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Insight Category: Advisory Team

Steven Shaw

Steven has 19 years experience in insurance and financial advice. This includes running his own business (Shaw Financial Services) for 5 years and working for elite firms such as Macquarie ...

2020-08-18T13:42:07+10:00August 4th, 2020|

Sean Cummins

Sean is an experienced Financial Planner CFP with the Financial Planning Association and a member of the Self-Managed Super Fund Professional Association SSA. Sean commenced his career in accounting and ...

2020-02-28T16:14:35+11:00December 24th, 2019|

Fanoula Stathatos

Fanoula has over 20 years’ experience in the finance industry. She holds a Bachelors Degree in Accounting, is a CPA Australia and was designated a Specialist in Financial Planning by ...

2021-02-16T15:27:18+11:00December 24th, 2019|

Steven Menyweather

Steven joined Clime as a Private Wealth Advisor in late 2018. He has over 9 years’ experience in Private Wealth as a Financial Adviser with Macquarie Private Wealth, Morgan Stanley ...

2020-01-27T11:21:13+11:00December 24th, 2019|

Liam Willis

Liam has a combined Bachelor of Arts and Law degree from Macquarie University and is a Certified Financial Planner and qualified solicitor. Liam most recently worked as a private wealth ...

2020-01-27T07:51:59+11:00December 24th, 2019|

Ackhim Poon

Ackhim joined Clime as a Private Wealth Associate and has experience working in the Financial Services industry. He holds a master’s degree in applied finance and a bachelor’s degree in ...

2020-01-27T11:21:56+11:00December 24th, 2019|

Boban Petreski

Boban is a Private Wealth associate at Clime with over 8 years of experience in the Financial Services Industry. His previous role was as Associate Adviser for Findex assisting senior ...

2020-01-27T07:53:23+11:00December 24th, 2019|