Brisbane City Team

TODD HAMMOND

PRACTICE PRINCIPAL AND FINANCIAL PLANNER

Todd understands that everyone has different goals in life. However, whatever your dreams are, sound financial planning can help you achieve them. Like any journey, when it comes to your finances, planning is the key. Once you have set your goals, Todd can help you map out a practical path to get there. Financial planning also encourages you to protect the progress you make along the way.

Todd has over 25 years’ of experience in financial planning and has obtained an Advanced Diploma of Financial Planning and he is also an associate of the Financial Planning Association of Australia.

In 2017 Todd was recognized to be listed in Barron’s top 50 financial advisors in Australia.

Todd and his wife Wendy have three children Joshua, Caleb and Kate.

PETER STEVENSON

MANAGING DIRECTOR AND CERTIFIED FINANCIAL PLANNER

Peter is the Managing Director and a Certified Financial Planner of Signate Private Wealth.

Peter’s passion is to provide individual strategies that suit clients, no matter what stage of life they are at.

Peter operates with the client at the centre of all his advice. Peter possesses a strong governance focus and knowledge, a Masters of Applied Finance, is a Certified Financial Planner and holds a broad range of experience which allows him to partner with clients to ensure that they are on the best pathway possible to achieve their goals.

Peter is seen as one of the leaders in the Financial Planning industry.

In Peter’s spare time he enjoys spending it with close friends and family, travelling to explore new cultures and has completed numerous marathons.

CRAIG ABELA

PRACTICE PRINCIPAL AND FINANCIAL PLANNER

Craig Abela is a Practicing Principal and Financial Planner at Signate Private Wealth.

Helping people work towards financial independence through wealth management options is something Craig is really passionate about.

Every clients’ financial position is unique and requires a demonstrated understanding of your current situation, goals and objectives for the future. No one size fits everyone. Craig really enjoys the client consultation process and getting to understand his clients’ goals and objectives by road mapping out wealth accumulation strategies to sustain lifestyles through to retirement planning.

Craig likes to remove complexities stopping clients from achieving their full financial potential.

Craig is currently studying a Masters of Financial Planning and in his spare time he loves spending time with his wife and his two sons.

IAN DAVIDSON

FINANCIAL PLANNER

Ian draws on over 30 years of professional experience in the Financial Services Industry when formulating customised financial strategies for his clients.

Over this time Ian has held senior roles in Accounting and Financial Advice practices within Queensland. This then led Ian to establishing his own practice, Davidson Financial Group, that under his directorship followed a successful growth journey. His specialist skills in superannuation and investment advice, partnered with forming strong relationships with his clients ensures a complete plan is created and executed to see them reach their financial goals.

Ian has lectured extensively on superannuation and financial planning for the Institute of Chartered Accountants, the Certified Practitioners Association, the Financial Services Institute of Australia, and the Taxation Institute and has been the recipient of the Top 50 Advisers in Australia Master Class Award given by Personal Investor Magazine.

Outside of work Ian and his wife Colleen enjoy travelling and spending time with their 2 children and grandchild. Ian keeps very active also with his passion for golf.

SENA PONA

FINANCIAL PLANNER

Sena is a Financial Planner at Signate Private Wealth.

Sena commenced her financial planning career over 3 years ago. Having completed a Diploma in Accounting, a Bachelor of Commerce (Financial Planning) and recently completed a Master of Financial Planning with Deakin University in 2022. Sena finds value in education and enjoys learning new concepts to build her foundation of knowledge to better educate and assist others.

Sena has participated in several voluntary service projects and finds fulfilment in helping others reach their personal defined goals. Outside of work Sena enjoys spending time with close family and friends, CrossFit, being in nature and taking quiet moments to pause and reflect.

TRACEY VENUS

PARAPLANNING AND COMPLIANCE

Tracey is our Paraplanning Manager.

Tracey brings to the role over 25 years of distinguished experience within the banking and financial services industry. Her extensive skills and expertise align seamlessly with her commitment to delivering high-quality support to both our internal team and clients.

Tracey holds a degree in Commerce and a Diploma of Financial Services (Financial Planning).

Outside of work, Tracey dedicates time to her family and cultivates a passion for good food and wine.

DANIELLE KELLY

BUSINESS MANAGER

Danielle has worked in the finance industry for the past 23 years and for the last 8 years as a Business Manager within a Financial Planning practice.

Danielle enjoys working in a team, problem solving and achieving results. Danielle love’s contributing to the success of our client’s long-term financial wellbeing.

Outside work Danielle spends her time travelling, at the beach and spending time with family and friends.

JACK MARTIN

SENIOR CLIENT SERVICE MANAGER

Joining Signate Private Wealth in late 2023.

Jack has a passion for finance and is excited to contribute to individuals’ financial accomplishments in the forthcoming years. Jack has attained a Bachelor of Commerce majoring in Financial Planning, something which will be utilised as he strives to become a qualified and experienced Financial Planner.

Apart from his professional commitments, he allocates time to maintaining an active lifestyle and spending quality time with friends and family.

MATTHEW GORDON

PARAPLANNER

Matthew, is a dedicated paraplanner with a passion for financial planning and a Bachelor of Commerce degree, majoring in Finance and Financial Planning. He thrives on assisting advisers in crafting holistic Statements of Advice, ensuring clients receive the best financial guidance.

Outside the world of finance, you’ll find him on the football field, where he plays at a semi-professional level. The teamwork and discipline required on the field seamlessly translate into his professional life.

Beyond numbers and scoring goals, Matt spends his time with Lilo, his German Shepherd and fur best friend.

Looking forward to connecting and contributing to financial success both in and out of the office!

Brisbane City Team

TODD HAMMOND

PRACTICE PRINCIPAL AND FINANCIAL PLANNER

PETER STEVENSON

MANAGING DIRECTOR AND CERTIFIED FINANCIAL PLANNER

CRAIG ABELA

PRACTICE PRINCIPAL AND FINANCIAL PLANNER

IAN DAVIDSON

FINANCIAL PLANNER

SENA PONA

FINANCIAL PLANNER

TRACEY VENUS

PARAPLANNING AND COMPLIANCE

DANIELLE KELLY

BUSINESS MANAGER

JACK MARTIN

SENIOR CLIENT SERVICE MANAGER

MATTHEW GORDON

PARAPLANNER

Gold Coast

Brisbane City

Brisbane South