Meet the team

Principal | Senior Financial Adviser

Robert has worked in financial services since 2007 and has been a Financial Adviser since 2011 with experience servicing a wide variety of clients. He is a Certified Financial Planner ® and has a degree in Economics as well as an Advanced Diploma of Financial Services.

Robert is passionate about helping clients with personalised advice and support, using strategies that are tailored to help clients achieve their individual financial goals.

Work: +61 2 9189 4155 

Principal | Senior Financal Adviser

Vaughn has been a financial adviser since 2011 and has extensive experience in providing advice to clients of various backgrounds and needs. He holds multiple qualifications, including an Advanced Diploma in Financial Planning and a Graduate Diploma in Financial Planning.

Vaughn enjoys seeing clients succeed in reaching their goals through well researched, holistic, and strategically sound financial advice that is unique to their personal needs.

Work:    +61 2 9189 4159

Head of Private Markets and Alternative Investments

Robert leads the discretionary portfolio management service and offers private market investment opportunities to wholesale clients.

He has held roles such as Partner at Perpetual Limited, Investment Consultant at NAB Asset Management, and specialist positions with Nikko and AMP Capital Investors. He co-founded Columbus Capital and earned recognition as Fixed Income Credit Analyst of the Year by CFO magazine. Robert also worked at Westpac Institutional Bank, Bankers Trust International PLC, and ING Barings.

Robert holds a Master of Applied Finance from Macquarie University and a Bachelor of Business Studies from Massey University. He is listed in The Australian and Barron's Top 100 Financial Advisers for 2022/2023 and is a member of the CFA Institute.

Mobile:  +61 412 316 183

https://www.linkedin.com/in/robert-woodford-2600104/ 

Practice Manager 

Jessica joined Family Wealth Advisory in 2013. With a background in event management, working alongside the Managing Director and other team members, this experience has helped to ensure organisation and systems are handled with the utmost importance and care.

Jessica's passion for delivering exceptional client experiences drives her to continuously improve the quality of service provided to clients. She believes in a customer-centric approach, understanding that each client has unique needs and goals. 

Jessica is dedicated to helping clients achieve their financial goals and live a magnificent life, ensuring that each interaction is personalised and impactful.

General Manager

Belinda has worked in financial services since 2002 and holds a Bachelor of Science in Information Systems from The University of New South Wales and a Diploma of Financial Services.  During this time, she has helped financial planning practice owners and practice managers develop and execute their strategic plans, as well as build operational efficiency to enable leading edge customer experience programs.

With her background in financial services, she understands the financial planning process and how, when advice is delivered well, it can make all the difference to the client experience.  Belinda strives to deliver an innovative client experience with the focus always being on helping our clients live a magnificent life.

Chief Technology Officer

In 1994, Jacob founded Powernet IT Solutions, steering it to become a leading Managed Services Provider in AU/NZ. Under his visionary leadership, Powernet expanded its footprint, establishing four offices and amassing a talented team of over 95 professionals. By 2022, Powernet's strong brand and industry reputation led to a successful acquisition.

Today, his expertise is at the heart of FWA's digital transformation. He brings a rigorous approach to security, ensuring all digital operations meet the highest standards of protection and resilience. Jacob is dedicated to streamlining processes, enhancing data integrity, and embedding the latest technologies to provide clients with a seamless, future-focused experience. His mission is clear: to elevate the firm through a blend of strategic innovation and secure, client-centred solutions.

Senior Associate

Christina is a Senior Associate at Family Wealth Advisory, where she plays a pivotal role in supporting families on their financial journeys. Since joining the firm in 2017, Christina has progressed from her initial role as a Client Services Officer to her current position, demonstrating a strong commitment to professional growth and client care.

With a Bachelor of Commerce in Accounting and Finance from the University of New South Wales and an Advanced Diploma of Financial Planning, Christina combines technical expertise with a genuine passion for helping clients achieve clarity and confidence in their financial futures.

Christina works closely with Michael Bova to deliver tailored advice and support to families, ensuring their goals are not only understood but actively pursued. Known for her attention to detail, empathetic approach, and deep understanding of client needs, Christina is a trusted and valued member of the advisory team.

Associate

Samantha is an Associate at Family Wealth Advisory, bringing over 15 years of experience across financial planning, compliance, and operations. With a Diploma in Financial Planning and a strong foundation in advice implementation and client strategy, she plays a key role in supporting the delivery of tailored financial advice.

Samantha works closely with advisers and clients to ensure every plan is executed with care, clarity, and precision. Her holistic understanding of the advice process, combined with her attention to detail and commitment to continuous learning, makes her a trusted and valued member of the team. She is passionate about helping clients achieve their goals and live their best lives.

Client Service Manager

Jade is a dedicated Client Service Manager at Family Wealth Advisory, bringing a strong background in financial services since 2020. With a passion for delivering exceptional client experiences, Jade plays a central role in the implementation and ongoing administration of tailored financial strategies for the families we serve.

Her attention to detail, proactive communication, and commitment to excellence ensure that every client interaction is seamless and supportive. Jade works closely with our advisers to help bring each client’s financial plan to life, ensuring that every step of their journey is handled with care and precision.

Driven by a genuine desire to make a difference, Jade is passionate about helping clients feel confident and empowered as they work toward living a magnificent life.

Client Service Manager

Caroline Weston is a seasoned client services professional with extensive experience in the financial sector. She has a proven track record of supporting high-net-worth clients in achieving their financial goals. With a background in both financial advice and accounting, Caroline brings a unique blend of expertise and meticulous attention to detail. Her personalized approach ensures that each client's individual goals are met with precision and care. Caroline is dedicated to helping clients implement their financial plans with confidence and clarity, making her an invaluable asset to our team.

Paraplanner

Robyn has over 10 years’ experience as a Senior Paraplanner within the financial planning industry.

With both a Diploma and Advanced Diploma in Financial Planning, Robyn works closely with the Advisor and team to produce tailor made advice for each of our clients.

Robyn has a passion for finding the best solutions for our clients to help them achieve financial freedom.

Junior Paraplanner

Hazel joined Family Wealth Advisory in 2022 as a Junior Paraplanner, after working for three years in the Business Process Outsourcing industry with a background in Accounting. She holds a degree in Business Management Accounting and an Advanced Diploma of Paraplanning. 

As part of the Paraplanning team, Hazel collaborates with our advisers and associates to provide tailored advice to clients to help them reach their financial objectives.

Administration Assistant

Lady has eight years of experience in the Business Process Outsourcing industry, where she honed her skills in administration and customer service. She joined the Family Wealth Advisory team as a new challenge and an opportunity to learn from the financial services industry.

Lady is passionate about providing excellent service to our clients and supporting the team in all administrative tasks. She enjoys seeing our clients achieve their financial goals and helping our clients live a magnificent life.

Administration Assistant

Nadia has a background in communication, specialising in integrated marketing communications. Before transitioning into an administrative role, Nadia gained experience as an SEO content writer, developing skills in research and strategy.

Joining the team presents a new challenge, with the opportunity to grow and contribute in various ways. Nadia is committed to providing reliable support and ensuring efficient operations for both clients and the team. Being part of a dynamic environment and assisting others is a key aspect of this role.