Our Team
our team
Collaborative Approach
With expertise across financial planning, accounting, tax, superannuation and business, we work as one to offer an integrated solution to help you achieve personal and business financial success.
Managing Directors
Advisors
Jackie Wyatt
Manager, Accounting & Business Services
Billy Bong
Senior Business Advisor & Accountant
Jane Hua
Financial Advisor
Client Services
Marie Chov
Client Services Manager
Rhoda Lewis
Receptionist / office administration Molly Jones
Administration AssistantOur Partners
In addition to our highly experienced team of advisors, we partner with other specialists to ensure we offer the holistic solutions and strategies that are right for you, your family and your business. Speak to us for a referral.
Meagan de Voil
Wills & Estate Specialist
Mark Morris
Specialist Tax Adviser
Daniela Greening
Mortgage & Finance Broker
testimonials
What Clients Say About Us
“Strategic Wealth Services were recommended to us about five years ago and they have been a pleasure to work with. The team are always available and ready to provide advice when required. They are responsive and understand very clearly our personal and business circumstances and objectives.”
Phil and Eva
"From the very first meeting, we both felt extremely comfortable with the company's Financial Planning Business Model and method of operation. Since committing to Strategic Wealth Services we have been delighted with the overall process, the excellent team and results achieved."
Ron and Jill
"Michael is someone we trust year after year to keep our financial goals in motion. Caring and responsive to any queries or questions we pose and always a pleasure to deal with."