Managing Director & Financial Planner

James Furnell

James believes the old fashioned values of service, trust and communication are crucial in developing a successful partnership between himself and the client and he is passionate about developing tailored solutions that exceed their expectations.

His calm nature and ability to adapt his communication to the clients level of understanding sees him quickly build trusted relationships with them.

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James's interest are cycling, camping and building anything property related as well as spending time with his wife Kari, his three children and his two lovely dogs

BSc(Hons), DipFP, Dip Broking

FASEA Exam Passed

Managing Director & Financial Planner

Adrian Summers

Throughout his career in Financial Planning, Adrian has serviced a diverse range of clientele, spanning high net-worth clients, corporate, private and public sector executives, small business owners, young accumulators, retirees and families.

His capacity for problem solving and keen interest in helping people identify what is really important to achieve their financial objectives through investments, tax structures and cash flow.

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Adrian's interests lie in travelling to see his family in England & Spain every July to enjoy the European summer and sharpen his fluency in Spanish.

BCom, GCertFp

FASEA Exam Passed

Financial Planner

No1

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

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Franks’s interests are bush walking, golf and supporting Celtic Footba'l 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

FASEA Exam Passed

Business Development Manager

Katie Hally

Katie has been in the finance industry for over 20 years, working across private boutique and major corporations, with extensive experience in Business, Lending and managing complex exposures and high-value customers.

In particular, she has an interest in making sure everyone is getting a good and competitive deal when it comes to finances and co-ordinating parties to make sure the outcome is a positive one for all those involved.

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Outside of work, Katie enjoys spending time with her two young daughters and partner as well as keeping fit and surfing.

DipFP, Dip Broking

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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.

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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.

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

BPsySc(Hons), Dip FP, GCertBusHRM  

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.

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

DipFp

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