Qualifications
& Memberships
- Financial Advice Association Australia (FAAA)
- B.Ec
- CPA
- B.Com
- CFP®
- JP
Areas of
Expertise
Estate planning
Insurance
Investments
Self Managed Super Fund
Superannuation
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 and provides services to clients all over Australia.
Meet our team
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Paul Heanly
Managing Director
Prior to establishing Hunter Wealth, Paul co-founded both Hillross CBD and CBD…
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Tom Schipilliti
Director of Operations
In 2003 Tom joined the founding company of CBD Financial Planning and has played…
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Megan Aikman
Principal Adviser
Megan started her working life as a Food Technologist and changed careers in 2000…
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Gavin Fernando
Principal Adviser
Gavin holds a Bachelor of Commerce, a Diploma of Financial Planning and a…
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David Kennedy
Principal Adviser
David specialises in retirement planning strategies. He is the author of End of…
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Sandra Whitear
General Manager
Sandra is passionate about helping people navigate their financial situations to…
Kate Miller
Head Of Advice
Kate manages the delivery of advice for Hunter Wealth. Kate leads the Associate and…
Kate manages the delivery of advice for Hunter Wealth. Kate leads the Associate and Paraplanning team while also managing Hunter Wealth’s outsourced paraplanning relationships. Kate has a wide range of experience with Hunter Wealth as she has been with the practice for over 16 years. Her contribution and roles have developed as the business has grown and as the financial planning industry has changed. Kate is passionate about her work, the team, the right process, compliant and quality advice, all of which contribute to effective day to day business operations that help our clients achieve their financial freedom. Kate manages the financial planning software, templates, the advice development, documentation, and review processes. Kate is also our HR champion, always championing for a great work culture at Hunter Wealth. Kate’s idea of Financial Freedom: “being able to travel down the south coast with my family whenever we like!”
Stephanie Ucchino
Associate Adviser
Stephanie has acquired significant experience within the industry, developing her…
Stephanie has acquired significant experience within the industry, developing her knowledge throughout her varied roles as well as in her formal qualifications. As a CFP, Stephanie is committed to providing quality advice to our clients and feels that the true value of advice lies in the meaningful relationships that we have with our clients, which gives them the comfort to live their lives the way they want to. “Financial Freedom is the ability to freely create memories with my family, and to share the wonders of the world with my young children, without burden or hesitation.”
Vanessa Nhan
Associate
Vanessa has extensive experience in the Financial Services industry having worked in…
Vanessa has extensive experience in the Financial Services industry having worked in retail banking and financial planning. She is passionate about helping others and dedicated to providing high quality support to principal advisers and excellent customer service to our clients. "My idea of Financial Freedom is being able to enjoy a happy and simple life with no financial stresses"
Vanessa Hanington
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.”
Donna Haslam
Associate
"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."
Luna Vieira
Senior Paraplanner
Luna has almost a decade of experience in the financial services industry and is…
Luna has almost a decade of experience in the financial services industry and is passionate about helping clients achieve their financial goals. With an exceptional eye to detail and comprehensive knowledge of the industry, she is our in house Senior Paraplanner and go to person for any technical questions. She is responsible for developing and writing complex client strategies and advice documents. “When I picture what my ideal financial freedom is, I see myself walking on the beach, my family laughing around me, and my 2 beagles running around us. Ultimately, I see it as being able to have quality time with my loved ones”.
Radika Govind
Senior Client Services Manager
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 Atkinson
Senior Client Services Manager
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 Hori
Senior Client Services Manager
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."
Patricia De Vita
Senior Client Services Manager
Patricia is an experienced Client Services Manager with the skills and knowledge to…
Patricia is an experienced Client Services Manager with the skills and knowledge to provide high quality support to Advisers. Patricia is responsible for the timely and accurate implementation of the advice presented and supporting clients in a professional manner. My idea of financial freedom is “freedom from fear and having choices to do the things I enjoy.
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