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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Craig McGowen CFP®

Financial Planner

CFP® B. Com AdvDFP

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Christine Youngman

Practice Manager


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Eve Hearne

Implementation Manager


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Daniel Lacy

General Manager

GradCertLead DFP APM CSM

CT2

Chris Trpenovski

Strategist

Strategist

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Karen Cabilao

Strategist


Claire

Claire Alipar

Strategist Support


Jackie

Jackielou Adlawon

Strategist Support


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Ednalyn Banog

Strategist


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Jenny Verano

Client Engagement Officer


Joycee

Joycee Medrano

Client Engagement Officer


Louie

Louie Magat

Data and Technology


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Stephanie Edillon

Client Service Officer


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
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
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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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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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
CT2

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
Claire

Claire Alipar

Strategist Support

“What I love about WealthPartners are the people and the working environment. The people are very friendly and values work and life balance. It greatly helps in reducing unnecessary stress.”

Claire loves to read books and during her spare time. She recharges herself by sleeping.

She took Bachelor of Arts in English Major in Applied Linguistics, and she is a youth public servant in her community. She also serves the youths and makes projects for them.

Jackie

Jackielou Adlawon

Strategist Support

I am excited to work with WealthPartners to learn new things that could help me in my career development.

Jackielou loves to watch Korean Dramas, she loves to sing as well as do some home workout routines.

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EDNALYN BANOG

STRATEGIST

What I love most about my job with WealthPartners is that it challenges me to explore more about the industry. Working with experienced advisers helps me learn and appreciate more the importance of financial planning in our lives, especially when planning for our future.

Edna also loves to watch Korean dramas, do baking and discover dessert recipes online. She also has a Diploma in Financial Planning.

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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.

Joycee

Joycee Medrano

Client Engagement Officer

“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

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. He is responsible for evaluations and problem investigation across Company’s Data and Technology and work closely with colleagues to identify data-related problem using Dynamic 365 and other company software and solve them. He is collaborating with developers, ITs, and organisational leaders to identify opportunity for process improvements.

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.

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Stephanie Edillon

Client Service Officer

Stephanie ‘’Steffy’’ Edillon as your new CSO. Steffy has almost 5 years of work experience as a Correction Editor and as a Quality Assurance Officer prior working with us. She is an observant and an easy going member of our team.