- 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, Newcastle 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, an Advanced Diploma of Financial Planning and…
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…
As an Associate, Carly works closely with the two Principal Advisers and Directors…
As an Associate, Carly works closely with the two Principal Advisers and Directors Paul and Tom, managing their client advice and compliance outcomes. Carly has deep knowledge of the financial services industry, having transitioned her career from investment banking. She provides a high level of support and technical assistance liaising with clients, suppliers and colleagues. Carly plays a critical role in ensuring clients expectations are met. My idea of Financial Freedom: to spend time with family and friends, dotted around the world.
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!
Team Leader / Paraplanner
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!
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 is being able to live the life I want to live without financial worries.
Jessica has a background in clients services. She provides client facing support to…
Jessica has a background in clients services. She provides client facing support to her team and assists in administration and implementation planning processes.My idea of financial freedom is the peace of mind I am prepared for what life has in store and the capacity to give.
Team Leader / Planning Administrator
Donna has a background in accounting and financial planning. She has worked in the…
Donna has a background in accounting and financial planning. She has worked in the finance industry for over 19 years. She holds an Advanced Diploma in Financial Planning and was a former City Ambassador for her hometown of Ipswich, Qld. Donna has a knack for organisation and structure. She leads the planning and administration team at the firm responsible for most of the back-office duties culminating in the provision of advice delivered to the firm’s clients. Her previous client facing advisory roles assist her well in understanding the needs of both clients and the Advisers who serve them. She also has a role in customer service dealing with many of our client’s administrative queries. My idea of Financial Freedom is travelling and spending time with family without the stress of any major financial impacts.
Jenny comes to us with a background in administration and insurance. Her aim is to…
Jenny comes to us with a background in administration and insurance. Her aim is to create an environment where great work and support can be delivered to our clients. 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: Have time to Dream, Explore, Seek new adventures and make more amazing memories with my family.
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