Profile & Staff

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

  1. 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
  2. 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.

Leea Baus - Office Administration
Leea has been in the Client Services Industry since 2004 and completed her studies for Computer Applications for the Office in 2007. Leea joined Partners in Wealth in late 2007. Her role is Office Manager and is the first point of contact for our clients, her duties include ensuring the processing of client advice, general administration duties and ensuring that visiting clients are comfortable and have a fresh cuppa! Leea has been trained to assist clients in general administration issues and has recently commenced her studies in the Diploma of Financial Planning.

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. She has held positions in both the public and private sector ranging from client services to business development and financial planning. Joanne was employed by Advance Funds Management for seven years in various roles, from Manager, Client Services to National Account Manager. Her role as National Account Manager involved working closely with financial planners in developing their businesses.

After relocating to Newcastle, 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.

Joanne’s experience in financial planning, business development, and client services, positions her uniquely to understand the needs of a financial planning business and its valuable clientele. Joanne holds a Diploma in Financial Planning from Deakin University.

Christine Rubina - Administration
Chris has worked in administration for over ten years and has completed various courses relating to computers, general administration and client relations.

She is employed in a part-time capacity with her responsibilities including general administration, assisting with client functions and providing on-call assistance in times of increased demand. Chris has commenced her Diploma of Financial Planning.