Our About Us

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.

Read More
our team

Meet the team

Simon Coombes

Director & Senior Financial Adviser

Read More
Joel Simmonds

Partner & Senior Financial Adviser

Read More
Erin Truscott

Senior Financial Adviser

Read More
Ben Marlow

Financial Adviser

Read More
Kirsty Wallace

Financial Adviser

Read More
Sam Dwight

Financial Advice

Read More
Sam Patterson

General Manager

Read More
Deb Klaus

Compliance Manager

Read More
Yvette Peucker (Brum)

Operations Manager

Read More
Ynes Perrin

Implementation Specialist

Read More
Michael Goodwin

Senior Financial Adviser

Read More
Joel Borman

Client Services Officer & Junior Paraplanner

Read More
Tory Cross

Senior Paraplanner

Read More
Stuart Stevenson

Paraplanner

Read More

Request a FREE Consultation

Get in Touch