Paul Greenwood – Managing Director & Client Adviser

Paul Greenwood – MBus(Bkg&Fin), GradCert (Fin&Bkg), Dip FP. Paul commenced in the financial services industry in the early 90’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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Jessica Tjong – Senior Administrator

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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Jackie Sun – Administrator

Jackie is a graduate of Monash Business School and is the newest member of the WealthSpan team.  Jackie’s responsibilities include carrying our financial product research, constructing financial models, general financial product administration, and assisting with the preparation of financial advice reports.

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