Paul Greenwood – MBus(Bkg&Fin), GradCert (Fin&Bkg), Dip FP. Paul commenced in the financial services industry in the early 1990’s and is one of Australia’s most experienced financial advisers. Paul’s career has taken him to the United Kingdom and has seen him hold directorships and senior management positions in many successful financial advisory firms, both large and small.…
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Spiros Hrambanis – FCA, Dip FS (FP) Spiros is a Chartered Accountant. He has over 25 years experience in business advisory services, including 10 years with Deloitte. Spiros’ areas of expertise include limited SMSF advice, tax planning and compliance, foreign tax advisory and GST advice. Spiros’ clients include small to medium sized businesses and charities.…
Darren Heveren – FCA, Dip FS (FP) Darren is a Chartered Accountant and Financial Adviser and has over 25 years of business advisory experience, including 15 years with Deloitte. He provides accounting, tax compliance and consulting services to privately owned businesses of all sizes, and high net worth families and individuals. Darren has a thorough…
Jessica is an experienced financial services administrator with expertise in investments, superannuation, share broking and personal insurances. Jessica has extensive experience in all facets of Self Managed Superannuation Fund (SMSF) administration including fund establishment, day to day management, and fund closure. Jessica works closely with WealthSpan’s advisory team and the rest of the administration team…
Read more Jessica Tjong – Senior Client Service Administrator
Katie is an experienced financial adviser with a strong background in wealth management, insurance, and financial planning. With over 15 years in the industry, she has advised high-net-worth individuals, medical professionals, and not-for-profits. Katie specialises in tailored financial strategies, investment planning, and estate structuring, helping clients achieve their long-term financial goals with confidence. Her expertise…
Kellie is an experienced Financial Services, Client Service Administrator, and has over 18 years of experience. She has knowledge that extends across superannuation, investments, and extensive insurance and claims management experience. Kellie works closely with WealthSpan’s advisory team and the rest of the administration team to ensure our financial advice is implemented efficiently and accurately,…
Read more Kellie Lindsay – Senior Client Service Administrator
Kelsey joined the WealthSpan team in early 2021 and brings a strong academic background and practical experience to her role. She holds a Master of Financial Planning, a Bachelor of Commerce, and a Bachelor of Arts (Literature) from Monash and Deakin Universities. As a Financial Adviser, Kelsey has expertise in wealth creation, retirement planning, and…
Jack is a motivated and organised graduate with a background in Economics and Business Strategy from Monash University. Passionate about finance and corporate strategy, he brings strong analytical, administrative, and technical skills to WealthSpan. With experience in client service, data management, and process optimisation, Jack plays a key role in supporting financial advisers. His enthusiasm…
