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Director and Principal Financial Planner

I have been assisting my clients in reaching their goals for more than 22 years.

My success as an advisor is derived from a thoughtful & thorough approach to problem-solving & financial advice. My focus is on ensuring clients are provided with well researched, appropriate and strategically sound advice that aims at a balance between maintaining current lifestyle aspirations with attaining desired future outcomes.

I strongly believe in my professional obligations and that my role as a financial planner is to assist my clients in all aspects of their financial life.

I hold a Diploma of Financial Advising, am a FPA Certified Financial Planner (CFP) & am a FASEA accredited advisor. I am an Authorised Representative of Matrix Planning Solutions.

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Senior Client Services Officer


I am the first point of contact here at Speering Wealth.

My role as Senior Client Service Officer involves communicating closely with clients, administering & implementing client services, and ensuring operations run smoothly. 

I hold a Diploma of Financial Planning and have been a part of the finance industry for over 20 years, 8 of those working alongside Brad. 

I enjoy spending time with my family and friends outside of work.

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Client Services Officer & Marketing Coordinator

I have been a part of Brad’s team since early 2020. My main responsibilities within the business include working alongside Brad in assisting with preparation of financial advice, creating our marketing content, management of all marketing platforms, coordination of marketing communications to clients, and assisting Brad and Vanessa with any other administrative tasks required. Aside from working at Speering Wealth I am studying a Bachelor of Health and Physical Education at the University of Wollongong and I also bartend on weekends. I also enjoy playing netball, socialising with my friends & going to the beach.

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