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 - 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 Charter Financial Planning. 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 - 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 - 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 - 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.
	David Seidel – CFP Financial Adviser   David joined the financial services industry in 2002 after 14 years of service in a number of roles with Fuji Xerox. Prior to joining Ward Financial Group, David worked for a number of years as a Financial Adviser with the Commonwealth Bank and MLC. David has now bought his skills to Ward Financial Group, since 2012, where he continues to specialise in Wealth Accumulation, Retirement & Centrelink maximisation, Aged Care, Tax containment and Personal Risk Insurance. Authorised Representative
	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 - 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 Charter Financial Planning but her services offered as part of WFG Mortgages are outside her Charter Financial Planning representation. Authorised Representative
	Sarah Monger - Portfolio Administrator   Sarah joined the Ward Financial Group Team in 2008. Sarah 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 she thrives in her role as a Portfolio Administrator. Sarah has recently commenced her Diploma in Financial Services.
	Merrilyn Smith - Portfolio Administrator   In 2008 Merrilyn joined the Ward Financial Group Team on a part time basis. Merrilyn’s previous accounts and administrative experience has equipped her with excellent skills which compliment her role as a Portfolio Administrator. Merrilyn performs a range of administrative tasks, all of which maintain our client portfolios online, and her friendly approach keeps us all smiling. In 2012 Merrilyn commenced full time with Ward Financial Group.
	Kellie McLaughlin - Reception / Office Administrator   Kellie commenced in 2012 and is the first point of contact in all aspects of the business. Kellie ensures the operational and administrative needs of the entire business are met, whilst also liaising directly with clients and addressing their needs. Kellie’s financial planning industry experience has enabled her to have a smooth transition into this role.