Wealth Financial
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Our Team

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Our Financial Planners

Graeme Drake, CFP®

Financial Planner & Director, graeme@wealthfinancial.com.au

Graeme was the founding partner of Wealth Financial (formerly known as Graeme Drake Financial Services) some 15 years ago and nearly 35 years experience in the financial services industry.

He is the winner of the Charter/AXA State Adviser of the Year Award 2003, 2006 & 2008, and has been a  highly respected board member of the Australian Representatives Association, which provides valuable input into the Financial Planning industry at a national level.

Graeme enjoys developing relationships with his clients to fully understand their needs in order to produce quality and cost effective outcomes.

Download Graeme  Drake's FSG

Michael Thrower, CFP®

Financial Planner & Director, michael@wealthfinancial.com.au

Michael is a Certified Financial Planner with nearly 30 years experience in the financial services industry, having held senior roles in the Commonwealth Bank's Queensland Head and South West Regional Area offices, prior to moving to Tasmania in 2001 with his young family.

After joining the business in 2002, he became an equal partner with Graeme in July 2006.

Michael is a professional, people orientated person, passionate about assisting clients on the pathway to achieving their financial goals. Making sense of complex issues, he is genuinely committed to providing a wide range of quality advice ensuring clients are stress free and enjoy peace of mind as they continue on life's journey.

He was awarded the 2013 State Adviser of the Year by Charter Financial Planning.

Download Michael  Thrower's FSG

Operational Support Team

Teena Beattie-Wells

Financial Planning Assistant/Admin, teena@wealthfinancial.com.au

Married with two school aged children, Teena joined the business in 2013. She has brought a lot of quality administrative and client service experience to this integral role which she currently job shares with Sarah.

In her spare time Teena and her husband Gavin enjoy quality time with their families.

Irene Grey

Client Services Officer, irene@wealthfinancial.com.au

Having joined the practice on Melbourne Cup day 2012, Irene plays a pivotal role in the business to ensure client enquiries (both in person, via telephone or email) are promptly and efficiently satisfied. She also provides administrative support within the team and has embraced her role with much enthusiasm.

Kelli Popowski

Financial Planning Assistant/Admin, kelli@wealthfinancial.com.au

Married with a young school age family, Kelli has been with the business since 2007.

In addition to providing invaluable administrative support to the Financial Planners, Kelli is also responsible for all PAYG, accounting, budgetary and BAS reporting aspects of the business and enjoys the challenges that this can present. 

Sarah Marthick

Financial Planning Assistant/Admin, sarah@wealthfinancial.com.au

Commencing in December 2013, Sarah job shares this important administrative position with Teena. In support of her bubbly disposition, Sarah brings a lot of enthusiasm to this role and to the office generally.

In her spare time, Sarah and her husband Troy like to enjoy 4WD and off road pursuits with their young son.

 

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