Meet The Team | Total Wealth Management
Meet the Team
At TWM, we enjoy providing advice across all spectrums of financial planning and strongly believe that a financial plan is fundamental to achieving personal and financial goals. It enables you to stand back, assess your current position and make appropriate changes to give yourself the best chance of achieving personal milestones.
Ongoing and regular reviews are equally important to the success of any plan, as they enable adjustments to be made to ensure that your investments, insurance and superannuation strategies remain relevant to any changes that occur in your life. While some of these changes can be caused due to your own personal or financial position, others may be forced upon you due to changes in legislation and economic conditions both here and overseas.
We genuinely find great satisfaction in helping our clients to achieve their goals and stay on top of changes and developments in the financial services industry and we look forward to helping you.
Principal & Senior Adviser
As well as holding an Advanced Diploma in Financial Planning, I am a Certified Financial Strategist, Registered Tax (Financial) Adviser (registration number 25188453) and a member of the FPA (Financial Planning Association),
I commenced working in the financial planning industry in 1999 and before this spent 10 years as owner/manager of a successful business servicing government departments and private enterprise across QLD and Northern NSW.
Prior to this, my 15 years with Westpac involved a variety of roles, including management, retail lending and commercial lending. During this time I attained a Diploma in Accounting and developed an interest in investing in the share market, putting together my own personal share portfolio and self-managed super fund.
Link to FSG
Along with completing a Post Graduate Degree in Financial Planning, I passed the mandatory FASEA exam in early 2020s and am a member of the FPA (Financial Planning Association).
I have worked in the Financial Services Industry since 2000 and have over 9 years of experience as a Financial Planner. I developed a passion for Financial Planning in my early years working for the Commonwealth Bank group and have a wealth of financial planning experience that extends to lending and banking.
I have a down to earth nature with a strong work ethic reflecting my farming upbringing. The unpredictable nature of farming instilled an ability to think outside the box, to be resilient and empathetic, which are traits I use when dealing with clients to always get the best outcome for them, whether it’s short or long term.
Our Support Staff
Client Service Manager
I have been working for TWM since 2009 and in the financial services industry since 1999. I have completed the Advanced Diploma of Financial Services and also have a Bachelor of Business. My role is to look after all our existing clients and assist Rod with his everyday business jobs.
I have lived in Ipswich most of my life and am married with two children, who take up a lot of my spare time with their school and sports activities. I enjoy spending time with my family and friends and travelling to new places.
I have been with TWM since October 2017 providing administrative support to Rod and Monica. I have been in the industry since 1994 and previously worked for Rod in the early 2000’s. I am happy to have rejoined the team.
I am married with 2 children and spend my spare time volunteering at their local schools. On the odd occasion I get the opportunity to relax I enjoy reading and craft.
At Total Wealth Management, we believe that lifestyle goals and objectives are two of the most important elements of any successful financial plan.
We focus our expertise and resources on the things we can control or influence (service, strategy and education).
Our philosophy involves a thorough step by step process designed specifically to help you achieve your lifestyle goals and objectives.
“Financial Planning transforms dreams and aspirations into reality”
Our objective is to develop a long term partnership that is highly valued and over time delivers desired outcomes, exceeds expectations and provides peace of mind.
“Achieving your dreams and aspirations is our priority”
At Total Wealth Management we are a committed team participating at different levels, all striving towards the consistent delivery of our excellent service to our clients.
For over 15 years, we have been focused on providing professional and holistic financial planning advice to our clients.
We believe in order to truly understand your needs and assist you in achieving your lifestyle goals and objectives requires more than just a business relationship.
“Partners in your prosperity”
Our Preferred Charity
Team J & J is a fundraising group which works throughout the year to help families who have children with blood-related cancers.
“I know how hard it is. When my son was diagnosed he had two weeks left to live without treatment. It was a big shock and we had to drive to and from Brisbane constantly. Our goal is to raise lots of money for the Leukaemia Foundation and our sponsor, Total Wealth Management is offering a $10,000 prize for every golfer who gets a hole in one, which is massive.”
“I still talk to him every day and ask if I’ve done enough. I wouldn’t be here doing this if it wasn’t for him”
Mrs Gayle Daetz
The Leukaemia Foundation supports patients and their families with accommodation free of charge for as long as their treatment lasts, which could be anywhere from six months to two years.