LBW WEALTH - Key Persons

Aaron Hitch

Job Titles:
  • Division: Financial Planning SMSF / Financial Planning
  • SENIOR FINANCIAL ADVISOR
Aaron has 20-years' experience in the financial advice profession having been part of a successful Melbourne based financial advice practice prior to making the move back to Geelong joining LBW Business & Wealth in 2021. While providing exceptional advice and investment expertise to his clients, Aaron is dedicated to helping the broader financial advice community through his involvement with the Financial Advice Association of Australia (FAAA) as Geelong chapter chair.

Ben Kelly

Job Titles:
  • Division: Audit / Audit and Assurance / Manager
  • Manager - Audit Assurance

Cathryn Walley

Job Titles:
  • Associate Principal / Member of Chartered Accountants Australia and New Zealand, SMSF Specialist Advisor ( SSA ), Tax ( Financial ) Adviser, LBW Wealth Pty Ltd Authorised Representative
  • Division: Financial Planning SMSF / Financial Planning

Geoff Williams

Job Titles:
  • Division: Accounting / Accounting & Tax Business Advisory Family Office / Associate Principal
  • Principal / Member of Chartered Accountants Australia and New Zealand, Registered Tax Agent, Bachelor of Commerce

Jack Paulka

Job Titles:
  • Division: Accounting / Accounting & Tax / Financial Advisor

Jackson Donnan

Job Titles:
  • Manager
  • Division: Audit / Audit and Assurance / Manager

Jacquie Malloch

Job Titles:
  • Division: Accounting / Accounting & Tax Business Valuations / Senior Manager
  • Senior Manager - Chartered Accountant

Jayden Garner

Job Titles:
  • Financial Advisor
  • Division: Financial Planning / Financial Planning

Lauren Abela

Job Titles:
  • Division: Financial Planning / Financial Planning / Senior Financial Advisor
  • Senior Financial Advisor

Leigh Harry

Job Titles:
  • Division: Accounting / Accounting & Tax Business Valuations Family Office Forensic Accounting / Principal
  • Principal / Member of Chartered Accountants Australia and New Zealand, Chartered Tax Advisor

Matthew Grapsas

Job Titles:
  • PRINCIPAL
  • Division: Financial Planning / Financial Planning / Principal

Melissa Wilde

Job Titles:
  • Manager
  • Division: Accounting / Accounting & Tax Manager

Nick Klein

Job Titles:
  • Division: Accounting / Accounting & Tax Business Advisory Business Valuations / Principal
  • Principal / Member of Chartered Accountants Australia and New Zealand, Bachelor of Commerce - Deakin University

Richard Bull

Job Titles:
  • Division: Accounting / Accounting & Tax Business Advisory / Senior Financial Advisor

Simon Flowers

Job Titles:
  • Principal
  • Division: Accounting Financial Planning SMSF / Accounting & Tax Business Advisory Estate Planning Family Office Financial Planning SMSF / Principal

Sripathy Sarma

Job Titles:
  • Audit Principal / Member of Chartered Accountants Australia and New Zealand, Registered Company Auditor, Registered SMSF Auditor
  • Division: Audit / Audit and Assurance / Principal

Tim Patterson

Job Titles:
  • Division: Accounting / Accounting & Tax Estate Planning Manager
  • Senior Manager - Tax Business Accounting / Member of Chartered Accountants Australia and New Zealand, Bachelor of Commerce

Tom Brady

Job Titles:
  • Division: Accounting / Accounting & Tax Business Advisory / Senior Manager
  • Senior Manager - Tax & Business Advisory