About Us
Who is Wealthlab?
Wealthlab is a financial planning team that helps busy professionals plan for their retirement. Whether you want to talk SMSF, super contributions, or sending your kids to a a new school, we’re here to support you.
About Us
Who is WealthLab?
Wealthlab is a financial planning team that helps busy professionals plan for their retirement. Whether you want to talk SMSF, super contributions, or sending your kids to a a new school, we’re here to support you.
Your free financial health check:
The Team
Scott
Director
Scott is the Director and Founder of Wealthlab and also a Senior Financial Adviser. Scott brings a wealth of experience to the table having first given financial advice in 2012. Scott ‘s extensive advice experience and background in economics provide the perfect blend of skills to help busy professionals grow their wealth and prepare for retirement.
Outside of work you’ll find Scott in the gym working on his Brazilian Ju Jitsu skills or at the dog park with his whippet.
Phil
Senior Financial Planner
Phil is one of our Senior Financial Advisers. Phil has been in the industry over 13 years and has extensive experience, having managed teams of advisers and back office advice operations and coaching professional year students as they enter the industry. However Phil’s passion lies in working with clients, helping everyday Mums and Dads plan for their dream retirement.
When not working, Phil enjoys hanging out with his family at the beach, camping, fishing and enjoying all the beautiful Sunshine Coast has to offer. He is also a CrossFit tragic, but don’t hold that against him.
Kevin
Client Services Officer
Kevin is our onboarding and process wizard, having joined Wealthlab in 2022 his primary focus is on providing support to new clients during the onboarding process.
Kevin ensures that clients have a smooth transition into Wealthlab’s services by guiding them through all the necessary setup processes and addressing any questions or concerns they may have. He is committed to building positive relationships from the start and setting clients up for long-term success.
In his free time, Kevin enjoys watching films, learning how to bake, and going for walks.
Jess
Paraplanner
Jess is a vital member of the Wealthlab team, serving as our dedicated paraplanner. With her keen eye for detail and extensive knowledge of financial planning strategies, Jess works closely with our advisers to conduct research, analyse client data, and prepare comprehensive Statements of Advice (SOAs).
When Jess isn’t crunching data, you’ll find her chasing sunshine and spontaneity at the beach.
Jordan
Client Liaison`
Jordan is an integral part of the Wealthlab team, supporting our advisers as a dedicated research assistant. With a strong analytical mindset and a passion for problem-solving, Jordan plays a key role in gathering data, conducting research, and preparing the foundational materials that help guide strategic financial advice.
Working behind the scenes, Jordan ensures our advice is backed by solid research and insights—allowing our clients to make informed, confident decisions about their financial futures.
Outside of Wealthlab, Jordan enjoys experimenting with new coffee brews, and taking long hikes whenever possible.
Daniel
Financial Adviser
Daniel is one of our trusted Financial Advisers at Wealthlab, bringing a calm, thoughtful approach to helping clients achieve their financial goals. With a solid foundation in financial planning and a genuine passion for guiding people through life’s big decisions, Daniel works closely with individuals and families to create strategies that align with their long-term visions.
Whether it’s navigating superannuation, investment planning, or insurance advice, Daniel prides himself on delivering clarity and confidence every step of the way.
When he’s not diving into strategy sessions, you’ll likely find Daniel enjoying the outdoors, experimenting in the kitchen, or catching a live music gig with friends.
Kathy
Client Services Officer
Kathy is our go-to Client Services Officer, ensuring every client interaction with Wealthlab is smooth, professional, and positive. With a friendly attitude and a strong attention to detail, Kathy supports both our clients and advisers by handling administrative tasks, managing appointments, and keeping things running seamlessly behind the scenes.
She’s often the first point of contact for our clients, and her warm, solution-focused approach helps make every step feel effortless and well-supported.
Outside of work, Kathy enjoys catching up on true crime podcasts, and spending time with her family and friends.
Passionate
Over 12+ years of experience helping professionals from a wide range of backgrounds across Australia.
Online
All our meetings are done via MS Teams. Aiming to deliver quality advice at a competitive cost.
Reliable
A team you can trust. We’re here for you when you need it most. Our staff is available for scheduled meetings in and outside of business hours to be here when you need help most.
