Gold Coast Team 1

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.

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.

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.

LUKE BUTCHER

FINANCIAL PLANNER

Luke is a Financial Planner at Signate Private Wealth.

Luke holds a Bachelor of Commerce, majoring in financial planning and finance. Luke has become a qualified financial planner under the new FASEA Code of Ethics, having completed his Financial Planning Professional Year in another advice firm before coming on board with Signate Private Wealth.

Luke is passionate about financial advice and takes pride in working with clients to help them achieve their goals, whether they are short term or long term, and finding balance between the two. Luke enjoys strategizing and finding solutions for clients, to ensure they are receiving advice that is in their best interests. Luke feels that taking time with each client is important to allow them to understand how advice and planning can be beneficial for their own unique circumstances.

Outside of his role, Luke enjoys spending time outdoors, mountain biking, hiking and surfing. Luke is also an avid motorsport fan and follows both two wheel and four wheel racing.

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.

CRAIG BURLING

FINANCIAL PLANNER

Craig has worked closely with a range of small business owners, professionals, and high net worth individuals for almost 20 years. With a career that spans from banking to finance and insurance, Craig’s knowledge and real-life experience has enabled him to develop specific insurance strategies that carefully protect the interests and assets of his clients.

His attention to detail combined with his passion for helping clients achieve their personal and financial goals are what makes Craig’s relationships successful.

In Craig’s spare time he enjoys running, golf and travel.

JACK CAMPBELL

PARAPLANNER

Jack is a Paraplanner at Signate Private Wealth. He works closely with client services staff and financial advisers to help produce holistic advice on a wide range of financial matters to provide the best experience for clients.

Jack holds a Bachelor of Commerce with Majors in Financial Planning and Economics. During his time at university, he spent a semester abroad in Canada to increase his knowledge on a variety of topics and gain exposure to different financial theories and views. Jack plans to use this knowledge to further his career and work towards providing seamless financial advice to a range of clients and their individual circumstances.

Outside of work, Jack enjoys travelling, sports and skydiving at every available opportunity. He enjoys staying busy and spending time outdoors with friends and family.

CHRISTOPHER KENNEDY

PARAPLANNER

Chris is a Paraplanner at Signate Private Wealth. He works closely with client services staff and financial advisers to help produce holistic advice on a wide range of financial matters to provide the best experience for clients.

Chris is currently studying a Bachelor of Business majoring in Financial Planning and Taxation. He has been working in the financial planning industry since 2021 and continues his journey to increase his knowledge and skills with his study and work.

Outside of work Chris likes to spend his time spending time with family, friends, and his golden retriever Ziggy. He enjoys socializing outside, spending time at the beach, watching/playing sports with his friends, and staying active.

PAIGE MACPHERSON

PARAPLANNER

Paige is a Paraplanner at Signate Private Wealth. She works closely with client services staff and financial advisers to help produce holistic advice on a wide range of financial matters to provide the best experience for clients.

Paige is currently studying a Bachelor of Business majoring in Financial Planning and Taxation. She has been involved in the financial planning industry since 2021 and is working towards becoming a Financial Adviser.

Outside of work Paige likes to travel, spend time with family and friends, and take her kelpie, Pluto, to the beach.

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.

BREE SIMONDS

PARAPLANNER

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.

JORDAN MCMAHON

SENIOR CLIENT SERVICE MANAGER

Jordan is a Senior Client Service Manager at Signate Private Wealth, working closely with the Adviser team to deliver exceptional client outcomes. He joined the team at the start of 2022 and has years’ of experience in the industry working in similar roles.

He has a bachelor’s degree in Commerce, majoring in Financial Planning and Economics and plans on using this to assist him in progressing to become a Qualified Financial Adviser.

Outside of work, Jordan likes to stay active and is an avid sports fan. He also loves travelling and exploring new destinations.

CARLO SANTOS

SENIOR CLIENT SERVICE MANAGER

Carlo is a Senior Client Service Manager at Signate Private Wealth.

Carlo works closely with Financial Planners and clients to create and maintain a seamless experience.

Carlo holds a Bachelor of Commerce, with two majors: Economics and Financial Planning. During his studies, he spent time living in Canada to gain international exposure to foreign economic markets.

He plans on using this to assist him in developing into a multi-faceted Financial Adviser that can navigate the financial complexities of any client.

Growing up in Darwin, Carlo’s hobbies revolve around enjoying the outdoors. He enjoys fishing, camping and anything that keeps him active. Carlo also enjoys travelling and will seize any opportunity to experience new things.

MORGAN KNUDSEN

SENIOR CLIENT SERVICE MANAGER

Morgan is a Client Service Manager at Signate Private Wealth.

Morgan is passionate about the Financial Advice Industry and is proud to deliver exceptional service to Signate’s clients.

Morgan holds a Master’s degree in Financial Planning and a Bachelor or Commerce majoring in Accounting and Taxation, she hopes to utilise her knowledge and skills to progress her career with aspirations of becoming a Certified Financial Adviser.

Morgan enjoys spending time with her young family when she isn’t at work.

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.

MATHINE WALTER

CLIENT SERVICE MANAGER

Mathine recently joined Signate Private Wealth as a Client Service Manager. She has worked in the Financial Planning industry since 2017.

Mathine is originally from Seattle, Washington where she spent 17 years working with affluent families in the Private Wealth sector of various banks. She holds a Bachelors Degree and Law Degree from the United States. She is in the process of completing her Graduate Diploma of Financial Planning and aspires to progress her career and become a Certified Financial Adviser.

Outside of work, Mathine enjoys camping with her young daughter and French bulldog. She enjoys travel, cross-fit, yoga, and the beach.

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.

TONIE CARINO

CLIENT SERVICE MANAGER

Tonie holds a bachelor’s degree in Business Administration majoring in Financial Management.

Tonie is one of the Client Service Managers at Signate Private Wealth and enjoys being part of our clients’ journey in achieving their life and financial goals whilst continuously advancing her skills and knowledge in a financial planning perspective.

Outside of work, Tonie is a foodie who loves taking pictures, creating resin art, calligraphy, and enjoys playing ukulele.

KEITH VERCIDE

CLIENT SERVICE MANAGER

Keith has significant experience in travel administration, technical support, and customer service. As one of the Client Service Manager at Signate Private Wealth, he provides assistance to our advisers and clients with various administrative tasks.

Outside of work, Keith enjoys going on short drives and spending quality time with his family.

TINASHE CHIVASA

PARAPLANNER

Tinashe is the Management Accountant at Signate Private Wealth.

Bringing a decade of accounting experience spanning diverse sectors such as construction, health, and hospitality, Tinashe is a seasoned professional in the field. His dedication and passion for numbers ensures that the company’s financial records meet the highest standards.

Tinashe is known among his colleagues for his big smile and positive attitude and firmly believes that a happy workplace leads to greater productivity and success.

Beyond the office walls, you will find Tinashe staying active, shooting hoops on the basketball court or playing soccer. Tinashe also has a travel bug, embarking on annual global adventures, spending quality time with his wife and kids.

TONI THOMPSON

BOOKKEEPER

Toni joined the Signate team mid 2022 as a bookkeeper.

Toni has over 20 years’ experience in financial and business services and holds a Diploma in Accounting as well as being a Registered BAS Agent. Toni strives to provide professional support for all our valued clients and enjoys working with clients form various industries.

Outside of work Toni enjoys being outdoors and spending long weekends away with her husband and two boys.

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.

ROSEMARIE PEROTE

BOOKKEEPER

Rosemarie holds a Bachelor in Business Administration majoring in Financial Management.

Rosemarie has a love for numbers and enjoys gaining new knowledge and trying to expand this by a variety in all the work she does for our clients.

Her experience across the accounting and bookkeeping administration industry is vast and she enjoys delivering her work with passion, integrity and transparency.

Outside of work, Rosemarie spends time with her 2 children and enjoy singing and relaxing with family.

CASEY BELL

EXECUTIVE ASSISTANT

Casey is the Executive Assistant to our Managing Director, Peter Stevenson.

Casey has been a part of the team, formally Sterling Private Wealth since July 2011. Casey has a lot of experience within the company, commencing as a Receptionist in 2011, moving onto becoming a Client Service Manager and Team Leader. Casey has now commenced a new role supporting the Managing Director to lead the Business Strategic Plan, proactively support the planning and organisation of the Managing Director and key teams over our week and supporting the Managing Director and Business Leaders to deliver the key business goals.

Casey enjoys all aspects of her role in particularly supporting our Managing Director with the ability to work with all team members across our business, being innovative, resourceful and supporting others.

Outside of work Casey enjoys spending quality family time with her daughter and husband, going on day trips, catching up with friends and family or relaxing at home.

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 Team 1

PETER STEVENSON

MANAGING DIRECTOR AND CERTIFIED FINANCIAL PLANNER

CRAIG ABELA

PRACTICE PRINCIPAL AND FINANCIAL PLANNER

TODD HAMMOND

PRACTICE PRINCIPAL AND FINANCIAL PLANNER

AMBER STEVENSON

PRACTICE PRINCIPAL AND FINANCIAL PLANNER

JAMES SALI

FINANCIAL PLANNER

NIKKI DAMRO

FINANCIAL PLANNER

LUKE BUTCHER

FINANCIAL PLANNER

SENA PONA

FINANCIAL PLANNER

CRAIG BURLING

FINANCIAL PLANNER

Gold Coast

Brisbane City

Brisbane South