I learned that the best financial wisdom is founded on patience, strong leadership, problem solving and a consistent dedication to positive outcomes and profit improvements.
CW Group and Certain Property Australia is forged from this forward-thinking philosophy. Our investment strategies are built on more than 50 years of experience in a variety of financial settings, including property companies, equity firms and securities groups. We’ve watched other firms put their profits before their clients and they’ve learned that, like most things in life, business is about people. That’s why CPA prioritises relationships built on trust, clear communication and a steady dedication to success.
My role is to develop sound strategies for your investment and implement those strategies with wisdom and experience garnered from the management of portfolios and accounts valued at more than $500 million.
CHL is designed to give you certainty in uncertain times. Though recent news headlines say that uncertainty is forever, we believe and have proven certainty is still alive and it’s waiting to be enjoyed by our clients and investors.
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I’m driven by the ability to make a real positive change for people which is why I moved from a long-term Business Banking role with a major bank to CPA, where people and their outcomes really do come first. I’m a number cruncher and I am extremely analytical whilst also being obsessed with the elegance of simple solutions to deliver on the big picture.
Everyone should invest in their own financial future and within CPA we are surrounded by people who actually walk the talk and believe in what we offer.
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I am a Chartered Accountant and Registered Company Auditor with 20 years experience in professional accounting services. Having worked as an external auditor for Big 4 firms such as PwC (UK and Australia) and KPMG (Australia), as well as most recently a mid-tier professional services firm, Crowe, I have gained exposure to a broad variety of different organisations, ranging from multinational listed entities to small not-for-profits. I am experienced in ensuring sound financial processes are in place, and that financial results are reported accurately and transparently. I am excited to bring my technical experience and skills to CW Group to help ensure a robust finance department and to assist in facilitating the future growth of such a dynamic and forward thinking group.
In my spare time I am a devoted family guy who, weirdly enough, enjoys running up and down stairs for exercise and has a strong passion for music, especially going to live gigs.
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Over 22 years in business performance and enhancement, my vision for corporate ethnography, in relation to optimal sales performance, drives my passion for progress. I've aligned my career to develop with revered minds in the field, including Naomi Simpson, Ravi Krishnan and Joseph Chou, to cultivate new sales and leadership visions, capability and roadmaps for sustained business growth, combining contemporary methodologies with my wealth of hands-on experience.
Joining CW Group, I'm thrilled by the many opportunities to build upon our significant growth, where our visions always stem from the best interests and success for our clients.
Outside of work you'll find me out with my friends and family or involved in sports or travel.
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I'm a relationship expert with over 15 years experience in helping my clients feel comfortable making life decisions. My days at CW Group are spent talking to everyday Aussies about their Financial Future through retirement and wouldn't change it for the world.
In my spare time, you will find me running after my very active 3 year old boy, catering to my demanding fiancé, or coaching my local soccer team, where I hold a Head Coach role.
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It's been a very clear focus of mine over the last 10 years in the property industry, to help everyday Australians to invest wisely. So it was a very easy decision when aligning with CW Group as their Sales Manager, and being able to share the same values and goals to ensure success for our clients.
Over the course of my career I've been fortunate enough to learn from many influential individuals, from the likes of Tony Robbins, Kerwin Rae and Brad Cassidy to name a few, all of whom have shaped my methodology on how I approach life and wealth.
I'm a sports enthusiast, specifically NFL (Fins up). I train in MMA and I also enjoy cooking a nice big Sunday meal for the family.
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I am a highly motivated professional with over 18 years experience in customer service / relationship type roles, with a strong desire to help others.
After working in corporate environments for 12 years, it's refreshing to now be working with a dedicated, experienced and ambitious team, that all have the same goal in mind, which is to help everyday Australians secure their retirement by purchasing property through their superannuation.
I have been fortunate enough to be able to build a portfolio of properties myself and It's very rewarding to be able to pass my knowledge and experience onto others.
Outside of work I am a family man who loves spending time with family and friends, travelling and the outdoors. I currently enjoy playing touch football, tennis, swimming and rock climbing.
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Working for Certainty Wealth is incredibly rewarding. The role I play allows me to help guide our clients through their journey of building a financially secure future for themselves and their families.
With over a decade of experience in account and relationship management, I take great pride in helping my clients implement positive change and in doing so, ensuring that the service they receive exceeds their expectations.
Outside of work you'll most likely find me chasing after my 2 year old daughter, enjoying coffee dates with my wife, or simply putting my feet up with a good book or movie.
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With a background in financial advice, mortgage broking & property advisory services, I have spent the last 8 years travelling around the country making it my mission to help everyday Aussie families to be self funded in retirement by utilising property as their vehicle. At the CW Group I love being able to provide a service that is not only rewarding for me, but also changes our clients lives for the better.
Outside of work you will find me at the local park rugby fields, down at the beach, or doing some 4WD and camping.
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I am a property professional with 16 years of industry expertise. Specialising in brand new properties and second-hand sales, I'm also a portfolio building and investment strategist. My true passion lies in helping individuals create financial freedom through strategic property investments. I genuinely care about my clients and am dedicated to seeing them succeed in their property ventures.
Outside of my role at CW Group, I'm actively involved in running my other businesses and enjoying quality moments with my family.
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I have 15 years of experience in account management and marketing, working with businesses across the country. It's been a very rewarding career choice, although I have now focused my role and career goals on the property investment segment.
My time at CW Group is spent working with everyday Australians putting suitable plans in place to set them up financially for the future to be able to achieve their dreams of financial freedom.
Outside of work you will find me on the beaches of South East Queensland, cooking up some delicious BBQ dishes or just generally enjoying the lifestyle that the Gold Coast has to offer.
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With over 15 years of experience in marketing across diverse sectors including property, business coaching, and insurance, I've had the privilege of helping businesses grow their brand awareness through effective marketing strategies.
In my current role at Certainty Wealth, I find great fulfillment in assisting the business promote the services through various avenues. It's incredibly rewarding to witness the positive impact this investment can have on their financial future.
Originally hailing from the UK, I've called Australia home for over a decade now. Outside of work, I enjoy spending quality time with my son and partner. I am a football fan (soccer) which I enjoy playing and watching. Any other time will be spent at the beach, having bbq's, and spending time with friends.
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With nearly a decade of experience in coaching, communication and maintaining customer relationships, Steve has worked and coached closely with some of Australia's biggest companies and their teams to create success and drive high levels of performance with people.
Steve's extensive skills alongside his values around Integrity, Growth, and Inspiration are a perfect alignment with the Certainty Wealth team. Steve’s passion is to provide his professional experience and support to individuals and families as they implement their plans to build a financially secure future for themselves and their loved ones.
You'll normally catch Steve out enjoying the Gold Coast beaches with his family, or loudly supporting his team - the South Sydney Rabbitohs at a local bar.
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My previous work experience has always been involved in helping people, including working as a chiropractic assistant and health coach. My bubbly personality helps me to connect with our clients and earn their trust.
I love working for CW Group as it enables me to help make a difference in people’s lives, and help make them financially secure.
Outside of work, you will find me dancing with my girlfriends, cuddling animals of all shapes and sizes and enjoying the abundant sea and sunshine of the Gold Coast!
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With over 29 years experience in the Finance Industry and 17 years in Real Estate, I understand that Certain Property Australia gives a service that is truly needed by clients to help them make the right decision to protect and grow their assets.
I love my role as Sales Consultant and being part of the CPA team, which allows me to offer such a great service that can truly change lives.
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I have a background in Finance and relationship management, I love being able to assist people and families reach their goals which has been very rewarding.
As a Relationship Manager I speak to a vast array of people and enjoy hearing about their stories and how I can help them.
I am originally from Canberra, so outside of work you will find me enjoying the sunshine, whether that be the pool or beach. I have been riding motorbikes since I was 5 and sure do enjoy the culture around bikes and healthy lifestyle on the Gold Coast. If i'm not at the beach, pool or on a bike you will find me enjoying the gym, a nice walk or out for a nice dinner with friends.
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With a background in client support and relationship management within the building industry, I've had the privilege of supporting individuals and families whilst building their investment properties and dream homes.
As a Relationship Manager within the CPA Team, I'm able to help make a difference in people's lives through helping them feel financially secure through Super investments. This gives me a sense of purpose and allows me to serve others.
Outside of work I enjoy spending quality time with my family and friends, usually at the beach or over dinner, and investing in education. I'm really passionate about manifestation and mindset work.
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Bringing a bit of Irish flair all the way to Australia! With experience in marketing and business on a global scale, I've had the pleasure of establishing connections with clients from all corners of the globe.
At CW Group, I love being able to help our clients to set themselves up for their retirement by becoming financially free. It's a great feeling to be able to make a positive impact in people's lives.
When I'm not busy with work, you'll often find me exploring the stunning landscapes of Australia with my family by my side. In my spare time, I also enjoy hitting the gym, exploring local markets, and soaking up the Aussie sun with my two little ones.
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With a diverse background in relationship management and customer service, my entire career has been dedicated to ensuring satisfaction of clients and maintaining professional relationships.
At CW Group, I love taking the time to get to know my clients and their families, as well as helping them invest their super to better set themselves up for the future.
When I'm not at work you can find me by the beach, freediving or at the gym. I love being active and enjoying the outdoors!
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With over 30 years in various sales and marketing roles, I've always challenged myself to work in businesses that bring meaningful change to people and society. At Certainty Wealth, we have a fantastic team of people who hold the sort of knowledge that changes lives. Our clients have a profoundly deep appreciation for the future that we have built with them. My part to play is to help people find exciting options for their future by connecting them to our incredible team.
Outside of work, I am a mix of tech geek, futurist, musician and socialite.
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My previous work experience in various fields has led me to working at Certainty Wealth, where I can put my excellent time management skills, high attention to detail and strong work ethic to use by providing our clients with the highest level of service throughout each stage of their investment journey.
I love working within a team of individuals who combine their areas of expertise with the common goal being to help their clients achieve financial security for the future.
When not at work, I’m with my two children, taking them to practise for the various sporting and theatrical activities they enjoy and cheering/applauding them on from the sideline/audience. Summer holidays are always spent having good quality family time at the beach!
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Izabella is an experienced contract administrator and client liaison, bringing over a decade of experience in real estate and property management to her role. Known for her meticulous attention to detail and exceptional client relations, she excels in navigating complex contracts and fostering strong connections.
In her free time, Izabella is passionate about adrenaline-fueled activities and cherishes every moment with her beloved dog.
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I am a customer focused lending professional with over 34 years experience in banking, including 20 years experience in home and investment finance as a Branch Manager, Home & Investment Lending Manager and Mobile Lending Manager. I am passionate about helping my clients achieve their goals, and as Finance Manager with Certainty Wealth I am looking forward to being able to assist a wider and more diverse range of people.
In my spare time I like being outdoors and doing anything active from walking, running, cycling, swimming and paddleboarding, which is always finished off with a coffee (or wine) with friends.
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I have spent nearly all my working life in some form of financial service. From banking, personal loans, foreign currency (when it was a thing) to mortgage broking, I now bring this knowledge to help you prepare for your investment future and to structure your loans in a way that suits your needs.
I prefer dealing in layman's terms to help you understand the process and should you not understand, why it is done this way.
During my spare time I grow Bonsai trees, practice archery and enjoy watching movies, particularly those of the Marvel Cinematic Universe.
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My finance origins date back to the early 2000’s, spanning 10 years of banking and lending, with various roles across both the retail and business sectors with a Big Four bank.
For the past few years, I have delved back into finance in full, working with a mortgage broker that specialises in complex self-employed structures and now the SMSF and investment space with CW Group.
In my downtime, you will find me in nature & sunshine at the beach or up in the hinterland hiking, on my yoga mat, enjoying live music/concerts, dining out with friends, snapping photos to feed my creative side or completing personal interest studies.
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I am a Chartered Account with over 10 years’ experience across business services, tax compliance, charities and family office services. I have always enjoyed Accounting as it gives me insight into the mechanics of how industry and business operates in society.
I see business as the interactive exchange between people, and therefore something we are all involved in. I am passionate about helping people and what I love about Certainty Wealth Group is how the business model has been built in response to everyday people wanting to establish, build and grow wealth through real property investment.
Outside of work I enjoy exercising, interior design, cooking and spending time with loved ones.
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I am a CPA with 5 years experience in the Timeshare industry and 2 years in public practice.
During my career I have gained experience in financial reporting, management accounting and managed investment scheme compliance. I am excited to further develop my technical experience and skills and assist the future growth of the CW Group.
Outside of work I enjoy spending time with family and friends and supporting my local rugby league team.
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