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Who we are

For more than 30 years, WealthPartners has been helping our clients grow and protect their wealth. Everything we do focuses on making a meaningful difference in every client’s life. This focus is how we have built long-lasting relationships with our clients and why they keep sending their family and friends to us for advice.

Meet the team

With over 60 years combined experience in financial services, our advisers are hand-picked for their qualifications, experience and knowledge . Behind the scenes, there is an incredible support team who share WealthPartner’s mission to make a positive impact on our clients, team and the community.

Andrew-Heaven-min

Andrew Heaven CFP®

Practice Principal

CFP® BA Dip FP MFinP JP GAICD 

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Bill-Rainger-min

Bill Rainger CFP®

Financial Planner

CFP® Dip. (Mort Brok) Ag Ec.

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Daniel_3

Daniel Kwak

Financial Planner

GradDipFP B.ComBus DipFP


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Lusetta Sathiaraj

Practice Manager


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Joycee

Joycee Medrano

Customer Service Manager


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Jenny

Jenny Verano

Customer Service Manager


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Sarah Appleby

Client Service Associate


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Charles

Charles Race

Associate


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Neil

Neil Baun

Paraplanner


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Josh Abanes

Josh Abanes

Paraplanner


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Janice

Janice Tababa

Client Service Administrator


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Vic

Victoria Boniel

Client Service Administrator


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Giving back to the community

WealthPartners provides pro bono financial advice and support to families that have been affected by cancer through the Cancer Council’s Pro Bono program. 

Andrew-Heaven-min

Andrew Heaven CFP®

Practice Principal | FINANCIAL PLANNEr

CFP® BA Dip FP MFinP JP GAICD 

“It’s extremely rewarding to see that I make a positive difference in my clients’ lives and help build career pathways for financial services professionals.”

Andrew commenced his financial planning career in 1991 and established WealthPartners in 2000.

A regular contributor in the media, Andrew has written articles and provided commentary in the Financial Review, The Australian, The Sydney Morning Herald, The Daily Telegraph and various magazines.

Andrew sits on the boards of the Bush Children’s Education Foundation, Gordon Rugby Club and is also a rugby union referee.

Outside work, Andrew enjoys catching up with friends for circuit training or weekly poker group, and when time permits, likes to escape to the mountains for some alpine skiing.

QUALIFICATIONS

  • Certified Financial Planner®
  • Diploma of Financial Planning
  • Bachelor Arts
Bill-Rainger-min

Bill Rainger CFP®

FINANCIAL PLANNEr

CFP® Dip. (Mort Brok) Ag Ec.

“I find it incredibly rewarding to help people realise their full potential in life.”

Bill volunteers his time doing pro bono work for the Cancer Council, helping people suffering from cancer put together financial and legal plans to assist with their future.

Being a country boy, Bill loves the outdoors. He enjoys travelling and seeing different areas of our beautiful country. Bill is looking forward to the day when he has a chance to drive the Nullarbor and eat oysters at Ceduna. When he is not travelling, he sneaks in a golf game and spends time with his horses.

QUALIFICATIONS

  • Certified Financial Planner®
  • Diploma of Mortgage Broking
  • Bachelor of Agricultural Economic
Daniel_3

Daniel Kwak

FINANCIAL PLANNEr

GradDipFP B.ComBus DipFP

Daniel believes that financial advice always starts by listening to clients. With a genuine passion for helping people and making them feel confident about their financial future,  Daniel takes time to understand each client’s unique story, goals and values before crafting a personalized plan.

He brings a modern perspective to financial planning, combining forward thinking with a sincere client first mindset. Daniel is here not to just talk numbers, but to build trust, provide clarity and support every step of the way.

Outside of work, Daniel enjoys spending time outdoors with his two young sons, catching up with friends and watching his favourite soccer team (Real Madrid) dominate the leader boards.

QUALIFICATIONS

  • Graduate Diploma of Financial Planning
  • Bachelor Commerce and Business
  • Financial Planning RG146 Accredited

Lusetta Sathiaraj

PRACTICE MANAGER

Lusetta has a wealth of knowledge of the Financial Services Industry.

She takes great pride in what she does.  She is very passionate and results-driven to achieve the goals and objectives of the business.

She enjoys watching and playing cricket.

Joycee

Joycee Medrano

Customer Service Manager

“Working with WealthPartners helps me to grow as an individual not just on a professional level but as well as emotionally. I found friends that I can ask for help when there are confusing tasks. “

Joycee loves spending time with her loved ones and creates the best memories with them. She took Bachelor of Science in Mechatronics

Jenny Verano

Customer Service Manager

“I am focused on ensuring clients receive the assistance they need.”

Jenny enjoys reading Bible-based books and magazines.

Sarah Appleby

Client Service Associate

Sarah started her career in corporate super and in the last 8 years in financial planning administration. Sarah has a busy family life and enjoys travelling, spending time with family and dining out with friends.

Charles Race

Associate

Charles enjoys speaking to clients and building strong relationships.  His role is a critical one which involves turning strategies and plans into action for clients.  Charles finds this aspect of the role very rewarding. He has recently completed his Graduate Diploma in Financial Planning.

Charles loves playing basketball and watching AFL.

Neil Baun

Paraplanner

Neil is a dedicated paraplanner who provide support to our advisers by preparing compliant advice documents. He is committed to continually developing his technical skills and growing within the profession to deliver clear and meaningful outcomes for clients.

Outside of work, Neil keeps life balanced and active. He plays basketball every Sunday to recharge and stay energised for the week ahead, and he enjoys watching political hearings in the Philippines to stay informed and engaged with current issues.

Josh Abanes

Paraplanner

Josh is an experienced paraplanner dedicated to providing essential support to Financial Advisers through the preparation of advice documents.

He consistently goes above and beyond what is expected in his role and embraces change with a positive and proactive attitude.

In his spare time, he enjoys playing chess, staying fit, and swimming.

Janice Tababa

Client Service Administrator

I am always happy to help the team manage workload in any way I can and find fulfillment in being reliable and supportive.

When I’m not working, I am probably binge-watching Netflix – mostly medical dramas.

Victoria Boniel

Client Service Administrator

“I love being able to make a positive difference in clients’ financial lives. Knowing I’ve helped make the process easier and built a genuine connection along the way means a lot to me.”

As a graduate in Financial Management, I’m passionate about supporting people as they work toward clarity and confidence with their finances. Outside of work, I enjoy spending time outdoors and exploring new places. Hiking keeps me grounded, and freediving holds a special place in my life, giving me a sense of calm and connection that I can’t find anywhere else. I look forward to continuing to grow, learn, and make meaningful contributions both in my career and in the world around me.