Our Team

Simon’s passion for helping clients achieve their financial dreams started in 1998 with his first role as a teller with ANZ. He soon excelled and worked his way through to be a fully certified Financial Planner after completing his Diploma (2001), Advanced Diploma (2005) and continued on to complete his Masters of Financial Planning in 2006.

Simon became a business owner in 2007 where he was able to provide quality service and interact with his clients in a more personalised way, which is why he loves what he does on a day to day basis. ‘Not all clients fit into the generic box, I enjoy being able to service my clients with strategies and services that are unique and tailored to their individualised situation’

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 & 2016 Finalist ‘GPS Wealth Advisor of the Year’ Award’. It’s a great privilege to be recognised in this way. Simon also takes great pride that Insight Wealth Planning was nominated for ‘Practice of the year’ in 2015 and the overall winner in 2016.

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.

Ross holds an Advanced Diploma in Financial Planning and has worked in the financial planning industry for nineteen years. During this time he has developed many skills to assist clients achieve financially for long term peace of mind and certainty. Prior to Financial Advising Ross enjoyed successful business and management roles in franchising, industry and education. This background along with his Financial planning experience enables Ross to have greater empathy when dealing with a wide range of clientele.

Outside of work Ross takes great interest in close family while enjoying the lifestyle in the Lambton- New Lambton area. Having a rugby background as a player and coach, sports in general are a continued interest. Other activities involve regular gym and playing golf with a bit of travel thrown in the mix.

Jordan joined the Insight Team in July 2014 looking for a rewarding job where she could make a difference. Jordan is instrumental in the behind the scene’s functions for our business and also is the main support role for Director and Senior Financial Planner, Simon Tworek.

We recruited Jordan because of her bright and friendly outlook, and obvious enthusiasm. Her excellent organisation skills and behind the scenes juggling means that we are able to move forward and deliver the ultimate service for our clients. Jordan is available to help with problem solving your enquiries and supporting advisers with every aspect of the financial planning process. In 2016 & 2017 Jordan was a finalist for ‘Support Person of the Year’ in the GPS Wealth Dealer group. This is a credit to her high level of ability and dedication not only to our business, but also our valued clients.

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

Melissa started out her career in the industry in 2007. She joined Insight Wealth Planning as a paraplanner from Shane Barclay & Associates, and is now part of the strategic team at Insight Wealth Planning.

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.

After working in the Newcastle/Lake Macquarie region for many years we proudly welcome Tegan to our team!

Spending most of her career in a highly focused customer service industry – Real Estate – Tegan decided it was time to make a change where she was able to make a difference and help people achieve their financial dreams.

Tegan a Personal Assistant to Tabitha Tworek, has an enthusiastic approach and is determined to see our clients through to a successful future and thinks no job is too big or too small in the face of our clients!

When asked what she loves about being a part of our team, Tegan had this to say “the genuine caring approach to helping clients achieve their goals is so refreshing. There’s constant mentoring and encouragement to ensure staff are growing in their professional and personal lives.“

Aside from having the travel bug, Tegan enjoys CrossFit, looking after her puppy ‘Sash’ and spending time with family and friends.