It's people who power the advice.

Because quite simply, it's people who truly understand you.

---

Simone established Q Wealth in its current form in 2010. From humble beginnings as a small family business specialising in life insurance advice established over 50 years ago, Simone has built Q Wealth into a multi-disciplinary firm that employs a team of professionals who are passionate about providing strategic financial advice to clients Australia wide.

Simone is a member of the Self-managed Super Funds Association of Australia and the Financial Advice Association of Australia (FAAA). She has achieved numerous industry accolades including being named 2019 Adviser of the Year by the Association of Financial Advisers (renamed FAAA).

Simone believes: “Money is not the most important thing in life, but it makes the important things possible”

---

Previously, she was a Practice Development Manager at ASX-listed financial services company, Diverger.

Jordarna brings her excellent technical knowledge, strong organisational skills and enthusiasm for solving problems to Q Wealth. She is pivotal in overseeing day-to-day operations and optimising processes to ensure clients receive consistently excellent service and advice.

---

Lea Couston is the Client Service Officer at Q Wealth, with 3 years office administration experience with over a decade of customer service experience from her time working at Sydney Domestic Airport. She’s the friendly front of desk contact for the tight knit Double Bay team. Skilled in managing front-desk operations, scheduling, and creating a welcoming environment. A results-driven and detail-orientated office administrator.

Lea holds a Bachelor of Arts Majoring in English Literature and minoring in Sociology. This degree has equipped her with the necessary skills in creative, adaptive and analytical thinking. She has background knowledge in her personal life with a Tafe certified IV in makeup and beauty, likes sci-fi and fantasy tv shows and enjoys to knit and sew ineptly in her spare time.

---

Huy is a highly experienced and dedicated financial adviser with over 20 years of experience in the wealth management and financial services industry, including more than a decade as a practicing financial adviser. Huy focuses on building long-term, trusted partnerships with her clients. By taking the time to deeply understand each client’s unique circumstances, needs, and preferences, she designs and implements tailored strategic advice to help them achieve their personal financial goals and objectives.

She specialises in retirement planning, including wealth accumulation and transition to retirement, superannuation, including SMSFs, wealth management, investments, tax-effective structuring, intergenerational wealth transfer, business transitions and the sale of businesses, and personal risk insurance.

Huy maintains the highest industry standards of education and professional membership to support her advice. She holds a Bachelor of Business (Financial Planning), and is a Certified Financial Planner® and SMSF Specialist Advisor™. She also serves as a Justice of the Peace (JP) in New South Wales.

---

As Head of Technology, Clinton is responsible for building the foundations Q Wealth runs on — the AI, automation, and data that help the business scale with a human-first design.

He's a Systems Engineer and has worked in various roles across technology and business. He was previously Head of Business Systems and Marketing at an ASX-listed company, and has also worked with advice businesses to build their technology foundations and digital tools that make getting expert advice easier for clients. Along the way he's built and led teams and worked with people around the world on projects ranging from software development  to conference production.

He's also hands-on with the creative side. Using the Adobe Creative Suite, he's worked on digital design and multimedia, produced conferences both in Australia and overseas, put together podcast series, and published investment newsletters.

On the technical side, he's spent over ten years working on the Salesforce platform including the Financial Services Cloud, Data Cloud, Experience Cloud, Agentforce, Marketing Cloud, and Service Cloud — setting up AI,  automation and solid data foundations that let a business run well and keep growing.

At Q Wealth, the mission is to deliver human centric engagement that is powered by tomorrow's technology. 

---

Lhyz Padernos is a committed financial expert with nearly 10 years of experience in the financial industry, including three years in the advice sector where she has supported advisers and clients with care and precision. She is recognized for her reliability, strong organizational skills, and commitment to delivering high-quality support.

Holding a Bachelor of Science in Information Technology (BSIT), Lhyz combines technical proficiency with practical financial expertise, allowing her to approach challenges with structure and adaptability.

Outside of work, she enjoys learning through insightful podcasts and online free courses. On her days off, she values quality time with her little family, visiting relatives and creating meaningful memories together.

---

Christan is a committed Paraplanner with over five years of experience providing comprehensive support in financial planning and advisory services. As a graduate of Industrial Engineering, Christan brings a strong analytical foundation, process-oriented mindset, and keen attention to detail to every aspect of financial plan preparation. By combining technical precision with a client-focused approach, Christan helps ensure that strategies are carefully structured, efficient, and thoughtfully developed to meet clients’ goals.

Outside of work, Christan enjoys staying active by playing badminton and pickleball. When time and budget allow, traveling is also a favorite way to unwind and explore new places. At home, Christan is kept company by two beloved dogs, Blossom and Bogart, both of whom were generously given and are cherished members of the family.

---

Hazel Villocero is a dedicated professional with 4 years of experience in the financial industry. She brings a thoughtful and detail‑oriented approach to her work, supported by a strong academic foundation and a genuine interest in financial management.

Hazel holds a Bachelor of Science in Business Administration (BSBA), majoring in Financial Management, equipping her with solid analytical skills and a practical understanding of financial principles.

Outside of her professional life, Hazel enjoys strategic games that challenge her thinking, getting lost in a good book, playing the guitar, and expressing her creativity through drawing whenever inspiration strikes. This blend of analytical and creative interests reflects her well‑rounded approach both in and out of the workplace.

---

Alain De Ocampo is an experienced paraplanner who has been supporting advisers since 2015. She delivers high‑quality, compliant, and adviser‑focused paraplanning solutions tailored to a broad range of advice models.

She holds an RG 146 Diploma, strengthening her capability to support advisers in producing accurate, technically sound, and compliant financial advice documentation. Alain is also a graduate of a Bachelor of Science in Management Accounting, providing her with a strong analytical foundation and a meticulous attention to detail that underpins every strategy and piece of advice she prepares.

Outside of work, Alain enjoys gaming and reading, and values spending quality time with her beloved cats and dog.

---

Francis Paz is a dedicated professional with five years of experience in the Australian financial planning industry. Throughout his career, he has gained a well-rounded understanding of the advice process, from data gathering and strategy preparation to implementation and insurance support. Francis is passionate about helping people and takes pride in providing reliable support to both clients and colleagues.

Francis holds a Bachelor of Science in Management Accounting, equipping him with strong analytical skills, attention to detail, and a practical understanding of financial processes.

Outside of work, Francis enjoys staying active through fun runs and pickleball, a sport he has recently taken up and quickly grown to enjoy. He appreciates the social side of the game and the opportunity to connect with people from different backgrounds. When he's not on the court, running, or spending time with friends, Francis enjoys relaxing with hobbies such as playing Pokémon games on the Nintendo Switch and building Gundam plastic model kits whenever time allows.

---

Jamaica brings over eight years of experience in the financial services industry, including the past three years within the Australian financial planning sector at Q Wealth. She began her career as a Claims Processor with a claims management and personal injury services provider, where she spent five years developing strong administrative, analytical and client service expertise while supporting clients through often complex and sensitive circumstances.

Building on this solid foundation, Jamaica commenced her financial planning journey at Q Wealth, where she has further developed her skills in financial administration and client support. Her previous experience has equipped her with a deeply client-focused approach, exceptional attention to detail and a genuine commitment to delivering outstanding service and care to every client interaction.

Jamaica holds a Bachelor of Science in Computer Science. While her career path ultimately led her into financial services rather than a traditional IT role, she remains passionate about technology and regularly undertakes short courses to keep her technical knowledge current. She enjoys leveraging her analytical mindset and technical skills to enhance processes and support the delivery of efficient, high-quality outcomes.

Outside of work, Jamaica enjoys staying active through mountain climbing and exploring new cafés through her love of coffee. She also values spending quality time with her family, making the most of every opportunity to relax, reconnect and create lasting memories with those closest to her.

---

Juan Carlos is an experienced leader with more than 20 years of experience in Financial Services. Over the span of his career, he has successfully managed diverse responsibilities ranging from client relationship management, team management, financial product implementation and operational oversight.

Juan Carlos holds a master’s degree in business administration, which has further developed his skills in financial services and practice management.

Outside of work, Juan Carlos enjoys afternoon walks and playing badminton with family and friends. He values times spent with family over the weekend and ensures that he has time to travel, have brunch and spend quality time with his wife and daughter.

---

Francis Paz is a dedicated professional with five years of experience in the Australian financial planning industry. Throughout his career, he has gained a well-rounded understanding of the advice process, from data gathering and strategy preparation to implementation and insurance support. Francis is passionate about helping people and takes pride in providing reliable support to both clients and colleagues.

Francis holds a Bachelor of Science in Management Accounting, equipping him with strong analytical skills, attention to detail, and a practical understanding of financial processes.

Outside of work, Francis enjoys staying active through fun runs and pickleball, a sport he has recently taken up and quickly grown to enjoy. He appreciates the social side of the game and the opportunity to connect with people from different backgrounds. When he's not on the court, running, or spending time with friends, Francis enjoys relaxing with hobbies such as playing Pokémon games on the Nintendo Switch and building Gundam plastic model kits whenever time allows.

---

Pauline Greenwell is an experienced Client Service Manager within the financial planning industry, known for her strong client focus, attention to detail, and commitment to delivering exceptional service. Working closely with advisers, clients, and professional partners, Pauline plays a key role in ensuring advice strategies are implemented efficiently and that clients receive a seamless and positive experience throughout their financial journey.

For Pauline, financial planning is about helping people navigate some of life's most important decisions with confidence and peace of mind. She genuinely enjoys building relationships with clients, understanding their individual circumstances, and being a trusted point of contact.

Having worked extensively across superannuation, investments, pensions, insurance, and estate administration, Pauline thrives on bringing clarity and structure to what can often feel like a complex process for clients. Whether she is helping a family through estate matters, supporting a client approaching retirement, or coordinating the implementation of an advice strategy, she takes pride in making the experience as smooth and stress-free as possible.

---

TBA