Wealthwise advisers have been helping clients achieve their desired lifestyle goals since 1986. Over this time, we’ve helped hundreds of people take steps towards financial independence and security. Get to know more about our team and how we can help you.
Jamie Luxton CFP, DFP
ASIC Adviser Identification number 235874
Jamie Luxton, founder of the practice, has 20 years experience in the financial services industry. He holds a Diploma of Financial Planning, is a Certified Financial Planner and a member of the Financial Planning Association of Australia. Jamie has been an authorised representative of Financial Wisdom since January 1998. Jamie has an abundance of knowledge and experience in all facets of financial planning gained over the years giving advice to many individuals and business owner clients.
Tim Luxton B.Bus, Dip FP, FPA (Aff)
ASIC Adviser Identification number 235875
Tim Luxton has 9 years experience in the financial planning industry and focuses on wealth creation strategies, superannuation and investment planning, budget planning, risk management, and tax planning strategies. Tim has acquired the Diploma of Financial Planning and has a Bachelor of Business majoring in finance and marketing and is currently studying towards the Certified Financial Planner qualification.
Tim is an Affiliate of the Financial Planning Association of Australia.
Paul Reilly DFP
ASIC Adviser Identification number 235876
Paul Reilly came to the financial services industry from a long career with Air Services Australia. He commenced employment with Wealthwise in 2000 and has completed the Diploma in Financial Planning and is currently studying towards the Certified Financial Planner qualification. Paul focuses on giving quality professional service and advice on the major facets of Financial Planning including superannuation and investment planning, risk planning and retirement planning.
Gus Sadri CFP, DFP, BA (Eco), MA
ASIC Adviser Identification number 236042
Gus Sadri has extensive experience and knowledge in the financial services industry, which has been acquired over 30 years. He has been working in the financial planning industry for over 19 years with Principal Consultants and Senior Associates of a couple of prominent Advisory groups in Australia.
Gus is a Certified Financial Planner with a Diploma of Financial Planning and is an Associate of the Financial Planning Association of Australia and an affiliate member of the Australian Institute of Management. Gus was also the recipient of the Financial Wisdom’s 2010 Value of Advice Award in the Post Retirement category Gus Sadri Wins Financial Wisdom Award
Gus Sadri Wealth Creation Case Study
Mike Freeman CFP, CIP, ANZIIF (Aff)
ASIC Adviser Identification number 265130
Mike Freeman has been in the Financial Services industry for over 27 years. He is a Certified Financial Planner (CFP) and also holds the ANZ IIF Certified Insurance Professional (CIP) designation. He has broad-ranging expertise and experience in retirement, estate planning and risk management areas. In addition he is one of the few practitioners working in the UK Pension field. Financial Services (Financial Planning) and is studying to complete a Bachelor of Commerce majoring in Accounting and Financial Planning.
Lawrie Reid Dip FP, Dip LI, CD
ASIC Adviser Identification number 316161
After many years of managing, training and working with a multitude of experienced Advisers in the Financial Services Profession, Lawrie has decided to return to Financial Planning himself with the Wealthwise team. He holds a Diploma in Life Insurance and a Diploma in Financial Planning through Deakin University and is currently studying towards CFP status. Lawrie has a broad range of knowledge in all areas of the industry, with a particular emphasis on Risk Insurance.
Gavin Bramley B. Com, CFP, Dip FS (FP), LIB(SA), SSAT M
ASIC Adviser Identification number 322445
Gavin Bramley (B.Com, CFP (Honours), LIB(SA), Dip FS (FP), SAATM) joined Wealthwise in February 2008. Gavin is a published author on financial wealth protection and creation. He has also featured as a speaker and contributor on various publications and small business forums. Gavin has been involved in the Financial Services Industry since 1983. A perpetual student, Gavin is continually adding qualifications to his name that he believes will be of benefit to himself and his clients. He obtained his South African Certified Financial Planner qualification with distinction and in 2011 achieved the sought after designation of SMSF Specialist Adviser ™. Gavin is passionate about mentoring, coaching and assisting his clients and colleagues to bring about major changes in their financial literacy. Gavin is currently W A Chairperson of the education committee for the Association of Financial Planners.
Paul Turner Grad Dip Bus, Dip FS (FP)
ASIC Adviser Identification number 329632
Paul commenced his career in banking and finance with National Australia Bank in 1994. Since then he has held positions within private enterprise, local and state government. Paul has a young family and is passionate about wealth creation, wealth protection and budgeting for business, families and individuals. Paul is also experienced within the UK Pension field.
Paul holds a Diploma of Financial Services (Financial Planning), Graduate Diploma of Business and has completed studies in accounting.
Simon Podesta ADFS (FP), Dip FS (FP)
ASIC Adviser Identification number 337161
Simon joined the Wealthwise team in 2006 to pursue a career in the Financial Services industry and has extensive knowledge in all facets of Financial Planning. This includes wealth creation strategies, superannuation and investment planning, personal and business risk management, tax minimisation strategies and budget planning.
Simon holds both a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) and is studying to complete a Bachelor of Commerce majoring in Accounting and Financial Planning.
Terry Lock Dip FP
ASIC Adviser Identification number 237811
Terry has recently merged his own financial planning business with Wealthwise. Over the past 26 years Terry’s career has covered all aspects of financial services, particularly in the areas of Superannuation, Retirement, Disability and Personal Risk Insurances.
Randall Stout CFP™, B.Com, Member of CPA Australia, Cert of Applied Advice in Self Managed Superannuation
ASIC Adviser Identification number 245236
I was appointed as a member of the Australian Society of CPAs in January 1999. I achieved the Certified Financial Planning ™ designation on the 14th of May 2002. I have worked as a financial planner for the past 10 years and in the accounting industry for the previous 5 years before joining Wealthwise in 2010.
I enjoy helping private wealthy family groups to grow and protect their wealth. I enjoy protecting the lives of young families and providing strategic advice. I also specialise in self managed superannuation funds. As a fellow small business owner I enjoy helping successful business owners protect and grow their family and business wealth.
Stephen Alexander Dip FS (FP)
ASIC Adviser Identification number 390023
Stephen Alexander has over 17 years experience in Financial Planning. Originally from the U.K. he worked for several Financial Institutions and as an Independent Financial Adviser before immigrating to Australia in 2004. Since then Stephen has gained experience working within the big banks before joining the Wealthwise team.
Stephen specialises in retirement planning, investment opportunities and protecting clients wealth and assets. Stephen’s aim is to provide clients with the comfort and peace of mind that their goals and objectives are being realised, not only for now but for the future.
By listening and working together to formulate strategies for the long term, Stephen believes it will enable clients to create wealth and protect their family’s financial future.