Practice Principal
B Bus (Agric), Grad Dip Bus, Dip FP, CFP
Kim is a Certified Financial Planner with over 15 years experience within the industry. Kim commenced this business in Kalgoorlie more than 13 years ago and has now expanded to have offices based in Perth and Esperance, where he has provided high quality Financial Planning advice and services to local, interstate and overseas clients.
In addition, Kim has won the following individual and business awards:
General Manager
MBA, Grad Dip Mgmt, DFP (Fdn), GAICD
Garry joined the team as General Manager of the business in March 2006 and became a partner in July 2007. Garry has over 20 years experience in the Financial Services industry and has held senior management positions with institutions such as Colonial, ING and MLC.
Garry is also a Director of WAFL Club Swan Districts, is a Lecturer in Financial Planing with FINSIA and in 2009 became a graduate of the Australian Institute of Company Directors and holds the Diploma Qualification.
Senior Financial Consultant
B Comm, Dip FP, CFP
Sharon joined Stewart Symonds & Partners Financial Consultants upon the successful completion of her Bachelor of Commerce degree in July 1995.
She is an integral member of the team and has been instrumental in the growth, expansion and development of the business. Sharons success can be attributed t her dedication to excellence in client service, the strength of her technical financial planning skills and her passion to achieve the best outcome for her clients.
Sharon also won the 2008 Godfrey Pembroke national award for Best New Financial Consultant.
Senior Financial Consultant
FFin, SSA
Ben joined our business as a Senior Financial Consultant in November 2008, based in our Perth Office.
Ben has more than 12 years experience in advising High-Net-Worth Private Clients as well as portfolio management of numerous Charitable Trusts and Educational Foundations. Ben was previously the Team Leader and Private Portfolio Manager with Australian Executor Trustees in Adelaide.
Ben holds a Diploma in Financial Markets and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He also holds Specialist Adviser Status through the Self Managed Super Fund Professional Association of Australia.
Senior Financial Consultant
B Ec, G.Dip.Fin.Planning
Trish joined our business in 2009 as a Senior Financial Consultant and Personal Succession Planning Specialist.
Trish is based in our Perth office and will also provide service to new and existing clients in Kalgoorlie and Esperance.
Trish studied a Bachelor of Economics at the University of New England (N.S.W.) before completing a Graduate Diploma in Financial Planning thru the Securities Institute of Australia (now FINSIA).
She is a member of the Financial Planning Association of Australia (FPA) and was one of the first financial advisors who graduated from the MLC Advisor Scholarship Program in 2007.
Financial Consultant
B Bus, MBA, CPA
Gaye joined the business in January 2008 as an Associate Financial Adviser and has since moved to the role of Financial Consultant. Gaye has a long history in the Financial Services sector, is a CPA, has completed her MBA and is currently studying towards her Masters in Financial Planning.
Gaye is based in our Perth Office and works closely with Kim to provide services to our Perth and Kalgoorlie based clients.
Client Service Manager
Kelly joined the Stewart Symonds & Partners team in 2002 and is responsible for client administration and can assist clients with general and day to day enquiries. Kelly has completed the Diploma of Financial Planning and has recently returned from maternity leave on a part-time basis.
Client Service Manager
Elise joined the Stewart Symonds & Partners team in 2004 and is responsible for client administration and can also assist clients with general and day to day enquiries. Elise has completed the Diploma of Financial Planning and is currently on maternity leave.
Client Service Manager
Sarah joined the Stewart Symonds & Partners Team in 2007 and is responsible for administration duties within the Client Service Team. Sarah has completed the Certificate IV in Financial Services.
Susan FitzgeraldClient Service Manager
Susan joined the Stewart Symonds & Partners Team in 2009 and is responsible for administration duties within the Client Service Team. Susan is currently studying towards the Diploma in Financial Planning.
Client Service Assistant
Jess joined the Stewart Symonds & Partners Team in 2008 and is responsible for administration duties within the
Client Service Team.