Grant Ducat
Grant is the principal of Wealth Vision and started in the Financial Services industry in 1989. His goal is to build one of Australia’s leading boutique financial services firms specialising in holistic, commonsense advice for the working tax payer. Grant is passionate about developing a team culture with his staff and this in turn flows through to a first class service culture to our valued clients.Grant is the father of 3 teenagers, and is a well regarded rugby coach, having been involved at club and representative levels. He has also coached at the annual Abigroup National Junior Rugby Union camp. Grant strongly believes in a healthy lifestyle and feels that this approach, along with keeping our financial affairs in good order, contributes to our personal “holistic” well being.Grant is a Senior Authorised Representative of WealthSure Pty Ltd and is a licensed finance broker.
Rosalyn TaylorRoz has been with Wealth Vision since inception and is currently a Client Service Adviser, conducting reviews and overseeing the management of our client base. Roz has a Bachelor of IT, and has been in the financial planning industry since 1994, utilising her knowledge to write, edit, and audit financial planning software. This has led to numerous technical roles, including paraplanning and IT management, as well as adviser training and loan broking. These skills, plus her love of people creates the perfect niche for Roz in managing the client service division.Roz is a Senior Authorised Representative of WealthSure Pty Ltd and is a licensed finance broker.
Brian GilbertBrian is one of our Servicing Advisers. After several years in business ownership and management and business mentoring, his personal interest in investing led him to complete the Diploma of Financial Services in 2007. Brian has a Bachelor of Science and spent over 20 years in Systems Engineering and Software Development, including senior project roles on major defence projects.Brian is an Authorised Representative of Wealth Sure Pty Ltd.
Damien SharpePrior to starting in Financial Planning Damien spent seven years in the Plumbing Industry. An interest in finance brought about his study in Financial Planning. Since completion of the Diploma Financial Services (Financial Planning) in 2006, he has been working within the Finance Industry. Damien was previously employed by a large finance company as an Investment Consultant in Managed Funds. With in excess of eight years client service experience he appreciates the importance of client focus and is currently a client service adviser at Wealth Vision. He is constantly seeking opportunities to further his education and knowledge in Finance. It is Damien’s intention to complete a Bachelor of Business (Financial Planning).Damien is an Authorised Representative of Wealth Sure Pty Ltd.
Alexander StrakerAlex is one of our Senior Financial Planners, as well as Sales and Marketing Manager. After spending 10 years self-educating in the financial services industry and investing in equity, fixed interest and direct property markets, Alex completed the financial planning qualifications and joined the Wealth Vision Team to follow his true passion. Alex’s Diploma of Education and Bachelor of Music see him very much at ease with clients. He has two sons and his wife works as a teacher at Marymount Primary School, Burleigh. He is a qualified karate instructor and enjoys windsurfing and mountain climbing after hours.Alex is an Authorised Representative of WealthSure Pty Ltd and a licensed finance broker.
After leaving high school, Paul worked and travelled the world extensively before completing a Bachelor of Business majoring in Finance and Business Management. Paul has worked in the Australian finance industry for over five years. His desire and experience in guiding his clients towards their financial goals and dreams make him an integral part of Wealth Vision’s team and it’s professional ethos. Paul enjoys his days off surfing or snowboarding.
Karin Viola Karin leads our Wealth Vision Accounting department, providing clients with accounting services such as tax return preparation for individuals, investors, small business, corporate and trust returns including all GST related activity. With her 14 years experience in Chartered and Public Accounting practices here on the Gold Coast and in Sydney coupled with her speciality in tax minimisation, she is committed to offering expertise and quality personal service. This motivates her constant updating of tax knowledge to ensure efficiency and accuracy.With similar Wealth Vision views on a healthy life style, Karin incorporates gym, running and hopes to include beach volley ball next year to list of activities that invigorate the mind and body to create an overall relaxed wellbeing.
Danielle has been with Wealth Vision Accounting since 2008 and currently holds the position of Accounts Assistant. She is responsible for administration for Wealth Vision Accounting. Danielle has completed a Certificate II in Business and is keen to expand her knowledge of accounting.
Toni is the Front Office Manager for the Wealth Vision Office. Originally from Sydney and with over 16 yrs experience as an Office Administrator, Toni has joined us after many years experience with various companies. Her exceptional customer service skills and years of knowledge in administration ensure you will receive a warm welcome when you contact Wealth Vision. Toni enjoys a secure home life with husband of 19 yrs Trevor and daughters Laura 14 and Brooke 13. Toni spends her weekends watching her daughters play club and representative softball in the Brisbane area.
Georgi LeaderGeorgi has been with Wealth Vision since 2005 and is one of our Client Service Advisers. Her background in finance, paraplanning and insurance assists her in fulfilling the additional role of back office team leader. Georgi is currently studying the Advanced Diploma in Financial Services (Financial Planning) and plans further study. She has prior experience working for an international corporate development company and has travelled extensively as a part of this role.
Georgi is an Authorised Representative of WealthSure Pty Ltd.
Toby McKayToby joined Wealth Vision in April 2007, having already completed his Diploma of Financial Planning. Toby currently fulfils all paraplanning requirements for our existing client base and fields client enquiries. He is currently studying the Advanced Diploma in Financial Planning and has a strong desire to develop his career in the financial services industry.
Toby is an Authorised Representative of WealthSure Pty Ltd.
Julie joined the Wealth Vision team in 2009 as a Loans Officer. Julie has previously worked for both Suncorp and ANZ banks combining 13 years of retail banking experience with her more recent role as a Mortgage Broker of the last 3 years. Julie has a passion for finance and combines her credit knowledge and banking background skills to provide a wealth of expertise in our Loans Department. Julie has a Certificate IV in Finance and is currently completing a Diploma of Finance. Julie has lived on the Gold Coast for 12years and she enjoys spending time at the beach surfing with her husband and daughter, and they are strong supporters of the Gold Coast Titans rugby league team.
Rachel Morris Rachel has been with Wealth Vision since 2006 when she completed her traineeship and Certificate III in Business Administration. She is currently responsible for the role of Insurance Officer. Rachel has a strong desire to establish a career in financial planning and has commenced her studies for the Diploma of Financial Planning
Jadey joined Wealth Vision in 2008. She is currently completing her traineeship and Certificate III in Business Administration. Jadey is responsible for preparation of client reviews, along with assisting new business advisers with their administrative requirements. She has also taken on the role of Marketing Officer. Her quick learning has earnt her a full time position within the back office team, and is keen to progress in her role at Wealth Vision.
Emma joined Wealth Vision in 2009. She works part time at Wealth Vision and is a full time student at Southern Cross University completing a Bachelor of Business in Convention and Events Management. Her role at Wealth Vision involves a variety of administrative tasks as she gains an understanding of the Financial Planning industry to provide support to the other team members.
Since completion of the Diploma of Financial Services (Financial Planning) in 2003, George has worked in various finance roles, including financial planning and foreign exchange. George also has a Bachelor of Psychological Science. He currently lives on the Gold Coast, although has lived all over
George is an Authorised Representative of Wealth Sure Pty Ltd.
Dave has been working in the Financial Planning Industry in
Dave has over five years paraplanning experience developing and planning strategies for a wide range of individuals, self managed super funds and companies with an emphasis on achieving superannuation and retirement objectives. This has included Managed fund and Investment analysis as well as Insurance, Estate Planning, Gearing and Centrelink considerations.
He has completed the NZ Society of Investment Analysts exams, the Australian Diploma in Financial Services (Financial Planning) and will soon complete the Advanced Diploma of Financial Planning. He also holds a Bachelors degree in Commerce and Administration.
Meghan joined Wealth Vision in 2010 after completing her year 12 Higher School Certificate. She is currently completing her traineeship and Certificate III in Business Administration. Meghan’s role involves supporting both reception and the back office team with administrative requirements as she continues to learn and extend her knowledge within the industry.