Our Team

Our team are experts in their field, delivering quality advice, client services and support with passion and innovation.

Meet our team

Director & Senior Adviser

B.Ec F.Fin

Paul graduated with a Bachelor of Economics from University of New England in 1978 with a major in Economics

Director & Senior Adviser

BA F.Fin

Jerome graduated with a Bachelor of Arts from the University of Singapore in 1981. He is a fellow of

Director

SA Fin

Vernon is a Senior Associate of the Financial Services Institute of Australasia. Vernon’s area of interest is managed investments

Director & Senior Adviser

CFP®, MEc

Dean graduated with a Master of Economics after completing his undergraduate studies in Economics and Finance, He has subsequently

Senior Adviser

CFP®

Sian graduated with a Bachelor of Science (Electrical and Computer Engineering) and Master of Science (Electrical and Computer Engineering)

Senior Adviser

CFP®, B Econ (Hons)

Ellen graduated with a Bachelor of Economics from University of New England, completed her Graduate Diploma in Financial Planning

Senior Adviser

B.Bus, CA, ADFP

Rachael graduated with a Bachelor of Business (Accounting) from UTS. Rachael has qualified as a Chartered Accountant and has

Financial Adviser

B.Com, ADFP

Hayden graduated with a Bachelor of Commerce (Accounting and Finance) before completing an Advanced Diploma in Financial Planning. Hayden

Associate Adviser

B.Bus (Ec), ADFP

Maria graduated with a Bachelor of Business (majoring in Economics) before completing her Advanced Diploma of Financial Planning. Maria

Adviser Assistant

BCom/BEc, MFinPlan

Wendy graduated with a Bachelor of Commerce and Economics (Finance, Financial Economics and Actuarial Studies) from the University of

Associate Adviser

GDFP (Finsia)

Vivian completed a Graduate Diploma in Financial Planning from the Financial Services Institute of Australiasia (FINSIA) and Graduate Certificate

Client Services

Caroline has been assisting Newell Palmer clients since joining the firm in 2019. Her eye for detail, organization and

Client Services

Cara joined the Client Services team in July 2023. With almost 10 years of experience working in customer service,

Contact Us

For personalised financial advice, call us on (02) 9906 8066