About Us

As your personal financial authors, we listen, analyse, monitor and offer advice so your story reflects who you are and how you want to live your life.

Westwood Group was established in 2001 by a small team of financial specialists.

Westwood Group has been providing strategic financial advice and investment management services for over 20 years. Our financial advisers and portfolio managers have collectively in excess of 80 years of experience in the financial services industry and are all degree qualified with a commitment to continue to improve their professional skills and knowledge. Our advisers have experience in all areas of wealth management, investments, superannuation, and tax.

Westwood Group uses a team approach to meet clients’ needs. Drawing on the diverse expertise and experience of our staff, as well as an external professional deliverables team, we aim to build long-term relationships with our clients and achieve tailored client outcomes.

Westwood Group is a member of Connectus Wealth Advisers, a global consortium of boutique, client-centric financial advisers that deliver highly customised advice and bespoke client services. Connectus is a wholly owned subsidiary of Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms. To learn more about Connectus Wealth Advisers, please visit www.connectuswealth.com.

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Our team

  • Bill Keenan Chief Investment Officer

    Bill has over 30 years experience in portfolio management and equities research. He has built a successful track record and depth of experience managing listed portfolios through various senior level positions at IOOF, TOWER Trust, and more recently as the Head of Equities at Lonsec. In 2017, Bill founded Sunbird portfolios as a listed portfolio specialist that exclusively serves accounting and wealth management firms. Sunbird employs a ‘Quality and Value’ investment approach that focuses on quality companies that offer value and yield.

    Bill holds a Bachelor of Business (Accounting) and a Graduate Diploma in Finance and Investments.

  • Bradley Waters Senior Adviser and Managing Director

    Brad is a wealth management specialist with more than a decade of experience working with clients from New South Wales, the Australian Capital Territory, and Queensland. Brad brings deep expertise in financial management and strategy, having worked with clients in all phases of their financial journey to achieve long term success.

    Brad holds a Bachelor of Business and a Master of Commerce, Financial Planning. In addition to leading our advice team, Brad will also be joining the Westwood Investment Committee.

  • Damien Leong Financial Adviser

    Damien has been a financial planner since 2006 and has achieved the designation of a Certified Financial Planner (CFP®). He has extensive experience in portfolio management, direct equities, and financial structures like SMSFs, Trusts and Companies. Damien enjoys guiding clients into the stage of life when work becomes optional, so their time can be spent in the pursuit of interests other than money. Working in collaboration with clients and their network, Damien assists clients to build wealth, live well, and leave a legacy.

  • Christopher Slade Advice Operations Manager

    Christopher has been in the Financial Advice Industry since 2006. Prior to joining Westwood Group, he worked at boutique firms as well as large institutions, providing a broad foundation of experience across many different client demographics.

    Christopher has a passion for enabling quality financial advice to be delivered in a timely manner, in a manner that is clearly communicated and easy to understand. He has experience with simple and complex advice strategies and areas, ranging from cashflow advice, superannuation and investment strategies, personal and business risk strategies and structures, through to asset protection structures and aged care.


We would love to help in your financial journey.

Please contact us if you would like to arrange a complimentary initial meeting with one of our experienced advisers.

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