MEET THE TEAM
Ian has been in the life insurance industry for over 38 years, having successfully run practices in two countries. Ian moved to Australia from South Africa in 1988 and began a young family in Sydney. Ian’s passion for the industry is due to the numerous times he has been fortunate to witness his clients’ lives being changed as a result of having suitable and adequate insurance. Being able to witness, first hand, the incredible difference that his advice can make to the livelihood of a family is what he finds so rewarding.
Ian is a long-time and current member of MDRT, the world’s Premier Association of Financial Professionals and each year has obtained Top of The Table status ranking him among the very best in the profession.
Ian has developed a standing and reputation in the industry which is a testament to the service and solutions he has offered his clients over many years.
Andrew has more than 19 years of experience in wealth management. He relocated from the UK to Australia in 2006 and has had the opportunity to work with some of the most reputable financial services firms in both countries.
Witnessing the positive impact of a well-crafted financial plan on people’s lives has been a gratifying experience for Andrew. With extensive academic and practical knowledge, Andrew assists his clients in maintaining their current lifestyle and building wealth to achieve financial independence in the future. He holds a Master of Commerce in Financial Planning and possesses multiple industry-related qualifications. Andrew is an active member of the Financial Planning Association (FPA) and the prestigious MDRT, a global organization for top financial planning professionals. These memberships enable him to keep abreast of the latest industry practices and share his expertise with other professionals. Andrew enjoys hiking in and around Sydney and has a passion for travel and home cooking, although he rarely has time for these activities due to his busy schedule.
Brent is a Financial Adviser and has been in financial services since 2009. Brent has extensive experience in wealth protection advice, having worked with one of the largest insurers in Australia prior to beginning his career in financial advice. When Brent is not working for his clients, he is an avid viewer and participant in a wide range of sports, including football, Aussie rules, cricket and basketball.
- Bachelor of Commerce from the University of New South Wales (Majoring in Finance and International Business)
- Bachelor of Economics from the University of New South Wales (Majoring in Economic History)
- Diploma of Financial Services
- Accredited SMSF adviser
- Member of the Association of Financial Advisers
David’s extensive experience, including with an international accounting firm, as financial controller for a public company, and as founder of his own financial planning business, has made him something of a powerhouse in accounting and financial planning.
He’s an accredited Financial Planning Specialist (FPS) and certified Financial Planner (CFP), providing specialist advice across a wide range of areas, including financial planning and investment, superannuation and retirement planning, income taxation planning and research, and business planning and accounting.
Debra has 25 years experience as a Chartered Accountant and Financial Planner.
She is passionate about Self Managed Super Funds and Estate Planning Advisory and enjoys assisting clients in this area of practice.
Jess has a Bachelor of Business and Commerce (majoring in accounting) and a Master of Financial Planning. She joined the Wealth Peak team in 2019 and enjoys developing strategies to help clients achieve their financial goals. Outside of work, Jessica is an avid reader and loves thrill seeking activities. She plans on swimming with sharks and bungy jumping whilst travelling.
Fionn (Fin) joined Wealth Peak at the beginning of 2021. Over that time, he has shown a keen interest in financial services with an overall customer-centric focus. This drive to ensure a positive overall client experience has been developed through past employment in retail and customer service. Fionn has been heavily involved in multiple sporting clubs since his youth, with notable mentions being Randwick Rugby and UNSW Cricket Club in Sydney Grade Cricket competition. He has been fortunate enough to represent UNSW in their Poidevin-Gray Shield side as well as spend a season over in the UK playing in the West of England Premier League for Gloucester. These experiences have enabled Fionn to build strong relationships in the community and heavily influence the person he is today.
– Bachelor of Business from the University of Technology Sydney (Majoring in Finance with sub-majors in Economics & Taxation Law)