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Expertise You Can Trust. A Team That Puts You First.

At Hewison Private Wealth, our advisers don’t just hold the highest industry qualifications—including CFP and SSA designations—they embody the values that define us. With deep expertise and a steadfast commitment to independence, our team ensures you move forward in your financial journey with confidence, clarity, and peace of mind.

Guiding and managing wealth is more than just strategy—it’s a partnership. Every decision we make is driven by what matters most: you. Our collaborative approach ensures that our clients and their families receive tailored, forward-thinking advice designed for lasting success.

We take pride in our work, enjoy the journey, and hold ourselves to the highest standards—because your success is our success.

Let’s meet the team.

Our Wealth and Advice Team

Chris Morcom

Chris Morcom

Partner & Wealth Adviser
CFP®, CPA(FPS), B.Bus, Dip FP
Glenn Fairbairn

Glenn Fairbairn

Director, Partner & Wealth Adviser
CFP®, B. Bus
Nathan Lear

Nathan Lear

Partner & Wealth Adviser
CFP®, MAppFin, B.Comm, BA,
Simon Curtain

Simon Curtain

Director, Partner & Wealth Adviser
CFP®, MAppFin, B.Comm
Travis Schindler

Travis Schindler

Partner & Wealth Adviser CFP®, SSA®, B.Bus, GradCertAppFin, MFinPlan
Marcus English

Marcus English

Partner & Head of Risk & Insurance
CFP®, B.Comm, DFS(FP), LRS®
Pierce Hanlen

Pierce Hanlen

Partner & Wealth Adviser CFP® SSA® B. Comm
Chris Colman

Chris Colman

Wealth Adviser
CFP®, SSA®, B. Comm (Finance & Financial Planning)
Stephanie Patrick

Stephanie Patrick

Wealth Adviser CFP®, SSA®, Dip FS (FP), B Comm (Finance), BA (Journalism)
Caleb Ludlow

Caleb Ludlow

Wealth Adviser
CFP®, SSA®, MFinPlan, B. Comm
Tess McIntosh

Tess McIntosh

Wealth Adviser CFP®, MFinPlan, B.Comm
Alexi Guagas

Alexi Guagas

Senior Associate Adviser
B.Bus, MFinPlan, Dip. F.S.
Karen Truong

Karen Truong

Senior Associate Adviser - Risk & Insurance
Grad Dip Fin Plann & Adv Dip Mkting
Jerry Fawkner

Jerry Fawkner

Associate Adviser
B.Bus
Pierce Walker

Pierce Walker

Associate Adviser B.Bus
Sam Kalmus

Sam Kalmus

Senior Associate Adviser B.Bus
Taleah King

Taleah King

Associate Adviser
Grad Dip
Yashera Raddalgoda

Yashera Raddalgoda

Associate Adviser B.Bus
Luke Ferguson

Luke Ferguson

Associate Adviser
B.Comm
Steven Amor

Steven Amor

Associate Adviser SSA®, GradDipFinPlan, Dip FS (FP)

Managers & Client Service Team

Effie Goumas

Effie Goumas

Practice Manager
Natasha Bax-Vitacca

Natasha Bax-Vitacca

Risk & Compliance Manager
GIA - Affiliated
Emma Hansen

Emma Hansen

Head of Operations
Erin Parker

Erin Parker

Head of People & Culture
Creina Lister

Creina Lister

Head of Marketing
B.Comm/Arts
Denise Poole

Denise Poole

Client Service Manager
DD B.Sci & B.Psy
Cassandra Drysdale

Cassandra Drysdale

Client Service Manager
B. Behavioural Stds
Samantha Kohlhase

Samantha Kohlhase

Senior Client Service Officer
Gala McBeth

Gala McBeth

Marketing Coordinator
B.Bus (Mkting & Econ)
Sophie Murdoch

Sophie Murdoch

Senior Client Service Officer
Bianca Maio

Bianca Maio

Client Service Officer
B.Comm (FinPlan/Acc)
Damian Scollo

Damian Scollo

Insurance Associate Adviser
Grad Dip Fin Plan, B.Bus
Darcy Smith-Black

Darcy Smith-Black

Client Service Officer
B. Bus (Fin Plan)
Adam Jobbins

Adam Jobbins

IT & Projects Manager
B. Comm & Admin
Jennifer Castle

Jennifer Castle

Records & Administration Manager
Melissa Campbell

Melissa Campbell

Administration Manager
B.Arts
Hannah Bremner

Hannah Bremner

Mortgage Administration Officer
Sam Eapen

Sam Eapen

Accounting Administration Manager
B. Acc
Naomi Lohanatha

Naomi Lohanatha

Records & Administration Assistant
Dp. Int Bus
Bailey Rankin

Bailey Rankin

Client Services Officer
B. Bus
Jordyn McIlwaine

Jordyn McIlwaine

Client Services Officer
Caitlin Mercer

Caitlin Mercer

Client Services Officer

Our Team Values

Fun. Family. Empowerment. Excellence.

Our team came together to articulate how we work together and build our relationships, not just with each other but also with our clients. We wanted to identify and name the characteristics of our day and what makes each one so successful and enjoyable.

The results? Fun, Family, Empowerment and Excellence. These values represent our culture and how we strive to interact with each other, day in and day out. Having the ability to collaborate on our direction as a team is simply another way we lead client success, with the freedom of independence.

Support and Administration Team

Leonnie Colwell

Leonnie Colwell

Receptionist
Danielle Nguyen

Danielle Nguyen

Executive Assistant
B. Comms (PR)
Monica Crossan

Monica Crossan

Personal Assistant
Claire Sitzler

Claire Sitzler

Personal Assistant
B.Arts (Sociology)
Cara Maquire

Cara Maquire

Personal Assistant
Dp. O Sci (Bus Mnr)
Anna Baskaea

Anna Baskaea

Records and Administration Assistant
Dip. IT/Cmpter Pgm
Raihan Bolang

Raihan Bolang

Accounting Administration Officer

The trust we've earned

We have entrusted our superannuation investment and planning for the past 25 years to Hewison Private Wealth. In all this time we have found them to be professional, knowledgeable, impartial and receptive to our goals. Their ability to forecast and present information in an easy to understand snap shot allows us to stay updated and confident. We would not hesitate to recommend them.

Tony Claringbold

I have been using Hewison Private Wealth to manage my self managed superannuation fund for over 15 years after moving my funds from one of the leading financial institutions. Their personal service is unparalleled and our superannuation fund has performed beyond my expectations. I have had such a good experience with the company that I have recommended them to family, friends and colleagues.

Chalani Sundquist

I have been with Hewisons now for over 5 years and during this time, not only have they been extremely professional and diligent looking after my finances, but also kind, caring and personal. They have always kept me informed with what is going on as well as listening to me and my individual needs as a client. I cannot speak highly enough of this team.

Jenny Baird

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