About Direct Wealth

The financial decisions we make today will have a dramatic effect on your life in the future years to come. We feel it’s important that you have a thorough understanding of the financial opportunities that lay ahead and the concerns that may inhibit you from realising these opportunities. We will assist you in understanding your financial position, identifying risks and concerns and researching comprehensive and personalised financial strategies to ensure you are making the most of your resources.

Direct Wealth will take the time to review every aspect of both your personal and financial situation to ensure we have a clear understanding of your needs. There are a multitude of available strategies that can be employed to ensure you are making the most of your resources. As a result, Direct Wealth has adopted a ‘no stone left unturned’ approach to ensure we can assist you in achieving the best results.

Direct Wealth is a privately owned financial planning firm. We are not aligned to institutions which enables us the unique opportunity to research the market to find the best results for you. Direct Wealth will provide you with well thought out, easy to understand and transparent financial advice so you can rest assured knowing your interests are our number one focus.

Direct Wealth can happily assist clients throughout the Brisbane area and we are based throughout Toowong, Milton, Paddington, Auchenflower, Rosalie, Bardon and Red Hill.

MEET THE TEAM

Simon Coombes

Authorised Representative No 459078

Simon is a specialist within the financial advice space. A passionate and customer focused financial advisor who enjoys working closely with this clients. Simon provides up-to-date advice in line with his client’s current needs and future goals. Simon adopts the clarity, confidence and comfort approach to financial planning which enables him great success with meeting and exceeding his client’s expectations.

“Before I make any important decisions in my professional and personal life, I seek out and analyse all relevant information. I am sure the same goes for my clients. Without experience in wealth, it can be daunting and confusing to be presented with new information that is complicated and difficult to understand”. Simon specialises in providing high level and complicated advice to his clients in a manner that is comprehensive, detailed and easy to understand. This provides his client’s clarity into the financial advice process and the opportunity to confidently move towards financial freedom and comfort.

Simon has completed extensive study related to the financial planning industry having completed his diploma of financial planning (DFP), advanced diploma of financial planning (ADFP), graduate diploma of financial planning (Grad Dip FP) as well as completing his Master’s Degree of Financial Planning (Masters FP). This qualification places Simon in a small group of people to hold this post graduate degree, and is invaluable to the comprehensive range of advice that Simon can provide. Simon understands and respects the importance of education in the advice industry and welcomes to new education requirements being enforced among advisers in the advice industry.

Simon (ASIC No. 459078) is an Authorised Representative of AIW Dealer Services Pty Ltd ABN 53 153 322 420 (AFSL 414256)

Mark Goedecke

A seasoned banker and lender, Mark started his banking career at age 16 and worked in three states prior to moving his family to Queensland. After a successful banking career, Mark established DDF in 2003 and the business has grown and enjoys a good reputation within the industry.

Mark has a very diverse background which includes experience in home and investment mortgages, commercial and corporate lending as well as qualifications in Financial Planning. Mark has a MBA (Master of Business Administration), a Diploma in Financial Services and a Certificate in Banking and Finance. Mark is a Fellow of the Securities Institute of Australia and a Commissioner of Declarations.

In his younger years he enjoyed playing most sports, something that was part and parcel of meeting new people when travelling around in the bank. Nowadays Mark enjoys a Saturday afternoon on the couch yelling and screaming support for his beloved AFL team Port Power. Married to Bernie, he has two adult children Danica and Matthew.

Mark and his wife enjoy travel, gardening and a good glass on wine on a Friday night (or more) sitting on the deck.

Samantha Burgess (Sam)

Sam brings with her a diverse background of reception and administration duties as well as prior experience in banking with two major lenders/banks.

Sam is involved in all aspects of loan processing which includes making sure our clients remain happy as well as ensuring that our clients needs are reviewed periodically and making sure our clients are aware of our many additional services. Sam’s duties also include we remain actively engaged with our growing client base.

Sam’s prior experience is invaluable and her pleasant disposition and genuine willingness to assist both existing and new clients makes her a valuable member of our team.

When Sam isn’t at work, she is kept extremely busy with her 3 children, Tayla (16), Lachlan (11) and Jake (9). Sam enjoys taking spending time with her family and going to the beach whenever she gets some free time.

Matt Goedecke

Matt has joined the team following a background of over 7 years in the legal industry. During that time Matt gained valuable experience with the court system, acting as a Para-legal assistant and legal assistant to Senior Partners within three of Brisbane’s largest legal firms. He is currently studying a Bachelor of Commerce and complimenting his study with working part-time within Direct Wealth. Matt will be another point of contact with our growing client base.

Matt understands the importance of prompt, efficient service and is keen to understand the business and all aspects of finance that we offer. Since joining the team, Matt has taken a particularly keen interest in the para planning side of financial advice and is interested to continue his career into this field.

Outside of work and when not buried in books studying, Matt enjoys venturing to the snow field for a weekend of skiing, reading a nice book as well as the occasion experience of fine dining.

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Direct Wealth Pty Ltd is a Corporate Authorised Representative (1253660) ABN 17 618 279 360 of AIW Dealer Services Pty Ltd (AFSL 414256) | © Copyright - Direct Wealth 2013 - |   Website Design & Development by Beverly Cassidy