Management Team
People matter.
Support only works when the people who provide it do too. Our management team are focused on your success as a provider of quality advice. Each of our management staff are responsible for a separate dimension of your business and growth achievements.
Stephen Lambert
Managing Director & Responsible Manager
Stephen has more than thirty years of experience in the financial services industry, having worked with the ANZ Bank for seven years and St George Bank, for fifteen years in a range of management positions.

Stephen then worked with privately owned financial services organisations for over ten years as CEO of National Brokers Group and Chief Operating Officer of Vow Financial, (now part of Yellow Brick Road).
Brendan Rodwell
Co-founder & Director
With over 25 years in the stockbroking, financial markets and property sectors, Brendan brings to bear a multi-dimensional understanding of Australia's capital landscape, and how separate industries can gain from each other's thinking and processes.

Brendan plays a prominent role in the strategic thinking of the business and charts the commercial growth realities for the group
Neil Shellshear
Strategy & Marketing
With over 15 years of strategic sales and marketing knowledge across consumer goods and financial services, Neil joined Crown to provide additional value for their clients through marketing initiatives and projects.

His approach to business models and end to end customer engagement is one of structure and planned execution, providing sound advice to all of Crown's authorised representatives, and assisting in the creation of a value driven, client focused dealer group.
Andrew Moore
Co-founder & Director
For over 10 years Andrew has worked in the Financial Planning industry for large institutions and boutique dealer groups. His experience and passion for helping individual clients and SME's resonates with the values of Crown Wealth Group.

Andrew works tirelessly to deliver ongoing support and strives to achieve growth for all authorised representatives within Crown. This is delivered based on his expertise and knowledge in financial advice enabling Crowns financial planners to provide valuable services to their clients.

Danica Trotter
Operations Manager
Danica has been working in the financial services industry since 2005 , which began in the banking sector and saw her move into Chief Operating officer for a large Dealer group for 7 years.

Danica has a wealth of experience in all things financial planning and has a keen focus on achieving the best outcomes for advisers.  She has excellent interpersonal and communication skills that are essential to developing a working relationship as well as being professional and friendly to deal directly with clients.
Leanne Charters
Compliance Manager
Leanne has more than 15 years of experience in the financial services industry, which began in the banking sector. Her vast knowledge of compliance and regulation is derived from her experience as a senior para planner, advice compliance coach, remediation project analyst and advice consultant with a major Licensee.

Having worked closely with advisers for many years, Leanne understands the value a Licensee can bring in assisting advisers through the minefield that can be compliance. Leanne is passionate about assisting advisers to ‘future-proof’ their business to ensure their ongoing success in the industry.
CONFIDENTIAL DISCUSSION WITH CROWN