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.
Our team
-
Rebecca Stacey Managing Director / Advice
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 -
Brendon Alford Managing Director / Investments
Brendon Alford is an investment specialist whose judgment is sought after in the industry because of the depth and diversity of his experience. He has worked in the Accounting and Investment sector since 1997 and boasts qualifications in Business, Applied Finance and Chartered Accountancy.
collapse
-
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.
collapse -
Leigh Smith Financial Adviser
Leigh has been practising as a Financial Adviser and Certified Practising Accountant (CPA) since 2009. He has worked in financial advisory, stock broking and accounting firms providing a very strong, disciplined background in finance and wealth management.
Leigh specialises in sophisticated, holistic planning strategies including superannuation, self-managed superannuation funds, managed and direct share investments, gearing, and wealth protection including personal risk insurance advice, debt management and personal cash flow strategies.
collapse -
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.
collapse
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.