Who We Are
- Established in 2008, Vantage Wealth Management (“Vantage”) is a staff-owned boutique financial advisory practice founded on professionalism, integrity and exceptional service.
- We have an established reputation for providing high quality, objective and pro-active financial advice to our clients.
- With significant experience in the financial advisory, wealth management and personal insurance industries, we are well placed to provide innovative advice tailored to the needs of our clients.
- We constantly review our operating standards to ensure our systems, processes and services are of the highest quality in the industry.
- Vantage is authorised to provide advice through VWM Financial Services Pty Ltd (“VWM”), holder of Australian Financial Services License No. 345744. The Directors of Vantage are also Directors & Responsible Managers of VWM.
All About the Client
We understand that it is our clients who define a job well done.
We provide tailored client solutions, rather than product-driven outcomes.
We are committed to service excellence and ethical behaviour
We are proud to provide our services in a cost-effective and transparent manner.
We believe in high education standards and ongoing professional training.
We value experience and independent, critical thinking.
Every successful enterprise requires a vision. Those involved with the Bell Rock Lighthouse
had great foresight, were tenacious and were experts in their chosen field. These are
traits that we at Vantage value highly and continuously strive to achieve
The Bell Rock Lighthouse is the world’s oldest surviving sea-washed lighthouse and was
built on Bell Rock in the North Sea, Scotland. By the turn of the 18th century, it was
estimated that this treacherous outcrop was responsible for the wrecking of up to six ships
every winter. In one storm alone, 70 ships were lost.
Engineer Robert Stevenson proposed the construction of a lighthouse on Bell Rock in
1799. The challenges faced in the building of the lighthouse have led to it being
described as one of the Seven Wonders of the Industrial World. The masonry work on
which the lighthouse rests was constructed to such a high standard that it has not been
replaced or adapted in almost 200 years.
Innovation to achieve the best possible outcome, working through adversity, and
providing quality advice that will stand the test of time, are the foundations on which
Vantage Wealth Management was established.
Frank holds a Bachelor of Business from Curtin University with majors in Economics and Finance and a minor in Accounting.
Tim holds a Bachelor of Business from Victoria University with majors in Banking/Finance and Economics.
Matt holds a Bachelor of Commerce from the University of Wollongong with majors in Industrial Relations and Management Studies.
Private Client Adviser
Penny has worked in the financial services industry since 1999.
Private Client Adviser
Nathan commenced working in the financial services industry in 2016.
Robert’s role at Vantage Wealth Management is to assist the financial advisers.
Financial Planning & Wealth Management Luke’s role at Vantage Wealth Management is to provide client service support to the Financial Advisers and to ensure the smooth operation of various tasks. Luke is currently studying Bachelor or Commerce (Accounting & Finance). “Work hard and be patient. The rest will follow.”
Personal Insurance Administrator
Raj’s role at Vantage Wealth Management is to provide quality client services for insurance solutions.
Ben graduated from the University of Western Australia in 2003, completing a Bachelor of Commerce degree majoring in Finance & Accounting.
Dy’s role at Vantage Wealth Management is to support the Financial Planners and Practice Manager
Senior Manager-Special Projects
Keith’s role at Vantage Wealth Management is Senior Manager-Special Projects.
As the Practice Manager, I’m able to apply my broad experience in Vantage and detailed understanding of our clients to manage the efficient and effective operations of the firm.
Client Services Manager
Selvy’s role at Vantage Wealth Management is to provide excellent client services
Client Services Manager
Pauline’s role at Vantage Wealth Management is to care for customer service involving day to day administrative tasks, greeting clients and answering calls, assisting with queries and booking meetings.
Client Services Office
Nikki’s role at Vantage Wealth Management is to provide exceptional client services by assisting and supporting Financial Advisers with the implementation of client financial strategies.
Di’s role at Vantage Wealth Management is to look after administration and data entry.