YOUR DEDICATED TEAM OF WEALTH ADVISERS
At JDL Strategies we are one of Australia's most innovative and client-focused wealth strategy partners. As a team of Financial Consultants, our combined goal is to use the power of knowledge to help people work smarter as they rapidly advance towards financial independence.
To achieve this, we have painstakingly assembled a network of specialist providers each highly regarded in their profession. Their skills and experience cover a wide range of areas including financial strategy planning, accounting, wealth investment advising, finance and property investment.
WE CREATE COHESIVE FINANCIAL STRATEGIES
Working together, the team at JDL focus their diverse skills on individually designing wealth creation blueprints that will ensure financial success for each and every client.
Director / General Manager
Milane Silva
Executive Assistant to the CEO
Systems
Jo Joyce
Systems Manager
Sarah Nulty
Compliance Administrator
JDL Finance Australia
Ryan Summers
Head of JDL Finance Australia
Michael Parnemann
Finance Broker
Melanie Johnson
Loans Processor
Tamara Latimer
Loans Processor
Noel Taylor
Regional Finance Manager (Perth)
Matt Bower
Regional Finance Manager (VIC/NSW)
Property
Adrienne Woods
Property Contracts Administrator
Bart Adson
Property Research & Acquisition Manager
Jess Donald
Construction Administrator
Marketing
Pauline Martin-Brooks
Alliance Program Manager
Norma O'Brien
Local Event Coordinator (QLD) / Client Liaison Officer
Reviews
Jason Benney Morris
Reviews Client Manager
Accounts
Nicole Langman
Financial Controller
Morgan Boxsell
Accounts Assistant
Reception / Local Event Coordinators / Office Managers
Jennifer Alexander
Reception - Head Office (Gold Coast)
Kim Holmberg
Local Event Coordinator / Office Manager (Melbourne)
Marta Escudero
Local Event Coordinator / Office Manager (Sydney)
Patricia Filimon
Local Event Coordinator / Office Manager (Perth)
Voyager Wealth Management – Financial Planning
Therese Jarrett
Finance Planner
Cameron Allport
Administration Assistant
Your Future Property Management (YFPM)
Noeline Pitt
YFPM - National Director
Kylie McKenzie
Property Manager (SE QLD)
Tanya Burge
Reception (SE QLD)
Marian Royal
Property Manager (Perth)
Courtney Mullins
Elicia Avery
Property Manager (Brisbane)
Sales
George McDonald
National Sales Manager
Trevor Holmes
General Manager - JDL Business Growth
Client Managers
Our Client Managers provide each client with a point of contact. They serve as both financial consultants, managers and strategic wealth advisors. Effectively engaging with clients they educate each and every client on the JDL Strategies principles of wealth creation and help to put into action wealth creation strategies that create millionaire and multi-millionaires time and time again.
Meet our hard working team of Client Managers below.
Queensland
Jason Benney
Troy Marchmont
Lee Spyda
Western Australia
Deanne Carter
Kim Piper
Victoria
Andrew Russell
Veronica Pearce
Campbell Jabs
