Management Team

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.

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.

ABBIE PALLESEN

FINANCE MANAGER

Abbie is the Finance Manager at Signate Private Wealth

Abbie brings a wealth of Accounting, Finance, and Management experience from different industries most recently in Travel & Tourism and Oil & Gas.

Abbie’s role is to lead our finance team including our bookkeeping and tax offerings as well as managing Signate Private Wealth’s finance & reporting. Abbie’s skills are improving all things finance within the business. She values providing quality information for both clients and the directors of Signate Private Wealth to make good business decisions. Abbie holds a bachelor’s degree in Accounting and a Graduate Diploma Professional Accounting (CAANZ).

In her free time, Abbie loves spending time with family, entertaining, travel, photography and playing netball.

JENNA WHEELER

PROJECT MANAGER

Jenna’s role at Signate Private Wealth is lead our project team, overseeing the initial stages to implementation and through to the completion of our projects. She will coordinate all aspects of the project, be responsible for targets being met whilst keeping Senior Management and other Stakeholders informed.

Jenna holds a Master of Financial Planning and has over 20 years’ experience in the financial services industry. Her roles over this time range from client services manager, paraplanning, compliance manager and financial adviser. This helps her to understand all facets of the advice process provide a detailed and supportive approach to the project management process.

In her free time, Jenna loves spending time with her husband and two children, going to the beach and travel.

CRISTIAN FUENZALIDA

QUALITY ASSURANCE MANAGER

Cristian Fuenzalida recently joined the Signate Private Wealth team as Compliance Manager.

Cristian studied Business Administration, Banking & Finance at the University of Canberra. He holds a Diploma in Business Administration, an Advanced Diploma in Financial Planning and is completing study towards his Master’s in Financial Planning.

Cristian has been in the financial planning industry for 14 years working for various Australian Financial Service Licensees in various roles including risk and compliance manager, advice analyst, remediation advisor and as senior para-planner.

Cristian’s strong knowledge of industry compliance obligations and AFSL compliance allows him to support Signate Private Wealth on their mission of providing comprehensive and compliant advice to their complex and affluent client base.

Cristian enjoys spending every other minute away from work with his wife and two young daughters.

AMANDA SCHULZ

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.

SARAH BINGHAM-ROLLS

OPERATIONS MANAGER

Sarah’s role at Signate Private Wealth is to oversee the operations team. She is responsible for the delivery of effective and efficient business solutions, resourcing, and development to support the sustainability of business operations.

Sarah has been a member of our team since 2018 and started in the financial planning industry back in 2010. She has worked in various positions ranging from initial appointments to advice implementation. Sarah is an experienced paraplanner, and currently holds a graduate certificate and diploma and financial planning.

Outside of work Sarah loves spending quality time and making memories as a family with her daughter, husband, and two dogs.

Management Team

PETER STEVENSON

MANAGING DIRECTOR AND CERTIFIED FINANCIAL PLANNER

DAVID MURRAY

DIRECTOR

ANDREA LOCKETT

GENERAL MANAGER

ABBIE PALLESEN

FINANCE MANAGER

JENNA WHEELER

PROJECT MANAGER

CRISTIAN FUENZALIDA

QUALITY ASSURANCE MANAGER

AMANDA SCHULZ

OPERATIONS MANAGER

SARAH BINGHAM-ROLLS

OPERATIONS MANAGER

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