Management Team - WealthSure Financial Services
Stan Kaminski - Chairman
Stan has had more than 30 years experience in the financial services industry originally in sales, including more than 25 years in senior management in several life offices and dealer groups.
He is a past president of the Australian Life Agency Managers Association of Australia and has won multiple awards for agency growth. He has been used as a guest speaker at many national and international conferences both in Australia and overseas. Companies who have utilised his training and motivational skills include AMP, Colonial, AXA, Norwich, Challenge Bank, National Bank, Purely Australian, BP Australia and many more.
He is committed to improving the standards within the Financial Services Industry and is highly focused on providing superior service to WealthSure Pty Ltd clients.
Darren Pawski - Managing Director and Group Chief Executive Officer
Darren has been in the financial services industry since 1988 and has extensive experience in dealing in all areas of financial planning. Over the last 19 years, Darren has been employed by the Commonwealth Bank as well as having senior management roles with prominent financial planning companies in Perth.
Darren is currently Managing Director and Group Chief Executive Officer of WealthSure Financial Services. Darren is also currently a director of Personal Choice which manages in excess of $500 million in funds under management as well as previously being a director of The Association of Independently Owned Financial Planners which has members in excess of 500.
Darren completed the Diploma of Financial Planning through Deakin University in June 2002 and is fully accredited under the ASIC RG 146 regulatory guide.
Darren is committed to developing independent financial planning practices.
John Kiley - Responsible Manager
John has over 14 years experience as a Financial Planner. John worked for Macquarie Bank where he was employed as a stockbroker and financial planner for the Gold Coast Region. After relocating to Sydney for personal reasons, John commenced work with Lend Lease where he was employed as a technical officer and financial planner.
In 2000, John took the opportunity and started his own business and now advises the Canberra community in all areas of financial planning. John currently manages over $40m of funds on behalf of his clients as well as looking after their debt and insurance needs. John is proud to be able to offer the full suite of financial planning strategies to his clients through his extensive knowledge of financial planning.
John is a Certified Financial Planner, TM practitioner, has completed the Diploma of Financial Planning and holds a Bachelor of Commerce Degree from the Australian National University.
David Bertram - Practice Manager
David has been in the Financial Services Industry since 1987 and has extensive experience in all areas of Financial Planning.
During this service, David has held several senior management positions with Financial Planning firms, as well as building a substantial Retail Advice Practice under the name DBA Financial Designs with over 150 clients and $20m funds under management.
David has unique experience with the development of Financial Planning modelling software and has also run a successful Para-Planning Business from the Sunshine Coast.
David is currently an Associate Director of WealthSure with the role of assisting Advisers and Practices under WealthSure grow their businesses efficiently through Practice Management.
David has completed a Bachelor Degree in Mechanical Engineering through QUT, Australian Certified Investment Planner through the AIPA, a Diploma of Financial Services (Financial Planning) through the Australian College of Financial Services and has partially completed a Masters Degree in Financial Services through the University of the Sunshine Coast.
David is committed to utilising his experience and knowledge in developing and servicing independent financial planning practices under the WealthSure banner.
Glen Downey - Southern Regional Manager
Glen has worked in financial services for more than 10 years. During this time Glen has held a variety of roles including financial advising and practice management. In addition, Glen has experience in funds management, technology, investment research and business management. Glen was the Practice Development Manager for RetireInvest in WA before returning home to Melbourne.
Glen’s role with Wealthsure is to assist our existing businesses where required and to grow our business presence in Victoria, South Australia and Tasmania.
Glen’s skills and attributes are:
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Strong financial & business management skills;
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Broad experience with different business structures, operations and direct management;
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Excellent understanding of technology and its application to business efficiencies and the delivery of high quality services;
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Highly developed expertise in the provision of efficient financial planning business solutions;
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Extensive experience in the financial services sector revolving around the provision of advice based solutions;
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Solid academic credentials in commerce with a focus on applied finance and economics; and
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Continuous commitment to values, integrity, people, results, customers and professional standards.
Glen is committed to the development and servicing of WealthSure financial planning practices as a partner in business.
Wayne Turnbull - Regional Manager NSW and ACT
Wayne has been involved in the financial services industry since 1990 and has extensive experience in all facets of financial planning and business management. After 8 years as one of CBA's most successful financial planners, Wayne moved into a BDM role as a Business Superannuation and Risk Consultant and was later elevated into the State Managers role. During his term as State Manager, Wayne was extensively involved in the integration of Colonial First State investment products into the CBA network in addition to servicing the needs of business and commercial clients within NSW and ACT.
Prior to joining Wealthsure, Wayne's previous roles have focussed on running and growing business divisions and increasing overall profit for adviser groups. In addition, Wayne has extensive experience in providing support, guidance and training to existing practices.
Wayne has also been invited to lecture at international conferences on the economy, self managed superannuation funds and the financial services industry in general.
Wayne brings to Wealthsure an extensive range of skills and experience and is fully committed to providing practices with high quality support and guidance in addition to continuing the development and growth of Wealthsure as a quality dealer group within the industry.