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, 2017 and 2018 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 for that award in 2016, 2017 & 2018.
Living Locally, Simon also enjoys family life with two young children. On the weekend you may find him enjoying family time, or out on the golf course.
Tabitha is a financial planner and owner in our business with a career spanning back to 2001 in financial services. She has worked her way from being on front line customer service (bank teller), through the banking world of financial planning in branches of ANZ and CBA and onto an infield role with a dealer group in financial planning, spending her time with advisers working with technology, systems and process improvement with a heavy influence of compliance.
Tabitha holds an Advanced Diploma of Financial Services and has experience with a diverse range of client needs. Tabitha has a strong technical background in providing advice for investment, wealth creation strategies, shares and property, superannuation and retirement income streams, personal risk insurance and gearing strategies making the transition from working to a retired lifestyle a reality. She is able to explain the Age pension rules in a way that makes sense and is easy to understand. Tabitha is also known as our in-house Aged Care Specialist. Tabitha specialises in financial advice tailored for women and families, first home buyers who need support and for women looking to build financial independence.
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. “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”.
Aside from Financial Planning Tabitha has a passion for the wider community and has been the host of many charity events. Tabitha’s main passions are organising events that support Heart Health, the Variety Children’s Club as well as since 2014 hosting and organising the John Hunter Children’s Hospital Volunteers Thank you event. Check out our Community Corner for photos.
Living Locally, Tabitha also enjoys family life with two young children. On the weekend you may find Tabitha enjoying family time, or sketching in the park with her earl grey tea.
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.
Alex ignited his spark for assisting the local community reach their financial dreams and aspiration in 2001 where he started with Newcastle Permanent Building Society. In 2001 his career started as a Financial Planner in the Newcastle Permanent Financial Planning sector where he not only helped clients achieve financial success, but help build the Financial planning department. Since then Alex has developed long term relationship with clients and have seen many through various life stages.
Alex is an experienced and well qualified Financial Adviser, having completed his Dip, Adv Dip & Master of Financial Planning. He has held a variety of roles and the extensive studies have provided Alex with a technical knowledge in investment funds, superannuation, income streams and insurance products. Alex is committed to and enjoys working with his clients in providing technical, commercial and strategic advice focussed on adding value to their businesses or employment whilst growing and protecting their personal net wealth. Alex follows the FPA Code of Professional Practice including the Code of Ethics, Practice Standards and Rules of Professional Conduct.
Alex enjoys that passion and dedication that the Insight team have. Alex enjoys working alongside like-minded colleagues who have the client’s best interest at the core of what they do.
Alex lives locally enjoys exercising or walking with his wife Kristie, he has two teenage daughters and still likes to help out down at Merewether Surf Life Saving Club.
Tegan loves working with people early in their financial planning journey, making big decisions, like buying a home, taking on a home loan for the first time, or looking for investment ideas as their first experience in ‘investing’. She is skilled with making complex areas like life insurance and income protection, simple, clear and easy to understand. She specialises in structuring personal insurance in a way that it is affordable and meets the big financial risk that health events can create to prevent losing your hard-earned assets because of an unplanned event.
Tegan grew up in central west of NSW in Dubbo, relocated to Newcastle to undertake her double degree, B.Comm (Fin and Acc) B. Bus (Leadership and Management) and Dip.FP at the University of Newcastle, and commenced her career path in financial planning for a local business in 2016.
Tegan has a genuine interest in helping people grow their knowledge about finance. She is patient & willing to spend the time building up a client’s background knowledge on the strategies and ideas that are in their future to encourage people to move forward with great decisions. She is a friendly ‘people person’ by nature, is very approachable. In Tegan’s eyes, there are no silly questions, only opportunities to grow the confidence of the person she is working with, in an area that she has expertise in.
Tegan often works directly with our Director’s and senior financial planners on complex cases extending her knowledge, it’s a constant source of energy and momentum in our tight team. Her professionalism and strong technical background offer excellent support for clients looking to plan well and solve financial enigmas with proven strategies.
Georgia’s Financial Planning career began in 2004. Since then, Georgia has covered all aspects of a client’s journey in receiving advice starting as a Client Services Officer, becoming a paraplanner and then a Financial Planner. Georgia holds a Dip Financial Planning (2008), Grad Certificate of Applied Finance (2011) and a Masters of Financial Planning (2016). Georgia brings an intimate understanding of the benefits of professional advice and knows that it’s more than numbers for our clients!
Georgia is the Paraplanner here at Insight Wealth Planning, creating strategic and compliant Statement of Advice documents. Georgia oversees the research element of advice, assists the advisers on strategy generation and ensure that we deliver quality outcomes for our clients. Georgia’s dedication, knowledge and skills are valuable assets we enjoy having in our team.
Georgia is very active and enjoys fitness. She is lives locally and enjoys spending time with her young family.
Jordan joined the Insight Team in 2014 looking for a rewarding job where she could make a difference. Since then Jordan has developed her learnings and understanding of the industry and has transitioned from the client administration Officer for Simon Tworek to Practice Manager. She is instrumental in the behind the scene’s functions for our business and ensures we remain at the top of our game at all times.
With her Bright and friendly outlook with obvious enthusiasm Jordan has developed strong connections with clients and loves that she is a part of helping them achieve their goals. With her excellent organisation skills, problem solving abilities and industry knowledge, Jordan juggles all of the behind the scene work for our office and ensures that we are able to move forward with the times and deliver the ultimate service for our clients.
In 2016, 2017 & 2018 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 spend time with family and friends.
Client Administration Officer - Client Services
Laura joined the Financial Planning Industry in 2016 and has been exposed to a wide range for client strategies and circumstances that equip her to handle anything that she comes across. Having a wide breadth of experience and knowledge, Laura is equipped to handle anything that comes her way with her great problem-solving abilities. Laura enjoys that she is able to connect with our clients and make a difference in their lives.
Laura is a part of the Client Services team for Insight Wealth Planning. Laura is a point of contact for existing clients at Insight Wealth Planning and also co-ordinates Review documentation for our clients. Laura adds value to your client experience with her long-standing knowledge of financial planning strategies and a passion for quality outcomes for our clients.
Laura shared that she enjoys the team culture at Insight and that we are all striving to enhance our client’s lives with their financial dreams.
Laura enjoys an active lifestyle representing in touch football for NSW or getting stuck into her gym training. Other than sport, Laura enjoys being social with friends and family.
Client Administration Officer – Implementation
Hannah has been in the Financial Industry since 2006 and the Financial Planning industry since 2013 and thrives in assisting our clients achieve their financial goals and objectives. Hannah brings with her a breadth of knowledge that enables her to assist every request of our clients with ease. Hannah understands the impacts of a well-executed Financial Plan and is eager to help our clients live a life they love.
Hannah joins the Client Administration Officer – Implementation team for Insight Wealth Planning. Hannah is a point of contact for our new clients and is vital in assisting the Advisers of Insight Wealth Implement the strategic Advice for our clients. When asked what Hannah enjoys about Insight Wealth Planning Hannah had this to say, ‘I enjoy working with the Insight team as they are supportive and committed to delivering the best outcomes for our clients.’
Hannah is a local to the area and enjoys catching up with Family and Friends. She adores her two King Charles Spaniels.
Client Administration Officer - Implementation
Erin has been in the Financial Planning industry since 2005 and has never looked back! Over the years Erin has witnessed the impacts that professional advice has on individual clients and has become the biggest advocate for advice, firmly believing that you’ll thank yourself later for engaging in advice. Erin loves that she can be a part of the process in helping clients live their dreams to the fullest. Erin has also gained valuable experience in accounting where she assisted clients through their taxation needs.
Erin is apart of the Client Administration Officer – Implementation team for Insight Wealth Planning. Erin is a point of contact for our new clients and is vital in assisting the Advisers of Insight Wealth Implement the Strategic Advice for our clients. Erin adds value to your client experience with her long-standing knowledge of financial planning strategies and a passion for quality outcomes for our clients.
When asked what Erin enjoys about Insight Wealth Planning she had this to say, ‘The professionalism here at Insight is second to none. The fact that everyone is so friendly and knowledgeable make a great team environment! I also enjoy seeing our clients work towards their financial and personal goals in life’.
Erin enjoys an active lifestyle where you’ll find her at her children’s sporting events on weekends with a passion for travel.