MEET OUR TEAM

Financial Adviser

Damien has a diverse and sophisticated background in financial markets. In 1990 he started work with Westpac Foreign Exchange monitoring foreign currency breaches in ‘minor’ currencies. In 1995 Damien took up a role as a futures trader and broker with the U.S merchant bank J.P Morgan. Damien was a registered representative of the Sydney Futures Exchange and a New York Mercantile Exchange trader (NYMEX Access).

This experience led to Damien starting his own trading business in 1998 as a ‘local’ trader on the Sydney Futures Exchange, trading mainly medium dated bond derivatives, currencies and equities.

Damien commenced advising retail clients in 2002 as part of the Australian Unity Financial Planning license and was named the Australian Unity Financial Planner of the year in 2008, 2009 and 2010.

Damien has a Bachelor of Business (Finance), a diploma of Financial Planning (FPA), numerous trading and advising qualifications.

Damien and Renaye have three young girls, Tara, Zoe and Emily.

Financial Adviser

Anthony has 20 years’ experience in financial services, and for 15 of these he has been a financial adviser. Whilst analysis and research are at the heart of Anthony’s technical skills, it is having a deep understanding of his client’s goals and objectives which he is passionate about. Drawing on his background in property, accounting, superannuation, tax and investment markets, Anthony can give you clarity on your financial options and encompasses a truly holistic approach. While Anthony’s financial know-how guides his advice, as a husband and father of three, he also deeply understands family dynamics and finances.

Anthony is a Certified Financial Planner™ practitioner and has a Bachelor of Business degree (Applied Finance). He has completed the Self-Managed Superannuation Fund Specialist adviser™ course, the Stockbrokers Association Professional Diploma in Stockbroking and the Collaborative Practice Level 1 – Family Law program. Anthony is a member of the Financial Planning Association of Australia and is a Justice of the Peace.

Outside of work, you’ll find Anthony spending time with his family and friends, constructing things around the house, competing in fundraising events, triathlons and long distance runs. He loves healthy competition and often organises work sporting events so the whole office can get involved.

Financial Adviser

Matthew joined Private Wealth Partners in October 2016, prior to this he was a Financial Adviser at DWL Financial Services for over 13 years. Matthew has also held various positions in a major Australian Stock Broking firm followed by an advisory role in another boutique financial planning practice. Prior to working in Financial Services Matthew was a Geologist for some of the world’s largest gold and base metal mining companies.

Matthew provides advice to a diverse range of clients which requires him to be technically competent across all financial planning strategies. With a passion for investing and an ability to ascertain each client’s individual needs, Matthew has the necessary skills to ensure his clients have every opportunity to achieve their financial goals.

He holds a Bachelor of Science, a Graduate Diploma of Applied Finance and Investment, Diploma of Financial Planning and has completed specialist studies with regard to Self-Managed Superannuation Funds.

Financial Adviser

Cameron entered the advice industry as a client relationship manager in a boutique financial planning practice in 2006. This initial exposure gave him an appreciation of the many components required to provide comprehensive, holistic and professional financial advice. Cameron has an experiential appreciation of truly understanding clients and their objectives which is enhanced through his studies in Psychology. Being a Financial Adviser allows Cameron to channel his skills and qualifications into helping people now and into the future where the true satisfaction of providing good advice becomes evident.

Cameron has a Masters & Graduate Diploma in Financial Planning, Bachelor of Business Administration with a Bachelor of Arts – Psychology, Diploma of Financial Planning, Diploma of Business and Commerce, is a Justice of the Peace and a member of the Financial Planning Association of Australia. He has also completed specialist qualifications in Self-Managed Superannuation Funds, Gearing and Margin Lending.

Outside of work Cameron plays a variety of sports including golf, tennis and triathlon. He spends time fundraising and supporting charities, is a keen traveler and enjoys watching cricket and rugby.

Ian has been actively employed in the financial planning profession since early 1997 with Deloitte and then with the Eclipse Financial Group. Being part of an evolving profession, Ian has been able to provide holistic financial planning advice to a vast range of individuals from wealth accumulators, small business owners and both pre and post retirees. Ian’s role is for his clients is to achieve their goals, objectives and ambitions by providing strategic steps and ensuring that these steps are implemented in a timely fashion, whilst providing solutions to problems and hurdles that may arise along the journey.

Ian has a Bachelor of Commerce Degree (Business management, Finance sub-major), a Diploma of Financial Planning, is a Certified Financial Planner and a member of the Financial Planning Association.

During his spare time Ian enjoys travelling and keeping healthy by running and cycling as well as the odd game of golf.

Financial Adviser

Ray has comprehensive experience in the financial services industry.  For over 20 years Ray has worked in multiple positions as diverse as advising complex private clients, SME advisory and business coaching and leading a national retail advice team.

From a young age, Ray has always been intrigued in financial matters and the interaction between the psychology of money management, health and well-being and achieving financial independence.
This led to Ray commencing his advisory career in 2004 at the Announcer Group as a founding employee where the success of the firm was always dictated by the success of the client.  For 15 years, Ray and the team achieved multiple awards with the standout coveted results of ‘Top 25 Best Place to Work’ and taking out ‘Australia’s Healthiest Employer 2017’.

Ray’s passion is engaging with private clients and business owners to provide extensive holistic and complex financials solutions.  Ray continues to thrive on delivering bespoke outcomes for his clients and utilising his professional network to deliver remarkable results. Outside of work, Ray and wife Vanessa have a passion for health, well-being and travel.  Together they invest significant time with their two energetic boys (and Buddy the Cavoodle) in sport, school and community-based activities. Ray is a member of the Financial Planners Association (FPA) and Association of Financial Advisers (AFA).

Financial Adviser

Natalie joined Private Wealth Partners in 2017 after working at Macquarie Bank for a number of years. She has over 10 years’ experience working in the banking Industry, bringing a diverse background of knowledge to financial services. Drawing on her experience across different relationship management roles, she understands the importance of solidifying trust, respect and approaching each clients’ situation in a non-judgemental way. Natalie is passionate about improving her clients’ financial literacy and believes this is key to achieving lasting financial stability.

Natalie has a Bachelor of Commerce, majoring in Finance and a minor in Commercial Law. She has a Diploma of Financial Planning, a Diploma in Finance & Mortgage Broking, is a member of the Financial Planning Association of Australia, the Tax Practitioners Board and is a Justice of the Peace.

Outside of work you will see Natalie walking her beautiful red and white border collie, running to work, playing netball and competing anything that has endurance in the name. She has a passion for health and wellbeing.

Ian has over 25 years of successful business experience in finance, stockbroking, funds management and banking. He has worked in capacities of Finance Director, Strategy Director and Head of Private Stockbroking for one of the world’s largest investment banks, Deutsche Bank.

Ian has experience in offering the full professional financial advisory services. This includes: Developing strategies to provide tax efficient income and capital growth for wealth creation, wealth retention, redundancy and retirement planning clients. Creating comprehensive strategic financial plans and investment structures for individuals, family trusts, private companies and self managed superannuation funds . Maximising tax saving opportunities and searching for low cost solutions. Maximising superannuation opportunities within complex government guidelines, including advising on and establishing self managed superannuation funds. Recommending appropriate investments to achieve clients’ objectives. Recommending risk management strategies and gearing opportunities. Partnering with tax and legal experts to manage complex estate planning, such as asset protection, minimising estate tax and wealth transfer issues. Facilitating premium stockbroking services.

Ian is a Chartered Accountant – Financial Planning Specialist and a Certified Financial Planner. He has attained the higher education degrees of Master of Applied Finance, Master of Economics, Bachelor of Commerce.

Emma joined Private Wealth Partners in 2019 after 3 years at a smaller boutique planning firm. She has over 15 years’ experience working within the Financial Services industry, mainly in Investment Management and Fund Administration.

Originally from Guernsey in the Channel Islands, Emma came to Sydney in 2014 to be closer to family.

Emma holds a Masters in International Business and a Diploma in Financial Planning.

Financial Adviser

Thomas started his journey into Financial Services from the ground floor. After being accepted into a graduate program he has worked his way through roles such as Client Service Manager, Paraplanner, Associate Advisor and has completed the formal accreditation required in becoming a Financial Advisor. Progressing clients to a position where their assets can support part or the entirety of their lifestyle is a core driver for Thomas. When clients are in a position that they are confident their advisor is making the best decisions for them, they have the time to enjoy the things they value most in life, family, travel or their own personal ambitions.

Having completed a bachelor’s degree in commerce, majoring in both Financial Planning and Accounting, Thomas has begun a post-graduate in Psychology. Combining his background in Finance and Psychology he aims to connect on a personal level with every one of his client’s and help them understand the way they think about their money.

If he is not in the office, you’ll find him Surfing at Manly, in the CrossFit gym or at any other outdoor activity that gets the heart beating. Thomas has visited 26 countries around the world and surfed in 7 of them.

Sam joined Private Wealth Partners in May 2014 after 18 years in the Early Childhood industry. Although a big career change, it was the challenge of a new career and the excitement of the financial planning industry that was greatly appealing.

Sam is part of PWP’s client management team and ensures that all client related tasks are completed promptly and efficiently.

Sam has travelled extensively throughout Europe, America & the Caribbean and spent 5 years living in London and Bermuda before returning home to Australia with her husband Luke to start a family. Originally from Melbourne Sam has been in Sydney for 13 years and it is where she now calls home.

Outside of work Sam leads a busy life as a mother of three young children, Sienna, Lincoln and Zali. Sam also loves all sport and plays netball twice a week.

Aliesha has over 17 years’ experience working in the finance industry.  She started her career at Zurich Insurance Company in 2003 where she worked as an assistant to the underwriting team and as a claims assessor. In 2005 she moved to the Gold Coast and started paraplanning and supporting financial advisers.  She has extensive knowledge in preparing advice involving strategies such as superannuation, transition to retirement, Centrelink strategies, wealth accumulation, risk management, gearing, retirement planning.

Aliesha has a Diploma in Financial Planning, a Diploma in Business and a Diploma in Bookkeeping.
Outside of work Aliesha enjoys spending time with her family and fulfilling her other passion in the fitness and health industry where she teaches fitness classes.

Client Relationship Manager

Having joined the company in March 2020, Nicole is one of the newest team members of Private Wealth Partners.  She has worked in the financial services industry for over 5 years, gaining experience in a range of areas including credit and lending, mortgage broking, stockbroking and superannuation. Wanting to combine her experience in various finance sectors, Nicole decided to move into the financial planning space which has allowed her to take on a more holistic view of financial services. Nicole’s experience in both client facing and operational roles has provided her with a deep understanding about the importance of communication with clients to not only understand their needs, but to also provide them with concise updates about back office processes. Seeing the life changing impacts financial advice has on individuals and their families provides Nicole with daily motivation to go above and beyond for all clients.

Nicole has completed a Bachelor of Business, majoring in Finance, and is currently completing a Graduate Diploma of Financial Planning.

Outside of work, Nicole enjoys hiking, spending time with her family and friends, travelling, cooking and reading. Combining her love of cooking and travelling, Nicole hopes to travel to Italy and do an Italian cooking class when international borders open up.

Linae has worked in the Financial Services industry for 9 years which has extended her interest into the financial planning area with a client focus. Linae has been Matthew’s assistant since December 2015 and works to ensure all clients’ financial needs are met seamlessly and with integrity.

Outside of work she enjoys activities such as rock climbing, dining, travel, reading novels and watching plays and performances.

Client Relationship Manager

Sarah joined Private Wealth Partners in February 2017 after University.
Sarah is Cameron’s Assistant and is a Client Relationship Manager. Her genuine, down to earth personality allows her to connect and understand people very quickly. Sarah works with clients to ensure they receive the necessary support and that their needs are catered for efficiently. Sarah is passionate about helping our clients achieve their financial goals and objectives, this is evident through her recent completion of the Diploma of Financial Planning which enables her to better facilitate our clients’ needs.

Originally from Casterton in Victoria, Sarah relocated to Sydney in 2015 to explore a bigger city. Sarah now enjoys living on the lower north shore where she walks to and from work each day.

Sarah is an avid tennis player and previously worked at the Australian Open for a number of years, she has personally wished Federer and Djokovic good luck as they walked past her onto Centre Court.

Yvette joined Private Wealth Partners in February 2020.

She has been working in the financial services industry since 1992. Yvette is passionate about helping our clients realise their personal financial goals while delivering exceptional support to the team and making a significant contribution to the organisation.

Yvette lives on the Lower North Shore where she was born and raised. She enjoys travel, dining out and attending musical theatre.

Lori joined Anthony’s team at Private Wealth Partners in March 2018.  She is a Client Relationship Manager and works alongside clients and other team members to ensure that clients receive the necessary support to handle their financial affairs.

Originally from Johannesburg in South Africa, Lori moved to Sydney with her husband and 2 boys in 2016.  Before changing careers to work in the financial planning industry, Lori was a specialist hand therapist who ran her own private practice in South Africa, and worked in private hand therapy practices in Sydney.

Lori and her husband Neville are very involved in their sons’ sporting interests, and are generally found at cricket, rugby or soccer clubs.

Client Relationship Manager

Claudia has worked in the Financial Services Industry for the past 26 years. Claudia started her journey as a junior data entry administrator at Deloitte Touche Tohmatsu and then quickly progressed to Executive Assistant to a partner in the Financials Services Division. Claudia also has experience working as a Funds Administrator when she worked for a superannuation fund for a couple of years. For the past 20 years Claudia has worked as an Executive Assistant, Funds Administrator and in Client Services for two senior Financial Planners in a small Financial Planning practise.

It is Claudia’s extensive experience and knowledge in the financial services industry that allows her to provide the highest level of support and service to clients. Interestingly, Claudia is also a qualified chef!

The youngest member of the team, Henry, is currently undertaking his Bachelor of Business at The University of Technology Sydney, with a double major in economics and business law. He is also an active member of their investment, business and debating societies and a member of the Economics Association of Australia. In conjunction with this, he is also working towards completing his Diploma of Financial Planning.

Moving from Tamworth in regional NSW to Sydney to study, he has immersed himself in all urban living has to offer participating actively across several sports such as rugby, golf, cycling and swimming. He is also involved in supporting local youth charity Batyr.

As a young person trying to plan for his own financial future, he is passionate about helping individuals understand what tools and resources are available to them in order to achieve financial independence, and is convinced there is value in helping to simplify what can often be complex major life decisions.