Wealth management should be simple, predictable and calm, not a rollercoaster ride that makes your heart rate rise and blood pressure spike.

Co-Owner, Wealth Adviser Getting clients "retirement ready" is my specialty, helping my clients organise their money, structure their assets and confidently plan for their retirement years. I love seeing my clients ticking off everything they want to be, see and do and being their trusted adviser leading up to and in retirement. I'm a big believer that clarity and simplicity are key to financial success. My 'get ready for retirement' cash flow management system gives clients a framework to achieve their goals and the freedom to pursue their passions. Working with my clients through the Private Wealth Pathway is truly rewarding as I've got a front-row seat to watch them make real progress. Outside of work my three energetic kids keep me on my toes. Besides being their biggest cheerleader in various sports, I prioritise staying active myself with daily exercise and a weekly game of netball. Credentials Bachelor of Business in Financial Planning. Bachelor of Business (Financial Planning) • Diploma of Financial Planning • Registered Tax (Financial) Adviser • Kaplan – Self Managed Super Funds

Co-Owner, Wealth Adviser I’ve been in the financial planning game since 1989, helping folks imagine and then create a better financial future for themselves and their families. With over 35 years in the business, I still get a real buzz from helping my clients reach their goals, and I’m more passionate than ever about it. I joined Financial Lifestyle Managers in 2004 after stints with AMP and Westpac. I took to the business straight away – so much so that I ended up buying it in 2006. In 2012, after six years of growing the client base and helping hundreds of people secure their financial future, I merged with FMD. A couple of years later, in 2015, I kicked off a new chapter and relaunched Financial Lifestyle Managers to get back to what I love most – helping clients achieve their financial dreams. And just recently, on 1st November 2024, I merged Financial Lifestyle Managers with Absolute Wealth Advisers to take the next step in providing even more comprehensive financial advice to our clients. It’s an exciting new chapter, and I’m pumped for what’s ahead.

Adviser Support Specialist I work closely with Paul and Anthony, preparing client data and paperwork for all of their clients' annual reviews. Another aspect of my job is sending engagement and fee disclosure statements to welcome new clients and preparing data for our Paraplanner. I may also reach out via email for signatures or to schedule meetings. In my free time, I enjoy running and mountaineering, as well as exploring new places. Giving back is also important to me, and I support organisations like Island Rescue and Base Camp Emergency Response Team. Music is a big part of my life, and I'm always on the lookout for hidden gems that aren't well-known. I also enjoy listening to podcasts to expand my knowledge on various topics.

Investment Specialist I execute trades on investments for our clients and then follow through with the necessary investment administration. I am involved in portfolio review and data management, prepare quarterly valuation reports and monitor our clients' investment performance. I take pride in being part of a team that makes our clients happy, and love learning investment strategies that I can apply in my personal life. Outside work, I like to indulge in my guilty pleasure of binge-watching Netflix or movies. I'm also an avid reader and love spending time at the beach. I believe in giving back to the community and often donate to local charities in the Philippines through VA Platinum and B1G1.

Paraplanner In my role, I specialize in the meticulous preparation of Statements of Advice. Collaborating closely with financial advisers, I conduct in-depth analysis and assessment of client data, aiding in the formulation of innovative solutions and strategies. Beyond my professional life, I relish indulging in a bit of binge-watching, immersing myself in series, and embarking on spontaneous adventures with friends and family—because let's face it, the unplanned ones are often the most enjoyable. One of my passions is a deep appreciation for Korean dramas and movies. Their unique plots and captivating storytelling never fail to captivate my imagination, making me an avid fan of this cinematic world.

Paraplanner As a paraplanner, I enjoy being an essential support in crafting customised financial solutions that align with our clients’ unique needs and aspirations . My role is to support advisors by making sure every aspect is well-prepared, which helps clients achieve better financial outcomes. Beyond my professional life, I’m passionate about staying active and enjoying the thrill of various sports. Whether it's shooting hoops on the basketball court, smashing the shuttlecock in badminton, or hitting the trails in Enduro Racing, I find joy in pushing my physical limits and embracing the camaraderie that sports bring. These activities not only keep me fit but also help me maintain a balanced and energetic lifestyle.

Paraplanner Working in the financial industry presents unique challenges, especially considering my previous experience in the BPO sector. However, my 8 years of experience in the BPO industry have equipped me with valuable skills that can be leveraged to provide exceptional support and services to clients in the financial sector. I am well-prepared to tackle the demands of this new career path, demonstrating my focus, determination, and enthusiasm. “I am excited to embrace the challenges that lie ahead and make a positive impact both within the organisation and for our valued clients.”

Co-Owner, Wealth Adviser I'm a relatively new at Absolute Wealth, joining the team in 2021. I work closely with Paul, helping families navigate the challenges of intergenerational wealth from both the perspectives of parents and children. One of the things I enjoy most about my role is helping clients understand their options in a way that resonates with them, so they feel connected to the outcome and can confidently make decisions. I'm an early riser and love to keep active. I'm president of my hockey club and am also part of the mentoring programs at Sydney University and the University of Wollongong. When I'm not out and about, I love to read, try my hand at gardening and listen to podcasts to keep learning and exploring new ideas. Credentials Bachelor of Commerce (Economics) Bachelor of Science (Physics) Masters of Applied Finance Graduate Diploma in Financial Planning

Head of Advice Delivery There's something truly special about helping people and seeing the difference it makes in their lives. You can often find me catching up with friends and family, going on long walks with my dogs, and even indulging in some gaming from time to time. Credentials Diploma of Financial Services (Financial Planning) Bachelor of Commerce Master of Business Administration Currently in progress: Graduate Certificate of Applied Corporate Governance and Risk Management

Adviser Support Specialist I work closely with Paul and Ross in preparing client data paperwork for clients’ annual reviews, sending service proposals and engagement agreements for new clients, and booking meetings. In my role, I meticulously organise and analyse client data paperwork ensuring its completeness, accuracy, and review-ready. I understand the importance of attention to detail in this process to provide our clients with the best possible service. Outside of work, I enjoy engaging in activities that bring me joy and relaxation. Karaoke is one of my favorite pastimes, where I let loose and express myself through music. On quieter days, I find solace in curling up with my favorite Netflix series or movies. Cooking is another passion of mine. I love experimenting with various flavors and techniques, creating a delicious and wholesome meal for myself and my loved ones. Spending quality time with my family is also a priority for me as this strengthens our bonds and brings me immense joy.

Investment and Projects Specialist As an Investment & Projects Specialist, I focus on optimizing client portfolios and managing key projects to improve our services. I execute strategic trades, and ensure investments align with our clients' goals. I love the dynamic nature of my work, as it allows me to face new challenges daily and continually deepen my expertise. My passion for finance drives me to explore strategies that help our clients and support their success.

Client Service Specialist As our clients' primary point of contact, I manage all incoming communication and document handling. It's my responsibility to ensure that our clients are kept up-to-date with their accounts and any relevant information. One of the things I enjoy most about my job is the constant opportunity for learning and skill development. I like to unwind with a fun karaoke session or go out with friends. Walking is also a great way to clear my mind and de-stress. I'm also a registered nurse and a proud fur parent. Cooking is one of my favourite hobbies, and I love experimenting with new recipes in my free time.

Team Leader For the past 9 years, I’ve had the privilege of working with a diverse range of people, from teaching for 4 years to managing and training a team for 5 years. And with those incredible journeys, I’ve learned that caring is a powerful force. It instills a deep sense of responsibility to bring out the best in others while nurturing my own personal and professional growth. And in this new role, I am honestly grateful for the opportunity to channel this passion. “Guided by the wisdom and love of my grandparents, I am driven by a deep desire to reciprocate it in a way I know they would find meaningful. This passion fuels my commitment in aiming to make a meaningful impact.”

Client Service Specialist With over 13 years of invaluable experience in the BPO industry, I’ve honed a diverse skill set that has equipped me to handle a wide range of challenges. I’ve interacted with a multitude of individuals and successfully navigated complex customer and client interactions, making me a seasoned professional in this dynamic field. Now, I am entering a new journey in my life as a financial lifestyle officer and will commence with new challenges. I will continue to display my professionalism in this new role and be a great asset to the team. “Taking care of clients is a reflection of taking care of yourself, as their satisfaction nurtures your success.”

Co-Owner, Wealth Adviser From a young age, I've always been drawn to helping people. And I've always been fascinated by human interaction, psychology, and behavioural economics/finance. That's why I ended up on this career path, where I help people simplify and systemise their financial life. I truly believe that when my clients have a solid financial foundation, they can live a more fulfilling life without being limited by financial worry. Through understanding the emotional side of money, I delve deep to understand the 'why' of people's financial decisions before I help them with the 'what' and 'how'. I want to empower my clients to make choices based on their dreams and ambitions rather than conforming to outside pressures. Beyond my role as a financial planner, I host a podcast and love to clear my mind by surfing and keeping active. Credentials: Bachelor of Commerce – Financial Planning, Statement of Attainment for Self-Managed Superannuation Funds Registered Tax (financial) Adviser.

Advisor Support Specialist I work in Stella's team, preparing for annual reviews and managing client paperwork. I take pride in making sure everything is in order and up-to-date, so that our team can provide the best possible service to our clients. I really love the opportunity to interact with clients to help make their experience as smooth as possible. I love to travel and explore new places with family and friends. I also enjoy giving back to the community through various volunteer groups, whether it's donating goods to those in need or helping out at local events.

Insurance Specialist I take care of the administrative side of implementing insurance advice. I assist with modelling insurance needs for our clients and prepare for insurance reviews. I also work with providers to get detailed insurance quotes and manage claims for our clients. It's important to me to have a good work-life balance. I love to cook and experiment with new recipes, and I'm always planning my next travel adventure.

Paraplanner I work closely with our financial advisers to develop a comprehensive financial plan that meets our client's needs. I gather and analyse the necessary data, discuss potential solutions with the adviser, and then prepare the Statement of Advice. One of the things I love about my job is the opportunity to learn more about finance, which I can then apply to my own life. In my free time, I enjoy watching TV series and movies and reading books. I also participate in B1G1 donations, which allow me to give back to the community and support local charities.

Client Service Specialist Being a frontliner in my work, I genuinely love engaging with clients and providers. Whether it's through email or over the phone, I thrive on the opportunity to communicate with them. I find great joy in providing support, delivering exceptional service, and making a positive impact on their experience. I find immense joy in indulging in Korean drama series, immersing myself in their captivating narratives. Alongside this, my passion for photography allows me to capture and preserve the unseen beauty of ordinary landscapes and moments. I have a deep sense of curiosity that drives me to explore new places, experience different cultures, and broaden my horizons through travel.

Admin Paraplanner I spent almost 8 years as a customer service representative in the healthcare industry, developing my communication skills and gaining a deep understanding of the field. Now, as I begin my new career as a Junior Paraplanner in the financial industry, I am excited to utilise my extensive background to provide clients with exceptional service and support. “Transitioning into a new chapter in my career journey, I am eager to take on new challenges and apply my skills to make a meaningful impact in the world of financial planning.”