Meet our team

At a very young age Guy understood the positive impact that smart financial decisions could make to people’s lives.  Guy chose a career in financial planning so he could help people make meaningful change in their lives by guiding them to achieve their goals and aspirations. A few years later, Guy is now established as an expert in the field and one of the best financial planners in the industry.  
BCom Financial Planning

Principal Wealth Strategist
Communication Manager 

Alicia is a master communicator with years of experience in advertising with some of Australia's most prestigious firms. With a keen eye for aesthetics and natural word smith she ensures the Whole Wealth message is not lost in a sea of numbers and financial jargon.
BA Film & English, Cert IV Graphic Design

Operations Manager

Celine has built a reputation as one of the most skilled business analysts in the financial services industry with a career spanning over 20 years across three of the big four banks and some of the top insurance companies. With her wealth of knowledge she is constantly improving our financial planning process to ensure the quality of our services is unparalleled.

Bcom Accounting, Dip Financial Planning


Zach is a financial prodigy with years of experience in financial planning, accounting, logistics, retail, and business contracts. His diverse knowledge of different industries brings a fresh perspective on finance and business. Zach in his spare time participates in community and youth work. 

BCom Accounting