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Nick commenced employment in the financial services industry in 2000 and is the sole director of the Wealthfarm group of entities. Nick has a Bachelor of Commerce - Financial Planning, Diploma in Financial Planning and has completed specialist accreditations in Business Succession Planning and Personal Succession Planning. Nick is a member of the Association of Financial Planners and Australian Institute of Company Directors. Nick is an Authorised Representative of GWM Adviser Services Limited, is Quality Advice accredited by Garvan Financial Planning, a specialist in the field of Business Succession Planning and is an inaugural member of the Risk Specialist Network. Nick was a finalist in the Association of Financial Planners National Adviser of the Year in 2010, as well as being a finalist in the Gold Coast Young entrepreneur in 2008, 2009 & 2010.
Nick is married with two children. He enjoys time with his family, camping and snowboarding. Nick is also an avid cyclist and rode 400 klms in the 2010 Risk Ride to raise money for Multiple Sclerosis Research Australia and again in 2011 to raise funds for the Gold Coast Ronald McDonald House.
Stephen has over 8 years experience in the financial services industry and is a Senior Financial Planner at Wealthfarm, and prior to this has 10 years experience as a business manager in various industries. Stephen is degree qualified and also holds his Advanced Diploma of Financial Services. Stephen is an Authorised Representative of GWM Adviser Services Limited.
Stephen is married with two sons. He enjoys time with his family, fishing and golf and is an active member of his local community church. He is passionate about helping clients achieve a better quality of life through lifestyle and financial planning. Stephen also sits on Lifestyle Solutions Board.
Javier Fonseca has been with Wealthfarm Financial Planners since 2008. He holds a Bachelor of International Business and Diploma in Financial Planning and has strong business analysis background. Javier Fonseca is an Authorised Representative of GWM Adviser Services Limited.
Javier is married with one daughter. Outside of work Javier enjoys spending time with his family on the beach and going to the movies.
Nicole commenced employment in the financial services industry in 2008 and has recently moved into the role of Associate. Nicole has a Bachelor of Commerce Professional, with majors in Financial Planning and Accounting. Nicole is an Authorised Representative of GWN Adviser Services Limited.
Nicole is married with two sons. Outside of work, she enjoys spending weekends on new adventures with her family and friends. Nicole also enjoys cheering her boys (and team) while watching them play soccer.
Mitchell commenced work at Wealthfarm Financial Planners in July 2008. Mitchell is in the process of completing his Bachelor of Commerce Degree, majoring in Financial Planning and Accounting in Griffith University’s Professional Program. In addition to his University studies Mitchell was also selected in the MLC Adviser Scholarship program, which sees him regularly travelling to Sydney undertaking courses within the areas of client relationships, practice management, strategic advice and technical knowledge.Mitchell is currently completing his Certified Financial Planner course.
While Mitchell is away from the office he enjoys all sports, from hitting a ball on the golf course to riding his motorbike whenever possible. Mitchell also enjoys spending time with family and friends in his spare time.
Joanne joined Wealthfarm in February 2010 with over 10 years of experience in the Financial Planning industry. She has a strong belief in that first impressions last and so she always strives to ensure every client’s experience with Wealthfarm, whether they have just walked in the door or have been a client for 10 years, receive exceptional service from beginning to end.
Outside of work Joanne enjoys shopping, cooking, walking her dogs and spending time with family and friends.
Lisa joined Wealthfarm in March 2010. Lisa has completed a Bachelor of Commerce at the University of Queensland majoring in Financial Planning and Accounting and is currently working towards her Diploma of Financial Planning
Lisa enjoys travelling the world, snowboarding and surfing.
Jesse joined Wealthfarm in January 2010 as an Intern from Griffith University and is currently completing his Bachelor of Commerce Degree, majoring in Financial Planning and Accounting in Griffith University’s Professional Program. Jesse is responsible for assisting in all areas of the financial planning process to ensure the highest level of customer service is provided to the clients of Wealthfarm.
Outside of work he enjoys going to the gym, beach and spending time with his friends.
Jenni joined Wealthfarm in March 2011 with over 3 years experience in the Financial Services industry, and is close to completing her Diploma of Financial Planning.
Outside of work Jenni enjoys travelling, playing netball and spending time down the beach with her friends and family.
Jasmin joined Wealthfarm in June 2010 with 2 years real estate experience including customer relations, sales administration and property management.
Outside of work, Jasmin enjoys the beach, reading, painting and spending time with family and friends.
Lylee joined Wealthfarm in May 2011 with 4 years experience in the Financial Services industry. Lylee has a Diploma of Financial Services (Planning).
Outside of work Lylee enjoys travelling, fitness and spending time with her friends and family.
Matt joined Wealthfarm in July 2011 and has 2 years experience within the Financial Planning Industry. Matt has completed a Master of Commerce specialising in Financial Planning at Griffith University in Brisbane and a Bachelor of Business majoring in Finance and Management.
Outside of work he enjoys the boating, traveling and spending time with friends.
Lana joined Wealthfarm in August 2011 with over 6 years experience in the Financial Services industry. Lana is close to completing her Advanced Diploma of Financial Planning.
Outside of work Lana enjoys spending time in the gym, barbecues at the beach, and spending time with family and friends.
Karen joined the Wealthfarm team in February 2011 with over 10 years experience in administration and contract management. She is currently completing a Bachelor of Commerce (Professional) at Griffith University majoring in Financial Planning and Accounting.
Karen assists her fellow students with their study skills and is an international judge for roller figure skating. Outside of work she enjoys travelling, cross stitching and spending time with her family.
Rebecca joined Wealthfarm in August 2011 with over 4 years in the Customer Service and Administration. Rebecca has recently completed Certificate 4 in Business Administration.
Outside of work Rebecca enjoys photography, travelling and spending time with her family and friends.
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