Our Team

Our commitment
is always to you.

North West Wealth Management is a privately owned financial services firm that is built on the principles of knowledge, expertise, integrity and service. We are based in Tamworth, NSW and service regional Australia. Our staff understand and pursue our business goal, which is to ensure we help to build and protect the wealth of our family businesses over future generations.

James Smith

James Smith

Director, Principal Adviser

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 is married to Joan and has 3 young boys who are mad on sport. In his spare time he enjoys golf, fishing and running a small grazing property south of Tamworth.

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

Lee-Anne Parker

Senior Financial Adviser

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.

Maree Lyon

Client Services Manager

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.

Meg Whitten

Client Services Officer

Meg is the Client Services Officer and assists in all things administration throughout the office. She has been in the administration sector for 4 years after completing the HSC in 2017.

Meg has a strong interest in the financial sector as well as the agricultural sector. Growing up on a dairy farm provides plenty of insight into the farming communities.

She enjoys getting out and about, going for walks with her dog and gardening around her yard.

OUR VALUES

Our commitment is always to you.

At North West Wealth Management, we operate with integrity and a commitment to provide you with personalised and confidential advice and services. We are a loyal partner who values long-term trusted relationships with our clients. Our reliable, responsive and motivated team is focused on getting you the best results, and our work is underpinned by our core values, making North West Wealth Management your partner for the long term.

OUR PHILOSOPHY

Our philosophy to investment planning.

We implement our planning for life investment philosophy through a series of centrally researched and maintained portfolios. Each has a strategic asset allocation designed to give access to a diversified investment solution with good risk control and a balanced mix of assets, managers, and securities.
Our internal Investment Committee creates and reviews all portfolios to ensure that we leverage the broad experience and knowledge across the company. Performance is monitored regularly with other investment opportunities considered relevant to each client, making North West Wealth Management the ideal investment partner.

TESTIMONIAL

Customer Testimonial

James is highly professional, trustworthy, diligent and caring. He has proven he is able to communicate and work with the often complex, multi-generational family farm structure. We have no hesitation and are in fact proud to recommend James and his team at North West Wealth Management to any of our piers in agricultural business.

John & Martine Trail “Wattle Creek”

Customer Testimonial

We appointed Lee-Anne as our Financial Adviser in 2012 and she proceeded to set out a retirement strategy for us. As time progressed we developed a good business relationship as Lee-Anne had a good understanding of our retirement needs and we had faith in her advice and knowledge. We have regular discussions throughout the year and receive a phone call just to see how we are travelling.

Ten years have passed and we are very pleased with our decision in appointing Lee-Anne as our Financial Adviser. Her skills and knowledge have given us a happy retirement life and we recommend her to anyone who is in the same lifestyle position as us.

Laurie and Gwen Hoad.

Get in touch and start your journey building and protecting your wealth.

Simply fill in the form to get in touch with our team and discuss your individual wealth goals. Alternatively reach out to us by calling (02) 6762 4244.

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