Informative. Informal. Unforgettable.
Informative. Informal. Unforgettable.
SWG are a knowledgeable, honest and importantly, friendly and accessible team of professionals who provide guidance and security in all aspects of investment, tax and financial planning
SWG are a knowledgeable, honest and importantly, friendly and accessible team of professionals who provide guidance and security in all aspects of investment, tax and financial planning
Neville O
Head of Advice
Neville 'Nevie' Ortega is a one of a kind. I think you'd be hard pressed to find an advisor of his experience & knowledge who is so committed to making himself available to the everyday Australian. A dad of 5, avid golfer and advisor since 1991, Nevie is the heart of SWG.
Grant T
Senior Advisor
Grant is a senior adviser with over 20 years’ experience in business. He is a qualified Financial Adviser with an Advanced Diploma of Financial Services (Financial Planning), specialising in First Home Owners, Risk Insurance, Superannuation strategies, budgeting, cash flow management, debt management / reduction, estate planning, investments and wealth creation. Grant is passionate about customer satisfaction and end-to-end planning and efficiency to deliver need fulfilling products and services. Grant is a family man. As a father of 10 children, this keeps him rather busy! A
former representative rugby player and national sportsman he’s always got an eye on the footy results. He and his family are actively involved in community projects through their local church.
Lara I
1st Consultant
Coming Soon!
Isaac D
1st Consultant
Coming Soon
Alex H
1st Consultant
Coming Soon
Marcus D
Marcus is the man behind the phone, he's our first engagement consultant and an expert at small talk and all things general chit-chat.
Faye H
Head of Organisation
We often say, without Faye, nothing would get done. She's the 'organised one', the one who makes sure all of the I's are dotted and the T's are crossed.
Cassie D
Head of Client Engagement
How do you got here? Cassie got you here! She's our marketing master, the facebook expert, the online magician, the digital genius.
Swik T
Lead Paraplanner
Swik joined Strategic Wealth early in the expansion phase and her presence has been one of sheer excellence.
Jan P
Paraplanner
Jan is an all-round superstar for Strategic Wealth. A certified accountant as well as Paraplanner, she is an absolute master of her craft.
Thej K
Paraplanner
Thej the paraplanning pro puts together all of our research and back-end documentation for the advice we give company wide.
Strategic Wealth Group Pty Ltd