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.

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Andrew Heaven CFP®

Practice Principal

CFP® BA Dip FP

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Bill Rainger CFP®

Financial Planner

CFP® Dip. (Mort Brok) Ag Ec.

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David Rodgers

Financial Planner

FChFP Adv.FS (FP)

Craig-McGovern2

Craig McGowen CFP®

Financial Planner

CFP® B. Com AdvDFP

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Christine Youngman

Practice Manager


Daniel-Lacy-min

Daniel Lacy

General Manager

GradCertLead DFP APM CSM

Eve-Hearne-BW-min

Eve Hearne

Implementation Manager


AT photo

Alex Tran

Implementation Manager

Dip. FS (FP)

CT2

Chris Trpenovski

Strategist

Strategist

Karen Cabilao-bw-min

Karen Cabilao

Strategist


Dominic Mission-min

Dominic Mission

Strategist


Kissadelle-Dalanon-Libante-min

Kissadelle Libante

Strategist Support


Trisha-bw-min

Trish Parnis

Receptionist / Administration


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Jenny Verano

Client Engagement Officer


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Nikka Madriaga

Client Service Officer


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Rhoel Carreno

Client Service Officer


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Jai Ocupe

Client Service Officer


Louie

Louie Magat

Data and Technology


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. 

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Andrew Heaven CFP®

Practice Principal | FINANCIAL PLANNEr

CFP® BA Dip FP

“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 WeathPartners 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.

Andrew and his wife Isabel have three Children; Courtney, 22, studying to be an Exercise Physiologist, Julian 20, studying Business and playing professional Rugby in France and Atticus, 17, in year 11 at St Josephs College (Joeys).

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
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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
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David Rodgers

FINANCIAL PLANNER

FChFP Adv.FS (FP)

“I enjoy solving problems and have a genuine curiosity of people and what makes them tick, how they came to be and where they want to be.”

David is a dedicated and innovative financial services specialist with over 30 years of financial services industry experience. David has been in the financial advice industry in various roles since 2002, providing clients with financial advice over the past 15 years.

Outside of work, David has a passion for sailing. In 2006 he helped sail a friend’s boat across the Mediterranean Sea, which was challenging and incredibly rewarding.

David enjoys spending time with his wife and two children, bike riding, bushwalking, fishing, cooking and listening to music.

QUALIFICATIONS

  • Fellow Chartered Financial Practitioner (AFA)
  • Advanced Diploma of Financial Planning
Craig-McGovern2

Craig McGowen CFP®

FINANCIAL PLANNER

CFP® B. Com AdvDFP

“It’s rewarding to deliver results for my clients and help them achieve their goals, as well as easing the burden when clients are stressed and worried.”

Craig realised he wanted to be a financial adviser after working on a project in his previous career in market research where he interviewed financial advisers and was inspired by the impact they spoke about having on their clients’ lives.  He went back to study and joined WealthPartners, where he has since gained his accreditation as a Certified Financial Planner®.

Craig works alongside Bill Rainger participating in Cancer Council pro bono advice program and presented at their recent 2021 Cancer Survivorship Conference.

Craig’s biggest sporting passions are cricket, AFL and rugby league. He loves playing sport on the weekend with his friends, particularly baseball on Saturdays in summer. He tries to get out on his longboard for a surf when he can and when the surf is JUST right (not too big, not too small).

Craig walks his beloved German Shephard twice a day around the streets with his fiancée, and loves to keep fit and active and run when possible. His guilty pleasures are reality TV (Masterchef and Survivor in particular) and instant coffee (eek).


QUALIFICATIONS

  • Certified Financial Planner®
  • Bachelor of Commerce
  • Advanced Diploma of Financial Planning
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Christine Youngman

Practice Manager

“I love the diversity of my role and seeing projects come to fruition.There are always changes in the industry happening, so it keeps me on my toes.”

When she’s not managing projects to help WealthPartners be more effective and efficient, Christine loves a walk along the beach, a good book, either an autobiography, a new Di Morrisey or a good referral from a friend.

Once or twice a month, Christine assists with the Food Van for St. Vincent de Paul, operating out west from Parramatta and Mount Druitt. It’s an excellent opportunity to meet some fascinating people.

Christine has a love of the South Coast in New South Wales and welcomes spending her holidays enjoying the sea air, swimming and enjoying walks along the beach.

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Daniel Lacy

General Manager

GradCertLead DFP APM CSM

“I enjoy being able to bring change to the business that benefits all, our team and their passion towards advice.”

Outside work, Dan enjoys burning energy with his kids. He is a mad sports fan, enjoying soccer, rugby union and AFL – GO THE TIGERS!

Dan has been volunteering for the Royal Fire Services for ten years and supports MS Australia, Beyond Blue, LifeLine.

Dan is continuing his Masters of Leadership and is a Herrmann HBDI Certified Practitioner.

QUALIFICATIONS

  • Grad Cert Leadership
  • Diploma of Financial Planning
  • Agile PM
  • Scrum Master
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Eve Hearne

Implementation Manager

“It’s rewarding to work with a great team of people and help our clients.”

Eve’s role keeps her busy with a wide variety of tasks to implement client advice.

Outside work, Eve enjoys walking her dog, reading and dancing to her favourite Spotify playlists while she’s cooking dinner.

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Alex Tran

Implementation Manager

Dip. FS (FP)

I have a genuine care to deliver the best outcome and experience for clients.

Alex has worked in the wealth management industry for over 15 years and has helped many people from all walks of life. The mum and dad investors, a grandparent setting up an investment for their newborn grandchild, sporting athletes, media personalities, directors of ASX listed companies and the terminally ill assisting with ensuring their loved ones will be looked after.

Alex is always happy to help and will be on hand to assist whenever needed. Whether it’s with clients who don’t want to know the details of how things are done to the clients who are curious enough to want to know the mechanics of a specific process.

Alex enjoys reading, travelling, poker and following AFL team Essendon – Go Bombers!

Alex donates his time to Parramatta Mission and Australian Cancer Research Foundation fundraising.

QUALIFICATIONS

  • Diploma of Financial Services (Financial Planning)
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Chris Trpenovski

Strategist

Dip FP

“I have great joy and passion to come to work every day, every day is a new challenge for me. Being able to assist our clients achieve and reach their goals provides me with great satisfaction”

Chris enjoy spending time with his family, playing golf and cheering on his favourite NRL team the St George Illawara Dragons!

QUALIFICATIONS

  • Diploma of Financial Planning
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Karen Jobee Cabilao

Strategist

“I love the team culture at WealthPartners and the amount of support we give and receive from each other to reach the common goal.”

Karen enjoys staying at home, listening to music, watching video, online shopping and eating.

Karen and her family usually make it a point to travel outside the country at least once a year, but due to the pandemic they have stopped travelling.

QUALIFICATIONS

  • Diploma of Financial Planning 
  • Graduate of Bachelor of Science in Industrial Engineering
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Dominic Mission

Strategist

“I value the culture of agility, where every one of us understands the company’s focus and are able to respond to customer desires and needs.”

Dominic loves to travel and experience different cultures.
And enjoys anything that relates to Pageantry.

QUALIFICATIONS

  • Diploma of Financial Planning 
  • Bachelor of Law  
  • Bachelor of Science in Accountancy 
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Kissadelle Libante

Strategist Support

“I love the variety of work I do at WealthPartners – it is a constant adventure.”

I love the variety of work I do for WealthPartners – it is a constant adventure.

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Trish Parnis

Receptionist / Administration

“I love the variety of my role and interacting with clients in person and on the phone.”

Outside work, Trish enjoys gardening, sewing and catching up with family and friends.

Trish volunteers for Red Cross Telecross where she check-ins with people who are vulnerable or socially isolated to brighten up their day and help them feel safe and connected.

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Jenny Verano

Client Engagement Officer

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

Jenny enjoys reading Bible-based books and magazines.

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Nikka Madriaga

Client Service Officer

“I love that the team at WealthPartners is open to suggestions or ideas that might help in improving our services to clients to provide better client experiences.”

In her spare time Nikka loves to do home workouts and jog on the weekends. Her favourite past-time is cooking desserts. She also enjoyes swimmig and discovering places with a scenic view.

QUALIFICATIONS

  • Bachelor of Science in Hotel and Restaurant Management
  • Degree of Associate in Health Science Education
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Rhoel Carreno

Rhoel D. Carreno

“Woking for WealthPartners has inspired me to invest for my future.”

Prior to joining Wealth Partners as a Client Services Officer, Rhoel had over six years experience working in the call centre industry.

Rhoel enjoys keeping fit, working out at the gym at least three to four times a week. He also enjoys watching vlogs on YouTube and streaming movies online.

QUALIFICATIONS

  • Bachelor of Arts in Mass Communication
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Jai Ocupe

Client Service Officer

“I love to help in any way by extending my assistance to the team at WealthPartners.”

Jay has two four-legged babies – a husky and golden retriever.

He volunteers at an animal shelter for stray dogs and cats.

Louie

Louie Magat

DATA AND TECHNOLOGY

Louie is responsible for documenting WealthPartner’s processes and systems required to ensure compliance, data protection and continuous improvements in the way we deliver our services.

Louie is a professional model and appeared in various print ads and runway shows in the Philippines during his younger years. He is now active in online streaming media platforms promoting mental health awareness and he provides social motivations to his viewers. His goal is to leave a positive impact on everyone he meets. Whether it be a smile, a laugh, a changed heart.