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admin@velawealth.com.au
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Our Team

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Our Team
20230215 Simon

Simon Paterson

Director and Authorised Representative
 

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20230214 Tim

Tim Kirkham

Accredited Mortgage Consultant and Authorised Credit Representative

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20230209 Tom

Tom Burnett

Financial Planner
 

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20230207 Jade

Jade Bourke

Paraplanner

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20230207 Bayley

Bayley Paterson

Client Services Officer

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20230214 Cohan

Cohan Paterson

Admin assistant

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20230214 Lachy

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 Planning Association. Simon enjoys working with clients and providing them with practical advice that has meaningful outcomes throughout all lifestages. Simon also specialises in transition to retirement strategies to assist clients preparing for retirement.

Simon specialises in :

  • Retirement planning
  • Risk Protection
  • Superannuation

Qualifications:

  • Certified Financial Planner

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 Planner

Tom joined Vela Wealth Management in 2012. Tom enjoys developing and maintaining strong relationships with clients and helping them to achieve their financial goals.

 Tom specialises in:

  • Superannuation planning
  • Insurance and risk protection

Qualifications:

  • Bachelor of Business (Accounting) / Bachelor of Commerce (Financial Planning)

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. Jade provides administration assistance to the planners as well as:

  • Formulating strategies around taxation issues
  • Detailed Financial Planning
  • Implementation of new policies
  • Research
  • Customer Service

Qualifications:

  • Certificate IV in Financial Services

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 

Cohen

Admin assistant

Cohan has been with Vela Wealth Management since 2018 and is currently studying engineering.

Cohan prepares and processes paperwork to implement recommendations for clients.

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