wealth tree solutions

Call Us Today

}

Office Hours

Mon - Fri 8am - 5pm

Meet Our Team….

Jeff Bowman

Jeff Bowman

Senior Financial Adviser (MD)

Ciara Brennan

Ciara Brennan

Senior Financial Adviser

Mark Lockwood

Mark Lockwood

Research Analyst

Janet Kosman

Janet Kosman

Client Services Officer

Jeff Bowman

Sub Authorised Representative of Alliance Wealth Pty Ltd, representative number 244304 – Jeff has had over 30 years’ experience in the investment advisory and financial planning industry.

Jeff has a passion for the wider community, raising much-needed funds for cancer research and fostering education and training in third world countries.

Following his recent adventure to Tanzania, Jeff commenced a funding program to further the qualifications and earning potential of young people currently engaged in the parks, wildlife and mountain climbing tourism industry.

He is also a very keen adventurer!

Ciara Brennan

Ciara heads up the advice team at Wealth Tree Solutions and holds the position of Head of Wealth Management.

Ciara has enjoyed a solid and distinguished career progression since commencing her first role as a young Receptionist at a busy Perth planning practice in 2005. Her main goal has always been to make a lasting difference in her clients’ financial lives. She believes she can achieve this by designing complex financial strategies made to look simple, or simply by being your main point of contact for any financial concerns.

Since the early 2000s, Ciara has worked with clients all over Australia and contracted to many Financial Planning practices in Perth, specialising in strategic modelling and plan development. Over the years she has developed a special interest in retirement planning and structuring client’s affairs on the diagnosis of disability.

After several years working in Queensland, she realised there is no place like home and is now back enjoying our beautiful beaches and planning her next Margaret River getaway.

Mark Lockwood

Mark is our company’s specialist research analyst and adds a very valuable component to the “back office” for our business when it comes to delivering advice in an “outcomes-based” and compliant driven financial planning world.

Mark, before joining our team, has been a Financial Adviser for 21 years, is a Certified Financial Planner with the Financial Planning Association and SMSF Specialist Adviser with SMSF Association. Mark has a passion for finding solutions to clients’ needs using extensive technical skills and experience gained from his years in the profession.

Mark’s been a keen yachtie, enjoying afternoon racing on the Swan River until moving to Dunsborough WA. Since then the yacht has been replaced by an ambulance with Volunteer Ambulance Officer duties with St John Ambulance WA providing emergency response to the local community taking up a lot of his spare time. With two active school-aged children into surf club, ballet, and soccer, life is never quiet.

Janet Kosman

Janet graduated from Curtin University with a Bachelor degree in Actuarial Science and a Masters in Finance in 2013, commencing her career in Perth as an Investment Officer for a financial advice business.

She then moved to Indonesia in 2016 to further her industry experience, working as an Actuary for three years for one of the top global insurers. She was soon promoted to an Executive Assistant position.

Janet has now worked within the Financial Services industry for over six years and joins Wealthtree Solutions as our latest team member in the role of Client Services Officer.

She is quickly accruing a more extensive range of experience and skills, taking on the opportunity of being mentored by Ciara Brennan, who heads up the advice team at Wealth Tree Solutions.

Janet is clearly driven towards her ultimate goal of becoming a Financial Adviser in years to come. Our company is delighted that she has decided to make Western Australia home as she pursues her career path in our industry.

Aside from work, Janet loves spending time with her family and is passionate about music, dance and singing in a choir.

CONTACT US TODAY AND BOOK
AN APPOINTMENT TO MEET YOUR NEW FINANCIAL LIFE COACH