Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
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Peter Durbin is a Consultant at Count Wealth. He has over 37 years of experience in the Financial Services industry. His investment industry experience includes stockbroking, investment management equities research & and portfolio construction.
Peter has a solid understanding of superannuation, equities, income-bearing instruments, financial planning, and property trusts. The majority of his career has been with Morgan’s Financial as a branch manager and providing advice to a large and diverse client base.
Scott is a Financial Adviser at Count Wealth Newcastle. He has been in the financial services industry since 2002, through the accounting profession as well as stockbroking and financial planning roles.
Scott spent over a decade of his career with Morgans Financial Ltd where he provided investment and retirement planning advice to a wide range of clients.
Outside work, you’ll find Scott spending time with his family, coaching his boy’s sporting teams or enjoying a hit of tennis or time at the beach.
Jonathon is a Financial Adviser at Count Wealth Newcastle. He has an extensive career in financial services including working as a qualified financial adviser since 2011.
Jonathon is a Certified Financial Planner and has helped people with many and varied circumstances solve their financial problems and plan for their retirement.
Outside work Jonathon enjoys quality time with his wife and sons, riding his motorcycle and stubbornly avoiding retiring from playing rugby.
Graham is a Financial Adviser at Count Wealth Newcastle and has over 20 years of experience in financial planning.
Graham prides himself on the levels of client service he provides & takes both an active & practical role in the financial planning advice he provides to clients.
Graham likes to work closely with clients to make the complex simpler & help them achieve their financial goals. This active personal approach ensures clients have a full understanding of the strategies and investments in which they are involved. Graham finds it rewarding to have regular honest and open communication with clients to the point that they become more of an extended family than clients.
Outside work, Graham is interested in all things mechanical & likes to work on the Vintage British car & Motorcycle he currently has sitting in the garage. Graham is also a keen follower of English football being a keen Sunderland supporter.
Adam Bennett is a highly experienced Financial Adviser at Count Wealth Newcastle, with over 20 years in the financial services industry and more than 15 years providing strategic financial advice. He is passionate about helping clients build, protect, and enjoy their wealth through personalised financial strategies that provide confidence and peace of mind for the future.
Adam provides advice across a broad range of financial planning areas, including life and disability insurance, self-managed superannuation funds (SMSFs), retirement planning, wealth creation strategies, debt management, and cash flow optimisation. His extensive experience enables him to deliver holistic, tailored advice that aligns with each client's unique circumstances, goals, and aspirations.
Clients value Adam's ability to simplify complex financial concepts and communicate them in a clear and practical way. He takes the time to understand what matters most to his clients, building strong relationships founded on trust, transparency, and genuine care.
Outside of work, Adam enjoys spending quality time with his family and maintaining an active lifestyle. Whether participating in sport, keeping fit, or enjoying time with loved ones, he believes that balance and wellbeing are important foundations for both personal and professional success.
Dean is a Financial Adviser at Count Wealth Newcastle. He has over 15 years’ experience in the Financial Services industry.
A universal understanding of a client’s affairs is always the first step in Dean’s financial advisory process, He is passionate about ensuring that a client’s personal objective is always the first item on his agenda. He specialises in SMSF, shares and margin lending.
Having been with Oracle Advisory Group since 2007, Count Wealth clients have long admired Dean for his ability to build strong client relationships with his down-to-earth approach to wealth management. “My job is helping people and that’s why I like it so much,” says Dean.
Ramiz Mohaia is a Financial Adviser at Count Wealth Parramatta. He has been working in the financial planning industry since 2012.
Ramiz’s journey in finance began with a strong academic background, earning his Master’s degree in financial planning from Western Sydney University. Since then, he has continually honed his skills and knowledge through ongoing education and professional development, staying abreast of the latest trends and strategies in the ever-evolving financial landscape.
Ramiz takes a comprehensive approach to financial planning, who enjoys working with clients one on one in assisting them achieve their goals with regular reviews. With an effective team of administration staff and specialists behind him, Ramiz looks to build long term relationships with a growing client base and provide excellent service. His motto is "Planning today for a prosperous tomorrow."
Outside work, Ramiz enjoys spending time with family and friends, playing sport such as soccer, volleyball, cricket, swimming, working out at the gym and mixed martial arts.
Munadir is a Financial Adviser at Count Wealth Parramatta. He has been in the financial services industry for over 10 years. He holds a Bachelor of Commerce Degree from the University of Wollongong, a Diploma in Financial Planning and has completed his postgraduate studies in Financial Planning with Kaplan Professional and hold a Graduate Diploma in Financial Planning.
Munadir is passionate about assisting his clients achieve their financial goals through sound financial advice and embarking on a journey together with them. He is constantly reviewing his clients’ financial strategies, to ensure they continue to meet their ongoing needs for the future.
Outside work, Munadir loves spending quality time with his beautiful wife Sajeda and their two lovely boys Shayyan and Shahraan. On the weekends, he looks forward to a beautiful day out at the beach or embarking on any thrill-seeking adventure with his family.
Thanh Le is a Financial Planning Associate at Count Wealth in the Parramatta office.
She started in the financial services industry in 2023, after a long career in architecture. Thanh assists the financial planning team in helping clients achieve their financial goals.
She holds a Master of Architecture/Financial Planning postgraduate with an entrepreneurial spirit, inspired by her business-oriented family. Thanh specialises in design, interpersonal communication with internal & external stakeholders, problem-solving and project management. She was honoured to be named a National Top 5 Finalist for the 2022 AMP University Challenge in Financial Planning.
Outside work, Thanh is a big music enthusiast. She has been performing in a few informal events at workplaces and actively joining music jam sessions with friends and colleagues.
David is a Financial Adviser at Count Wealth Parramatta. For over 25 years, David has been helping clients take positive steps towards creating a successful financial future.
David specialises in superannuation, retirement planning, wealth creation and wealth protection advice.
utside work, David enjoys regularly going to the gym and playing golf with friends.
Kim Sindel is a Senior Financial Adviser at Count Wealth Erina. She brings a wealth of experience with over 35 years in the financial services industry.
Kim has experience providing financial advice to both business and personal clients.
Outside work, Kim is involved in the Community through her local Lions Club and enjoys weekends away and hanging out with family and friends. She is a mad Scrabble player and tries to crack Wordle each day. Has 2 left feet but surprisingly has Rock n Roll dancing lessons.
Steven is a Financial Adviser at Count Wealth Erina. He has been working in the financial services industry for over 35 years, specialising in Financial Planning for the past 24 years.
Steven specialises in wealth accumulation, retirement planning and the provision of appropriate wealth protection strategies to help his clients realise their financial and lifestyle goals.
Outside work, Steven loves cycling, weekends away and spending quality time with his young family.
John is a Financial Adviser at Count Wealth Nelson Bay. He is an established and well-regarded financial planner who has been advising clients for over 40 years.
John is a trusted adviser in superannuation advice, managed fund investments, personal insurance, retirement planning and mortgage broking.
John has a broad range of experience, having advised clients from various backgrounds including mining, medical, law, business, and personal clients.
Outside work, John is a keen surfer, water skier, jet ski riding and an avid snow skier and enjoys spending time with his family and friends.
Warren is the Senior Financial Planner at Count Wealth Taree. He is a well-known and respected Financial Planner in the Manning region with over 33 years’ experience developing a strong and loyal client following.
Warren has expertise in all areas of financial planning, including managing his own successful business, Personal Tax and Planning, for over 20 years prior to joining Count Wealth
Warren holds an Associate Diploma of Business (Accounting), Advanced Diploma of Financial Planning, is a member of the Financial Planning Association of Australia, an Accredited Aged Care Professional, and is a CERTIFIED FINANCIAL PLANNER™ practitioner, which is a globally recognised mark for financial planning professionals.
Warren has a positive, professional and friendly approach to each individual situation. He takes the time to develop professional relationships with all his clients, which is evident with his loyal clients, many of whom have become friends as well as long-term clients.
Rodney Yates is a Financial Adviser at Count Wealth in the Mid North Coast and surrounding areas. He has over 10 years of experience in the Financial Services Industry.
Rodney has a solid knowledge of the financial planning industry and enjoys being able to assist clients to achieve their financial goals.
Rodney holds a Graduate Diploma in Financial Planning through Kaplan Professional.
Outside work, Rodney enjoys spending quality time with his family and friends. Whether it’s taking the kids to the beach or a weekend away camping with friends.
Campbell Knox is a Financial Adviser at Count Wealth Wagga Wagga. He has been in the financial services industry since 1985, and a qualified Financial Adviser since 2005.
Campbell has a genuine passion for assisting individuals and families, and works to achieve a full understanding of his clients’ financial needs and goals. He establishes a strong working relationship with all of his clients, and uses strategic thinking to find the solutions that best fit their situation. Campbell will develop a personalized strategy to achieve each client’s preferred lifestyle outcomes, by offering an holistic approach to wealth creation, mortgage reduction, cashflow management and retirement strategies.
Outside work, Campbell enjoys his garden, and spending time with his family.
Leonie is a Financial Adviser at Count Wealth Wagga Wagga, she has spent the last 7 years helping people with their financial planning needs.
Leonie has knowledge and experience to provide advice in relation to superannuation, wealth accumulation, personal protection, debt management and retirement planning needs. She is currently studying an accounting degree as she believes it will help her to better understand her client’s needs thereby enabling her to provide comprehensive advice for clients to become financially secure.
Outside of work, Leonie is an aspiring dressage rider, although she does not think she will be competing with Simone Pearce anytime soon. She has two adult children, one of which spends her time travelling the world and the other who loves his sport and being closer to home.
Albert is a Financial Adviser at Count Wealth, he services clients across the Northern Rivers area.
Albert commenced working in the financial services industry in 2004, initially working with small businesses and high-net-worth clients before moving into financial planning in 2009.
Albert takes the time to understand his client's past and present relationship with money and their approach to finances to ensure his advice is tailored individually in a way that best suits each client.
It is with this approach Albert enables his clients to better understand their individual budget and cashflow position, enabling his clients to unlock their full potential financial goals.
Outside work, Albert enjoys camping and spending time with his family.
Matthew is a Financial Adviser at Count Wealth, he has over 20 years’ experience in the financial services industry.
Matthew enjoys helping clients plan for the future and uses his extensive experience to take away the complexity and jargon, so they can have the confidence in their plans and peace of mind for the future.
Dean is a Financial Adviser at Count Wealth Rockhampton. He has a wealth of knowledge and experience having worked over thirty years as an Accountant and Financial Advisor.
Dean holds a Bachelor of Business (Accounting), and a Diploma of Financial Planning and he has also undertaken additional study on self-managed superannuation funds.
Dean is passionate about financial markets, business, the economy, and the need for clients to plan for their future.
Outside of work, he supports the Western Bulldogs in the AFL and enjoys chasing barramundi, keeping fit and Test cricket.
Vukasin is a Financial Adviser at the Count Wealth Melbourne. Vukasin has over 10 years of experience working in financial planning.
Vukasin is a Certified Financial Planner, SMSF Adviser Specialist and is a Registered Tax (Financial) Adviser. He holds a Graduate Diploma of Economics, Graduate Diploma in Financial planning and a Diploma in Financial Services (Financial Markets). He has a genuine and patient approach to work and he enjoys helping clients tackling challenges in life, to turn them into a positive client experience.
Outside of work, Vukasin enjoys going on holidays with his family to seek new experiences and finding out about new cultures.