Introducing the all new Westlawn Wealth Management team
By Liz Maroney, Westlawn Wealth Adviser Certified Financial Planner (CFP) SMSF Specialist Advisor™ 31 January 2018
As we begin the new year. I’d like to share some exciting changes taking place within the Westlawn Wealth Management team.
With the growth of our practice, Sarah Templeton has been appointed Westlawn Wealth Adviser and will begin advising clients from 1 February 2018. I’d like to take this opportunity to congratulate Sarah on her new position. With Sarah stepping into this role, I will now be available on a part time basis.
A letter was sent to all Westlawn Wealth Management clients in January explaining these changes.
We have also created an additional support role to assist our administration team in Grafton. I’m pleased to introduce Callon Roach as the newest member of Westlawn Wealth Management and welcome him to the team.
With these changes in mind, now seems like the perfect opportunity to reacquaint you with the members of the Westlawn Wealth Management team who you may not have had the opportunity to meet in person.
The Westlawn Wealth Management team welcomes Callon Roach. L to R: Sarah Templeton, Belinda Chapman, Callon Roach, Leanne Williams (missing from photo is Liz Maroney)
Sarah Templeton – Westlawn Wealth Adviser
Many of you will know Sarah already. Sarah and I have worked together for many years and it is likely she has worked on your portfolio. Sarah has been a valued member of the Westlawn team in Grafton since 2004 and a qualified Financial Adviser since 2006.
In addition to being a fully qualified Financial Adviser, Sarah has also met the education, experience and ethics requirements for admittance as a Financial Planner AFP® Member of the Financial Planning Association of Australia (FPA).
Speaking on her new role, Sarah says she is looking forward to the opportunity to assist clients on a personal level.
“Through my many years of experience, I’m already very familiar with many of our clients’ portfolios and I’m certainly looking forward to assisting more of our clients in person.
“My approach is one of a holistic financial lifestyle coach, understanding my clients’ lifestyles, dreams and motivations, and helping them to achieve their goals in a way that suits their individual needs.”
Outside work, Sarah is active within the local Grafton community. She is a founding member of Grafton Redmen Netball in association with Grafton Redmen Rugby Club. In 2007, Sarah was crowned Grafton Jacaranda Festival Queen, and is a very proud supporter of the Grafton Jacaranda Festival. She is also a regular 5 km runner and loves spending time at Hybrid Fitness in Grafton. Just for fun Sarah is currently furthering her studies, in her final year of a Bachelor of Business (Marketing) at Southern Cross University.
Callon is the newest member of the Westlawn Wealth Management team, having joined us on 22 January 2018.
Located in our Grafton office, Callon’s role will initially include administrative and support services for Sarah and myself as he completes his training requirements to become a qualified Financial Adviser.
Callon is currently completing his final year of a 4 year double degree in a Bachelor of International Business/Bachelor of Commerce (Financial Planning) at Griffith University on the Gold Coast.
Callon holds an extensive list of academic achievements including a recipient of the university’s highest 4 year business scholarship and multiple highest grade in course awards. He is also a member of the Golden Key International Honour Society.
In addition, Callon has consistently performed in the top 5% of financial planning undergraduates over the past 3 years at Griffith University.
Born and raised in Woolgoolga, Callon has been involved in various local community groups including both the Rotary and Lions Clubs. Alongside his family, Callon also co-founded a beekeeping company at age 18 and currently provides pollination services to farmers from Grafton to Nambucca Heads.
Belinda Chapman– Client Service Manager
It’s likely you’ve spoken with Belinda over the phone at some point. As Client Service Manager, Belinda’s role includes assisting clients and administration.
Belinda has been with the team since 2000 when it was Westlawn Financial Planning. Over the years, Belinda has held a variety of administration and client service roles within Westlawn Wealth Management and Westlawn Finance.
Prior to joining Westlawn, Belinda held a number of administration and team leader positions within unit trust registry departments at Perpetual Funds Management and Westpac.
Belinda has completed training with the Securities Institute of Australia (SIA) for Unit Trust Registry and Taxation, as well as relevant industry training and workshops provided by Perpetual Funds Management, Westpac Unit Trust Registry and the Management Institute of Australia.
Belinda and her family operate a beef cattle property at Fine Flower and she has been actively involved in the local Fine Flower Rural Fire Brigade for the past 18 years and is a member of the Coaldale Hall committee as well as being actively involved in her children’s school at St Marys Grafton and local sporting groups.
Leanne joined Westlawn Finance in 2003 as Personal Assistant to the Board of Directors. For the past 14 years, Leanne has been providing full-time corporate support to the Directors, management and staff of Westlawn in Grafton and throughout the branch network.
In addition to her corporate support role (2 days per week), Leanne joined the Wealth Management Team in 2014, where she works 3 days per week in a customer support role providing client service and administration.
Leanne recently completed Diploma Financial Planning Level 1 (General Knowledge) and is currently undertaking Diploma Financial Planning Level 2 (Insurance and Risk Protection).
Prior to joining Westlawn, Leanne was employed locally within the Credit Union industry for around 8 years in various roles including Lending Officer, Insurance Consultant, Loans Administration and Personal Assistant.
Leanne and her husband, both born and raised in Grafton, also run a small family business.
Within the local community, Leanne has been involved in sporting teams such as netball and touch football, participates in the Grafton Relay for Life and volunteers with Grafton Jacaranda Festival committee. In 2016 Leanne volunteered with the Brisbane Convoy for Kids.
Leanne works in Wealth Management Wednesday to Friday each week and can be contacted on (02) 6642 0433 or email@example.com
The Westlawn Wealth Management team looks forward to supporting you in 2018. If you have any questions about these changes, or wish to book an appointment, give us a call on (02) 6642 0433.
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