Our Advisers

Our Advisers are experts in their field, delivering quality advice with passion and innovation.

Meet our adviser team

Director and Financial 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 and Financial Adviser

BA F.Fin

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

Director and Financial Adviser

CFP® SA Fin

Vernon is a Certified Financial Planner® with the Financial Planning Association of Australia and a Senior Associate of the

Financial Adviser

CFP®

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

Financial Adviser

CFP®, MEc

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

Financial Adviser

CFP®, B Econ (Hons)

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

Financial 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

DipFP

Simon graduated with a Diploma of Financial Planning from Deakin University in 2000. Simon has 30 years experience in

Associate 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

Adviser Assistant

MAppFin, GDipFinPlan

Hyde graduated with a Bachelor of Mechanical Engineering and a Master of Applied Finance. He subsequently completed his Graduate

Client Services

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

Client Services

Jill graduated with Master of Accounting from Macquarie University. She joined Newell Palmer as a member of the Client

Contact Us

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