Whether you’re looking to buy a home, expand your family, reduce debt, plan for retirement, or pursue other goals, our financial planning advice is tailored to create a lifestyle that reflects your values.
Serving clients in the ACT, NSW, QLD, and remotely across Australia, Wealthpoint Financial Planning serve good people from all walks of life and financial backgrounds. Our commitment is to help anyone that needs financial advice, is seeking qualified advisors and is ready to listen.
We are a team of passionate and experienced professionals. We’re here to celebrate your financial success, help you navigate challenges, and above all keep you on track towards the financial future you desire. We collaborate with your accountant, mortgage broker and other financial stakeholders to ensure you achieve your goals with a minimum of effort.
We will never tell you how to live your life. Our role is to objectively assess your situation, present all your financial options, then provide ongoing advice to help you understand your financial situation and make sure you can live the life you want.
Thunder Tax Pty Ltd T/A Wealthpoint Financial Planning ABN 99 123 853 681 is a Corporate Authorised Representative #1276821 of Mawson Wealth Pty Ltd AFSL 552819
Shop 2, Turanga Shopping Centre.
26 East Street, Mount Isa QLD 4825
Suite 10, Level 1, Highpoint Plaza.
240 Waterworks Road, Ashgrove QLD 4060
6/146 Scollay Street, Tuggeranong ACT 2900
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Financial Planner
Graeme has provided personal financial advice to clients since 2002. His particular focus has been to enable his clients to enjoy and maintain a financially comfortable lifestyle in retirement. Graeme has mainly worked in large institutions, at a specialist financial planning company, and as an adviser for one of Australia’s biggest industry super funds.
Graeme enjoys working with a wide range of clients, both the “financially inclined”, and the “not so financially inclined”, who will appreciate and benefit from the high-quality advice he provides.
Graeme is a Certified Financial Planner, which is the highest internationally recognised qualification for the Financial Planning industry. He also holds a Bachelor’s Degree (Business), majoring in Finance, and a Diploma in Financial Planning.
Financial Planner
For over 20 years, Iain has provided personal financial advice to clients by helping them achieve their goals and enjoy a financially comfortable life. He started in a small family‐owned business looking after pre‐retirees and retirees, and has since worked in large institutions, an industry fund, private client firms, and specialised planning firms that focused on niche offerings with SMSFs and personal insurance.
Iain’s experience over such a wide range of financial planning offerings allows him to easily identify how he can help his clients, or when he may need specialist assistance to ensure they receive the best possible advice.
Iain is a Certified Financial Planner and holds a Master’s degree in Financial Planning. He also holds specialist credentials in Self‐Managed Super Fund advice, an Advanced Diploma in Financial Services, and a Bachelor’s degree in Science.
Financial Planner
Alan is a Certified Financial Planner, a Certified Practising Accountant, and is recognised by CPA Australia as a Financial Planning Specialist. He also holds specialist accreditations in both Self-Managed Super Fund advice and Aged Care. He has been providing quality financial advice since 1998.
Alan is professional and personable in all his dealings and enjoys working with people from all walks of life. He is as comfortable having a coffee in your kitchen as he is in a high‐flying corporate boardroom. He has an uncanny ability to make the complex simple and has been known to solve problems some clients didn’t even know they had.
When not working hard for his clients, he enjoys spending time with his family and breathing new light into old windows (otherwise known as renovating old houses).
Financial Planner
Andrew is a professional and well-educated financial adviser who joined the Wealthpoint team in July 2023. He has studied Business, Accounting, and Financial Planning.
Andrew started as an adviser in 2001 and had his own financial advisory practice on the Gold Coast for 15 years. Since then, Andrew has worked with a Top 4 Accounting Firm addressing Financial Planning Regulatory Compliance, Remediation and Compensation matters.
Andrew lives on the Gold Coast and enjoys the beach and hinterland and takes time out each day to walk his four-legged friend, “Sally”. Andrew also enjoys bike riding, following the NRL, and being involved in his adult children’s lives.
Operations and Compliance Manager
Michelle is the Operations and Compliance Manager at Wealthpoint. With over 20 years of experience in the financial planning profession, she has held many leadership roles and developed a keen interest in process design and management. Michelle holds tertiary qualifications in Financial Planning and Finance Broking and works from our Brisbane office.
Practice Manager
Sarah has been a valued member of the team for the past four years. Her role involves assisting both clients and staff with a wide range of needs, from resolving queries to providing essential support services. In addition to supporting our Financial Advisers, she is passionate about delivering exceptional service to our clients. Sarah’s commitment to helping others and her approachable nature make her an asset to our team, and she is a full-time Mt Isa resident.
Associate
Stephanie is a qualified accountant and has been working in the financial planning industry for five years. Stephanie has a bachelor’s in Business (Majoring in Applied Management), a Post Graduate Diploma in Financial Planning and a Post Graduate Diploma in Accounting. Steph is located on the Sunshine Coast and regularly travels to Mt Isa to help our advisers and clients.
Administration Assistant
Sid is an Administrative Assistant at Wealthpoint Financial Planning, providing support to financial advisors. Prior to this role, he gained valuable experience working at JP Morgan and Chase for two years, where he contributed to various financial and technical projects. Siddharth holds a Master of Business Information Systems degree from the Australian National University and works full-time in our Canberra office.
Virtual Administration Assistant
Karla is a Virtual Administration Assistant with three years’ experience in financial planning administration. Karla has a keen eye for detail and the ability to manage multiple projects simultaneously. She works on back-office tasks for our clients via the Philippines.
Paraplanning Associate
Rein is a paraplanning associate who has been in the financial planning industry for five years. Rein generates and refines advice documents and maintains our client database. Rein holds a degree in Financial Management and uses her expertise to provide high-quality advice documents for our clients from her location in the Philippines.