At Moore Wealth Advisers, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.

Moore Wealth Advisers has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

We would like to introduce you to our team.

 
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Glen Boath

Authorised Representative

Senior Financial Adviser

CFP®, B.Bus, Dip.FP, FFPA

Glen Boath

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Glen Boath

Authorised Representative

Senior Financial Adviser

CFP®, B.Bus, Dip.FP, FFPA

With over 20 years experience, Glen has the skills and expertise required to assist clients through life's journey, including all the ups-and-downs that come with it!

Whilst adopting a holistic approach to financial planning, Glen specialises in developing customised superannuation and retirement strategies, maximising Centrelink benefit entitlements and safe guarding business owners and individuals via a range of risk management strategies.

Glen is a Certified Financial Planner (CFP) which is the highest level of professional certification that a Financial Planner can achieve in Australia. He also holds a Bachelor of Business degree with majors in Finance and Banking, and a Diploma in Financial Planning.

Glen is also a practitioner member of the Financial Planning Association and was a recipient of the FPA Fellow Award 2010. This was in recognition of his outstanding contribution as Chairman of the FPA Northern Territory Chapter, a position Glen held from 2004 to 2012. Glen is the only FPA Fellow in the Northern Territory and is well respected among his peers.

Typically Glen's clients are referred to him by his existing loyal client base and a range of business professionals with whom he has established a well developed network of trust in the local area.

Glen is an active member of the RI Advise network of practices. In 2012 he was elected by peers to represent the Queensland and NT Proprietors on the RI Proprietors Advisory Council, and has been appointed as the national Chairman since 2015.

Outside of work, Glen enjoys coaching football with the Nightcliff Tigers Football Club.

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Trent Mills

Authorised Representative
Director / Financial Planner

CPA, B.Acc, Dip.FP, Dip FS

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Trent Mills

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Trent Mills

Authorised Representative
Director / Financial Planner

CPA, B.Acc, Dip.FP, Dip FS

As a practicing accountant and trusted business advisor for over 20 years Trent’s multidisciplinary approach to financial advice considers a client’s professional life, taxation strategy and wealth management objectives when creating a successful financial plan.

Trent’s extensive work as a practising accountant and business adviser has taught him that building strong relationships with his clients, is the fundamental role of an Adviser and extends to so much more than financial advice alone.

To this end Trent is acutely aware of the flexibility required in the investment planning process as people’s lives and situations change. He understands the balance between meeting tody’s objectives with the longer-term objectives of ensuring that clients are financially secure in their professional business life through to retirement, with solid tax strategy, succession and estate plans in place.

Trent’s is a member of CPA Australia and holds a Bachelor of Accountancy, Diploma of Financial Planning and Diploma of Financial Services.

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Vanessa Di Cola

Authorised Representative
Financial Planner

B. App Fin, B Mgmt, Dip. FP

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Vanessa Di Cola

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Vanessa Di Cola

Authorised Representative
Financial Planner

B. App Fin, B Mgmt, Dip. FP

Vanessa has been a practising professional in the financial services industry since 2013.

With bachelor degrees in both Applied Finance and Management, a Diploma of Financial Planning and now in the final stages of completing the Certified Financial Planner (CFP) designation, Vanessa is a highly qualified adviser.

Having commenced her career within advice operations and compliance, Vanessa has developed a comprehensive understanding and unique insight into the legislations governing the financial services industry. Coupled with her experience as a Senior Paraplanner and Authorised Representative Vanessa works with a wide range of clients to achieve strategic, holistic and objective driven financial planning solutions.

Vanessa believes that good financial advice needs to be tailored to individual needs and adaptable to change with clients throughout their personal, business & financial lifecycle. Based on her experience in working with clients of all demographics, she is of the firm belief that financial planning should be incorporated into an individuals financial journey as early as possible, to ensure their financial foundations are established with a clear direction as to what their objectives are and how they will be achieved.

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Marco Pandini

Adviser Assistant

ADV Dip.FP

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Marco Pandini

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Marco Pandini

Adviser Assistant

ADV Dip.FP

Marco’s role is to support our Financial Planner by undertaking investment and insurance research as well as assisting with the preparation and implementation of advice for new clients. Marco has a high level of attention to detail and excels in his ability to ensure our clients strategies are implemented with technical accuracy.

Having worked in the financial services industry for over 20 years, Marco has accumulated a broad range of skills and experience. His background includes prior positions as an investment consultant and trader on financial markets for a leading banking institution in Italy. He has attained a Diploma in Financial Planning in 2014 and, more recently, an Advanced Diploma of Financial Planning in 2016.

In June 2016, Marco was appointed as an Authorised Representative of RI Advice Group and he is available as an alternate point of contact to assist clients with any product queries or concerns.

Outside of work Marco loves going for a spin on his motorbike, spending quality time with his family, and cooking tasty Mediterranean dishes for his friends (and occasionally his workmates!).

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Aimie Jessep

Practice Manager

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Aimie Jessep

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Aimie Jessep

Practice Manager

As our Practice Manager, Aimie is responsible for overseeing the smooth and efficient running of our day to day operations.

She is committed to working closely with both Advisers and support staff to ensure that our team delivers the highest level of service to our valued clients.

Aimie has over 15 years of administrative experience and 5 years within the financial planning industry. Aimie can assist with any administrative/non-advice related queries. Aimie supervises and managers the workflow online since relocating to Toowoomba.

Outside of work you will find Aimie sitting front row cheering on her daughter’s soccer team, spending time with her husband and two children or enjoying a wine and catch up with friends.