SOVEREIGN FINANCIAL - Key Persons
Alex has extensive knowledge and experience in taxation across many industries. His primary focus is helping clients with strategies to grow their revenue, profit and business value. He provides guidance to clients on how to solve their tax and financial problems and make sure they capitalise on opportunities as they present themselves. Alex understands the challenges that confront businesses from year to year and is proactive to client needs.
Job Titles:
- SMSF Administration Support
Job Titles:
- Director - Sovereign Financial Group Head of Investments
Andrew has provided personalised and holistic advice to clients for the last 2 decades. Andrew is relationship driven and a firm believer in having a combination of honesty, loyalty and technical knowledge at the foundation of every client relationship. His expertise lies in superannuation, investment and portfolio management, wealth accumulation and retirement planning, as well as estate planning and asset protection. Andrew is also a member of the Financial Planning Association and is FASEA compliant.
Job Titles:
- Senior Adviser
- Technical Specialist
Job Titles:
- Senior Client Service Manager
Jerome has over 25 years' experience in the financial planning industry and is a founding partner and Co-Managing Director of Sovereign. His expertise lies in investment and portfolio management, retirement preparation and planning strategies, estate planning and superannuation.
Kay has over 25 years' experience as a Chartered Accountant and registered tax agent. Kay deliveres accounting and taxation services to private family groups and enterprises as well as high net worth individuals. Kay provides her clients with compliance advice as well as extensive guidance on critical aspects of their business operations.
Job Titles:
- Managing Director
- Founding Partner and Co - Managing Director of Sovereign
Leigh is a founding partner and Co-Managing Director of Sovereign. He specialises in Self Managed Super Funds, Strategic tax planning and Estate planning. More than 20 years of experience has taught him the value of listening closely to the needs of his clients and then passionately delivering on those needs with genuine care.
Liam's widespread experience working within a major bank across Regional & Metropolitan Victoria has given him the ability to understand what lenders require. Liam has a wealth of knowledge in residential mortgages, commercial lending. He has a specialist experience in property lending, large scale residential land sub-divisions, commercial and specialized property investments.
Job Titles:
- Reception / Admin Assistant
Job Titles:
- Director - Sovereign Financial Group Head of Wealth
Sarah has over 18 years' experience in the financial planning industry, she's also a member of the Financial Planning Association of Australia. Her expertise lies in Self-Managed Super Funds, investment and portfolio management, wealth accumulation and retirement planning, as well as estate planning and asset protection.