We have over 23 years experience working together with individual and corporate clients, specializing in Investment & Superannuation strategies and Retirement Planning.
This is just one of the many reasons why this unique Australian owned and operated business is one of Australia’s leading financial planning service providers.
Warren is a Senior Financial Adviser and Director of WRS. He provides leadership to our team of Financial Planners, and is involved in framing and delivering high level financial advice to new clients. He specialises in SMSF advice, and administration, with decades of experience and expertise to draw from. Warren also works extensively with existing clients as a part of our Ongoing Service Program.
Warren has 35 years experience in assisting clients with achieving their financial goals, including wealth creation and management strategies such as financial coaching, investment advice, superannuation accumulation and retirement income stream strategies. His experience in Superannuation strategy and the relevant technical issues is renowned, and sought after by clients and professionals in related fields’ right across Queensland.
Warren is a Certified Financial Planner™ practitioner and holds a Diploma in Financial Planning and a Diploma in Superannuation Management and has completed his Certificate 4 in Assessment and Workplace Training and is a member of the Financial Planning Association. Warren is also a Justice of the Peace (Qualified).
Warren is a Sub – Authorised Representative 242153 of Wealth & Retirement Solutions Pty Ltd ACN 117 444 989 Corporate Authorised Representative No 297386 of WRS Licensee Pty Ltd AFSL 492410
Ross has been a Financial Planner for over 25 years and is a Director of Wealth and Retirement Solutions.
Before joining WRS in January 2006 he was in private practice in his own boutique financial planning firm for over 5 years. Ross is also a specialist in developing financial solutions.
Ross is key in managing WRS’s investment portfolios. Degree qualified through the Bachelor of Business and has completed various diploma of financial planning modules as well as holding a Certification in Self Managed Superannuation Funds. Ross is well placed to provide practical and ethical strategic advice for his clients.
Ross oversees and manages the day-to-day administration of the business working closely with clients to achieve their goals.
Ross is a Commissioner of Declarations.
Ross is a Sub – Authorised Representative 266520 of Wealth & Retirement Solutions Pty Ltd ACN 117 444 989 Corporate Authorised Representative No 297386 of WRS Licensee Pty Ltd AFSL 492410
Levi is a financial planner based in our Townsville Office. Levi has 13 years experience in the financial services industry. Levi is a member of the WRS Portfolio Committee, and enjoys developing solutions for wealth accumulation and financial protection.
Levi has a focus on building risk mitigation strategies for personal and business clients through specialist knowledge of the life insurance risk market. Levi holds an Advanced Diploma in Financial Planning (Financial Services) and is a Justice of the Peace (Qualified).
Levi offers a fresh approach to financial planning drawing on wisdom of the senior planners in the organisation in conjunction with incorporating the changing trends in a dynamic industry. Our young planners are the future of WRS.
Levi is certified to advise on Self-Managed Superannuation Fund.
Levi is a Sub – Authorised Representative 331394 of Wealth & Retirement Solutions Pty Ltd ACN 117 444 989 Corporate Authorised Representative No 297386 of WRS Licensee Pty Ltd AFSL 492410
Leon is a Financial Adviser based in our Brisbane office. With over 10 years of practical experience with WRS, his focus is insurance products and strategic advice. Leon has worked up from an administrative assistant role with WRS in his early years to his advice role today gaining practical knowledge along with relevant studies. Leon is responsible for the daily management of our data, portfolio reporting, and the provision of advice supporting Ross and managing WRS clientelle. Leon demonstrates a high level of discipline and drive which enables him to complete his many, and diverse tasks efficiently.
Leon is a Sub – Authorised Representative 1007830 of Wealth & Retirement Solutions Pty Ltd ACN 117 444 989 Corporate Authorised Representative No 297386 of WRS Licensee Pty Ltd AFSL 492410
Donna is our Executive Manager based in our Townsville office. Donna’s experience with SMSF clients and administration, as well as a commitment to high quality client service makes her an important part of the WRS team.
Donna has 17 years experience in the financial services industry, having previously worked with Supa-Funds Management before joining WRS.
Client Services Manager Townsville
My family and I moved to Townsville in 2015 after leaving our tiny little outback mining town of Tieri in Central Qld. At the time I was working for Queensland Country Credit Union and was lucky enough to able to transfer to their new signature branch here in Townsville. I left the bank in 2017 to embark on my new career in the financial advice sector. This turned out be an exciting change for me, and I have now been in the industry for the last 4 years.
Courtney is our Client Services Manager based in our Brisbane office.
Courtney is often the first point of contact for our Brisbane clients and has 5 years of experience in client-facing roles, 4 of which were within the financial services industry.
A good strategy is only as efficient as good execution. Courtney does an excellent job of ensuring that those great strategies the advisers provide are executed quickly and methodically.
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