Financial Advisers

Simon Tworek

Adv Dip FP, MFP
Director/Senior Financial Planner

Simon has experience with the ANZ Bank and the Newcastle Permanent Building Society during his ten year financial planning career. He holds an Advanced Diploma of Financial Services and has a Masters in Financial Planning. Simon has a strong technical background and is highly skilled and experienced in many areas of financial planning, including retirement planning, personal risk insurance, gearing strategies and wealth creation in general. Simon works closely with his clients on an ongoing basis to continually monitor and review their financial strategies.

Simon has been acknowledged as a 2015 Finalist ‘GPS Wealth  Advisor of the Year’ Award’. It’s a great privilege to be recognised in this way.

See Simon’s Full Profile

2 Advisor of the Year FIN2016-finalist-vlogo-adviser-of-the-yearMeet Simon

Tabitha Tworek

Dip FP, Adv Dip FP
Financial Planner – Owner

Tabitha is a financial planner and owner in our business with more than 15 years in financial services. She is so approachable and really works with you to support your goals.

Tabitha is skilled in providing advice for investment, wealth creation strategies, incorporating shares and property, superannuation and retirement income streams. She is able to explain the Age pension rules in a way that makes sense and is easy to understand.

Tabitha holds an Advanced Diploma of Financial Services and has experience with a diverse range of client needs. She specialises in financial advice tailored for women and families, for first home buyers who need support for personal insurances like life insurance and income protection but feel the conflict of ‘cost of insurance vs paying off their home’ and for women looking to build financial independence.

Tabitha has a strong technical background and is highly skilled and experienced in many areas of financial planning, including retirement planning, personal risk insurance, gearing strategies and wealth creation in general and making the transition from working to a retired lifestyle.

Tabitha is motivated with connecting our business with the community around us. She donates her time to the Cancer Council Pro Bono financial planning program in the Newcastle and Maitland area, helping patients with terminal illnesses to navigate the claim process for superannuation and life insurances, and has been coordinator for heart foundation fundraising at the end of financial year for the last two years, Variety Children’s Club over the last five years and JHH Children’s Hospital Volunteers program.

‘Claiming on policies in such as stressful process, with lots of paperwork and can be so overwhelming, we help people to navigate, to protect them from the emotional rollercoaster of getting through the process to relief financial stress.’

Shane Barclay

CFP, JP, Dip FP, Adv Dip FP
Financial Planner

Shane created his business in 2003 as a financial planner after running his own businesses in other industries. He was keenly interested in share portfolios and pursued a career in providing advice to help clients achieve wealth for themselves and build better futures. He often quotes Warren Buffet with ‘buy in gloom and sell in boom’ conversations with clients.

Shane loves baseball and has a long career of providing guidance and coaching for rep teams and growing young starters. He is mad about music and almost every sport. Shane is scaling back on the work front, enjoying a bit more time to play bowls and to increase his participation with other business interests in a local company supplier of wholesale goods to restaurants in the Newcastle, Lake Macquarie and Hunter Region, Bibina.

Shane is passionate about doing the right thing for people, and chose to merge his business in with Insight Wealth Planning in February 2016 after spending time getting to know Simon and Tabitha Tworek. Shane quotes that after a lot of legislative changes, needing support from his licensee, it was a relief to find two people so passionate and like minded for his clients to find a new home for advice.

Shane will continue working with Insight Wealth Planning for a period of time to introduce Simon and Tabitha as the business owners and financial planners who will be the problem solvers for his existing clients going forward.

Support Staff

Melissa Wright

DFP and Adv DFP
Cert II & III Business
Paraplanning Manager

Melissa is part of the strategic team at Insight Wealth Planning, bringing her career of over 10 years in the industry and as a paraplanner to Insight Wealth Planning from Shane Barclay & Associates.

Mel achieved her Diploma of Financial Services (FP) and Advanced Diploma of Financial Services (FP) and is also a Justice of the Peace.

Mel’s primary role is managing our paraplanning services for this office. She coordinates with her team preparing advice documents, complementing our strategic advice and research on products and strategies to document the steps for clients so that we can provide easy to understand advice. She helps us to keep organised ensuring new legislation and regulations are considered and implemented.

Melissa grew up here in Lake Macquarie, is a mum to two little people, enjoys music, camping and spending quality time with family and friends.

Wealth Planning

Jordan Warren

Practice Manager

We recruited Jordan because of her bright and friendly outlook, and obvious enthusiasm. She keeps us organised as a business with a lot of the behind the scenes juggling coordinating events for clients and refining our business processes. Jordan is available to help with problem solving your enquiries and supporting advisers with every aspect of the financial planning process.

Jordan joined the Insight Team in July 2014 looking for a rewarding job where she could make a difference. Jordan’s instrumental in the behind the scene’s functions for our business. She also supports the client work for our Director, Simon Tworek

Jordan grew up here, in Lake Macquarie with strong family values. Outside of work she’s competitive, she loves to keep fit, she is a keen ‘Cross fitter’, studying to achieve her Diploma in Financial Planning and would love to build a career in financial planning. Jordan loves a challenge.

2016-finalist-vlogo-practice-support-award-jordan-003

Rebecca Carmody

Diploma of Financial Planning (DFP)
Paraplanning Assistant

Rebecca joined the team here at Insight Wealth Planning in February 2016 following the merge of Shane Barclay & Associates and Insight Wealth Planning and in the industry since 2012. She has achieved a Diploma of Financial Planning. Bec is building on her studies to champion the research and preparation for advice documents.

Bec is the friendly, warm welcome you will meet when you arrive at our office or call through for some assistance. Rebecca is working with our Paraplanning Manager, learning the process of structuring advice documents to support our advisers and clients.

Bec is up early to get to personal training, a motivated traveller and loves to shop. Bec grew up here in Lake Macquarie and is close with her family and longtime friends. She is bubbly and keen to help.

Emily Barclay

Undergraduate Newcastle University
Client Services Officer

Emily works part time, while attending the University of Newcastle full time currently completing her Bachelor of Business/Bachelor of Commerce majoring in Finance and Information Technology and is due to graduate at the end of 2017. Emily started her career in financial planning in 2013 with Shane Barclay and Associates.

Outside of work and Uni, Emily loves baseball and music. She has played baseball since 2010 and holds her Level 2 coaching accreditation. Emily has played piano since she was 8 years old and enjoys playing many different styles. She is a loyal person who really values her friendships and is always offering a helping hand.

Insight Wealth Planning New Lambton

Phone: (02) 4941 1888
Fax: (02) 4941 1887
Email: contact@insightadvice.com.au
Address: 24 Alma Road, New Lambton, NSW 2305
Postal Address: PO Box 405, New Lambton, NSW 2305