Profile & Staff

Partners in Wealth has several objectives in place in relation to staffing:

All staff are encouraged to undertake studies in the field of Financial Planning. This extends from our Administration staff all the way to our Senior Financial Planners
Staffing levels are not governed by the amount of funds that are managed on behalf of clients. Rather, as client numbers increase so will staffing levels. This is based around the belief that servicing of clients should not be dependent on the amount of money they have invested. The amount of service that a client recieves should be based on the complexity of their situation and their future needs.

Gary Chapman - Senior Financial Planner and Principal Gary Chapman established Partners In Wealth after working for St George Bank as a senior financial planner since 2000 and has worked in the finance industry since 1988. Gary won the Financial Planner of the Year for the St George Group in 2004 and 2005, and is currently completing his Masters In Financial Planning at Charles Stuart University. Gary holds an Advanced Diploma in Financial Planning. In his spare time he enjoys sailing and spending time with his wife and two children.

Tim Condon - Financial Planner and Portfolio Manager Tim has been in the financial services industry since 2005 and has completed his Diploma of Financial Services (financial planning) and is currently studying for his advanced diploma in Financial Planning. He has extensive experience in client services since 2000. Tim’s role within Partners in Wealth as Portfolio Manager is researching fund managers, strategies and ensuring that client’s portfolios have appropriate structures. He has been with Partners In Wealth since its inception and brings to the firm a wealth of knowledge. His interests outside of work include golf and travel.

Joanne Stalling - Paraplanner Joanne has been employed in the financial services industry for the past 20 years, in which time she has gained extensive knowledge of financial planning and funds management. Joanne was employed by Advance Funds Management for seven years in various roles, from Manager, Client Services to National Account Manager. Joanne was employed by St George Bank as a Financial Planner and has been involved in all aspects of financial planning, including writing comprehensive financial plans. After leaving St George Bank, Joanne commenced her own Paraplanning business and works very closely with the Partners In Wealth team to ensure their clients receive concise and personalised Statements of Advice.

Partners in Wealth is a corporate representative of
SECURITOR Financial Group Ltd
ABN 48 009 189 495
AFSL 240687