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Our Team

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Our Team
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Simon Paterson

Director and Authorised Representative
 

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Tim Kirkham

Accredited Mortgage Consultant and Authorised Credit Representative

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Tom Burnett

Financial Adviser and Authorised Representative

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Jade Bourke

Paraplanner

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Bayley Paterson

Client Services Officer

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Lachlan Paterson

Receptionist

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Get in Touch
Call (07) 5457 5000
Our Location

K1 Building, 6/16 Innovation Pkwy
Birtinya QLD 4575
Operating Hours

Mon - Fri: 8.00 am - 4.00 pm
Sat - Sun: Closed
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Maroochy Financial Services Pty Ltd ABN 86 109 476 128 trading as Vela Wealth Management is an authorised
representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327,
Australian Financial Services Licence and Australian Credit Licence No. 232706

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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Simon Paterson

Director and Authorised Representative

Simon has been a Financial Planner since 2000 and is a member of the Financial Advice Association Australia. Simon specialises in helping individuals and families achieve their retirement and wealth management goals. He provides tailored financial strategies that encompass investment planning, retirement income solutions, tax-efficient strategies, and risk management.

Simon holds a Graduate Diploma in Financial Planning from Kaplan, and is a CFP®, which underscores his commitment to the highest standards of financial planning and ethical practice.

Simon specialises in :

  • Superannuation and Retirement Planning
  • Debt Management
  • Investment Management
  • Tax-Efficient Strategies
  • Personal Insurance and Risk Management
  • Aged
    Care
  • Self-Managed
    Super Funds

Outside of Work:

When not working with clients, Simon enjoys spending time
with family and friends, on his rural property in the Sunshine Coast hinterland.

Tim Kirkham

Accredited Mortgage Consultant and Authorised Credit Representative

Tim has been with Vela Wealth Management since 2015 and is a member of Finance Brokers Association of Australia. Tim has 30 years experience in the finance and banking industry.

Tim enjoys assisting clients with developing strategies to reduce their debt quickly and to achieve their financial goals.

Qualifications:

  •  Certificate IV in Finance and Mortgage Broking

Tom Burnett

Financial Adviser & Authorised Representative

Tom joined Vela Wealth Management in 2012, and has been a financial adviser since 2018, and is a member of the Financial Advice Association Australia. Tom is passionate about helping clients create and implement strategies for building wealth and securing their financial futures. Tom specialises in working with retirees, pre-retirees, and young accumulators, navigating life transitions, offering practical advice on risk protection, superannuation, investments, retirement strategies, and financial growth.

Tom holds a dual bachelor’s degree in Business and Commerce (Financial Planning) from the University of the Sunshine Coast, a Diploma of Finance and Mortgage Broking from Kaplan, and a SMSF Specialist accreditation from the University of Adelaide. He believes in a hands-on approach, making complex financial topics easy to understand and implementing tailored plans that align with each client’s goals.

Specialty Areas:

  • Superannuation and Retirement Planning
  • Debt Management
  • Investment Management
  • Tax-Efficient Strategies
  • Personal Insurance and Risk Management
  • Self-Managed Super Funds

 Outside of Work:

Outside of the office, Tom enjoys playing golf, surfing, and spending time with family and friends.

Jade Bourke

Paraplanner

Jade has been with Vela Wealth Management since 2006 and has significant experience in working within the Financial Services sector.

Jade is fundamental to our business. Her primary role is in the areas of Advice and Compliance. She is also currently in the process of pursuing her mortgage broking endeavours. Jade provides assistance to the financial planners including:

  • Formulating financial strategies
  • Detailed financial planning
  • In depth research
  • Financial modelling
  • Preparation of advice documents

Qualifications:

  • Certificate IV in Financial Services
  • Diploma of Finance and Mortgage Broking Management

Bayley Paterson

Client Services Officer

Bayley has been with Vela Wealth Management since 2019 and is experienced in assisting clients with their needs.

Bayley provides assistance to our clients including:

  • General enquiries
  • Arranging appointments
  • Assistance with forms
  • Customer service
  • Administration tasks

Qualifications

  • Cert III in Business Administration 

Lachlan Paterson

Receptionist

Lachy has been with us since 2023 and is experienced in customer service. 

Lachy is our first point of contact in our office and his main role is:

  • Assisting clients with their initial enquiries
  • Administration support
  • Incoming and outgoing communications as required