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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 12pm

Direct Wealth, 209D Given Terrace, Paddington, Brisbane (2026)

19/12/2025

As the year comes to a close, we’d like to wish our clients, partners and colleagues a very happy holiday season. Thank you for your trust throughout the year — we truly appreciate it and look forward to working with you in the year ahead. See you in 2026 🎄🎅

28/11/2025

We’re proud to celebrate a big moment!

Our adviser Shannon Freney was recognised as a finalist for Strategy Adviser of the Year at the INFIN: Future Financial Leaders Awards in Melbourne.

Being shortlisted in such a competitive category is a fantastic achievement and a reflection of Shannon’s strategic approach, professionalism, and commitment to delivering strong outcomes for clients.

To top it off, Shannon was also named in the 40 Under 40 Financial Professionals of 2025, adding another impressive milestone to an already memorable week.

These acknowledgements highlight Shannon’s dedication to quality advice and his ongoing contribution to the future of financial planning. We’re very fortunate to have him as part of the Direct Wealth team.

Congratulations, Shannon — well deserved 🍻

19/11/2025

We’re excited to share some wonderful news — Kent Bond and his Toowoomba team have officially joined the Direct Wealth family!

Kent Bond, along with Kel and Helen, are well-known for the care, clarity, and genuine support they provide their clients. Their dedication to building strong relationships and helping people feel confident about their financial future aligns perfectly with the values we live by at Direct Wealth.

Kent and the team have now moved into our Toowoomba office at 7 Thomas Street, and we’re thrilled to have them bring their experience, warmth, and local insight into the wider Direct Wealth community.

Please join us in giving Kent, Kel, and Helen a very warm welcome! 👏💙

14/11/2025

🌟 Welcome to the Team 🌟

We’re excited to welcome a fantastic group of new team members joining Direct Wealth following our recent merger with Advice HQ on the Gold Coast. Each brings experience, warmth, and a genuine passion for helping clients build strong financial futures.

👉 Ryan Tarr – Financial Adviser
With over 20 years’ experience across banking and private sectors, Ryan specialises in retirement planning, investments, superannuation, and wealth creation. Originally from South Africa, he’s passionate about empowering clients to make confident, informed decisions.

👉 Mark Fraser – Financial Adviser
With more than 26 years in financial planning, Mark is known for his no-nonsense, practical advice and his ability to make the complex simple. He works with individuals, families, and small business owners to build clear, achievable financial strategies.

👉 Andrew Pericleous – Financial Adviser
Andrew’s 28-year career spans law, investment banking, and financial planning. His diverse background gives him a deep understanding of small business finance, investment strategies, and wealth protection — all grounded in real-world experience.

👉 Matthew Jones – Financial Adviser
Since 2009, Matthew has helped clients achieve financial independence and long-term success through tailored, strategic advice. With deep expertise in wealth creation and SMSF strategies, he’s passionate about helping people live life on their own terms.

👉 Rebecca Kroll – Implementation Support
Rebecca brings over seven years of experience across financial services, lending, and operations. Detail-driven and approachable, she’s known for delivering smooth, compliant, and client-focused outcomes.

👉 Georgia Phillbrook – Implementation Support
Georgia combines organisation and optimism in her role, helping ensure a seamless client experience. Her calm nature, precision, and commitment to learning make her an integral part of the team.

We’re thrilled to have this talented group join Direct Wealth — each bringing something special to our growing team and the clients we serve. Join us in welcoming them!💙

04/11/2025

👏 Congratulations to Shannon Freney for being named a Finalist for the 2025 Holistic Advisor of the Year – QLD at the IFA Excellence Awards!

Your dedication to delivering well-rounded, client-first advice continues to set the benchmark for excellence. We’re proud to see your hard work and commitment recognised on a national stage.

Well done, Shannon — and best of luck for the awards night! 🥂

31/10/2025

🚗 Team 404CarNotFound on the road!

We’re proud to be supporting Stuart Burckhardt and his teammate, Darren Chrzanowski, as they take part in one of Australia’s great fundraising adventures — the Sh*tbox Rally.

The rally sees teams drive cars worth less than $1,500 across some of the country’s most remote and dusty roads, all in support of the Cancer Council.

Here’s some shots of the team crossing into New South Wales on Day 4. The car might not be flash, but the effort and spirit behind it are something special.

A huge thanks to everyone getting behind this cause — every kilometre helps raise funds and awareness in the fight against cancer.

29/10/2025

🌟 Big News from Direct Wealth 🌟

We’re excited to welcome the talented team from Advice HQ into the Direct Wealth family!

This partnership brings together two teams who share the same client-first philosophy — genuine advice, delivered with care, experience, and integrity.

With the combined expertise of both teams, we’re looking forward to offering even greater support and more value to our clients across Australia.

And the best part? The people you already know and trust from Advice HQ are here to stay! Please join us in welcoming Andrew, Matthew, Ryan, Mark, Georgia, Rebecca, and Alana to Direct Wealth 👏

We can’t wait to see what’s ahead as we continue to grow together, helping clients build financial confidence and create the futures they deserve. 💙

22/10/2025

🌟 Welcome to the Team 🌟

We’re thrilled to introduce another fantastic group of professionals who’ve recently joined the Direct Wealth family — each bringing experience, warmth, and a shared passion for helping clients achieve their financial goals.

👉 Naomi Alletson – Financial Adviser

Naomi joins us from Achieveit Financial Planning in Toowoomba, bringing over 25 years of experience and a deep commitment to improving financial literacy. Known for her professionalism and empathy, Naomi has supported families and small business owners with practical, goal-driven advice throughout her career. She’s also the current FAAA Chapter Chair for the Toowoomba/Darling Downs region — and we’re so excited to have her expertise on board.

👉 Jacinta Tim So – Financial Adviser

Jacinta has been helping clients achieve clarity and confidence in their finances since 1998. She’s known for her down-to-earth approach, simplifying complex decisions and helping clients live life on their terms. Whether it’s planning for retirement or managing life’s transitions, Jacinta brings empathy, experience, and plenty of real-world wisdom to every client relationship.

👉 Alaina Woolcock – Financial Adviser

Based in Cairns, Alaina works closely with clients who are planning for retirement, helping them create structure and confidence around their financial future. A proud business leader and member of the Cairns Chamber of Commerce Management Committee, Alaina blends technical expertise with genuine care — making the complex feel simple and achievable.

👉 Andrew McLintock – Centrelink Specialist

With nearly five decades in financial services, Andrew has a wealth of knowledge across advice, lending, and insurance. He’s passionate about helping retirees navigate the Age Pension process with ease and confidence. When he’s not helping clients, Andrew enjoys travel, gardening, and time with his family.

👉 Rebecca Tetley – Client Services Officer

Rebecca brings years of experience and an unwavering commitment to client care. She’s passionate about helping people reach their goals and prides herself on attention to detail, efficiency, and excellent service. Outside work, Rebecca enjoys time with family and friends, beach days, and keeping active at the gym.

👉 Courtney Mather – Client Services Officer

Courtney loves creating positive, professional client experiences and building genuine connections. She brings enthusiasm and warmth to the team — always ready to learn and grow. Outside the office, you’ll find her camping, at the beach, or spending time with her dogs.

We’re so excited to welcome Naomi, Jacinta, Alaina, Andrew, Rebecca, and Courtney to Direct Wealth. Each of them brings something special to our growing team, and we can’t wait for you to meet them! 💙

14/10/2025

🌟 Exciting News! 🌟

We’re thrilled to share that Freedom Planning has officially joined the Direct Wealth family!

This merger brings together two like-minded teams who share the same commitment to delivering genuine, personalised financial advice with care and integrity.

And the best part? All the familiar faces from Freedom Planning are still here. Please join us in giving a warm Direct Wealth welcome to Jacinta, Alaina, Courtney, and Rebecca! 👏

We’re genuinely excited about this new chapter and what it means for our clients, our people, and our community. Together, we’ll continue to build stronger financial futures — with the same care and dedication you’ve always known. 💙

07/10/2025

🌟 Welcome to the Team 🌟

We’re so excited to welcome another incredible group of people to the Direct Wealth family! Each of them brings unique experience, fresh energy and a shared passion for supporting our clients on their financial journeys. 👏

👉 Jafestas – Client Services Officer

With experience in finance since 2017, Bianca is all about delivering top-notch client care with warmth and attention to detail. She loves building strong relationships and making sure every client feels valued and supported. Outside of work, she’s a proud mum of two who loves making memories with family and friends.

👉 Susan Howard – Financial Adviser

Susan brings nearly two decades of experience and specialises in superannuation, investments, retirement planning and wealth protection. She’s passionate about long-term relationships and giving clients clarity and confidence in their financial future. A long-time Gold Coast local, Susan is also an active member of her community through Rotary.

👉 Sean Kertcher – Financial Adviser

With a background in law, property, and shares, plus a Master of Financial Planning, Sean combines deep technical knowledge with a practical, client-first approach. He’s passionate about helping individuals and families build financial security and peace of mind for the long term.

👉 Taremeredzwa Mutasa – Associate Adviser

Currently completing her Professional Year, Tare brings empathy, energy and strong technical knowledge to the team. She’s passionate about financial literacy and empowering people through education — with dreams of one day taking that mission back to her home country of Zimbabwe. Outside work, she’s a foodie, a horse-riding enthusiast and a dedicated All Blacks fan.

👉 Darcy Murphy-Moore – Implementation Support

With a Bachelor of Business majoring in Financial Planning, Darcy supports our advisers by turning strategies into action. He’s detail-oriented, client-focused and passionate about helping people achieve their goals. In his downtime, you’ll often find him exploring the outdoors — especially hiking spots like Kondalilla Falls.

👉 Emma Rhodes – Implementation Support

With over a decade in the financial industry, Emma thrives on guiding clients through every step of their journey toward financial freedom. Having recently returned to her hometown of Townsville, she’s enjoying life by the beach, training for marathons and running with her two energetic fur kids.

We couldn’t be more thrilled to have this talented group join the Direct Wealth team. Each brings their own strengths, passion and personality — and we can’t wait for you to meet them! 💙

23/09/2025

We’ve got a big welcome to share today — six incredible new team members have joined the Direct Wealth family! 🎉

👉 Holly Roberts warmth and creativity to our Administration team, with a love of the beach, live music, yoga, and time with her grandson.

👉 Craig Weier joins as a Financial Adviser, with over 15 years’ experience and a passion for helping clients build their financial security, alongside cricket, racing, and life on a future hobby farm with his family.

👉 Shannon Freney also joins as a Financial Adviser, known for combining technical precision with behavioural finance insights to help clients align their money with their values.

👉 Fiona Lawrence joins us as Engagement Support, passionate about creating meaningful client experiences and making every interaction count.

👉 Susan Lu is an experienced Paraplanner who thrives on turning complex financial strategies into clear, actionable plans (and loves travelling with her family!).

👉 Shane Isbester steps in as Compliance Manager, with 35+ years of financial services experience, keeping us sharp and client-focused while still finding time to cycle and score his son’s cricket games.

We’re thrilled to have this incredible group on board, each bringing something unique to the team. Please join us in giving them a very warm welcome! 👏

04/09/2025

We’re delighted to welcome Geoff Steele to the Direct Wealth team as our new Head of Advice! 🎉

Geoff is a seasoned advice professional with more than 25 years of experience in financial services. Known for his ability to build strong relationships and coach advisers towards success, he has a proven track record in creating sustainable and client-focused advice businesses.

His outcome-driven leadership, operational excellence, and genuine passion for helping both clients and teams thrive make him an outstanding addition to Direct Wealth.

Outside the office, Geoff enjoys camping and 4WDing with his family – bringing the same energy and enthusiasm to his personal life as he does to his professional one.

👉 Learn more about Geoff here: https://directwealth.com.au/our-team/geoff-steele/

Please join us in giving Geoff a warm welcome!

Direct Wealth

19/12/2025

28/11/2025

19/11/2025

14/11/2025

04/11/2025

31/10/2025

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22/10/2025

14/10/2025

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23/09/2025

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Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 12pm