Stephen Wood

Principal

CFP® DipFP JP

Stephen has been a Financial Planner since 1989. He is a CERTIFIED FINANCIAL PLANNER® and obtained his Diploma of Financial Planning Deakin University. Stephen is a member of the Financial Planning Association of Australia and is also a Justice of the Peace.

With an extensive knowledge in Self Managed Superannuation Funds, Stephen is also a member of SPAA (the Self Managed Super Fund Professionals Association of Australia.)

Stephen has a young family and is actively involved in the local community and is also a member of Rotary. Stephen has a wealth of experience with over 25 years in this industry.

Qualifications

  • Certified Financial Planner®
  • Diploma of Financial Planning(DipFP)Deakin University
  • Advanced Diploma of Financial Services – Tribeca
  • Diploma of Financial Services Specialising in SMSF – The Strategist Group
  • Certified Financial Planner (CFP)
  • Real Estate Agent License
  • Justice of the Peace (JP)

Memberships and Associations

  • AMP Financial Planners Association
  • Financial Planning Association
  • SMSF Professionals Association of Australia (SPAA)
  • Rotary

Raechel Weaver

Principal

ADFS (FP) AMC JP

Raechel has been in the financial services industry since 2005 and joined SGW Financial Services in 2007. Raechel has been a Financial Planner and Mortgage Broker since 2011 and in 2013 became a business partner of SGW Financial Services alongside Stephen Wood.

Raechel is currently completing her Masters of Applied Finance and working towards her CERTIFIED FINANCIAL PLANNER® qualification. Raechel obtained her Advanced Diploma of Financial Planning through Kaplan Professional Education. She is a member of the Financial Planning Association of Australia and is also a Justice of the Peace. Raechel is an Authorised Credit Representative and is able to provide advice in Mortgage Broking. She completed her Diploma of Mortgage Broking also through Kaplan Professional Education and is a member of the Mortgage and Finance Association of Australia.

Raechel has completed her accreditation in SMSF’s in 2014 and is a member of SPAA (the Self Managed Super Fund Professionals Association of Australia.)

Raechel is an active member of the community and is the Vice President of the local Tumut Chamber of Commerce.

Qualifications

  • Diploma of Financial Services (Financial Planning)
  • Advanced Diploma of Financial Services (Financial Planning)
  • Certificate IV in Financial Services (Mortgage Broking)
  • Diploma of Financial Services (Mortgage Broking)
  • Self Managed Superannuation Funds
  • Justice of the Peace

Memberships and Associations

  • AMP Financial Planners Association
  • Financial Planning Association of Australia (FPA)
  • SMSF Professionals Association of Australia (SPAA)
  • Mortgage and Finance Association of Australia (MFAA)
  • Tumut Chamber of Commerce

Helen Rouse

New Business Manager

Helen has been a valued member of SGW Financial Services since May 2002.

Helen has completed a Certificate IV in Business Administration, Certificate IV in Applied Business Studies and Certificate IV in Workplace Assessment and Training.

Helen’s role includes looking after our new business lodgements, processing applications and implementations within the office as well as maintaining our ongoing compliance obligations. Helen also provides administration support including day to day administration and excellent customer service.

Helens exceptional attention to detail, dedication and high level of professionalism is a highly valued aspect of the business that is largely appreciated by our clients and staff alike.

Helen is also a Justice of the Peace.

Jodi Vickery

Client Services Manager

Jodi has been a valued staff member of SGW Financial Services since November 2003.

Jodi has completed a Diploma of Business Management and a Certificate III in Business Administration.

Jodi’s role includes maintaining our ongoing review service for our clients as well as the day to day operations of the business including office administration and exceptional customer service.

Jodi is highly skilled in customer service and is very organised and reliable. Jodi’s friendly nature and willingness to get the job done is highly appreciated by our clients and staff alike and her dedication ensures that a high level of service is provided to our clients.

Kathy Piper

Administration Officer

Kathy joined the SGW Team in July 2013 and brought with her a wealth of experience in customer service and experience and attending to client needs efficiently.

Kathy is Personal Assistant to the Directors of SGW Financial Services. Her role involves reception duties, general administration and exceptional customer service. Kathy’s role also includes working with the Financial Planners to complete tasks involved in preparing and administering financial plans and strategies to our clients.

Kathy’s friendly disposition and kind nature is valued by our clients and her dedication ensures that a high level of service is provided to our clients.