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.

Contact Steve:
Phone: 0419 959 902
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 specialises in core areas of Retirement planning, Superannuation, Centrelink, Investments and Wealth creation.

Contact Troy:
Phone: 0413 943 769
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 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: 0417 923 087
Email: adrian@wealthmp.com.au

Janusz-Mazurek

Janusz Mazurek

Janusz is one of our Senior 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, a SMSF Specialist Advisor, and a specialist in Aged Care planning. Janusz is a member of the Financial Planning Association (FPA) and of the SMSF Association.

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.

Contact Janusz
Phone: 0422 506 469
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 a member of the Financial Planning Association (FPA) and Association of Financial Advisers (AFA).

Contact Quincy:
Phone: 0473 074 344
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.

Contact Steve:
Phone: 0418 916 704
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.

Contact Richard:
Phone: 0418 904 637
Email: richard@wealthmp.com.au

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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.

Contact Sandra:
Phone: 0408 367 498
Email: sandra@wealthmp.com.au

Christian Colkers

Christian Colkers

Christian is our Compliance and Technical Manager 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

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Kelly Hanlon

Kelly is an Associate 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

Jeff_Karim

Jeff Karim

Jeff is an Associate Adviser at Wealth Management Partners.

Q: What motivates you in business?
A: It is a passion of mine to find new and creative ways to simplify the often complicated world of finance and ultimately, helping our clients to achieve goals they didn’t think were possible is the best encouragement.

Q: Describe your personality:
A: Genuine and Friendly. Always up for a good laugh or two

Q: What are your favourite past-times?
A: Big fan of soccer and love spending my free time playing the guitar and going for a run.

Jeff’s experience and qualifications:

Jeff has a Bachelor of Commerce from Murdoch University and is a qualified CPA. He holds an Advanced Diploma of Financial Planning from Kaplan Professional and is a member of the FPA.

After joining a financial planning firm in 2009 Jeff spent the next few years building his experience and knowledge in various facets of the financial industry. Jeff began working towards his RG146 qualification in 2014 while working as a para planner before becoming an Authorised Representative in 2019.

Contact Jeff:
Phone: 08 9368 6030
Email: jeff@wealthmp.com.au

Zoe_Winzer

Zoe Winzer

Zoe is an Associate Adviser at Wealth Management Partners

Q: What motivates you in business?
A: Being part of a like-minded supportive team and helping clients achieve their goals.

Q: Describe your personality:
A: Friendly, easy-going and great sense of humour!

Q: What are your favourite past-times?
A: Spending time with my family, going to the beach and 4WDing on the weekends.

Zoe’s experience and qualifications:
Zoe has have been in the financial planning industry for 15 years and have had various roles from Paraplanner to Financial Planner. She has completed a Bachelor of Commerce and she is a Certified Financial Planner ®. She moved to an Associate role with WMP in October 2018 since having children, which makes use of her experience and provides flexibility to maintain a balance with her very busy home life!

Contact Zoe
Phone: 08 9368 6030
Email: zoe@wealthmp.com.au

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Vanessa Denny

Vanessa is one of our Associate’s 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

Yohanna Sucipto

Yohanna Sucipto

Yohanna is an Associate Adviser 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

Andrew Dos Santos

Andrew is an Associate Adviser at Wealth Management Partners

Q: What motivates you in business?
A: Providing value and peace of mind to our clients to ensure their financial affairs are in order, learning new things and career progression.

Q: Describe your personality:
A: Driven, honest, easy going and kind.

Q: What are your favourite past-times?
A: I enjoy watching sports, playing soccer, socialising with family and friends and travelling

Andrew’s experience and qualifications:
Andrew joined Wealth Management Partners in February 2020 as an Associate Adviser. Andrew has been working in the Financial Planning industry since 2012.Andrew holds a Diploma of Financial Planning and has a Bachelor of Commerce (Majoring in Accounting and Finance) from Murdoch University. Andrew is a member of the Financial Planning Association (FPA).

Contact Andrew
Phone: 08 9368 6030
Email: andrew@wealthmp.com.au

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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

Mary McDonald

Mary McDonald

Mary is one of our Client Service Managers 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 .

Staff_Sophie_Hills

Sophie Hills

Sophie is one of our Client Service Managers at Wealth Management Partners

Q: What motivates you in business?
A: Being part of a team, learning new things and helping clients.

Q: Describe your personality:
A: Bubbly, enthusiastic, empathetic and curious.

Q: What are your favourite past-times?
A: Discovering new places and experiences, cooking/eating/drinking good wine, jamming with my family and friends, rock-climbing, getting lost in a good book.

Sophie’s experience and qualifications:

Sophie’s parents are Financial Planners so she grew up with the industry always being a part of her life. She started working in Financial Planning after returning from an extended backpacking trip in Europe. She also worked for four years before deciding to get my Bachelor of Behavioural Science but then returned to the industry upon completing her studies.

Staff_Sophie_Sharrat

Sophie Sharratt

Sophie is one of our Client Service Managers at Wealth Management Partners

Q: What motivates you in business?
A: Being able to help others and providing a great service for our clients.

Q: Describe your personality:
A:Loud, out-going, hardworking and genuine.

Q: What are your favourite past-times?
A: Spending time with my dog, gardening, reading books and trying new foods.

Sophie’s experience and qualifications: 

Sophie joined Wealth Management Partners in January 2019 as a Client Services Officer and has now worked her way up to being a Client Services Manager. In 2017, she completed her Certificate II in Business which has complimented her role well.

Staff_Madison_Brown

Madison Brown

Madi is one of our Client Service Officers at Wealth Management Partners

Q: What motivates you in business?
A: Knowing that the clients are happy with what we provide to them to reach their goals.

Q: Describe your personality:
A: Outgoing, easy to get along with, caring and friendly.

Q: What are your favourite past-times?
A: Going on any new fun adventures, spending time with my family and friends and being outdoors.

Madi’s experience and qualifications:
Madi started at Wealth Management Partners as an administrator assistant at the end of April 2019 and have recently worked her way up to a Client Service Officer at the end of 2019.

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Chloe Doust

Chloe is one of our Client Service Officers at Wealth Management Partners

Q: What motivates you in business?
A: I aim to provide the best support to our advisers and clients. Also hearing/seeing our clients happy.

Q: Describe your personality:
A: Enthusiastic, dedicated, friendly and outgoing.

Q: What are your favourite past-times?
A: Outside of work I enjoy spending time with my friends & family, as well as my two dogs Milo and Skye.

Chloe’s experience and qualifications:
Chloe joined Wealth Management Partners in March 2018, Chloe started off as an enthusiastic member of our team performing the role of Building Reception. Chloe has worked her way up to the position of a Client Service Officer in 2020.

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Sarah Liddiard

Sarah is our Administrator at Wealth Management Partners

Q: What motivates you in business?
A: Hearing clients happy voices on the phone and helping others

Q: Describe your personality:
A: Friendly, love to laugh and outgoing.

Q: What are your favourite past-times?
A: Spending time with friends, family and going to new and different places.

Sarah’s experience and qualifications:
Sarah joined Wealth Management Partners in April 2019 as our Administrator and before that she was working away as an administrator in the Mines. She also completed her Certificate III in Business Administration in 2017

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Jazmin Nardone

Jazmin is our Receptionist at Wealth Management Partners

Q: What motivates you in business?
A: Having a great team to work with, alongside friendly clientele

Q: Describe your personality:
A:I am a bubbly individual, find most things humorous and adventurous

Q: What are your favourite past-times?
A:Netflix most definitely! Cooking and hanging with friends/family

Jazmin’s experience and qualifications: 

During her last couple of years of high school she obtained Cert I and Cert II in Hospitality & Cert II in Careers and Skills. She worked as a receptionist/Office Junior for over a year at Apple Settlements. Then started with Wealth Management Partners in December 2019.