Kobi West
Kobi is a dedicated and passionate to helping individuals and families build confidence in their financial future. He enjoys working closely with clients to understand their goals and provide guidance that helps them make informed financial decisions. Having previously worked as an accountant, Kobi brings a strong technical understanding of tax and business matters, allowing him to take a well-rounded approach to financial planning.
Kobi is excited to be commencing his Professional Year as he continues to develop his expertise and work towards becoming a fully qualified Financial Adviser. He is passionate about building long-term relationships with clients and helping them achieve their financial and lifestyle goals.
Outside of work, Kobi values spending time with family and friends. He’s also an avid football player who enjoys staying active and maintaining a healthy work-life balance.
JR is a Paraplanner with over seven years of experience in the Financial Planning industry. With a Juris Doctor degree and a strong analytical mindset, he provides valuable support to our advisers through his attention to detail and commitment to helping clients achieve their financial goals.
Outside of work, JR enjoys playing badminton, reading, watching Netflix, and exploring new anime series.
Mark is a seasoned financial advisor with a diverse background in investment research, stockbroking, corporate finance, and financial planning. His dedication to continuous learning has equipped him with a comprehensive understanding of the critical elements in providing exceptional client advice.
Sharon has four years of experience in financial planning, working behind the scenes in support roles. Sharon has completed a Bachelor of Commerce with a major in Financial Planning, and is now working as a trainee adviser under the supervision of Mark Wenzel while she makes the transition to becoming an authorised financial planner.
Outside of the office, Sharon enjoys arts and crafts. She also loves musical theatre and can often be found enjoying the show with a gin cocktail in hand. Sharon loves to escape with a camping trip, and her favourite conversations happen late at night around a campfire with family and friends.
