Annex Wealth is a Melbourne-based financial advisory firm. Our clients typically have diverse investment portfolios and complex financial planning needs.
Annex Wealth is privately owned by our small team of highly experienced advisers. Each owner has an impeccable track record of integrity in the financial planning industry.
We value our clients and will give you the individual attention you deserve. We’ll provide you with the advice you need to create, enhance and protect your wealth. We offer a full range of financial planning solutions and will take a collaborative approach to developing a holistic financial plan that starts and ends with you.
Simone has more than twenty years of experience in the financial services industry. She has worked for both large corporates and smaller boutique firms, priding herself on the long-standing client relationships she has developed.
Simone spends the time to help clients become conscious and informed on their current position and then puts in place strategies to meet their end goals.
Simone has completed a Bachelor of Arts (Honours) at the University of Melbourne, followed by a Graduate Diploma of Financial Planning (SIA). In more recent years, Simone completed the coursework required to receive the designation of Certified Financial Planner.
Peter has been a financial planner since 2006, having experience in boutique financial planning practices and large corporates. His background in education is evident in the coaching style he has with clients.
Peter has many years of experience in assisting clients prepare for retirement whether that be via a planned business sale, or a pre-retirement investment and super strategy. Working with clients through these major life transitions gives Peter great personal satisfaction.
He has an Advanced Diploma of Financial Planning, as well as a Bachelor of Business (Management) and Bachelor of Education (Honours) degrees.
Lindsay has been in the financial services industry since 2007. Having worked in a range of businesses including boutique accounting firms and the banking industry, Lindsay has a broad experience across business advisory roles for both corporate clients and individuals.
Lindsay’s expertise in investment portfolio construction and management helps him create tailored solutions for his clients, all centered around meeting their goals.
Lindsay has a Bachelor of Commerce degree with majors in Finance and Financial Planning. Lindsay is a Certified Financial Planner (CFP) and a member of the Financial Planning Association of Australia (FPA).
Private Wealth Manager
Mark has ten years’ experience as a financial advisor and prides himself in putting his clients at the centre of everything he does. Mark has a broad range of skills in advice and believes the most rewarding thing you can do as an advisor is to assist clients to achieve lifelong goals.
Accredited as an SMSF Specialist Adviser, Mark believes in the importance of SMSF investors receiving the right level of education and information around their duties as trustees. Mark supports his SMSF clients by developing long term goals-based investment strategies that are transparent; a common mandate of SMSF investors.
Mark holds a Bachelor of Commerce (Economics and Finance) degree and a Diploma of Financial Services. Mark also completed the SMSF Specialist Advisor (SSA) Program in 2018 via the SMSF Association.
Private Wealth Manager
Mark has more than 17 years’ experience in financial services with the last 13 of those as a senior adviser to high net worth clientele in a large corporate institution. Having been an international elite athlete prior to commencing a career in finance he understands that planning, commitment, and sound decision making is integral for repeated success. Mark works with his clients to set, prioritise and then realise the things in their lives that matter the most. It is this client centric approach to advice along with his ability to take even the most complex financial strategy and make it understandable that his clients enjoy most.
Mark holds a Bachelor of Science with a major in Business from Louisiana Tech University (USA) and a Diploma of Financial Services.
Private Wealth Associate – Advice
Jarred’s business and accounting majors at University place him in a strong position to add technical expertise to client strategy development. Having worked in both small firms and a large corporate, Jarred has a keen interest in investment, wealth creation, and strategic advice.
His technical knowledge across a broad range of advice areas including insurance, estate planning, superannuation, portfolio construction and self-managed super funds compliments the Annex advice team. Committed to his professional development, Jarred has a Master of Financial Planning, a Bachelor of Business and is a FPA Affiliate Member.
In his spare time Jarred enjoys going to the gym, playing mahjong, and exploring Melbourne restaurants.
Private Wealth Associate
Megan has more than 12 years’ experience in the Financial Services industry, having worked as both an Associate Adviser and a Financial Planner during this time. With experience working in small private firms and large corporates, Megan’s focus is that of the needs of our clients and she prides herself on her ability to develop trusting and meaningful relationships.
Working one on one with Advisers in the past, Megan has experience in a number of areas of Financial Planning including retirement planning and retirement, superannuation, centrelink, estate planning, personal insurance and investments. She holds a Graduate Diploma of Applied Finance (Financial Planning), a Diploma of Lending and is working towards her Masters of Financial Planning at present.
Megan currently works part time and is contactable on Tuesdays and Wednesdays.
Financial Planning Assistant
Angela joins us with a business management background and extensive customer service experience. An integral team member of Annex Wealth, Angela is often the first port of call when it comes to understanding our client’s needs. By helping our clients create an awareness of their current circumstances, Angela works hard to ensure all research and strategies are prepared in meticulous detail. Angela is passionate about working in a small business environment where she can be part of a dynamic team.
My wife and I started with Simone 15 years ago. We were new parents and wanted to make sure our families future was going to be solid & stable. Simone has exceeded far and beyond what we could ever have asked for. Simone's ability to understand people, their needs and what they require for their future goals is outstanding and is the reason we still have all our finances in her hands today. Simone is an exceptional financial advisor that truly cares and has the very best interest of her clients at heart
We sold our property portfolio, and this was a big move for us. As we moved into a new diversified portfolio his work made us feel comfortable, and built trust on our part. He led us through a sensitive rebalancing and closer scrutiny of performance, and that pleased us while we came to grips with our changed circumstances. We can easily see that Mark took a good reading of our sensitivities.
His understanding of my rather complex financial situation is exemplary, and he has helped me to re-construct a sound portfolio to assist me into my retirement. Lindsay has also helped me enormously with issues that are outside his job description but have a direct bearing on my financial stability. I have no hesitation in recommending his services with complete trust and I look forward to a continued financial relationship with him.
For me, fundamental to the success of our relationship is trust – and it is essential that this be two-way. Mark understands every aspect of my financial position and my trust in the advice I am given is unequivocal. Annex Wealth works together with my accountant and my solicitor as a single team to ensure that I am receiving holistic advice. The willingness and the ability to work with multiple independent parties provides me with the comfort of knowing that my financial future is secure.
We had a very honest review by a finance professional. He came to see us, probably spent most of the day with us – listening. There was a staggering amount of grunt work involved in setting it up – thanks Peter - almost refreshed our faith in humankind!