The Wise Owl Financial team cares about you and your brighter future. We work together as a tight knit team to bring about the right financial outcome for you. Our professional knowledge in financial planning and our genuine care for customers has proven to be a winning formula of success. Let us introduce the Adelaide team to you.
Robert is a qualified Chartered Accountant practicing for almost 30 years, including the establishment of a successful accounting practice in Western Australia, prior to becoming a Financial Advisor. With a strong combination of both Accounting and Financial Planning, customers feel secure in the knowledge that Robert brings.
Robert is also a qualified Certified Financial Planner (CFP) and has been assisting clients for over 15 years with their financial planning. In 2006, he extended his professional skills to a SMSF (Self Managed Superannuation Fund) Specialist Adviser.
Robert is the Principal of Wise Owl Financial, specialising in Financial Planning, traveling between the Adelaide and Perth offices, with a long history of happy customers.
Con is a licensed Financial Adviser qualified since 2010 and is a founding team member of Wise Owl Financial.
Con previously held positions as an owner and managing director of a publishing firm specialising in tourism publications and prior to that as a training and development specialist with a financial institution.
He understands the need to maximise wealth while running a business together with raising a family and is fully equipped to advise in this area.
Con’s drive to succeed is also evident outside of work. Not only does he like to holiday with his family, either in a tent or a beach side resort, he likes to balance time in the office with his other passion – long distance running.
Luke has vast experience in the financial services industry, working with AMP in Sydney before his time with small boutique firms in the Barossa Valley and North Adelaide.
Luke has a Diploma of Financial Services (Financial Planning) and Advanced Diploma of Financial Services (Financial Planning). He has also gained his accreditation in Self-managed Super Funds (SMSF) and a certification in Finance and Mortgage Broking.
He enjoys spending time with his family and friends and is an active member of his local football team. Luke and his wife are quite active gardeners, who enjoy cooking their own produce, fine dining, travel, along with cultural and outdoor activities.
Robina has worked in the financial services industry for the past 25 years and is currently the Wise Owl Financial Client Services Officer.
Many of Robina’s clients have followed her throughout her career, as they can trust her to be professional and thorough at all times.
She loves reading, travel, gym and her 7 grandchildren provide her great joy.
Contact Robina if you have any questions about financial planning and she will be more than happy to help.
Wai has been working in the finance industry for over 35 years and in particular, within the financial planning sector for over 20 years, having previously worked in various private and corporate businesses within the banking and financial planning space.
Wai has extensive experience and knowledge dealing with a variety of fund manager, insurers and product providers.
Wai has worked across many different roles over her 35 years from client services to practice management and she takes great pride and care when assisting our Wise Owl clients with all of their administration enquiries and needs.Outside of the office, Wai enjoys spending time with family and friends and the occasional nature walk.
Danielle is relatively new to the finance industry starting her career in 2016.
Danielle is passionate about helping clients with enquiries and assisting the Wise Owl financial planners and practice owners with daily administration duties.
In 2019 Danielle plans to start her financial services accreditation which will help her gain greater knowledge of the industry.Outside of the office, Danielle loves to exercise regularly and travel. With her most recent trip to Greece now complete Danielle is busy planning her next big trip for 2019!
Brad has been involved in the finance industry for more the 15 years, with experience working for Super SA and Local super (now Statewide super) before making the move into financial planning with a national advisory firm.
In 2013 Brad opened Limetree Wealth Management with Hamish Edwards and the pair successfully built a strong relationships with very loyal clients. Now in 2018 Brad has joined the team at Wise Owl Financial where he plans to continue to help and guide clients through there wealth creation journey.
Brad has complete Advanced Diploma in financial services - Financial planning and is a practicing member of the FPA (Financial PLanning Association) and holds AFP status.Brad is married to Alice and has two young children, Eva and Arlo and he enjoys nothing more than sitting down to watch the mighty New Zealand All Blacks play rugby.
Hamish started working in the Finance industry completing his Diploma in financial planning in 2007 and becoming an active member of the AFA (Association of Financial Advisers)
Hamish has advised clients at two private financial planning practices prior to making the move to opening his own practice at Limetree Wealth Management in 2013 and now joining the team at Wise Owl Financial.
Spending time with family is what Hamish enjoy most in life, Hamish has been married to Veronica for 15 years and has two kids under the age of 7, Alannah has just completed her reception year and Joshua is not quite out of nappies.
In his spare time Hamish enjoys gardening, exercise when and if time permits.Hamish is also a passionate Port Adelaide Football Club member and a member of the Liverpool Association Adelaide branch.