Mark founded Wealth Journey® in 2009 and has been a Financial Adviser for over 22 years. During this time Mark has advised individuals, businesses and business owners, as well as family groups on all financial matters including holistic financial strategies, asset allocation, insurance, wealth accumulation and self managed super fund advice.

Mark was also a co-founder of Pindari Capital, a funds management business that has since been acquired by the Mulpha Group.

During the early stages of Mark’s career, he spent a number of years as a senior adviser in the private banking sector at NAB/MLC as well as boutique wealth management practices.

Mark holds a Bachelor’s degree in Applied Finance, a Diploma of Financial Planning, an SMSF specialist accreditation and is a Member of the Australian Institute of Company Directors (MAICD).

Michael has 20 years experience in the Financial Services industry, with extensive understanding and in depth knowledge of Financial Planning, client centric strategies and technical expertise in complex planning advice areas.

Michael has held senior roles with some of the largest financial planning businesses in Australia.

He holds a Bachelor’s degree in Electrical Engineering, a Master’s degree in Technology & Business management, an Advanced Diploma of Financial Planning and holds a Green belt certification in Lean-Six- Sigma from the University of Cardiff.

Rahul joined Wealth Journey® in 2015, and has been a Financial Adviser with us since 2018.

Working closely with his team, Rahul can provide personal advice to a range of clients. He is very detail oriented and is hands-on during the entire advice process.

Rahul specialises in cashflow modelling so that he’s able to demonstrate the benefit of his advice but also to give clients peace of mind and confidence that they’re on track to achieve their goals.

Away from work, Rahul loves anything competitive – whether he’s supporting the Sydney Roosters or playing social sports with any free time that he has.

Rahul holds a Bachelor of Business, majoring in Finance and Graduate Diploma in Financial Planning. He has extensive experience in the financial planning industry and in the financial services sector.

Jeff Whitton has been providing outstanding financial services and advice since 1986.

With more than 35 years’ experience working in Retirement Planning, Wealth Management, Risk Insurance, Business Insurance, Personal and Corporate Superannuation including Self-Managed Super Funds and Estate Planning.

Whilst a practicing adviser, Jeff was known for providing informative and punctual service with his primary aim being to provide his valued clients with quality advice and assistance in assessing their current and future needs.

Jeff has always had his clients’ best interests at heart and has developed not only strong business relationships, but personal friendships that he vows to maintain well after retirement.

Michelle joined Wealth Journey® in October 2022 and is a valuable asset to the team with 20 years’ experience in the financial planning industry.

Prior to joining our team, Michelle was a Business and Relationship Manager for a boutique financial planning firm. Her role was vast and large. Not only did she lead the in-house paraplanning team and coordinate all aspects of new business, but she also ensured all clients’ needs were catered to on a day-to-day basis.

Michelle specialises in Regulatory Compliance, Superannuation, Wealth Management and Personal Insurance. She holds a Bachelor of Commerce, majoring in Marketing and Management and a Graduate Diploma in Financial Planning.

Outside of work, Michelle loves spending time with her family and is kept busy with her two daughters’ extra-curricular activities, with her eldest being part of the elite dance community and the youngest in competitive mixed martial arts.

Lucy joined Wealth Journey as a client service associate.
 
Despite being relatively new to the financial services industry, Lucy has endeavoured to expand her knowledge of the industry and is eager to learn.

Lucy provides administration support to the team of advisors. With a background in media and sales, Lucy is well versed in delivering client focus outcomes and prides herself on strengthening and developing client relationships to ensure delivery of a high level of customer service.
 
Away from work, Lucy enjoys spending time with family and friends, cooking and Pilates.