Our Team

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 Todd has over 30+ years' of experience in the finance  industry, commencing his career at a Major Bank and working his way through the ranks to management, he gained both an excellent foundation of the industry and acquired a level of professionalism and knowledge that sets  him apart from his competitors.
Branching out in 2002, Todd & Stephen built an extremely successful business that became the No. 1 office in Australia, based on integrity, communication, quality and a proactive  approach to their clients.
Todd holds a Diploma of Finance - Mortgage Broking Management and with his accreditation's with numerous Banks, Non-Banks and specialist lenders, he can tailor the right loan package to suit your situation.
 Born and raised in the shire, Todd is married with two great kids, who keep him on his toes and provides some much needed perspective in such a busy professional environment.   Todd can help with                                                                                                                           

• Home Loans
• Loan refinancing
• Investment Loans
• Commercial Loans
• Business Cash flow funding
• Vehicle finance                                                            

Mobile 0419 408 846        

email: todd@southernwealth.com.au                                   

 Stephen, our senior Financial Planner commenced his career in finance in 1988 and progressed within the Major Bank to a Senior Commercial Manager Banking.
Branching out in 2002,  Stephen & Todd built an extremely successful business that became the No. 1 office in Australia, based on integrity, communication, quality and a proactive  approach to their clients.
Stephen is an Authorised Representative No. 333794 of Interprac Financial Planning Pty Ltd (AFSL246638). His qualifications include: Dip Bus - Accounting Dip Bus - Banking & Finance Dip Fin - Mortgage Broking Management Dip Fin - Financial  Planning Advance Dip of Financial Planning
Using this experience, Stephen was a past President of the  Engadine Chamber of Commerce, a treasurer for a local group and participates at local sporting clubs including rugby league, soccer & netball.
As a loyal supporter he is still celebrating the victory of his beloved Cronulla Sharks
  Stephen can help with                                                                                                                           

• Financial Advice
• Superannuation
• Retirement planning
• Investments
• Personal Insurances
• Improving cashflow          

Mobile 0405 388 467

email: stephen@southernwealth.com.au