Our team has been carefully selected for their skills, expertise, attitude, values and a demonstrated focus on client service – where they are supported, through ongoing training and professional development.

Our team of financial advisers can help you create a better future. Whether you are close to retiring, just starting out, at the peak of your career, a small business owner or solo entrepreneur; we can provide personal advice to help you on the path to success. 

  

 


PatrickPatrick Forrester linkedIn

Financial Adviser

Authorised Representative # 351433

Diploma of Financial Planning, Kaplan

Advanced Diploma of Financial Planning, Kaplan

Specialist Accreditation in Self-Managed Super Funds, Kaplan

Personal Protection Specialist

Patrick has over 12 years’ experience in the Financial Services Industry with a wide range of experience. Patrick’s experience in the Financial Planning Industry has involved working for boutique advice firms and a large institutional bank where he has delivered holistic advice solutions to his clients.

Patrick gets great satisfaction out of ensuring his clients have appropriate personal protection strategies in place to ensure they have peace of mind.

Advice Specialties: Patrick provides personalised and detailed advice in the areas of insurance, retirement, wealth creation, and Self-Managed Super Funds (SMSF).

Away from work Patrick enjoys spending quality time with his family and friends. Patrick is also an avid football and soccer follower.

 

 

 


CarmelaCarmela La Starza linkedIn

Financial Adviser

Authorised Representative #306332

CFP® Master of Applied Finance

Adv.Dip. FS AFP

Advice Specialities 

Carmela has been in the financial services industry for over 25 years, working in service and supervisory roles for large super funds, credit unions and institutional banks. She has been directly advising clients since 2007.

Carmela’s motivation comes from a strong desire to educate and guide her clients as they work towards achieving their financial goals and keeping them on track as their circumstances change.

Carmela has a broad range of technical knowledge and experience, focussing in on her clients’ complete circumstances when giving advice.

Her areas of particular focus are Superannuation and Retirement planning, maximising Centrelink benefits, Self-Managed Super Funds, Personal Risk Protection and Aged care advice.

Outside of work, Carmela is busy with two teenage sons and caring for elderly parents. When she gets it, she enjoys spending quality time with family and friends.

 

  


mathew-hillMathew Hill linkedIn

Financial Adviser

Authorised Representative # 1007188

Diploma of Financial Planning, Kaplan

Advanced Diploma of Financial Planning, Kaplan

Specialist Accreditation in Self-Managed Super Funds, Kaplan

Mathew has over 12 years’ experience in the Financial Services Industry with a wide range of experience that includes working for global financial service providers, boutique financial advice firms and most recently a Senior Adviser position in an institutional Bank where he has delivered strategic, tailored and holistic advice solutions to his clients.

Mathew gets great satisfaction from seeing that he has helped make a difference to his clients’ lives and helped them to achieve their goals, both personally and financially.  He does this by understanding his clients’ lifestyle and financial goals, quality education and guidance and utilising his expertise to map out the most appropriate plan based on their needs.  Importantly,  Mathew then works long-term with his clients to ensure their plan remains on track as their circumstances and in case legislation changes over time.

 

 

 

 

 

 

 


Our Support Team

Just like any area where excellence counts, it takes a great team to deliver our service to you. Behind our advisers stands a dedicated and professional team of Client Service and Administration staff. Each is selected based on their experience, skills and their demonstrated focus on client service excellence and integrity. Our support staff are as integral to our process and are as highly valued as our advisers. Their knowledge and experience in all aspects of financial planning administration is second to none.

HSW team