Wealth Solutions Team
Paul Ellenberg
 
BCom, DFP, FPA
Authorised Representative Number 250966
Financial Planner / Managing Director

Paul has over 11 years experience in the financial planning industry. Entering the industry in 1997 via a mentor programme, he developed and built a successful practice before joining Westminster Wealth Solutions in mid 2007.

Westminster Wealth Solution's philosophy revolves around people and the relationship between clients and advisers. It is a philosophy that filters through to every aspect of our business.

The way and Paul and his team work together has reinvented and given real meaning to the somewhat hackneyed maxim "the client comes first". Under his direction, it has become a phrase that really does describe the way the firm works.

Along with his broad based competencies in self managed superannuation, investments, tax and risk advice; Paul's personal integrity, his always expanding expertise and his ability to really listen to his clients means that he leads by example, maintains personal contact and builds relationships based on hard-earned trust.

Adam Bolton
 
BCom, GradDipFinPlan, FPA
Authorised Representative Number 303240
Financial Planner

Adam has worked in the financial planning industry since 2004, and also previously worked at a major online share trading and managed equities platform service provider. He has, during this time, developed a comprehensive understanding of investment markets and strategies to meet client needs. Adam joined Westminster Wealth Solutions in August 2010.

Adam manages a diversified client base and has a depth of knowledge and experience in working with clients to develop strategies that match their risk profile and achieve their financial goals and objectives.

Mary Dawson
 
DFP
Authorised Representative Number 295970
Financial Planner / Co-Practice Manager

Mary has been involved in the financial services industry for over 12 years and has worked in all aspects of administration during this time.

She also oversees the running of the back office and the day to day administration of the business.

Mary has completed her Diploma of Financial Services (FP) and is also a qualified finance broker.

Isabel Yeo
 
BArts
Co-Practice Manager

Isabel has worked in the financial planning industry with Paul since 2005 and joined Westminster Wealth Solutions in March 2008.

She oversees the running of the back office and has, in line with the company's new direction, consolidated and modernized the policies and procedures within the office, with more emphasis on the use of technology to enhance efficiencies and time management.

Isabel is currently studying towards her Diploma of Financial Planning.

Tar Puntuyakorn
 
BCompSc, PGradDipComm, MPAcc
Para Planner

Tar joined Westminster Wealth Solutions in August 2010 in the role of Paul's Para planner.

This position provides assistance in the behind the scenes researching, preparation and construction of financial plans. During the preparation of a Statement of Advice, Tar will contact numerous people and institutions to research, clarify and confirm various financial positions and financial impacts which would result from implementation of our recommendations.

Tar is highly educated with a Masters in Accounting, a Post Graduate Diploma of Commerce and a Bachelor of Computer Science.

Akiko Hori
 
BArts
Assistant Para Planner / Administration Officer

Akiko Has previously had experience in the financial sector in Japan prior to moving and residing in Australia, where she has held several roles notably with Westpac financial services before commencing employment with Westminster Wealth Solutions in November 2009.

Akiko is the first point of contact for all Adam's clients and liaises with the various product suppliers to ensure prompt completion of all outstanding business. She also provides assistance in the construction of Adam's financial plans.

Akiko is currently studying towards her Diploma of Financial Planning.

Ryan Scherini
 
Assistant Para Planner / Administration Officer

Ryan joined Westminster Wealth Solutions in October 2009 as an administration co-ordinator, after having moved to Perth from Kalgoorlie in 2008. He has now added Para Planning into his duties.

Ryan is a point of contact for Adam's clients and liaises with the various product supplies to ensure prompt completion of all outstanding business. He also provides assistance in the construction of Adam's financial plans.

Ryan is currently in his final semester of a Bachelor of Commerce (Financial Planning Major) at Curtin University and will graduate in 2011.

Tiharna McGregor
 
Administration Officer

Tiharna has been working in the financial planning industry for the since 2009 and joined Westminster Wealth Solutions in August 2010. She brings her natural enthusiasm and happy disposition to her role.

Tiharna is the first point of contact for all Paul's clients and liaises with the various product suppliers to ensure prompt completion of all outstanding business.

She has her sights on studying finance.

Luis Yeo
 
Administration Officer

Luis joined Westminster Wealth Solutions in June 2010 as an administration officer, after having moved to Perth from Brisbane in the same year.

He is an assistant to the Administration Officers and his duties include various roles within the back office administration.

Luis is currently in his second year of a Bachelor of Commerce at the University (Accounting Major) of Western Australia.

 
 
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