Director and Authorised Representative
Accredited Mortgage Consultant and Authorised Credit Representative
Financial Adviser and Authorised Representative
Paraplanner and Office Manager
Trainee Paraplanner
Client Services Officer
Receptionist
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 :
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 joined Vela Wealth Management in 2015 and is a member of the Finance Brokers Association of Australia. With over 35 years of experience in the banking and finance industry, Tim brings a wealth of knowledge, insight, and dedication to helping clients achieve their financial goals. Throughout his career, Tim has earned a reputation for providing trusted, personalised advice and guiding clients through every stage of their home loan journey.
Passionate about empowering people to make confident financial decisions, Tim takes pride in finding the right lending solutions to suit each client’s unique needs and implementing effective strategies to help clients reduce mortgage debt faster. Whether it is buying a first home, refinancing, or investing in property, Tim’s goal is to help clients build financial security and turn their dreams into reality.
When not working with clients, Tim enjoys spending time with family and friends on the beautiful Sunshine Coast.
Qualifications:
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:
Outside of Work:
Outside of the office, Tom enjoys playing golf, surfing, and spending time with family and friends.
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 role involves working behind the scenes with the financial planners in the following areas:
Jade also manages the team who complete the many administrative tasks required to implement our client’s strategies, ensuring a smooth process, accuracy, and timely completion for our clients.
Qualifications:
Bayley has been with Vela Wealth Management since 2019 and is experienced in assisting clients with their needs. Bayley has a keen interest in the technical side of our business and has shown his ability to pursue a long term career within the advice industry.
Bayley provides assistance to our clients and financial planners including:
Qualifications
Lachy has been with us since 2023 and is experienced in customer service.
Lachy completes the administrative tasks required to implement financial advice and strategies for our clients. His main role is:
Qualifications:
Elize has been with us since 2025 and is experienced in customer service.
Elize is our first point of contact in our office and her main role is:
Outside of work, Elize enjoys eating out, cooking and spending time with friends and family.
