About Us

James Smith is the founder, Managing Director and Principal advisor for North West Wealth Management. His expertise lies in the areas of Estate planning, Superannuation, investment and personal insurances. He is assisted by a team of experienced advisors and administration staff. He has more than 20 years experience in financial services.

After graduating from University in 1992, James joined Westpac Agribusiness as a graduate trainee and progressed through to being Regional Manager Credit in the North West before leaving in 1996 to pursue a career in finance and consulting. He grew the loan book of the business to around $180 million. He then commenced the wealth management business in 2010 as the demand for other services continued to grow.

James holds a Degree in Commerce, an Advanced Diploma in Financial Planning and a Diploma in Mortgage Broking.

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Lee-Anne has significant experience in financial services including banking, finance and financial advice. As an owner of small business for 22 years she has practical experience in many aspects of financial advice and strategies and can relate to varying members of the community. She has a large client base stretching across the North West and believes that building rapport with clients is the most rewarding aspect of the role.

Lee-Anne has been working in Financial Advice for 15 years and holds a Graduate Diploma in Financial Planning and has an Aged Care Accreditation. She is also a member of the FPA.

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Maree has a wealth of experience having worked in the banking & finance industry for over 40 years. Her role is to assist the advisers in managing the implementation and review of your financial strategy and lead the support team function.

This includes managing new business, client reviews, data base management and general enquiries.

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Joan has always been an integral member of the team at North West Wealth Management since its inception in 2010, and prior to that with North West Agrifinance.

She manages the administration and accounts function of the business. Previously she worked with Prudential/Colonial at Goonoo Goonoo Station in the livestock administration team.

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Kirste joined the team in 2022 and has extensive experience having worked in the accounting industry for over 20 years. Her role is to support the CSM and advisers with the implementation and review of your financial strategy.

This includes implementation of new business, client review administration, database management and general enquiries.

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Jan joined our team in 2023, bringing with him a wealth of experience gained from nearly 5 years in the banking industry. Jan’s primary role is to provide invaluable support to our Customer Service Manager (CSM) and financial advisers, facilitating the seamless implementation and review of your financial strategy.

His responsibilities encompass a wide range of tasks, including overseeing the implementation of new business, managing client review administration, and maintaining our database. Jan’s extensive expertise and dedication ensure that your financial goals are met with precision and care.

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