07 5636 3800

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

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

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

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

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

Charlene Thompson

Technical Services

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

Brad Russell

Technical Services

Qualifications:
CFP®, B.Com FP
Previous Experience:

  • Senior Paraplanner, AMP Advice Oct 2016 – Dec 2018
  • Paraplanner, KSM Wealth Management, May 2015 – Sept 2016
  • Paraplanner & Associate adviser, Crowe Horwath, Sept 2011 – April 2015
Alex Rodda

Alex Rodda

Technical Services

Qualifications:
B.Com FP, Dip FP, SMSF Accreditation
Previous Experience:

  • Financial Adviser, Linked Financial Services
  • Paraplanner, Quantum Paraplanning
  • Conveyancing Paralegal, Harmony Lawyers
  • Client Services Officer, EQC Wealth Management

Client Relationship Managers

Kay Stahlhut

Kay Stahlhut

Client Relationship Manager

Previous Experience:

  • Client Relationship Manager AMP Advice 2016-2018
  • Client Relationship Manager Scope Financial Services 2015-2016
  • Client Relationship Manager McRae Financial Advisers 2013-2015
  • Client Relationship Manager Downs Financial Services 2003-2013
Mary Walker

Mary Walker

Client Reception

Previous Experience:

  • Client Services – Independent Wealth Management – 2017 to now
  • Client Relationship/Admin – Walker Lawrence Accounting – 1989 to 1992
  • Personal Assistant to Adviser – Financial Focus Nov 1986 – 1988
Will Stevenson

Will Stevenson

Client Service Officer

Qualifications:

  • Will has completed a Diploma of Financial Planning (Dip FP) and is currently completing a Graduate Diploma Financial Planning.

Previous Experience:

  • Prior to joining IWM in 2019 , Will worked within the Motor Vehicle Industry in different roles and areas of responsibility.

Suite 411, Lakehouse Corporate Space,
34 Glenferrie Drive, Robina, QLD, 4226

info@iwmaus.com.au

07 5636 3800

AFSL No. 493459