Our People
The Team at IWM
This is our great team at Independent Wealth Management who are here to help you.
Principal
Tony Walker - Partner
Principal
Previous Experience:
- Starting in my family’s Tax Business in the 70s.
- First licensed as a Financial Planner in 1983.
- Hosted Talk Back radio in Melbourne from 1985 to 1989.
- Purchased a long-standing Public Accounting Practice in Burleigh Heads on the Gold Coast in 1989. It is still running today.
- Founder and host of radio station 4CRB’s Finance Forum in 1989 till retirement in 2014.
- During the 90’s Tony took part in the Channel 9 money show with Paul Clitheroe, a friend of more than 20 years.
- Presenter at the FPA National congress – “Administering your practice” November 1994.
- Tony founded Strategic Planning Partners with David Bird and Dean Sandstrom in 2000. They all remain close friends today.
- Named as best Adviser on the Gold Coast 2002 – Adviser Ratings.
- Named in the top five Financial Advisers in Australia 2003 – Adviser Ratings.
- Culminating in being awarded “Best Practice in Australia” in 2005 – IFA
- “There is not one area that this practice did not excel – Terry Bell Editor IFA magazine. – IFA Magazine December 2005.
- Presenting within Australia and around the world to the industry on how to build “Best Practice “ standards in a financial planning firm.
Senior Consultant
David Bird
Senior Consultant
Qualifications & Professional Memberships:
CFP, F Fin, AFP, Dip FP, AFAIM, JP (Qual)
- Certified Financial Planner (CFP)
- Diploma of Financial Planning from Deakin University (Dip FP)
- Fellow of the Financial Services Institute of Australia (F FIN)
- Associate Member of the International Registry of Certified Financial Planners (AFP)
- Associate Fellow of the Australian Institute of Management (AFAIM)
- Justice of the Peace Qualified (JP Qual)
Previous Experience:
- David has over 40 years’ experience in the Financial Services Industry including Stockbroking, Insurance, Superannuation & Financial Planning.
- David’s been practicing on the Gold Coast for 38 years, most of that time as a partner and owner of financial planning firms, Horsey Jameson Bird Pty Ltd, David Bird Financial Services Pty Ltd and Strategic Planning Partners Pty Ltd.
- Over a period of 24 years, David wrote a weekly finance column for the Gold Coast Bulletin and his articles have been published in the Gold Coast Sun, Gold Coast News, Hinterland, Courier Mail, Sunday Sun and Sunday Mail.
- David has been interviewed on Financial Planning issues by radio stations SEA FM, 4CRB, 4BC, Radio 97, and had a weekly finance section on the ABC radio 91.7 Coast FM for several years.
Private Client Advisers
Lynda Griffith - Partner
Private Client Adviser
Qualifications:
CFP®, MFinPlan, Adv Dip FS (FP), C.dec
Previous Experience:
- Senior Adviser Independent Wealth Management 2018 to now
- Operations Manager Independent Wealth Management 2017
- Private Client Adviser ipac, AMP Advice 2012-2017
- Senior Adviser Strategic Planning Partners, 2011-2012
- CBA & ipac Paraplanning & Technical Services 2003-2011
- State Bank of NSW & CBA Banking & Finance 1987-2002
Joe Walsh - Partner
Private Client Adviser
Qualifications:
CFP®, Advanced Diploma FS (FP)
Previous Experience:
- Senior Adviser Independent Wealth Management 2018 to now
- Private Client Adviser Fitzpatricks, ipac & AMP Advice 2006-2018
- Previous Owner & Director Intervest Financial 2008-2012
- Senior Advice Roles from 2003-2019
Technical Services Team
Charlene Thompson
Associate Advisor
Qualifications:
CFP®, B.Bus, Dip FS (FP) Adv FP
Previous Experience:
- Associate Adviser AMP Advice
- Paraplanner AMP Advice
- Senior Insurance Specialist CBA
- Servicing Planner CBA
- Financial Planner Westpac
Brad Russell
Associate Advisor
Qualifications:
CFP®, B.Com FP
Previous Experience:
- Senior Paraplanner, AMP Advice Oct
- Paraplanner, KSM Wealth Management
- Paraplanner & Associate adviser, Crowe Horwath
Will Stevenson
Associate Advisor (Professional Year)
Qualifications:
MFinPlan, Grad Dip FS (FP)
Previous Experience:
- Client Relationship Manager, IWM, 2019-2023
- Prior to joining IWM, Will held various roles within the Motor Vehicle Industry
Operations & Client Services
Mandy Muscat
Practice Development Manager
Qualifications:
B.Sci, Dip FS (FP)
Previous Experience:
- Client Services Officer, Fusion Financial Planning
- Business Application Manager, Hillross Financial Services
- Advice Support Manager, Hillross Financial Services
- Sales Development Manager, FSP Portfolio Services
- Client Services Manager, Financial Services Partners (FSP)
Mary Walker
Client Reception
Previous Experience:
- Client Services – Independent Wealth Management
- Client Relationship/Admin – Walker Lawrence Accounting
- Personal Assistant to Adviser – Financial Focus
Kath De Laine
Client Relationship Manager
Qualifications:
B.Bus, Dip FS (FP)
Previous Experience:
- Client Services Officer, The Moreton Group
- Client Services Manager / Paraplanner – Strategies for Life
- Office Manager, Mr Insurance
- Wealth Protctoin Administrator, Collins House Financial Services
- Office Manager, Coastsure Insurance
- Office Manager, Life and Business Planning
AFSL No. 493459
Suite 411, Lakehouse Corporate Space,
34 Glenferrie Drive, Robina, QLD, 4226