WMP Group

Financial Planning

Call: (08) 9368 6030

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.

Steve’s contact details:
Phone: 08 9368 6030

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. Although it is bandied around all too often, it really is my passion to see my clients succeed and live the lifestyle they have worked hard to enjoy! The long term relationships I have formed with families and their siblings are truly rewarding.

Q: Describe your personality:
A: Approachable, honest, trustworthy are words my clients have used to describe me.

Q: What are your favourite past-times?
A: Family is my main passion and I work hard at ensuring that overall life balance by spending quality time with my young family and being actively involved in their lives and activities.I'm also a member of a Surf Life Saving Club and keep fit by frequenting the gym and distance running.

Troy ’s experience and qualifications: Troy has been in the financial planning industry for over 20 years and is the founding director of Wealth Management Partners. His specialist areas are retirement planning, superannuation and investment.

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

Troy has completed the Specialist Adviser course, a Diploma in Financial Planning and is a certified Financial Planner and member of the FPA.

Troy ’s contact details:
Phone: 08 9368 6030

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. Adrian has also completed the University of Adelaide Cavendish & ICFS Specialist SMSF course.

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. 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.

Adrian’s contact details:
Phone: 08 9368 6030

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 but his specilaist advice services are in the area of personal and business succession planning. He has satisfied the requirements of the Garvan Financial Planning Quality Advice Programme.

Janusz’s contact details:
Phone: 08 9368 6030
 
 
 

Quincy Matambanadzo

Quincy is one of our Senior Financial Planners with Wealth Management Partners.

Q: What motivates you in business?
A: Working with and providing clients with peace of mind and the assurance that every opportunity has been considered in meeting their wealth accumlation, wealth protection, wealth transfer and debt managment objectives.

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 completed an Advanced Diploma of Financial Planning and is currently completing his Certified Financial Planner accreditation (CFP).

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

Quincy's contact details:
Phone: 08 9368 6030

Steve Perica

Steve Perica is a Certified Financial Planner with 20 years experience, specialising in helping government employees transition into retirement.

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’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 Programme

Steves's contact details:
Phone: 08 9368 5688

Richard Moore

Richard Moore has recently joined the expanded Advice Team as a Senior Planner 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 Programme.

Richard's contact details:
Phone: 08 9368 5688

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.

Roger’s contact details:
Phone: 08 9368 6030

Jenny Duffy

Jenny is the Operations 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 family and friends, and  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.

 

Jenny’s contact details:
Phone: 08 9368 6030

Vanessa Denny

Vanessa is a Para Planner with 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 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 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.

Vanessa’s contact details:
Phone:08 9368 6030
 
 
 

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.

Christian’s contact details:
Phone: 08 9368 6030

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

Yohanna’s contact details:
Phone:08 9368 6030

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 !

 
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