Meet The Team
Paul Barrett
CO-FOUNDER
DIRECTOR
WEALTH ADVISER
Paul offers his clients a lifetime of experience in the finance industry. Before starting Absolute Wealth Advisers 12 years ago, Paul came from a banking and investment background and has been involved in some of the most complex deals in Australian finance. His years of experience have taught him that money can often be over engineered. “People get carried away chasing exciting ideas and big returns when nine times out of ten a simple approach achieves far better results.”
Paul is uniquely experienced in his understanding of international assets (particularly US holdings) and offers a cool head in times of turmoil. He is known for his personal approach to wealth management and believes in explaining finance in a way you can
understand, even when the structures and transactions are complex.
Paul holds a Bachelor of Economics, Masters in Business – Finance and a Diploma of Financial Planning. He is also a Fellow Chartered Financial Planner with the Association of Financial Advisors and a Registered Tax (Financial) Adviser with the
Tax Practitioners Board.
Dean Holmes
CO-FOUNDER
DIRECTOR
Since starting Absolute Wealth Advisers twelve years ago, Dean has become a leading mentor to some of the most awarded young talent in the financial advice industry. His superb ability to implement an efficient business model with high standards in detail, duty and compliance has set the groundwork for Absolute Wealth Advisers to be able to offer impeccable and focussed service.
In working directly with clients Dean is passionate about developing a financial strategy that fits with their goals, objectives and passions in life. "Investment portfolios and returns are the last thing that I talk to a client about. Investments need to have a context which are your personal goals."
Dean has held several positions on family boards of high net wealth family clients and has directed teams of accountants and lawyers in managing family affairs. He has an Honours in Economics, and a Diploma in Financial Planning.
Stella Norberti
CO-OWNER
WEALTH ADVISER
Stella, an experienced Wealth Adviser and Retirement Specialist, is well-regarded for her reliable and friendly approach to both work and life. Her primary focus is on helping clients achieve exceptional financial outcomes and ensuring they are prepared for a comfortable retirement.
Specialising in getting clients "retirement ready," Stella has assisted numerous individuals in organizing, structuring, and confidently planning for their retirement years. Her services extend to managing clients' finances throughout their retirement, providing ongoing support and guidance.
Stella emphasizes the importance of clarity and simplicity in financial success. Her "get ready for retirement" cashflow management system enables clients to meet their financial goals and create the freedom to pursue their passions. The Private Wealth Pathway system she employs is both methodical and holistic, ensuring clients remain on track across their entire financial landscape, ultimately helping them achieve and maintain their financial objectives.
Stella has a Bachelor of Business in Financial Planning.
Anthony McInnes
ASSOCIATE ADVISER
Ant joined Absolute Wealth Advisers at the beginning of 2021. He specialises in helping families through the challenges of intergenerational wealth transfers, from both the parent’s and children’s perspective.
Ant has a unique ability to connect the goals and ambitions of clients with a realistic plan to create wonderful outcomes. A ‘normal’ day could be reviewing investment options, setting up strategic plans, building out financial models or rolling up his sleeves and getting some paperwork done.
Ant holds a Bachelor of Commerce (Economics), a Bachelor of Science (Physics), a Masters of Applied Finance and a Graduate Diploma in Financial Planning and has a core value to always be learning.
Charles del Mar
ADVISER SUPPORT SPECIALIST
Charles works closely with Stella. He oversees ensuring the data and paperwork preparation is being done accurately and efficiently for all of our clients before and every after annual reviews.
Additionally, he is in charge of drafting and sending out the engagement and fee disclosure statements to prospective clients and complete necessary forms. When paperwork needs to be signed or a meeting needs to be arranged, Charles may also contact you via email.
James Natera
ADVISER SUPPORT SPECIALIST
James works closely with Stella. He oversees ensuring the data and paperwork preparation is being done accurately and efficiently for all of our clients before and every after annual reviews.
Additionally, he is in charge of drafting and sending out the engagement and fee disclosure statements to prospective clients and complete necessary forms. When paperwork needs to be signed or a meeting needs to be arranged, James may also contact you via email.
CJ Vasanta
ADVISER SUPPORT SPECIALIST
CJ, Ant and Paul collaborate closely. She organises and helps with the data and paperwork preparation for all of our clients’ annual reviews. Before the Paraplanner drafts the SOA, she must make sure the data is correct, precise, and up to date.
She is also in charge of creating and mailing our engagement and fee disclosure statements to welcome new clients. CJ may also communicate with you through email when documents need to be signed or when a meeting needs to be scheduled.
Geraldine Arcos
ADVISER SUPPORT SPECIALIST
“Ge”, Ant and Paul collaborate closely. She organises and helps with the data and paperwork preparation for all of our clients’ annual reviews. Before the Paraplanner drafts the SOA, she must make sure the data is correct, precise, and up to date.
She is also in charge of creating and mailing our engagement and fee disclosure statements to welcome new clients. "Ge" may also communicate with you through email when documents need to be signed or when a meeting needs to be scheduled.
Katy Gelig
INSURANCE SPECIALIST
Katy is responsible for the implementation of insurance administration. She assists with modelling insurance needs for each of our clients does some of the preparation work for insurance reviews. Katy deals with our providers to obtain detailed insurance quotations and follows through with any necessary claim management for our clients.
Lorraine Luna
INVESTMENT SPECIALIST
'Ren' executes trades on investments for our clients and then follows through with all of the necessary investment administration. She is involved in portfolio review and data management, prepares quarterly valuation reports and keeps a monitors client's investment performance.
Jolly Huerte
PARAPLANNER
Jolly works alongside our financial advisers to create and recommend a financial plan to meet a client's needs. She helps analyse and assess the information gathered from the client and discuss the possible solutions with the adviser before preparing the Statement of Advice.
Trina Saberon
PARAPLANNER
Trina collaborates with our financial advisers to develop and suggest a financial strategy to satisfy the requirements of our clients. Before drafting the Statement of Advice, she assists in the analysis and evaluation of the data collected from the client and helps the adviser in drafting the potential solutions and strategy.
Danice Sotto
CLIENT SERVICE SPECIALIST
Danice attends to all inbound client communication and document management. She is the first point of call for client enquiries and keeps clients informed of account updates.
Pinky Mae Sudio
CLIENT SERVICE SPECIALIST
Pinky is responsible for completing quarterly and annual projects such as tax planning and tax reporting. She also helps with document management and update stakeholders of project progress. She also ensures that all client emails are being replied to in the most efficient manner.