Director and Authorised Representative
Accredited Mortgage Consultant and Authorised Credit Representative
Financial Adviser and Authorised Representative
Paraplanner, Accredited Mortgage Consultant and Authorised Credit Representative
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 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:
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 a member of the Mortgage and Finance Association of Australia and is fundamental to our business. Her role is in the areas of Debt, Advice and Compliance.
Jade works with clients and uses her knowledge to help them understand the lending process, determine and develop strategies to secure finance, help reduce existing debt and achieve their financial goals.
Jade also provides assistance to the financial planners including:
Qualifications:
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:
Qualifications
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:
