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 over 15 years experience in financial services and 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.

Anthony is a Certified Financial Planner™ practitioner, has a Bachelor of Business degree (Applied Finance) and is a Self-Managed Superannuation Fund Specialist adviser™. He has also completed The Stockbrokers Association Professional Diploma in Stockbroking.

Anthony is a member of the Financial Planning Association of Australia.

When away from work, Anthony enjoys spending time with family and friends. He assists and supports a number of charity groups and competes in various fundraising events. He also invests time on his health and wellbeing, competing in long-distance triathlon races, mountain biking with his children and running.

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 Bachelor of Business Administration with a Bachelor of Arts – Psychology, a Diploma of Financial Planning and is a Justice of the Peace.

Outside of work Cameron loves to play a variety of sports including rugby, cricket, golf and tennis. He also enjoys travelling and experiencing some of the unique cultures the world has to offer.

Financial Adviser

Natalie joined Private Wealth Partners in 2017 after working at Macquarie Bank for a number of years. She has over 9 years’ experience 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, having majored in Financed and minored in Commercial Law. She has a Diploma of Financial Planning, is a member of the Financial Planning Association of Australia, the Tax Practitioners Board and is a Justice of the Peace.

Executive Assistant / Client Relationship Manager

Samantha 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 7 years and it is where she now calls home.

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

Executive Assistant / Client Relationship Manager

Paige joined Private Wealth Partners in April 2015 after 8 years in the legal industry. Although Paige thoroughly enjoyed her time in the Legal Industry she was drawn to the financial aspect and decided she needed a new challenge.

Paige is Anthony’s Executive Assistant and is a Client Relationship Manager. She works alongside all clients to ensure they receive the necessary support to handle all their financial affairs efficiently.

Originally from the Gold Coast, Paige relocated to Sydney in 2014. She now calls the Lower North Shore home and has no plans to venture back to Queensland. Outside of work she enjoys staying active by doing yoga and exploring the beautiful coastal walks all around Sydney, exploring the amazing restaurants, bars and cafes that Sydney has to offer. She also enjoys cooking, sailing, playing tennis and horse riding.

Executive Assistant / Client Relationship Manager

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 fitness activities such as rock climbing, dining, travel, reading novels and watching plays and performances.

Executive Assistant / Client Relationship Manager

Pauhla is the newest member of our team and brings a diverse background of skills with her.

Beginning her career with a specialised engineering agency moving through the ranks from Secretary to Director in 15 years, she then moved to France and worked as a Real Estate Agent and Relocation Specialist. Having had 2 children, Pauhla and her husband moved to Australia where she took a part time position as a Canteen Manager with hours that suited the children. Now with grown up children she felt ready for one more big change and was very interested in the financial planning industry where she has returned back to a full time position with Private Wealth Partners.

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. She works with clients to ensure they receive the necessary support and that their needs are catered for efficiently.

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.

Client Relationship Manager

• Originally from South Africa – moved to Sydney with my family (husband and 2 boys) in 2016
• Qualified as a specialist hand therapist and have worked as one for 17 years
• For the kids, changed paths to a career that allowed more flexibility
• Started working for Equitas in May 2017

Advice Manager

Yvonne has over 12 years of experience in Financial Services and started her career in Finance in London where she used to be a Fund of Hedge Fund manager for Barings. Yvonne relocated to Sydney in 2009 with her Australian husband after her first child was born. After taking some time off to be with her children Yvonne joined the Financial Planning industry as a Senior Paraplanner, assisting the Financial Planners with strategy formulation, financial modelling and compliance issues.

Yvonne holds a Masters in International Finance and Law, a Diploma in Financial Planning and a Chartered Analyst for Alternative Investments qualification (CAIA).

In her free time, Yvonne enjoys spending time with her family and friends and also enjoys travelling, the outdoors and fitness.

Georgia joined Private Wealth Partners in August 2018 after working as a cadet in a large financial services company. It was during this time that she had been exposed to the many aspects of advisory services and took particular interest in financial planning. It was from this experience that Georgia wanted to continue working within the industry and expand her knowledge within financial services.

Georgia is currently studying a Bachelor of Commerce, majoring in Finance. She hopes to utilise the skills developed at university and at Private Wealth Partners to deliver an exceptional client experience and grow her skill set as she pursues her ambition to become a financial adviser

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.