Experience

Vantage Wealth Management Pty Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Apr 2019 - Present

  Establish and manage strategic planning, project development and implementation across all areas of; • Operations and advice management • Stakeholder engagement and business development • Risk and compliance • Culture and HR Specific areas of attention include client and staff engagement, growth and development of professional alliances, industry and advisory market developments. Vantage Wealth Management is a West Australian based boutique wealth management practice founded on professionalism, integrity and exceptional service. Advice is specifically designed for private families, SMSFs and the Not for Profit sector. We own and maintain 100% control of our own Australian Financial Services Licence (AFSL) through VWM Financial Services Pty Ltd, holder of Australian Financial Services Licence No. 345744. The Directors of Vantage Wealth Management are also Directors and Responsible Managers of the licensee.



Devenish Advisory

• Wealth Management Consulting

  • Oct 2017 - Mar 2019

  Senior executive with over 25 years experience in the wealth management industry helping individuals and organisations grow their financial futures. Key areas of focus include; Positioning, service proposition and delivery Pricing and segmentation Advisory and support team structures Sales and activity management Remuneration and incentives Investment management Platform, digital engagement and client reporting Succession and corporate planning Financial analysis and goals Leadership and personal development Project planning and implementation Part of the management team that developed a private Wealth Management firm into the country’s most respected organisation of more than 100+ financial advisors. Key strengths and achievements include extensive industry experience, relationship management skills and leading people. Recent studies include London Business School program "Developing Strategy for Value Creation" April 2018.



Shadforth Financial Group

• Australia
• Financial Services
• 200 - 300 Employee

• Principal, Advisory Services Manager, Private Client Adviser

  • Jul 2009 - Oct 2017

  Management of WA based advisory team and involvement in various national business strategy projects. Corporate client engagement to develop strategy across all levels of group services to key executive sectors. Experience in delivering financial advice to private clients and strategic business management with Gannon Growden Schonell and Shadforth Financial Group. Qualifications include a Bachelor of Economics (UWA), Graduate Diploma of Applied Finance and Investment (ASIS), Certified Financial Planner™ practitioner, in addition to financial planning Diploma qualifications (Deakin Uni). SMSF Specialist Adviser (SSA) with The SMSF Professionals Association of Australia (SPAA). Previous industry involvement has included Chairmanship of the WA State Chapter of the Financial Planning Association of Australia (FPA). Specialties: - Strategic delivery of group private finance advisory services - Direct share and managed portfolio advice - Financial modelling, tax and income planning. - Salary packaging, incentive plan analysis and severance payment advice. - Self Managed Superannuation Fund (SMSF) set up and strategic advice. - Business equity buy/sell and key man protection; private life and disability policy set up and review.



Gannon Growden Schonell and Associates Pty Ltd

• Executive Director

  • Jan 1992 - Jun 2009