Why choose Us.
An adviser is like a personal coach for your money. We bring the right knowledge, expertise and guidance to identify your specific goals and help you achieve them. And a little planning early on, can go a long way....
A Financial Adviser, much as an accountant or lawyer, utilizes their professional training, formal study and experience in understanding your personal financial situation and co-ordinating solutions to meet your needs in every area of your financial life. Accessing this expertise enables you to receive the best possible advice to protect and leverage your family’s income and asset position over the short, medium and long-term.
Paul has worked in the Financial Services industry as a Financial Adviser since 1986. He is the owner and Director of Lateral Thinking Group, (trading as Momentum Wealth Management Group) with financial planning offices in Bentleigh and Wantirna. Momentum Wealth Management operates under their own boutique AFSL.
Education:
- Melbourne University Comm. Law Degree
- Latrobe University Bachelor of Economics
- RMIT Diploma in Financial Planning and Finance
Areas of expertise are:
- Business acquisition consultant - This entails putting strategies together to enable the purchase of existing companies for associates.
DANIELLE WARD Distribution & Communications Manager
Danielle Ward joined the Mount Waverley practice after working for a boutique financial planning practice whose clientele are predominantly sophisticated investors. Danielle brings a wealth of experience from this position and her previous management positions in accounting, telecoms, forex & futures trading, wealth creation and software development.
Having lived internationally, she has also gained a valuable understanding and respect for different cultural nuances and an understanding of the subtleties of doing business in a global and ever-changing environment.
With over 25 years of experience in financial services and as a Financial Adviser since 2016, Peter has successfully helped a wide range of individuals and families improve their quality of life and achieve their financial goals through personalised strategies and prudent wealth management. He believes that having a commonsense approach combined with easy-to-understand financial advice is the best way to empower people to make sensible financial decisions. He is passionate about helping people achieve greater financial security and takes a genuine interest in the welfare of his clients, establishing long term relationships and working together as partners to build their financial independence.
He considers a client-first approach, tailoring financial strategies to each client’s unique circumstances and their long-term objectives. Understanding your cashflow needs, while minimising your tax liabilities and growing your wealth are important factors to determine your long-term financial well-being.
Peter believes that together, with the appropriately tailored advice, you can achieve the retirement you deserve.
Bridget O’regan
Qualifications
- BBus(Banking/Fin)
- Dip(Fin. Plan)
Connor commenced his career as a Paraplanner and Administrative Support Officer for seasoned financial planners, gaining valuable financial knowledge. Simultaneously, he has navigated the academic landscape, driven by his keen ambition to evolve into a proficient Financial Adviser.
Since joining the team in 2024 he is currently immersed in the final stages of his Professional Year and is on the cusp of realizing his aspirations to become a practicing Financial Adviser. His journey has been defined by a blend of hands-on experience and a commitment to academic excellence, offering a unique perspective that sets the stage for impactful financial guidance.
JOANNA GARMA Receptionist
Joanna Garma joined the Wantirna practice, with over 22 years of experience in Reception and Administration.
Joanna is committed to providing service excellence to meet our client expectations. She works in collaboration with the team to meet organisation outcomes.
Robert, a seasoned financial planning professional, has joined Momentum Wealth Management. His passion for financial planning drives him to work closely with clients, providing advice that supports their financial and lifestyle goals.
With extensive experience as an adviser and team manager, Robert is adept at handling diverse client situations, from high-net-worth individuals with complex structures to those receiving Centrelink benefits or requiring aged care assistance.
Robert provides advice, in the clients’ best interest, in the areas of:
- Superannuation & Self-managed Superannuation
- Retirement Planning including Aged Care, Centrelink & DVA advice
- Estate Planning
- Investments
- Ownership and Structures
- Personal & Business insurance
- Budget and cash flow planning
- Debt management & Gearing
AMANDA JAMES Client Services for Dawid (DJ) van Dyk
Amanda James joined the Bentleigh practice after 30 years in Bowls administration. Throughout her career she performed extensive duties from reception to event preparation and advanced administration.
She has a keen eye for detail and provides a welcoming presence when interacting with our clients.
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Qualifications
- Bachelors of Bus (Financial Planning)
- Diploma (Financial Planning)
Nathan recently joined our team after finishing his degree in Financial Planning. Nathan worked as a Client Services Officer while attending University and is now undertaking his professional year with us, to become a Financial Adviser.
While undertaking his Professional Year, Nathan will assist in providing analysis and strategy recommendations to clients, to help them accomplish their objectives. His perspective on financial strategies and client engagement will be a valuable contribution to our Practice.
RANDA SAAB Receptionist
Randa Saab joined our practice in 2023 and brings with her substantial expertise in administrative roles and banking. She is the first person our clients interact with when visiting our Bentleigh office.
Her weekends are spent enjoying time catching up with family and friends. She enjoys nature and taking pictures of the beach.