Team | W&W

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1300 226 271

BOOK APPOINTMENT

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YOUR TEAM

Financial Adviser

JOSH BAKER

Credit Adviser

OLIVER HEATHWOOD

LEADERSHIP TEAM

Company Secretary &
Head of Governance

DAVID BAINBRIDGE

Head of Corporate Services

JEREMY GOODSIR-CULLEN

Head of Strategic Planning

SCOTT HEATHWOOD

Chairman of the Investment Committee

TOBY LEWIS

Business

Manager

LOUISE FITZPATRICK

General Manager

LUKE BORTHWICK

ABN 58 113 067 968

Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

1300 226 271

Wealthy & Wise Lifestyle Planning is licensed through Lifestyle Asset Management Pty Ltd (AFSL 288421)

Wealthy & Wise Lifestyle Planning PTY LTD, ABN 74 622 374 501, trading as Wealthy & Wise, AR number 1259510, is an Authorised Representative of Lifestyle Asset Management Pty Ltd (Australian Financial Services Licence No. 288421).

Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

1300 226 271

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