan Kelly

Ryan is a Financial Planner with Wealth Management Partners

Q: What motivates you in business?
A: Helping clients to achieve their goals and making sure that they have a positive experience when they contact our company.

Q: Describe your personality:
A: I am a very friendly and easy going person who likes to have fun. At the same time I am also highly motivated and take pride in completing my work to a high standard.

Q: What are your favourite past-times?
A: I enjoy playing baseball and spending time with my family. I also enjoy travelling and experiencing different cultures.

Ryan’s experience and qualifications: Ryan has completed his Advanced Diploma in Financial Services and has also completed the MLC Adviser Scholarship program. He has also holds a Bachelors Degree in Business Administration.

Stevie Jade Turner

Stevie Jade is a Financial Planner with Wealth Management Partners

Q: What motivates you in business?
A: I am a highly ambitious person, but also, I have a strong desire to help people. That is one of the reasons I chose this industry. Money seems to a big worry for a lot of people - what better way to help someone than by providing them with financial solutions.

Q: Describe your personality:
A: I have been told that my personality is quite bubbly and that I have a good sense of humour. I can also be very determined and stubborn. Once you get to know me, you may even start to think I am a little... quirky is probably the best word.

Q: What are your favourite past-times?
A: I love rainy days because they remind me of when I was little and would stay in bed all day and watch movies. I love to read. When I am not crunching numbers, I like to be creative - painting and visiting art galleries are my favourites.

Stevie’s Experience and qualifications: I studied for three years at Curtin University doing a Bachelor of Commerce in Accounting and Financial Planning. I started working at Wealth Management Partners in my last year at uni, which has been a great opportunity to put theory into practice. I have also been a member of the work-force since age 12, so I have almost nine years of customer service experience - which has given me valuable people skills.

Roger Harris

Roger is a Certified Financial Planner 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.

Roger has the following qualifications: Bachelor of Science, Master of Business Administration, Company Directors Diploma.

He is a Certified Financial Planner (CFP) – the highest category of membership of the Financial Planning Association of Australia.

Roger is accredited by Garvan Financial Planning as a Quality Advice practitioner.

Jenny Duffy

Jenny is the Office Manager of 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 friends and family, Going to the Football (Eagles Member), Long Weekends

Jenny’s experience and qualifications: Jenny has worked in the Insurance and Financial Planning Industry for nearly 14 years. During this time, she has had a varies roles with Financial Planners, Financial Services Licensees and Insurance Companies.

Jenny is currently studying Diploma of Financial Services (PS146) and has one unit to go!

Vanessa Denny

Vanessa is an Associate with Wealth Management Partners

Q: What motivates you in business?
A: Working on projects within the business and seeing them to completion. Successfully developing the business and the staff within the organisation to provide excellent service to our clients and business partners.

Q: Describe your personality:
A: Fun, loud, genuine and a perfectionist when is comes to work!

Q: What are your favourite past-times?
A: Spending time outdoors, in the sun, with friends, family & my dogs! I love music and have an addiction to live gigs.

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 now onto Operations, Project Management and Marketing. She has completed the Advanced Diploma of Financial Planning. Vanessa joined Wealth Management Partners in August 2003.

Christian Colker

Christian is an Associate with 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: Bachelor of Commerce, Majoring in Economics and Financial Planning.

Yohanna Sucipto

Yohanna is an Associate with 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: I have been in the financial planning industry for 4 years as a client service and paraplanner. My qualifications include a Bachelor of Commerce (Finance & Electronic Commerce), Master of Accounting and ADFS

Mary McDonald

Mary is an Associate with 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: I have worked in the Insurance & Financial Planning Industry for many years. Previously I worked with Tim Baldock for 10 years before we joined the WMP Group.

Dawn Cass

Dawn is an Associate with 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, the beach.

Dawn’s Experience and qualifications: LIFE !