Not only do we develop close relationships with our clients but also within our staff team. We highly value the connections we build together over many years of achievement, hard work, team success and fun.
Jerome has over 25 years’ experience in the financial planning industry and is a founding partner of Sovereign. His expertise lies in investment and portfolio management, retirement preparation and planning strategies, estate planning and superannuation.
CA B.Comm Dip FS (FP)
Leigh is a founding partner and specialises in Self Managed Super Funds, Strategic tax planning and Estate planning. More than 20 years of experience has taught him the value of listening closely to the needs of his clients and then passionately delivering on those needs with genuine care.
As a CERTIFIED FINANCIAL PLANNER® professional, Andrew feels he is in a privileged position of being able to help his clients achieve their most important financial and lifestyle goals.
He has over 17 years-experience in the financial planning industry and he is a member of the Financial Planning Association.
He has significant experience in superannuation (especially SMSF’s), investment and portfolio management, aged care, estate planning, and wealth protection.
CFP® MFP B.ApSc
Sarah has over 15 years’ experience in the financial planning industry, she’s also a member of the Financial Planning Association of Australia. Her expertise lies in Self-Managed Super Funds, investment and portfolio management, wealth accumulation and retirement planning, as well as estate planning and asset protection.
Joe joined the Sovereign Melbourne team in 2010 and has over 25 years’ experience in the Superannuation and Life Insurance industry with the last 20 years spent predominantly on Self-Managed Funds. Joe takes responsibility for the compliance and lodgement functions across the entire Sovereign business.
CA B.Bus (Acc)
Kay has over 25 years’ experience as a Chartered Accountant and registered tax agent. Kay deliveres accounting and taxation services to private family groups and enterprises as well as high net worth individuals. Kay provides her clients with compliance advice as well as extensive guidance on critical aspects of their business operations.
B.Ec Dip. Finance and Broking
David has over 25 years’ experience in the financial services and banking industry in senior roles in both metropolitan cities and regional towns across two states. Along with this, David brings a depth and breadth of banking experience that ensures Sovereign clients receive real care and guidance in a critical area of their wealth creation and business strategies.
Dip. Finance and Broking
Liam’s widespread experience working within a major bank across Regional & Metropolitan Victoria has given him the ability to understand what lenders require. Liam has a wealth of knowledge in residential mortgages, commercial lending. He has a specialist experience in property lending, large scale residential land sub-divisions, commercial and specialized property investments.
CFP® B.Comm (Acc & FP)
Anita has over 35 years experience in legal and financial services and is a Self Managed Super Fund specialist. She is highly specialised in retirement, investment, superannuation, and business wealth strategies and strives to deliver the most up to date advice and strategies to her clients. Anita is an active member of the Financial Planning Association and has held the position of Treasurer of the Ballarat Chapter for over 10 years.
Adv Dip FS B Eng (Civil)
Chris has worked in the financial planning industry since 2004 and a member of the FPA; he specialises in providing advice on investment portfolios, superannuation and retirement matters. His diverse range of experience (having started life as an engineer) and passion for what he does makes Chris stand out; he takes great care in his work, ensuring his clients are given competent advice and shown real care.
Adv Dip FS B.Comm
Nathan started his career in financial planning with Sovereign 10 years ago. He is now a fully qualified and experienced adviser and has direct responsibility for a significant number of clients with whom he has developed really meaningful relationships. Nathan is experienced in investment management, superannuation, retirement and estate planning.
John is a Risk Insurance Specialist with over 35 years’ experience in the personal and business insurance industry. John is focused on ensuring that his clients and their families are well protected and insured should death, illness or injury strike. His impressive history of experience as well as his ability to relate makes his guidance incomparable; having a big family of his own helps him understand the importance of protecting yourself and your loved ones.
Compliance and Data Integrity
Emma has over 17 years’ experience in Financial Services and Accounting practices, supporting Financial Advisers, Accountants and liaising with Clients.
Emma obtained her Diploma of Financial Services in 2004 and integrates this knowledge and her practical experience to maintain; Sovereign’s Australian Financial Services License (AFSL), the Data Integrity of Xplan and improving efficiencies within the business.