Hillross

Hunter Wealth
L10 20 Hunter Street SYDNEY NSW 2000
WE ARE HUNTER WEALTH Our kind of passion is a rare quality in the conservative and corporate world of wealth management. We partner with our clients for the long term, offering a unique and personalised experience that is tailored to their needs and financial dreams. It is only when we fully understand an individual client’s idea of Financial Freedom that we can help them create the life they want to live.                                                       Offices located in Sydney, Newcastle, Scone
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Financial Planning Association of Australia (FPA)
  • 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 CBD, Newcastle and Scone, and provides services to clients all over Australia and many parts of the world.


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
General Manager / Director

In 2003 Tom joined the founding company of CBD Financial Planning and has played…

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Phillip Johnston
Principal Adviser / Director

Phillip Johnston is an experienced financial adviser having worked with clients…

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Mark Heanly
Principal Adviser / Director

A specialist with enormous industry experience, Mark brings a high level of…

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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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Sandra Whitear
Adviser / Advice Operations Manager

Sandra chose financial planning as she enjoys helping people navigate their…

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Jason Gapps
Financial Adviser

Jason has over 15 years of experience within financial services and financial…

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Gavin Fernando
Senior Adviser

Gavin holds a Bachelor of Commerce, an Advanced Diploma of Financial Planning and…

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Andrew Spence
Senior Adviser, Investments

Andrew has spent 20 years in the financial planning industry where he has been…

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Carly Davies
Associate
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.
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Bianca Parth
Associate / Planning Administrator
As Associate/Planning Administrator, Bianca works closely with Phil, Principal…
As Associate/Planning Administrator, Bianca works closely with Phil, Principal Adviser and Director of Hunter Wealth, in meetings, liaising between paraplanning and administration. She has extensive administrative, compliance and client service delivery experience. Bianca provides a high level of support and technical assistance, liaising with clients, suppliers and colleagues, and plays a critical role in ensuring clients expectations are met. My idea of Financial Freedom is the freedom of being able to travel and enjoy life experiences without having to worry.
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Louise Shand
Administration Manager
In her role, Louise ensures an environment exists which allows the advice team to…
In her role, Louise 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 to have choices, to be able do things I enjoy.
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Kate Miller
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!
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Sanya Makhijani
Team Leader / Planning Administrator
Sanya plays a critical role managing the planning administration team who implement…
Sanya plays a critical role managing the planning administration team who implement the client’s plans, reviews and insurance applications providing the client and the adviser assistance throughout the process. My idea of Financial Freedom is living a debt free life and holidaying!
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Radika Govind
Planning Administrator
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.
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Joleen Atkinson
Planning Administrator
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.
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Donna Haslam
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.
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Jenny Heanly
Administration Officer
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.