Vantage Team


Executive Chairman / Private Client Adviser

Frank is the Executive Chairman of Vantage Wealth Management. Frank graduated from Curtin University of Western Australia after completing a Bachelor of Economics and Finance degree. Over the past 35 years Frank has held positions in investment banking and investment advisory for both local and multi-national organisations. During this time, Frank has held senior management positions in bank treasury operations, funds management and corporate/ private client financial advisory services. Frank is responsible for Vantage’s day to day operations and providing investment advisory services to corporate and high net worth clients. Frank is currently the Chairman of the Fire and Emergency Services Super Fund and a Director of the Government Employees Superannuation Board, Biovision2020 Holdings Pty Ltd (a commercial re-cycling business), DownUnder Geosolutions(Australia) Pty Ltd and Chairman of 12 Buckets, a children’s charity that is focused at providing child mentoring services to several Perth primary schools.


Executive Director/ Private Client Adviser

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.


Executive Director/ Private Client Adviser

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.


Managing Director

Ben commenced work in the financial services industry in 1993 and has held Executive Director and Responsible Manager (RM) positions with private licensee Gannon Growden Schonell and Associates Pty Ltd (GGS). He has also held Private Client Adviser, Responsible Manager, Head of Advice WA and National Advice Board positions at Shadforth Financial Group over the period from 2005 till 2017. His qualifications include Australian Institute of Company Directors (AICD), Certified Financial Planner ™, London Business School 2018 (Exec MBA unit, Developing Strategy for Value Creation), Bachelor of Economics, Graduate Diploma in Applied Finance and Investment (FINSIA), Diploma in Financial Planning, Self-Managed Superannuation Fund (SMSF) Specialist Adviser and Registered Tax (Financial Adviser) status under the Tax Agent Services Act 2009. Key function at Vantage is to continue development of advice and operational solutions to deliver best of breed wealth management outcomes.


Private Client Adviser

Steve commenced in financial services with ANZ Bank in 1982, specifically moving into Wealth Management from 1989. His qualifications and memberships include Self-Managed Superannuation Fund (SMSF) Specialist Adviser, Professional Certificate SMSF, Diploma Financial Services (Financial Planning), Associate Financial Planning Association (AFPA) and member of the Association of Financial Advisers (AFA). The early career mantra to “serve others to help better their lives” continues to motivate Steve in a vocation he has enjoyed for many years. Steve’s experience across the broad spectrum of disciplines within the wealth management profession, especially being able to target specific areas for clients at each stage of their life journey, enables tailored solutions to be delivered and managed appropriately.


Private Client Adviser

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.


Private Client Adviser

Robert is a Certified Financial Planner. Robert holds a Bachelor of Economics (Economics, Quantitative Economics, Money and Banking, and Finance) from the University of Western Australia and a Diploma of Financial Planning.  Robert values building strong relationships that are founded on trust and is passionate about helping people take control of their financial affairs and achieve their goals. Robert specialises in assisting clients in the following areas:
  • Developing goal based financial plan for individuals looking to retire in the next five to ten years;
  • People who have received a financial windfall such as an inheritance, redundancy or settlement;
  • Clients looking to build tax effective investment strategies;
  • Individuals and families wanting to protect their income and wealth through cost effective insurance strategies;
  • Superannuation fund consolidation and contribution advice;
  • SMSF investment strategy and portfolio design.


Associate Adviser

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).


Insurance Associate Adviser

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).


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.


Associate Adviser

Ross has over 20 years’ experience in the financial services industry covering roles from administrative support to authorised financial adviser as well as practice management. Ross has a keen eye and enthusiasm for client portfolio reporting and ensuring the integrity of our back office systems.


Technical Manager

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.


Practice Manager

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.  


Client Services Manager

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).


Client Services Officer

Nikki graduated from Murdoch University in 2011, completing a Bachelor of Commerce degree majoring in Management with a minor in Business Law. Nikki has been in the Financial Planning industry since 2014, providing essential support to Financial Advisers and ensuring advice strategies are implemented smoothly. She is dedicated to helping clients on their financial journey and assisting with the set-up of Self-Managed Super Funds and the preparation of investment and financial processing.


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 strategies. She is dedicated to helping clients on their financial journey and assists with the preparation of investment and financial documentation.


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. She provides support to the team and specialises in term deposits.


Administration Assistant

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.



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.