The Wealth Management team is constantly growing; with the division first starting in 1985 with only one staff member. Twenty two years on, the team has now grown to eight.

Our key strength is the ability to integrate financial planning with taxation and accounting expertise. This ensures that you receive the right strategy in the right structure delivered by the one firm.

With our professional team able to cater for your every need we can advise you on the following specific areas:

• Wealth Accumulation

• Taxation

• Asset Protection

• Insurance and Estate Planning

• Superannuation and Retirement Planning

• Risk Profiling and Asset Allocation

• Portfolio Construction and Investment

• Reporting, Benchmarking and Ongoing Administration

• Corporate Superannuation

We take a team approach to helping you manage your finances and have structured the division around two key areas of service: advice and administration. Daniel Minihan, Debby Blakey, Dirk Dobbs and Tara Jones are all authorised representatives and qualified to provide financial advice to clients. The rest of the team is dedicated to administration support, which is integral to the professional service we provide.

Daniel Minihan has worked with Moore Stephens for 11 years and is head of Wealth Management. As a keen traveler over the past 10 years, Daniel has visited North America (twice), Europe, Asia, Africa, and the Caribbean, including Cuba. His travel was undertaken in between studying for his accounting qualification, his financial planning qualification and his Masters in financial planning, which he completed last year. Marrying in October 2006 to a fellow Moore Stephens staff member, Daniel is now the proud father of Lachlan who was born in October last year.

Debby Blakey joined Moore Stephens to set up employer super arrangements for Moore Stephens’ clients. Debby has 17 years of corporate and industry super experience, gained in Australia and overseas.

Debby and her family (and the family dog) immigrated to Australia in 2001. After some time as a business development manager with a national industry fund, Debby now works for Moore Stephens, establishing our corporate super offering.

Debby is married to Lawry and has a son, Joshua and daughter, Jordi. Most of Debby’s spare time revolves around her family friends and enjoying all aspects of living in Melbourne, including the footy culture. However, the family are also ACT Brumbies members – you can't get rid of the rugby union passion that easily,even when living in Melbourne!

Dirk Dobbs manages the day-to-day internal operations of the division. He has more than five years experience in the financial services industry, having worked in a large bank, and more recently in a boutique financial planning practice. Dirk moved to Brisbane in 1987 from Sri Lanka and then moved down to Melbourne in 2003. He was married in April 2006 and is a proud father of Cooper who was born in October last year. Dirk is a keen competitor in Triathlons and represents Moore Stephens in the BRW Corporate Triathlons.

Our Senior Consultant, Tara Jones, has been with the firm for four years.Tara has been with the Wealth Management division since starting as a graduate and looks after the planning and strategy needs for new and existing clients.  Tara's love for travel has taken her to Hawaii, USA, Bali, Spain, South America and the Caymans. In 2007, Tara completed the Inca trail in Peru and is currently on a tour of Eastern Europe.

Looking after our Client Administration and Support are Josh Davis and Carolyn Sottosanti.

Josh is a Consultant and has been with the firm for one and a half years and is currently studying his Graduate Diploma in financial planning. Josh looks after general administration of the existing client base, as well as assisting with the development and implementation of Statements of Advice. One of Josh's passions is skiing, with Josh heading to New Zealand in the winter to test out his skills. He also represents Moore Stephens in the BRW Corporate Triathlons.

Carolyn is our team's Executive Assistant, has been with the firm for more than three years and handles any general account queries. She also works closely with Daniel as his Executive Assistant. Carolyn's spare time is spent catching up with friends and shopping.

Jeanette Moody and Amy Horanmanage the back office administration of clients direct equity portfolios.

Jeanette has been with the firm for six years, working part time three days a week. Jeanette enjoys four wheel driving and trips to the beach. As a member of the Mini Association of Victoria, Jeanette has participated in several car rallies and been part of many historic racing, car show and shine events.

Amy joined the firm in early 2008 and assists Jeanette with the administration of clients’ share portfolios. Amy also loves to travel, and has enjoyed trips to Europe and the USA in recent years. Amy is currently completing her Diploma in Financial Planning and is looking forward to an exciting career in the financial services industry.

The whole team contributes to the Newsletter each quarter, producing articles on topical issues that affect your investments.

Our key strength is the ability to integrate financial planning with taxation and accounting expertise.

The author's name and contact details are at the bottom of each article and we encourage you to drop a line to the respective 
author if you have any questions.

 Last year we sent you a form to confirm your preference on how you would like to receive the newsletter; via post or email. If you would like to change the way you receive our newsletter or update your personal details please contact Carolyn or Josh.

If you know of someone, perhaps friends or family, who would like to speak to us about their wealth management needs, or receive a copy of our newsletter, please feel free to either call or email us with their details.