Our company and mission statements
"To work as your financial partner, inspiring you to healthier financial outcomes and leading you to a more fulfilling lifestyle"
- We care about you and your family
- We want you to succeed
- We are driven for that success
- Your success is our success
Director & Financial Adviser
Starting out in 2009 in the financial services industry just after the GFC, Troy understands his clients needs and aims to ensure they lead a financially successful life. He ensures that they can do what they do best in their own profession knowing the have a team behind them taking care of their personal finances.
Troy and his wife Mel both grew up in country New South Wales, met on the Gold Coast and now call Brisbane home. They love to travel and explore new places but also make the most of the local treasures closer to home. Mooloolaba beach is a favourite place to visit. Time with both of their families is cherished and their three nephews, Harry, Hugo, and Beau never fail to bring joy and laughter to their days.
Troy is passionate about golf and can be found at Nudgee Golf Club most Saturday mornings. Luckily, Mel understands his passion but might categorise it as more of an obsession.
Director & Financial Adviser
Ben understands that everyone’s journey is different and has experienced this firsthand since joining the industry in 2011.
With a passion to understand, he focuses on discovering what’s important to his client’s now as well as in the future, providing value and direction in working towards their objectives. Ben enjoys taking complex strategies and making them easy to understand. By looking at things with a broader lens and thinking outside of the box, he is always striving to deliver the best outcomes for his clients.
To Ben, ensuring that he is at the forefront of changes within the financial planning industry is a must. He holds a Bachelor of Accounting, Advanced Diploma of Financial Planning and SMSF Accreditation. He is constantly learning, training, and developing to ensure that you will receive the most relevant and up-to-date information.
Ben is also passionate about creating and navigating his own personal journey. Whether it’s being active in the outdoors with his family, watching the rugby or cricket, or exploring a part of the world he hasn’t been to yet, Ben believes in living a full, adventurous, and happy life.
With over 30 years’ experience, working with superannuation, investment and insurance planning corporate and individual clients, Ken has a wealth of knowledge and experience to share with you.
Having lived and working closely with clients through a number of market corrections and political unrest domestically and offshore over that 30-year period, Ken has personally experienced and navigated through with his clientele the good and the bad times consequence to economic conditions and legislative Federal budget changes for example.
When he is not guiding clients through their journey’s Ken enjoys heading out on the golf course and travelling to new destinations.
Head of Operations
Emma has worked in client service roles across several financial services businesses and has a wealth of experience across operations since joining the industry in 2008.
Emma is passionate about building strong relationships and enjoys the ever changing and fast paced environment. In her role as Head of Operations, Emma is responsible for managing the SW client services team ensuring our clients receive an excellent experience on their journey with us.
Outside of work Emma commits her time to volunteering and is always looking for ways to improve people’s lives. She enjoys staying active and can be found sampling the latest cocktails in Brisbane.
Head of Advice Production & Implementation
Amanda will be working with our advisers to produce and implement, quality, comprehensive advice for our clients. Over the last ten years, Amanda has held roles as an Office Manager, in Client Services and as a Paraplanner. She holds a Bachelor of Commerce, majoring in Finance which has enabled her to expand her knowledge.
Amanda loves working in financial planning and has seen firsthand the life changing impact of the strategies that we build for our clients.
When Amanda is not keeping up to date with the latest strategies, she enjoys interior design and loves spending time at the beach with her husband and daughter.
After a decade in Telecommunications, Luke transitioned into Financial Planning to follow his passion for the industry. Luke started out in Client Services in 2017 and prides himself on his phone manner and attention to detail.
Luke has a Bachelor of Commerce, majoring in Finance and Financial Planning and is excited to bring this up-to-the-minute industry knowledge to his role. He particularly enjoys assisting clients through the often-complicated Financial Planning process and seeing the positive results at each review.
When not in the office, Luke loves spending time with his wife and son. He also runs a creative writing group which helps balance his numbers heavy work life, and plays Go whenever he can at a local club in Brisbane.