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…
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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
Dale began as a Financial Adviser in 2002 and holds a Master of Financial Planning, a Graduate Diploma of Financial Planning, a Graduate Certificate of Applied Finance and the specialist Certified Financial Planner (CFP) designation. Dale provides strategic and product advice in relation to investments, superannuation (incl SMSF), retirement planning, Centrelink, tax planning, insurance and…
Kelsey is a graduate of Monash and Deakin Universities and is the newest member of the WealthSpan team. Kelsey has a Master of Financial Planning, a Bachelor of Commerce and a Bachelor of Arts (Literature). Kelsey’s responsibilities include carrying our financial product research, constructing financial models, general financial product administration, and assisting with the preparation…
WealthSpan - Financial Advisers 