Director & Financial Planner

Adrian Summers

Bcom, GCertFinPlan, MAppFin

Adrian has been working in finance for over 11 years with a specialisation in complex advice, investment strategies & portfolio construction. 

He likes to travel around the world and immerse himself in different cultures to enhance his perspective and experience.

Financial Planner

Frank Monaghan

BA(Hons), ADFP, FChFP

Frank has been working in the financial industry for over 10 years and is well equipped to provide advice on a wide array of areas.

 

Originally from Ireland, he enjoys being with his family and likes to go camping when he isn't working. 

Office Administration

Carolyn Sommer

DipFP

Carolyn has been working in the financial industry for over 15 years and enjoys providing quality assistance to both her team and clients alike. 

Carolyn enjoys spending time with her family and pottering about in her garden.

Director & Financial Planner

James Furnell

Bsc(Hons)

James has been working in the industry for over 20 years and enjoys helping clients achieve their financial goals.

 

He is an avid cycling enthusiast and has participated in many races.

Office Manager

Jay Brown

DipFP, BPsySc(Hons), GCBusHRM

Jay has been working in the financial planning industry for many years and likes to work closely with clients  making sure they are comfortable and have a positive experience.

Jay loves visiting her family home in the country and spending time with the animals.

© 2023 by United Wealth Partners Pty Ltd

United Wealth Partners Pty Ltd ABN 17 630 252 747 is a Corporate Authorised Representative of United Wealth Group Pty Ltd ABN 14 608 358 461 AFSL No 499203. 
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Our financial services guide (FSG) has information about our services, relationships and how we’re paid. All information on this website is subject to change without notice.

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