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Barry Ward

Barry Ward (Dip FP, CFP, SPAA) - Managing Partner
 

A founder of Ward Financial Group, Barry Ward has over two decades of experience advising individuals and large corporations on financial planning strategy. He is a widely recognized authority in the complex area of self managed superannuation strategy and regularly works with Accounting practices and their SMSF clients developing strategic tax and retirement planning outcomes. Barry is a specialist SMSF Advisor (SPA) with the leading industry SMSF body ‘Self Managed Superannuation Fund Professionals Association of Australia” (SPAA). Barry has presented on technical issues to many Accounting and Financial Planning organizations. His enthusiasm, insight and high professional standards have steered Ward Financial Group into the position as one of the leading advisers to high net worth individuals and corporations.
Authorised Representative

Cameron O'Sullivan

Cameron O'Sullivan - Partner
 

Following 3 successful years in financial and information risk management with Deloitte Touche Tohmatsu, Cameron joined the practice in early 2003 as a Financial Adviser with a focus on financial strategy and risk management for Ward Financial Group affiliates and clients. Cameron is highly skilled in risk profiling, auditing and management (financial and information), and is also in charge of all of our technical systems. His skill-set compliments Ward Financial Group's measured approach to developing tailored investment and superannuation strategies. He has been recognised nationally as a leading practitioner in providing valued advice to clients on technical strategy , winning Value of Advice awards and was the recipient of the inaugural Rising Star Award by Financial Wisdom. After four years with the company, Cameron acquired a major equity position in the Group in 2007, solidifying his future as an integral part of the business for many years to come.
Authorised Representative

David Blackborrow David Blackborrow - Partner
 

Following several years in Revenue Management and Marketing with Starwood Hotels & Resorts Worldwide, David joined the firm in 2003 and has become one of the primary Financial Adviser's of the practice. He is an expert with income analysis, cash-flow projections and has also completed specialist accreditation in SMSFs. Further, he is highly skilled in the areas of Marketing and the implementation of Customer Relationship (CRM) programs. It is in this capacity that David helps the Ward Financial Group ensure it's focus on customer service is maintained at the highest level. David became an equity partner of the practice in 2008.
Authorised Representative

Rachel Woodlock Rachel Woodlock - Partner
 

Joining the firm in 2004 providing administration assistance, Rachel quickly developed to become the Office Manager, ensuring all activities of the practice ran efficiently and to the satisfaction of our clients. Whilst still maintaining a strong link in the supervision of the office, Rachel has developed through the role of Paraplanner and near completion of her Advanced Diploma of Financial Planning to this year being appointed to a financial planning role. Rachel became a partner in the practice in 2008.
Authorised Representative

Mary Vlamos Mary Vlamos - Partner
 

Joining the practice in 2004, Mary has many years of experience in the Financial Services industry and specialised in Pension assessment with Centrelink for 10 years prior to that. Mary is responsible for the administration of our investment portfolios and in assisting clients with accessing their portfolios via our web-site. Her exceptional customer service skills also enables her to assist our clients with any query they may have regarding the status of their portfolios, investments, or obtaining one of the many Financial Reports available to our clients online. Mary became a partner in the practice in 2008.

Jeff Smith Jeff Smith - Insurance Specialist
 

Joining the firm in 2007, Jeff brings with him over 15 years of experience in the field of risk and insurance. Previously, Jeff worked for the ANZ Private Bank before joining Ward Financial Group, where he continues to provide expertise in the field of Life insurance, TPD, Income Protection, Trauma and Buy/Sell Agreements for small businesses, SMSF trustees and High Net Worth Individuals.
Authorised Representative

Maureen Hawkins Maureen Hawkins - Mortgages and Financing
 

Maureen offers Financing through WFG Mortgages Pty Ltd
Maureen has over 30 years experience in the Mortgaging and Finance Industry, and worked for many years in ANZ's Corporate, Business and Consumer Lending divisions. Maureen has accreditations with over 35 different Mortgage Providers and excels at assisting our clients in tailoring the best Financing solution for their situation. Maureen is also an authorised representative of Financial Wisdom but her services offered as part of WFG Mortgages are outside her Financial Wisdom representation.
Authorised Representative

Sarah  Briggs Sarah Briggs - Portfolio Administrator
 

Sarah joined the Ward Financial Group Team in 2008. Within her role as a Portfolio Administrator she performs a range of administrative tasks, including processing investments and maintenance of Client Portfolios. Sarah’s previous professional experience has equipped her with excellent administrative skills and we welcome her to the team.

Amanda Stavrou Amanda Stavrou - Paraplanner
 

Joining the practice in 2007, Amanda brings over 8 years of experience in a stock broking firm, with a Diploma in Financial Markets. Assisting with the preparation of financial advice, Amanda plays a pivotal role in dealing with advisers and clients directly. Recently, Amanda commenced her study to become an accredited Authorised Representative.

Tennene Bull Tennene Bull - Executive Secretary
 

Having spent 7 years at AXA involved in Superannuation Administration, Tennene provides responsibility to the operational and administrative needs of the business, whilst also liaising directly with clients and addressing their needs.

 

 

 
     Ward Financial Group Pty Ltd is an authorised representative of Financial Wisdom Limited.
   Financial Wisdom Limited holds Australian Financial Services License No:231138.
   Financial Wisdom Limited: ABN 70 006 646 108, PH: 1800 024 864