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 AdviserAs well as holding an Advanced Diploma in Financial Planning, I am a Certified Financial Strategist, Registered Tax (Financial) Adviser 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.
Our Support Staff
Client Service ManagerI 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.
AdministrationI 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.