Meet the Team at
Gary is the Managing Director of Partners in Wealth. Gary has over 20 years’ experience in the Financial Services Industry and specialised in Financial Planning in 2000. He was a Senior Financial Planner with St George Bank where he won Financial Planner of the year several years running. In 2007, Gary established his own practice, Partners in Wealth, providing Financial Services in conjunction with the team to clients all over Australia.
Gary is passionate about delivering exceptional service and ensuring that clients receive proactive and appropriate Financial Advice. His role now includes ensuring that the business is meeting the needs of clients as well as staff and he is the principle driver behind the growth and operation of the business. Gary’s qualifications include the Diploma of Financial Services (Financial Planning), the Advanced Diploma of Financial Services (Financial Planning), the Graduate Certificate of Financial Planning, and he is currently completing his Masters in Financial Planning. Gary has two adult children and is passionate about sailing.
Tim is a Director of Partners in Wealth and commenced his career in the Financial Services Industry over 10 years ago and has a very strong understanding of the Banking and Customer Service Industries. In 2007, whilst completing his Diploma of Financial Services (Financial Planning) Tim was offered a position as an Associate Financial Planner with Partners in Wealth and has since become an integral part of the advice team.
Since beginning his career as a Financial Planner, Tim has continued with his studies and has completed the Diploma of Financial Services (Financial Planning), the Advanced Diploma of Financial Services (Financial Planning), and is on track to completing his Masters in Financial Planning within the next few years.
Tim is responsible for ensuring the day-to-day functions of the business are implemented efficiently with a high attention to detail, as well as researching available investment solutions to meet our clients’ personal financial needs.
Financial Planner / Aged Care Specialist
Holding 13 years of experience in the Financial Services industry, Fiona has gained a level of expertise that we are proud to have as part of our team. In her spare time, Fiona’s passion is health and fitness.
Carol-Ann started with IWS as a receptionist and has worked her way through all the back officer roles of IWS. Now as Practice Manager Carol-Ann coordinates the IWS group to ensure effective compliance, administration, workflow and paraplanning. “Irish” moved here from Ireland 5 years ago where she worked in the financial industry.
Courtney is our wonderful receptionist, manning the front desk and phone. When not at work, Courtney enjoys creating music as a budding singer/pianist.
Melissa is one of our administration officers. Her primary role is to assist in the preparation of reviews, maintenance of our records and generally helping around the office. Melissa has two boys, both avid football fans, who keep her busy on weekends.
Another integral member of our Toukley Administration and Service Centre, Tanya’s primary role is the support of the Financial Planner’s in the preparation of client files, processing applications and also greeting clients when they arrive for meetings. When not at work, Tanya enjoys working with horses.
Senior Financial Planner
Matthew is a Senior Financial Planner with PlanPlus and has worked in the financial services industry since 2004, moving into Financial Planning in March 2008. He is currently completing a Masters in Financial Services through the University of New England and is a member of the Financial Planning Association of Australia. Matthew enjoys giving professional advice to all his clients and may be seen spectating at the local rugby fields in Tamworth..
Senior Financial Planner
Terry is a Senior Financial Planner who specialises in superannuation and retirement planning. He is a Financial Planning expert based in our Tamworth office. In his spare time, Terry loves the outdoors and you can find him mountain biking or surfing.
Senior Financial Planner
Joanne comes to Lucrum Financial Solutions with over 18 years experience in the financial planning industry with various roles including Client Service Officer, Senior Paraplanner and Senior Financial Adviser. Her experience and technical knowledge will enable her to provide her clients with a high standard of advice specialising in Retirement Planning.
Joanne’s interest include spending time with her family and friends on weekends and has a keen interest in travelling.
Erika started her career in Financial Services in 1993 with an Insurance Brokerage in Sydney, and has since developed strong skills in insurance, customer service, accounting and compliance. To pursue her passion for Financial Planning, Erika commenced study at the University of Wollongong in 2013 and attained her Bachelor of Commerce (Financial Planning & Accountancy) in 2017. Erika moved to Jervis Bay in 2009 with her husband and five children and enjoys playing for the local ladies soccer team.