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.
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.
