Your Team

Jason has been working in the financial planning industry since 2000. He has a Bachelor of Commerce (Finance and Accounting), a Graduate Diploma in Financial Planning and is a Certified Financial Planner.

Jason began his career with Berkley Group which later merged to form Centric Wealth before founding his own business with Acadia Wealth in 2018.

Jason’s strong industry background coupled with a high level of strategic thinking allows him to act as a robust sounding board for his clients on all matters financial. Jason works with successful business owners, high net worth families and individuals. Jason is passionate about his clients and is committed to providing them with financial peace of mind.

Qualifications & Professional Memberships

• Bachelor of Commerce (Accounting & Finance) – Macquarie University
• Certified Financial Planner – CFP®
• Graduate Diploma of Financial Services
• Member of Financial Planning Association of Australia (FPA)

Chris has worked in financial services since 2004 with most of this time at one of Australia’s largest privately owned advisery firms. He also spent two years based in London working within Debt Capital Markets for a leading global investment bank.

Chris couples his experience and knowledge gained at the “big end of town” with a boutique service offering.

He helps people get their financial house in order and keep them on track, so they can focus their time on what’s most important to them.
Chris has achieved the CFP® certification, the highest financial planning designation worldwide.

When not spending time with his young family Chris enjoys watching and playing all sports although soccer and surfing are top of the list!

Qualifications & Professional Memberships

• Bachelor of Business (Economics & Finance) – University of Western Sydney
• Certified Financial Planner – CFP®
• Completed SMSF Specialist Advisor accreditation via the SMSF Association
• Graduate Diploma of Financial Services
• Member of Financial Planning Association of Australia (FPA)
• NSW Justice of The Peace

Adam has worked in financial services since 2006. He has a Bachelor of Commerce (Accounting), Graduate Diploma in Applied Finance and is a Certified Financial Planner (CFP®).

Adam began his career in the Business Advisory sector for a mid-tier Chartered Accounting firm. This experience provided a foundation into Financial Planning and he has been providing advice since 2007.

Adam prides himself on providing proactive and transparent advice to his clients. This is achieved by combining superior service with tailored investment solutions and strategic opportunities for each client goal. Adam uses his strengths in taxation and investment strategies to specialise advice for small business owners, pre and post retirees, self-managed super fund trustees and high net worth entities.

Qualifications & Professional Memberships

• Bachelor of Commerce (Accounting) – Wollongong University
• Certified Financial Planner – CFP®
• Graduate Diploma of Applied Finance
• Member of Financial Planning Association of Australia (FPA)

Harnessing the benefits of technology has allowed us to attract and retain the best talent even when they reside on the other side of the world!

Philippa has been in the Financial Services Industry since 2001. 15 of those years have been spent working for one of the largest privately owned financial planning firms in Australia, primarily servicing high net wealth Individuals and businesses owners. During this time Philippa became a Certified Financial Planner CFP® professional to complement her Bachelor of Commerce (University of Canberra) and Advanced Diploma of Financial Planning (Deakin University).

Philippa is now enjoying the rewards of expat life in Kuala Lumpur with her small family whilst assisting her financial planning colleagues in Australia.

Philippa works with us on a contracting basis.

Naina is originally from Taveuni (also known as the Garden Island of Fiji), one of the third largest islands in Fiji. She has over 13 years work experience of which 8 years are within the Financial Services Industry. In addition to financial services Naina has held a diverse range of roles allowing her to develop strong skills in the areas of marketing, administration and management.

With qualifications in Business Accounting and a Diploma in Financial Planning, she is now completing her Masters in Financial Planning. Naina loves to coordinate with advisers ensuring she is able to provide the right solutions for each client to achieve what’s important to them.

Outside of work, you will find Naina enjoying the fresh sea breeze, sunshine, walks, gardening and enjoying spending time with her loved ones.

Faye joined the financial services industry in 2002 following completion of a Bachelor of Economics from Sydney University. She spent over 10 years working for one of the largest privately owned financial planning firms in the country where she headed up their client service team. She then had a change of scenery with two years working for a global media company as a Commercial Manager.

Faye loves working with people and places a high value on client relationships, helping her deliver exceptional client service.

After taking some time off to raise her two kids we’ve lured Faye back into the financial services world.

When not in the office you’ll find Faye spending time with her young family or shopping!