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.…
Read more Paul Greenwood – Managing Director & Client Adviser
Spiros Hrambanis – FCA, Dip FS (FP) Spiros is a Chartered Accountant and Financial Adviser. He has over 25 years experience in business advisory services, including 10 years with Deloitte. Spiros’ areas of expertise include retirement planning, superannuation, SMSFs, tax planning and compliance, foreign tax advisory and GST advice. Spiros’ clients include small to medium…
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…
Lindsay Heveren – CA Lindsay is a Chartered Accountant and has over 15 years professional services experience, five with Deloitte and three with ASX listed companies. Lindsay is responsible for WealthSpan’s Accounting and HR functions.
Stephanie is responsible for greeting clients and ensures that all the little details are taken care of so that WealthSpan’s office runs smoothly. Stephanie liaises with the ATO, ASIC and other regulatory bodies, coordinating tax lodgements and processing paperwork relating to mandatory reporting.
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.
