- Financial Planning Association of Australia (FPA)
We forge strong personal, professional relationships; we insist on transparency and clear communication; and we have been offering quality advice and superior service for over 20 years.
The majority of our team have been with us for more than 10 years and the longevity is a testament to how much we enjoy what we do.
When you partner with us, a team of dedicated experts will support you, ensuring you get the best outcomes to achieve your idea of Financial Freedom.
Hunter Wealth is located in Sydney CBD and Scone, and provides services to clients all over Australia and many parts of the world.
Meet our team
Prior to establishing Hunter Wealth, Paul co-founded both Hillross CBD and CBD…
General Manager / Director
In 2003 Tom joined the founding company of CBD Financial Planning and has played…
Principal Adviser / Director
A specialist with enormous industry experience, Mark brings a high level of…
Megan started her working life as a Food Technologist and changed careers in 2000…
Gavin holds a Bachelor of Commerce, a Diploma of Financial Planning and a…
David specialises in retirement planning strategies. He is the author of End of…
Adviser / Advice Operations Manager
Sandra chose financial planning as she enjoys helping people navigate their…
Associate / Paraplanner Team Leader
Kate manages and leads the paraplanning team in an environment that delivers…
Kate manages and leads the paraplanning team in an environment that delivers professional outcomes. She is passionate about her work and committed to delivering high quality advice that is compliant, technical and meets professional standards. "My idea of Financial Freedom: Being able to get in the car and head down the south coast with my family whenever we like!"
Stephanie has extensive experience within the industry; commencing her career within…
Stephanie has extensive experience within the industry; commencing her career within administration, then paraplanning and now as an Associate she is still continually developing through ongoing studies. Stephanie is dedicated to supporting principal advisers in the provision of advice to our clients with a highlight of her role being the relationships that she is able to develop with our clients. “My idea of financial freedom is the ability to spend quality time with my family and show my kids the world!”
Associate / Paraplanner
Vanessa has over 20 years of industry experience and is passionate about developing…
Vanessa has over 20 years of industry experience and is passionate about developing financial strategies to achieve the best outcome for clients by working closely with advisers and peers all the while committed to continually expanding her technical knowledge. “My idea of financial freedom is to be able to live my best life without the financial stress.”
Associate / Administrator
Stacey has ten years’ experience in financial services and has developed a detailed…
Stacey has ten years’ experience in financial services and has developed a detailed understanding of the financial advice and administration process. The highlight of Stacey’s role is getting to know clients and assisting them through their financial advice journey. "My idea of financial freedom is the ability to live each moment of life without financial worries."
In her role, Sanya ensures an environment exists which allows the advice team to…
In her role, Sanya ensures an environment exists which allows the advice team to produce great work and support our clients in achieving their idea of financial freedom. "My idea of Financial Freedom is living a debt free life and holidaying!"
Radika is a professional planning administrator with over 10 years’ experience. She…
Radika is a professional planning administrator with over 10 years’ experience. She is committed to providing a high level of customer service and applies herself to achieve a great outcome for the client by working closely with the Advisers. Radika is responsible for the implementation of the advice presented liaising with clients, suppliers and colleagues. "My idea of Financial Freedom is the ability to fully experience life on your terms."
Joleen is an experienced Planning Administrator with extensive years of knowledge…
Joleen is an experienced Planning Administrator with extensive years of knowledge that provides her with a deep understanding of the financial planning advice process. In her role she is responsible for the implementation of the advice presented, liaising with clients, suppliers and colleagues. Joleen plays an important role in supporting advisers and is dedicated to delivering the best outcome for the clients. “My idea of Financial Freedom: Being able to live the life I want to live without financial worries.”
Zoe has over 10 years of experience and knowledge as a Planning Administrator. She…
Zoe has over 10 years of experience and knowledge as a Planning Administrator. She is dedicated in assisting the adviser and clients to meet their financial goals. Zoe is responsible for the preparation of advice, reviews & implementation and strives to provide this service to clients in a timely manner. "My idea of financial freedom is to live and enjoy life with family and friends without the financial burden."
Team Leader / Planning Administrator
"My idea of financial freedom is travelling and spending time with family…
"My idea of financial freedom is travelling and spending time with family without the stress of any major financial impacts."
With an eye for detail, Jenny ensures that all of our compliance information is up to…
With an eye for detail, Jenny ensures that all of our compliance information is up to date, whilst also supporting the administration function of Hunter Wealth. "My Idea of financial freedom is being able to have time to Dream, Explore, Seek new adventures and make more amazing memories with my family."
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