David Kennedy                           

Director

Through Pacific Advisory Wealth Management, David  delivers financial advisory services to professionals, business owners and pre-retirees and specialises in retirement planning strategies, self-managed super, personal insurance and investment advice. He is an Authorised Representative of Hillross Financial Services Limited. 

David has extensive experience in the wealth management industry and has previously worked as a Strategy Consultant, Business Development Manager and Small Business Adviser. He is passionate about helping individuals and businesses reach their potential and maximise their options by making informed financial decisions.

David lectures in Economics and Management at tertiary institutions in Hefei and Dalian, China on an occasional basis. He also works in partnership with the Cancer Council to provide pro bono financial advisory services to terminally ill individuals and their families.

Kate Wagland

Director

Kate is responsible for providing business advisory services to SMEs and managing relationships with our corporate and individual clients. For more than  twelve years Kate has been helping business owners create change in their lives and businesses.

She has worked throughout Australia and the United Kingdom for several leading financial services companies and has trained countless individuals using the business management tools she has designed and implemented.

Kate also works extensively with a Sydney-based venture capital company and provides strategic advice to entrepreneurs seeking to enhance their performance and grow world-class businesses. 

She is a Certified Performance Coach and practitioner of Neuro Linguistic Programming (NLP) and is currently studying a Masters degree in Entrepreneurship and Innovation through the University of Adelaide.

Simon Kennedy

Director

Simon leads Pacific Advisory Lending, providing specialist advice to home buyers and property investors on obtaining the best possible mortgage solution for their needs. He is an experienced property investor with interests in Australia and the United Kingdom and an Authorised Mortgage Consultant and member of the Mortgage Finance Association of Australia.

Simon also oversees Pacific Advisory Consulting, working with a team of dedicated contractor management specialists to ensure our contractors enjoy a seemless experience and benefit from the range of services offered by the Pacific Advisory Financial Group.  

Simon has over ten years experience in corporate strategy, business advisory and investment management. He has worked with a variety of clients across Australia, Europe the Middle East and Africa, providing advice and solutions on a range of key strategic and business challenges.

David Selby

Associate Adviser

David specialises in wealth protection strategies and provides clients with analysis and recommendations in the areas of life insurance, income protection and critical illness insurance. He advises on insurance arrangments inside and outside super and takes the approach that a financial plan is vulnerable unless it addresses the potential risks that can occur along the way.

David also has an extensive understanding of the Centrelink system and provides input into strategies for retirees seeking to structure their assets correctly in order to maximise their Age Pension benefits.

David has a managerial background and previously led a team at Centrelink responsible for assisting people manage major life events and understand their entitlements. He has a passion for financial services and helping clients make better financial decisions.

Erin Vanderschaaf

Practice Manager

As Practice Manager, Erin is responsible for adviser support and co-ordinating the ongoing service programs we deliver to corporate and individual clients. Erin manages our administration and implementation cycle, client events and provides support to senior management.

Erin has more than 5 years of customer service and office administration experience that includes providing support to senior management in a Sydney-based accountancy firm.

Erin continues to pursue educational opportunities in the area of business management and administration.

David Hart

Senior Consultant - Pacific Advisory Consulting

 

David has been contracting in the IT industry for more than 7 years and is responsible for the ongoing enhancement and development of our contractor management and payroll services. His extensive understanding of the contractor experience ensures our services continually evolve to meet the needs of contracting professionals. David also manages the relationship with our key recruitment agency partners.

Stacey Brown

Client Services Manager - Pacific Advisory Consulting

Stacey manages the payroll services and client relationship team in our Contractor Management business. She is responsible for ensuring the team delivers a seamless payroll service to our contractor clients which includes the provision of a single point of contact for each Contractor to meet their day-to-day needs. Stacey also manages the relationships with our recruitment clients, delivering a seamless invoicing and collection service.

Stacey has more than 10 years experience in administration and customer service and is currently pursuing further qualifications in accounting.