Nathan Welling

Senior Financial Adviser / Proprietor

Grad Dip Fin Planning; FPA

Holding a Graduate Diploma in Financial Planning, Nathan began his career in the financial services sector in 2006 with one of Australia’s largest financial services providers.

Nathan is passionate about getting to know his clients and their individual financial needs. He understands and enjoys the process of developing this relationship to ensure that his clients’ financial goals continue to align with their evolving stage of life, and the changing requirements that will come with this.

With his expertise, experience and resources, Nathan will work with you to help you grow, protect and enjoy your wealth. He is proud of his proven history of long-term adviser/client relationships and ensures his clients feel empowered to call on him at any time for updated financial advice.

Nathan and his young family enjoy the Sunshine Coast lifestyle and being involved in their community. A keen fitness enthusiast, Nathan achieved a personal goal of completing the Blackall100 event in 2017 – a 100km trail run through the Sunshine Coast hinterland and is currently looking to his next challenge.

Nathan Welling — Financial Advisors in Maroochydore, QLD
Andrew Taveira — Financial Advisors in Maroochydore, QLD

Andrew Taveira

Senior Financial Adviser

Grad Dip Fin Planning; FPA

Andrew Taveira has been a Financial Adviser since 2011 with a large financial institution, successfully providing advice to his clients in areas of investment, superannuation and wealth protection.

An avid sports fan, Andrew can be found proudly sporting a Collingwood jersey on the weekend…given the team he follows, this is strictly prohibited in the office!

As a Financial Adviser, Andrew enjoys longstanding relationships with his existing clients as they continually work towards, and re-evaluate, their financial goals and objectives. Andrew enjoys taking a long-term view to facilitating the advice process to ensure all clients, new and existing, are well placed to grow, protect and enjoy their wealth at all stages of their life.

Ensuring clients are engaged and empowered is at the heart of Andrew’s approach.

Servicing Brisbane North and the Sunshine Coast.

Anna Welling

Office Manager

Bachelor of Commerce and Law (majoring in Accounting) Diploma of Financial Planning

Anna Welling is our Office Manager. Her qualifications include a Bachelor of Commerce and Law (majoring in Accounting) and a Diploma of Financial Planning.

Anna works part-time and can otherwise be found running after her two very busy children.

Whilst most of Anna’s role is behind the scenes, you may see her in our offices keeping us all in line!

Anna worked for many years as a forensic accountant, working on one of Australia’s biggest fraud cases, before moving to the coast where she ran HR investigations and more recently practice management for a small local business.

Anna Welling — Financial Advisors in Maroochydore, QLD
Tracey Darlington — Financial Advisors in Maroochydore, QLD

Tracey Darlington

Client Services Manager

Tracey Darlington is our wonderful Client Services Manager.

Tracey has over a decade of experience in the Financial Services industry and is key to our business running efficiently.

Many of you will get to know Tracey as she supports our Financial Advisers in servicing clients’ needs.