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.

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our team

meat the team

Simon Coombes

Director & Senior Financial Adviser

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Joel Simmonds

Partner & Senior Financial Adviser

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Erin Truscott

Senior Financial Adviser

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Deb Klaus

Compliance Manager

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Sam Patterson

General Manager

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Ben Marlow

Financial Adviser

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Kirsty Watman

Financial Adviser

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Michael Goodwin

Senior Financial Adviser

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Yvette Peucker (Brum)

Operations Manager

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Ynes Perrin

Implementation Specialist

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Joel Borman

Client Services Officer & Junior Paraplanner

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Brian Mallon

Business Development Manager

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Sam Dwight

Financial Advice (Professional year)

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Jennifer Burrows

Customer Service Officer

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Tory Cross

Senior Paraplanner

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Stuart Stevenson

Paraplanner

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Addison Oakes

Customer Service Office

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