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Financial Adviser

Frank Monaghan

Frank has extensive experience in the financial services sector, having commenced in banking sector and progressing to private wealth advisory and management catering any investment, superannuation portfolio and property strategies

Franks’s interests are bush walking, golf and supporting Celtic Football Club aswell as spending time with his two young boys, Jack & Leo along with his wife and long term partner Sharne.

BA(Hons), ADFP, FChFP, GradDipFP

FASEA Exam Passed

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Client Service Manager

Jay Brown

Jay has worked in the financial services industry for over a decade in client relations and administration roles. She has extensive experience in both small boutique as well as national advisory and financial services firms. In her role as Client Service Manager, she has led dedicated teams providing service and client relations excellence.

As well as having strong organisational skills, Jay understands the need for a highly personalised, professional and pro-active approach in all that she does.

She enjoys exercise, getting together with family, friends and relaxing at the family farm.

BPsySc(Hons), Dip FP, GCertBusHRM  

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Client Service Manager

Carolyn Sommer

Carolyn has a wealth of experience in the Financial industry and holds a Diploma of Financial Planning. She is currently studying her Advanced Diploma of Financial Planning to compliment the complexity of work she partakes in at UWP. 

 

She enjoys assisting clients and provides crucial administrative support to both adviser and clients alike to alleviate time and stress.

Carolyn enjoys spending time with her three daughters, meeting up with friends for social gatherings.

DipFp