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 in Paddington.

MEET THE TEAM

Direct Wealth Team Photo

Simon Coombes

Director & Senior Financial Adviser

Simon is a specialist within the financial advice space. A passionate and customer focused financial adviser who enjoys working closely with his 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. Authorised Rep 459078

Joel Simmonds

Senior Financial Adviser

Joel has spent his time in the finance industry across many roles, which has built his overall approach to how he likes to work with his clients to create the best possible experience to help them achieve their goals.

Joel is passionate about learning about his clients and helping guide them in the right direction to improving their overall financial position – whether that be owning their home sooner, retiring comfortably, growing their wealth or simply giving them peace of mind knowing their financial affairs are well looked after.

Joel’s experience ranges from your everyday ‘mum and dad’ investors, through to high net worth business clients. Recognising that each client is different and have their own specific goals they want to achieve, Joel enjoys tailoring his advice and working with clients over the long term to ensure these goals become reality.

Away from the office Joel and his wife have 3 beautiful daughters and enjoy holidaying and spending time with family and friends. Joel is a sporting tragic having played and coached senior level football and enjoys most sporting codes. Authorised Rep 1260332

Erin Truscott

Senior Financial Adviser

Erin comes to us with a wealth of experience in Financial Advice having worked in the Financial Services industry for over twelve years.

It brings Erin much joy to spend her days working with her clients to help them build meaningful strategies that achieve their lifestyle and financial goals, with a true belief that wealth is far more than just money.

Financial Freedom means different things to different people, and Erin is right in there getting her sneakers dirty on the daily and gets a huge kick out of working with her clients to create this.

Amidst the craziness of Erin’s busy days, she’s mum to toddler Florence. The challenge of motherhood has been by far her biggest and best challenge and has taught her some of her greatest lessons to date.

Erin holds an Advance Diploma of Financial Services, as well as a FChFP designation. She is currently working on completing her Master’s in Financial Planning. Authorised Rep 468058

Ben Buchanan

Head Of Advice

Ben understands that everyone’s journey is different and has experienced this firsthand over the last decade in the industry.

With a passion to understand, he focuses on discovering what’s important to his client’s now as well as in the future, providing value and direction in working towards their objectives. Ben enjoys taking complex strategies and making them easy to understand. By looking at things with a broader lens and thinking outside of the box, Ben is always striving to deliver the best outcomes for his clients.

To Ben, ensuring that he is at the forefront of changes within the financial planning industry is a must. He holds a Bachelor of Accounting, Advanced Diploma of Financial Planning, SMSF Accreditation and a Certificate IV in Mortgage Broking. He is constantly learning, training and developing to ensure that you will receive the most relevant and up-to-date information.

Ben is also passionate about creating and navigating his own personal journey. Whether it’s being active in the outdoors with his family, watching the rugby or cricket, or exploring a part of the world he hasn’t been to yet, Ben believes in living a full, adventurous and happy life.

Yvette Peucker (Brum)

Operations Manager

Yvette has been in the financial services industry for pretty much forever, with vast experience in financial planning, paraplanning, office management and client services.

She provides exceptional support to our advisers and enjoys the day to day challenge of managing our office. Yvette is constantly building a rapport with clients and providing high quality customer service to ensure you are dealt with in a timely, professional manner as our valued client.

Keeping up with changes within the financial planning industry is a must and Yvette is constantly learning and developing to ensure that you will receive the most relevant and up-to-date information.

Yvette believes in a happy work/life balance and being able to maintain this is important to her. She loves spending time with her family and taking time out for herself at the gym. She is known for having unbelievably great hair and always ready for a laugh. Yvette has also been affectionately nicknamed Brum (Brisbane mum) of the office.

Courtney Gold

Client Services Officer

Courtney has held several roles in the financial services industry and brings with her four years’ experience in client services.

As our Client Services Officer, Courtney’s strong communication skills are critical as she manages relationships between many stakeholders.

The support she provides to our advice team ensures that clients receive the best advice in a timely manner.

Outside of work Courtney runs a Cheerleading Gym and enjoys Margarita’s on the beach.

Brian Mallon

Business Development Manager

After owning his own practice since 1983, Brian joins Direct Wealth as a Business Development Manager. He brings with him three decades of experience and relationships across the financial services industry.

Brian’s experience and guidance will assist us in continuing to provide the highest level of service to our clients and developing our business.

Brian holds a CFP; Dip Fin Plan (Adv); Dip Fin Serv (Brok) and a Dip Fin & Mort Brok Man.

He enjoys getting out of the city and going camping in his spare time.

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Direct Wealth Pty Ltd is a Corporate Authorised Representative (1253660) ABN 17 618 279 360 of Alliance Wealth Pty Ltd (AFSL 449221) ABN 93 161 647 007 www.centrepointalliance.com.au/fsg/aw | © Copyright - Direct Wealth 2013 - - Enfold WordPress Theme by Kriesi