Meet the team
Unswayed by institutional ownership but retaining access to the entirity of the insurance, superannuation and investment market, AWS provides optimal choice with impartial advice – a winning combination.
An industry professional since 21 (we won’t disclose how long it’s been!) Lindsay has gone on to become a Certified Financial Planner (CFP) and also holds a Business Diploma in Real Estate.
With a strong work ethic learned from his time on the family farm in Orange, Lindsay has operated several businesses across the financial services landscape including the very successful Wizard Home Loans.
A keen focus on outcomes resulted in Lindsay obtaining his own Australian Financial Services License (rather than following the traditional big bank licensing route) which allows greater flexibility with investment recommendations – including residential property investment.
Lindsay enjoys a bit of agricultural entertainment (think 2 or 4 wheels) and training his young Kelpie, Digga.
After graduating from UTS with a Bachelor of Business (Finance), Alex has risen through the ranks to become the Operations Manager at AWS.
As an accredited FPA Australian Financial Planner, Alex plays a key role in the initial advice process for clients by overseeing all financial plans.
Alex also oversees and maintains the ongoing relationships with clients whilst ensuring the AWS team is equipped with the best tools to help clients achieve their goals.
When he’s not putting in punchy rides on his beloved bike, Alex can be found cooking up a storm in the kitchen (to mixed results).
Marissa has been with AWS since completing her Bachelor of Business/Economics in 2017. She is currently undertaking her Advanced Diploma in Financial Planning so she may be better equipped to navigate the evolving financial planning space.
Marissa enjoys getting to know clients and assisting them on their path to a better financial future. Marissa’s main focus area is personal risk protection, working closely with insurance providers to ensure clients have a smooth implementation experience.
In her spare time Marissa enjoys a full social calendar and spending time on her family farm.
Associate Financial Adviser
Samantha plays a key role in supporting the financial planning team, facilitating client transactions and acts as the general liaison officer.
Now passing three years with the AWS team, Samantha thrives on client interaction – helping to put all clients at ease through the financial planning process.
On a personal level Samantha is a lover of good food, good wine and good company.
Katherine assists the financial planning team preparing advice for clients. She takes pride in going above and beyond to ensure all clients receive the best assistance possible with their investments.
Katherine has recently completed her degree in Applied Finance at Macquarie University and is looking forward to further building her financial planning skills at AWS.
In her spare time, Katherine can be found boxing at the gym, at the beach or enjoying dining out with her family and friends.
Olivia is a recent addition to the AWS team having recently relocated to Sydney. Olivia predominately supports the AWS team by conducting in depth research of clients’ financial postions and maintaining client files.
Olivia continues to build her skillset further to help clients realise their prospective wealth.
Outside of work, Olivia enjoys riding horses (dressage), socialising with friends, and completing her Information Technology degree.