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 has been providing strategic financial advice for over 20 years. Our financial advisers have collectively in excess of 80 years’ 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.
Rebecca Stacey Managing Director
Rebecca has over 25 years’ of experience in the financial services sector and has been acting as a lead adviser for Westwood Group clients for over 19 years.
Rebecca specialises in solving financial complexity for clients across an array of financial disciplines including superannuation, structuring and tax.
She believes in working collaboratively with clients to achieve their goals.collapse
Felicity White Financial Adviser
Felicity has been working in financial services since 1994 and is a qualified Chartered Accountant. Her areas of specialty include assisting small business and high net worth family groups in taxation, structuring and superannuation focused strategies. Felicity enjoys building long-term relationships with her clients to understand their needs and help achieve their goals.collapse
Sarah Phillips Financial Adviser
Sarah has worked for over 15 years in both the accounting and financial services sectors. Over the past 5 years, Sarah has worked closely with clients to help them achieve their financial goals. Sarah previously worked for Grant Thornton in their superannuation team to develop specialist skills in self-managed superannuation funds. Sarah has a keen interest in superannuation and enjoys providing strategic advice to clients and giving them confidence in her ability to navigate superannuation rules to manage their financial affairs.collapse
Kieran Ramsey Financial Adviser
Kieran has over 14 years’ experience as a Financial Adviser, having worked with wealthy families, professionals, business owners and retirees in achieving their financial and life goals. Kieran is a keen advocate for his clients and is passionate about providing a responsive service, focused on navigating the complex financial, legislative, and personal changes that inevitably occur in life.
He is a member of the Financial Planning Association and an accredited Self-Managed Super Fund specialist.
Prior to Westwood Group, Kieran worked for Aware Super and Westpac Private Bank.collapse