BEN DEVENISH
Managing Director
Vantage Team
TIM FLAVELL
Executive Director
Financial Planning & Wealth Management
Tim holds a Bachelor of Business from Victoria University with majors in Banking/Finance and Economics. He has completed a Diploma in Financial Planning through Deakin University and the Financial Planning Association. This allowed him to qualify as a Certified Financial Planner®. Tim commenced working in the financial services industry in 1990. He has worked for BT Funds Management, SMCR Financial Planners, Grange Securities Limited and Lehman Brothers Australia Limited before co-founding Vantage Wealth Management in 2008. Tim specializes in the provision of strategic advice aimed at simplifying complex issues and delivering tax effective outcomes. Tim also focuses on constructing diversified portfolios, typically with direct income producing securities that aim to preserve clients invested capital whilst producing a consistent return.
MATT MCCARNEY
Executive Director
Financial Planning & Wealth Management
Matt holds a Bachelor of Commerce from the University of Wollongong with majors in Industrial Relations and Management Studies. Matt has also attained a Graduate Diploma in Financial Planning from the Financial Services Institute of Australasia (FINSIA). Matt is a Fellow of FINSIA and also a member of the Financial Planning Association (FPA). Matt commenced working in the financial services industry in 1996. He has worked for two of Australia’s leading fund managers, BT Funds Management and Colonial First State. Since 2003 Matt has specialised in providing quality strategic and investment advice to his clients in his role as a financial adviser with Grange Securities, and Lehman Brothers before co-founding Vantage Wealth Management in 2008.
PENELOPE TILLEY
Private Client Adviser
Insurance & Superannuation Services
Penny has worked in the financial services industry since 1999. She has lived and worked as a Financial Adviser in Broome and Esperance over her 18-year career. Penny holds a Bachelor of Commerce (Economics and Financial Planning) from Curtin University. Penny is also a Certified Financial Planner and a member of the Financial Planning Association (FPA). Penny is passionate about risk management, in particular personal and business protection.
NATHAN STUART
Private Client Adviser
Private Client Adviser
Nathan commenced working in the financial services industry in 2016. Prior to this, Nathan worked in the Australian banking industry. Nathan enjoys helping clients throughout all stages of life from starting out and purchasing their first home right through to retiring with complete financial control and independence. Nathan holds a Bachelor of Commerce (Economics and Finance) from Curtin University and Diploma of Financial Planning. Nathan values building strong relationships founded on trust and is passionate about helping a diverse range of clients achieve their goals.
ROBERT TAWIL
Associate Adviser
Financial Planning & Wealth Management
Robert’s role at Vantage Wealth Management is to assist the financial advisers with the preparation of client meetings, contribution in the formulation in the advice for clients and aid the advisers in reviewing our client’s financial circumstances.“Compound interest is the most powerful force in the universe”
LUKE PIROZZI
Associate Adviser
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.”
RAJENDRA VELAKANTI
Personal Insurance Administrator
Insurance & Superannuation Services
Raj’s role at Vantage Wealth Management is to provide quality client services for insurance solutions. He handles client enquiries, claims, product information and has a profound understanding of a variety of insurance products to assist with an easy application process for clients. Raj holds a Bachelor of Commerce (Business Management and Accounting) (Osmania University, Hyderabad, India) and a Master of Business Administration (Australian Catholic University, North Sydney, Australia); and has completed a Diploma of Financial Planning (Kaplan Professional, Australia).“My job is to ask you about your Life Insurance, please don't make it my job to tell your family you didn't have any.”
BEN KIROU
Chief Investment Officer
Research and Technical Services
Ben graduated from the University of Western Australia in 2003, completing a Bachelor of Commerce degree majoring in Finance & Accounting. After a short stint as an Auditor at a Big 4 accounting firm, Ben discovered his passion for financial markets and has since focused his career on the research and analysis of companies and financial markets through various Advisory, Analyst & Funds Management roles in Perth. Recently, Ben completed the Chartered Financial Analyst (CFA) Program through the CFA Institute. The CFA Charter is widely recognised around the world by investors, employers, practitioners and regulators as the highest educational standard in the investment community.
DYANA FRIPP
Technical Manager
Research and Technical Services
Dy’s role at Vantage Wealth Management is to support the Financial Planners and Practice Manager when informing and advising clients on financial strategies, plans and products. Dy holds a Bachelor of Business (Accounting and Public Accounting) and is a Member of the Institute of Public Accountants.“I am the master of my fate, I am the captain of my soul”
KEITH MOYLAN
Consultant – Projects
Research and Technical Services
Keith’s role at Vantage Wealth Management is Senior Manager-Special Projects. Keith’s role involves responsibility for the planning and implementation of projects designed to expand and add value to the services provided to Vantage Wealth Management clients. Keith has been involved in the financial services area for 29 years and has held senior management positions with domestic and multi-national organisations. Keith has extensive experience in strategic business planning and development, investment management and research, compliance and business operations.“Work hard, stay positive, and get up early. It's the best part of the day.”
ROBYN VIDAL
Practice Manager
Client Services
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. With continuous assessment and improvement of our operational policies and procedures and working as part of a team to manage and implement operational improvement projects, to ensure we always provide a quality service and act in the best interest of our clients and the Vantage team.“It’s up to you to see the beauty of everyday things”
SELVY MULIA
Client Services Manager
Client Services
Selvy’s role at Vantage Wealth Management is to provide excellent client services by preparing and coordinating high-quality reports and ensuring administration requests are actioned seamlessly as well as monitoring the client portfolio accuracy on the database. Selvy also looks after pension administration to ensure all the pension requirements are met. Selvy holds a Bachelor of Commerce (Accounting & Finance).“Forget the mistake. Remember the Lesson.”
PAULINE WOOLERSON
Client Services Manager
Client Services
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. She provides support to the team and specialises in term deposits.“Yesterday is history. Tomorrow is a mystery. Today is a gift. That’s why they call it the present”
HELENE SPIRES
Client Services Office
Client Services Officer
Helene’s role at Vantage Wealth Management is to provide exceptional client services by assisting and supporting Financial Advisers with the implementation of client financial strat egies. She is dedicated to helping clients on their financial journey and assists with the set-up of Self-Managed Super Funds and the preparation of investment and financial documentation.
DIANNE STEPHEN
Administration Assistant
Client Services
Di’s role at Vantage Wealth Management is to look after administration and data entry. Specialising in looking after client’s documents and files on our database as well as liasing with third party professionals such as accountants.“Only you can wake the sleeping giant within, do that which makes you happy”
ANNA MCCARNEY
Accounts
Accounts
Anna’s role at Vantage Wealth Management is to look after the company’s financial transactions by processing accounts payable and receivable. She ensures invoices are handled promptly to facilitate the day to day running of the company’s accounts.“Be Kind.”