Gold Coast Team

Gold Coast Team

DAVID MURRAY

DIRECTOR

David’s role at Signate Private Wealth is to continue to lead a professional team driven to upholding a level of excellence for our valued private clients and to distinguish ourselves from our competition through our personalized service. Our objective is to eliminate financial complexity whilst delivering results so our clients enjoy the lifestyle they aspire to.

David’s industry experience provides unique insights into all aspects of Financial Services, having previously worked as a client advisor inside both boutique and large multi-national advice firms through to senior management positions within an institutional advice business.

David holds a Bachelor of business (banking and finance), he is Certified Financial planner, and is a graduate of the Australian Institute of Company Directors.

David and his wife Antoinette have 2 young children- Tehya and Lawson

ANDREA LOCKETT

GENERAL MANAGER

Andrea’s role is to lead the team in maintaining a positive team culture, which is motivating, stable and efficient, and that will deliver our client service philosophy.

Andrea’s passion is leading people and culture and is responsible for implementing our initiatives around staff performance, development and operational goals within the business. Andrea has a very strong client-centric focus, which is integral to her decision making.

Andrea holds a Diploma in Financial Planning and has over 25 years’ experience in the Financial Services Industry across the areas of financial advice, wealth creation, relationship management but also including retail banking and consumer lending.

In her free time, Andrea loves spending time with her three children, learning photography and maintaining an active lifestyle.

AMANDA TANG

OPERATIONS MANAGER

Amanda’s role at Signate Private Wealth is to coordinate the operations of the team, overseeing the efficient transition of the end-to-end process of our client service philosophy.

Amanda holds a Bachelor of Commerce majoring in Financial Planning and Accounting and is currently completing her studies in a Diploma of Leadership and Management. Amanda’s experience within the financial services industry includes paraplanning, compliance, technical and strategy support to the financial advisers and team.

In her free time, Amanda enjoys spending time with her family, keeping active, hiking, visiting new places and sweet treats.

PETER STEVENSON

PRACTICE PRINCIPAL AND FINANCIAL PLANNER

Peter is a Practicing Principal and Financial Planner at 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 possess a strong governance focus, 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 has been recognised for a number of awards and 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.

ANDREW STEVENSON

PRACTICE PRINCIPAL AND FINANCE BROKER

Andrew Stevenson is the founding principal of Signate Lending Services.

Andrew or Andy as he is known started his career with Westpac Banking Corporation where he soon established himself as one of the leading Finance Specialists before starting his own practice in 2010.

Andy has over 15 years of experience in assisting his clients finance their dreams and holds a Diploma of Financial Services, Dip Lending, Dip Financial Planning as well holding his title as C.Dec.

Outside of work Andy enjoys spending time with his wife Danielle, his two boys Lachy & Darcy, all things camping and the odd triathlon to keep fit and active.

AMBER STEVENSON

PRACTICE PRINCIPAL AND FINANCIAL PLANNER

Amber Stevenson is a Practice Principal and Financial Planner of Signate Private Wealth. Her vision is to foster long term relationships with clients, helping them plan how to achieve their goals and standing by them throughout their journey, celebrating their successes along the way.

Amber focuses on all aspects of financial planning with clients in all stages of life.  Amber works with her clients by helping them accomplish their smaller goals with the view of continuing to reach the long-term milestones that they set out to achieve.

Amber has two young children, who inspire her to provide them with the best possible experiences and opportunities to learn and grow together and form everlasting memories by showing them the world and instilling good values in life.

JAMES SALI

FINANCIAL PLANNER

James has been working in the financial advice sector as a planner for the last five years, before coming onboard with Signate Private Wealth.

James has a strong passion in understanding clients wants, needs, desires and ambitions, to ensure that he can tailor a plan specific to their individual circumstances.

James’ strong attention to detail, allows him to communicate with his clients in a simplified manner to ensure they are kept accountable toward their commitments.

James is a qualified Financial Planner, having obtained the Certified Financial Planner ® status in 2018 and is a member of the Financial Planning Association and Tax Institute.

NIKKI DAMRO

FINANCIAL PLANNER

Nikki is passionate about being able to educate and make a difference in people’s lives by guiding them along the right financial path. She gets satisfaction in knowing that her clients have trust in delegating this responsibility to her, allowing them to focus on what else is important in their lives.

She has experienced many roles within the industry and understands all aspects of the advice process. Nikki recognises that no single approach is right for every individual and prides herself on delivering an exceptional, tailored service with empathy, combined with technical knowledge and a strong work ethic.

In addition to her financial planning qualifications, Nikki holds degrees in Business and Japanese. She has two active boys and loves watching them compete in the surf and on the football field.

TODD HAMMOND

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.

DAVID PAMFLETT

FINANCIAL PLANNER

David’s vision is to be considered a trusted adviser and first port of call on all things financial to high net worth clients on the Gold Coast. While David specialises in investments, insurance and wealth management, he ultimately provides his clients with peace of mind, hope and surety to live the life they want.

David is a Certified Financial Planner with 38 years’ experience in banking and finance.

David works with his clients through every stage of their lives, creating, managing and growing their wealth while providing the highest level of service.

JANENE BREW

BOOKKEEPER & REGISTERED BAS AGENT

From the age of 13, Janene knew she was going to be an Accountant.

Janene always felt that something was missing when working for large corporations, as they can be quite impersonal, and she never felt that her work was really making a difference.

Looking for a change, she made a sideways shift into bookkeeping and here she believes she has found her calling.

Working with her clients she feels she is making a real difference to their lives by looking after the numbers for them (which is her passion) and letting them focus on their passion and their business.

Janene is a member of the Institute of Chartered Accountants in Australia and New Zealand, holds a Bachelor of Business (Accountancy) and she is a Registered BAS Agent.

ARLENE SOLIS

BOOKKEEPER

Arlene graduated with a Bachelor in Accountancy and a Certified Public Accountant. Arlene enjoys working with clients, learning about their industries and assisting their financial accounting needs. She has worked in various roles across this industry, specifically tax accounting, management reporting bookkeeping and preparing end to end process for Self-Managed Superannuation Fund Tax Returns.

Outside of work, Arlene loves spending time with her family, enjoys traveling, hiking, sunsets and experiencing different cultures and cuisines.

BREE SIMONDS

ADVICE INTEGRITY OFFICER

Alongside her Financial planning qualifications, Bree holds a Bachelor of Business Management majoring in International Business, and a Bachelor of Commerce degree. She has been working in the Financial Services industry for over 15 years.

Having been an Financial Adviser for many years, Bree is passionate about collaborating with others, and fostering long term relationships with clients to assist them on their journey to achieving their goals.

Bree enjoys spending time with her family and friends, and maintaining an active lifestyle.

YUKARI ANDO

BUSINESS OFFICER

Yukari is an award winning experienced Financial Planner of 36 years in banking and finance both here in Australia for the last 22 years and also in Japan.

Yukari has a demonstrated history of success and qualifying on numerous occasions for national conference and serving on a range of committees at the executive level

Yukari is skilled in Business Relationship Management, Customer Service, Banking, Loans, and financial planning.

Yukari is a strong finance professional with an Advanced Diploma of Financial Services operating across the Gold Coast and specializing in dealing with Japanese clientele.

JESS CANANZI

OPERATIONS MANAGER (LENDING)

Jess Cananzi is a Client Service Manager for the lending team at Signate Private Wealth.

Jess has been part of the lending team since May 2017. Jess works to ensure our client’s experience is as seamless as possible and enjoys the fast pace, ever changing dynamic of her role.

Jess loves to assist clients in achieving their goals and home ownership dreams. Jess prides herself on her attention to detail and having strong ethics. Jess has worked in the finance industry for 10 years and holds a Diploma in Financial Services/Mortgage Broking. Jess is also a C-Dec.

In her spare time Jess enjoys finding new places to discover and relaxing with a glass of wine while watching Netflix at home with her partner.

KYLE VAN DOORN

PARAPLANNER

Kyle is a Paraplanner at Signate Private Wealth.

After an initial foray into accounting, Kyle transitioned into the financial planning industry and has been paraplanning since 2015, with both boutique firms and large industry corporates.

Kyle holds a Bachelor of Commerce majoring in accounting, as well as a diploma in financial planning. Kyle enjoys working in a boutique firm such as Signate Private Wealth, as he values the positive service outcomes that such a close-knit team can provide to its clients.

In Kyle’s free time, he enjoys riding his motorcycle with his brothers and relaxing at home with his Sphynx cat, Beerus.

CLAIRE BAE

PARAPLANNER

ROSALIE DEVERA

PARAPLANNER

Rosalie joined our team in December 2018 and holds a Bachelor of Science in Business Management major in Financial Management.

She particularly enjoys the challenges of working with her team, building her strategic knowledge, report writing and is always keen to learn.

Outside of work hours, she enjoys spending time with family and friends, playing with her cats and is an active member of her church.

SARAH BINGHAM-ROLLS

PARAPLANNER

Sarah is one of the Paraplanners at Signate Private Wealth

Sarah commenced her career in the financial planning industry in 2010.

Sarah has worked in various positions ranging from initial appointments, strategy development, SOA creation, advice presentation and implementation management.

Sarah is passionate about showing each client how they can achieve their goals, in a way that is educational and easy to understand.

Sarah currently holds a diploma in financial planning and is continuing with her financial service studies to ensure she keeps abreast of the constant industry changes.

In Sarah’s spare time she enjoys hiking the Glasshouse Mountains and spending time outdoors with her husband Cobey and two border collies, Eevee and Trunks.

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.

NERISSA JOHNSTON

CLIENT SERVICE MANAGER

Nerissa is one of the Client Service Managers at Signate Private Wealth. Nerissa specialises in client service support and enjoys being part of a dedicated team who are passionate about helping businesses and individuals achieve their financial and lifestyle goals.

Nerissa has worked in various roles within the finance industry for 25+ years and brings to her role a wealth of experience.

Outside of work, Nerissa loves spending time with family and friends, enjoying our great outdoors, and keeping active.

LEANNE BRAZEL

CLIENT SERVICE MANAGER

Leanne is a Client Service Manager at Signate Private Wealth. Her role is to support our advisers and clients through the process of setting up and finalising their personal plan.

Leanne knows it’s important for our clients to understand the process and progress of their journey with us and is always available for you to talk to.

Leanne has been in the industry for 9 years in various roles of Financial Services.

Outside of work Leanne enjoys living by the water, creative projects and gardening, music and relaxing at home with her kids.

MAKI SANADA

CLIENT SERVICE MANAGER

Maki Sanada has been working in the banking and financial planning industry for the last 11 years.

Prior to emigrating to Australia from Japan with her husband in 1993, and raising her two boys who were born in Australia here, Maki worked in a diverse range of industries in Tokyo including trading companies, film and accounting.

Maki prides herself in using her experience gained across these broad areas, together with her attention to detail, to assist in the long term financial wellbeing of our clients.

Maki enjoys capitalising on the trusted partner aspect of the client relationship.

JOHN DAVID TABULOC

CLIENT SERVICE MANAGER

John graduated with a Bachelor of Science in Office Administration Majoring in Corporate Transcription in 2019. John enjoys learning new tasks, working within a team and assisting clients achieve their desired goals.

Outside of work, John loves relaxing at home, catching up with friends and computer games. John would love to travel around the world in the future.

HAZEL ANNE CEPE

CLIENT SERVICE MANAGER

Hazel graduated with a Bachelor of Science in Business Administration.

As one of the Client Service Manager at Signate Private Wealth, she contributes assistance to our advisers, paraplanners and clients typically for administrative work.

Outside work, Hazel loves going to the beach, traveling, hiking and running with her cousins and friends. When at home, enjoys quality time spent with her family and four adorable dogs.

MORGAN YOUNG

CLIENT SERVICE MANAGER

 

STEPHANIE LORD

CLIENT SERVICE MANAGER

Stephanie is one of the Client Service Managers at Signate Private Wealth.

Stephanie has worked in the industry for the past 5 years, where she has taken on a variety of roles. Stephanie will endeavor to assist advisers and clients to ensure a smooth process of all implementations.

Outside of work Stephanie enjoys spending time with her family.

CASEY BELL

CLIENT SERVICES TEAM LEADER

Casey Bell is a Client Service Manager at Signate Private Wealth.

Casey has been apart of the team, formally Sterling Private Wealth since July 2011. Casey ensures all of our client services are being implemented appropriately in conjunction with our Planners.

Casey enjoys this aspect of her role as she gets to see our client’s financial plans come to life which is critical to ensure clients can achieve their goals.

Often you will hear from Casey as she regularly contact’s clients to provide updates and obtain information, to ensure their plan is being implemented accordingly. Casey love’s contributing to the success of our client’s long-term financial wellbeing.

Outside of work Casey enjoys going on day trips, catching up with friends and family or relaxing at home with her husband and two dogs.

DANIELLE STEVENSON

RECEPTIONIST

Danielle is the receptionist here at Signate Private Wealth.

Danielle has worked with the Signate Private Wealth team since 2015 and as front of house she enjoys putting faces to the names she see’s on screen daily and getting to know you when you walk through our doors.

It’s important to Danielle that she makes our clients feel welcomed and comfortable when in our environment.

Outside of work Danielle is a busy mum with two young boys and together with her husband they all enjoy being active and being with family.  Danielle and her husband also have a great circle of close friends that are like family and with whom they are building yearly camping traditions with while watching their children grow up together.

Gold Coast

Phone:  07 5580 9489

Suite 1303, Lakeside 2, Bermuda Point, 1 Lake Orr Drive, Varsity Lakes, QLD 4227

Email : enquiries@spwealth.com.au

Mailing Address:
PO Box 1040 Burleigh Heads QLD 4220

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Eight Mile Plains

Phone:  07 3392 0077

Level 1 Suite 2 4 Clunies Ross Ct, Eight Mile Plains Qld 4113

Email : enquiries@spwealth.com.au

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Spring Hill

Phone:  07 5580 9489

Suite 3, 290 Boundary St, 
Spring Hill, Queensland 4000

Email : enquiries@spwealth.com.au

Mon - Fri: 9am - 5pm
Sat - Sun: Closed