Management Team

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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.

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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.

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Chris Kelly

Compliance Officer

Chris has worked in the advice industry for more than 16 years and in financial markets prior to that. He is motivated to ensure that clients have access to high quality, holistic advice strategies that better position them to achieve their financial objectives. He believes that proper process, structure, and a client-aligned vision, are the foundations for a successful business. 

Chris has always been committed to compliance and the importance of a positive relationship with his compliance team.  He believes that good compliance practices are a benefit for an adviser and promotes their ability to deliver the most appropriate and beneficial advice to clients. Twice during his tenure advice companies were awarded Advice Practice of the year by their licensee.

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Maria Cheer

Business Development Manager

NSW

Maria is a creative and results orientated wealth management executive with over 30 years’ experience in financial services. She has managed advice businesses for many years and is a great advocate and champion for the roles that Financial Advisers play in the provision of financial advice to be delivered effectively, efficiently and compliantly.
 

In an industry where the evolution of change is part of day to day business operation, Maria’s
wealth of experience will continue to deliver successfully implemented practical solutions to meet the mandatory regulatory requirements which will ultimately ensure that the roles Financial Advisers play in their clients’ lives is ultimately of trust.

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Philip Lucas

Queensland Manager

Philip has more than 30 years of experience in the financial services industry, having worked in management in some of Australia’ largest dealer groups. Philip worked in AMP as a regional manager up until 2005, before moving to AonHewitt Financial Services as their regional manager in Queensland.

Philip now heads up Crown Wealth Group’s Queensland team, ensuring the Crown values are implemented across the dealer group. He is a well known and respected authority in the industry, bringing a high level of knowledge and expertise to the role. Philip is driven to mentor and assist financial advice firms to build sound growth.

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Andrew Moore

Co-founder & Director

For over 15 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. 

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Pamela Walker

 Operations Manager

Pamela is a professional finance and administration coordinator with more than 20 years of experience in people, business operations and finance management. Pamela has a strong track record of acquired and learned transferable skill sets and attributes from her work experience in the tourism, insurance and education industries, which are applicable to any organization and business model.

 

She is a friendly, adaptable, reliable and accountable worker who puts in the hours to get the job done and enjoys collaborating and working as part of a team of professionals building friendships along the way.  My career objective is to progress in my career into business regulatory compliance once I complete my MBA in Business Law and Accounting Systems.

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Rob Lewis

Business Development & Practice Manager QLD

Rob has had a 30 year career in financial services specialising in working with and advising professional service firms, in particular the financial advice and accounting professions. Breadth of experience and results across licensee framework, practice management, advice, product and sales leadership provides valuable insights to help business leaders build on their success.

 

It is the focus on deeply understanding and helping those I work with that continues to energise me. I continue to learn every day.

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Joe Dagg

Software Officer

Joe has had a 17 years’ experience in financial services industry, working as a paraplanner for seven years and a financial advisor for 10 years.

Joe has been a senior financial advisor for large institutions and with his degree in mathematics he brings a breadth of experience into the software role with Crown.

 

Being a financial planner, Joe understands the frustrations advisors face with software and so his role is to work closely with the advisors to help drive efficiencies in their  business through software.
 

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Cheyenne Walker

Corporate Governance/Compliance

Cheyenne has held senior roles with ING Australia, Tandem Financial Advice, Suncorp, Madison Financial Group, AdviceNet and other smaller national dealer groups. She has had over 30 years of experience in the industry specialising in corporate governance holding positions as director and company secretarial roles for both private and public companies.

 

She has previously worked as an authorised representative allowing her to have a commercial, practical approach to AFSL and ACL compliance. She is a member of the Governance, Risk and Compliance Institute (GRC), Financial Planning Association of Aust (FPA), and the Independent Compliance Committee Member Forum (ICCMF).

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Evan Holm

Compliance

Evan is a Risk and governance professional with broad experience providing compliance, monitoring & risk solutions in the financial services industry. He has a knack for breaking the status quo and bringing innovative solutions to problems to drive organisational efficiencies.

 

Evan forms part of the auditing team and also specialises in the review and development of Fintech compliance solutions. Evan has an impressive track record of delivering projects and driving organisational strategy in line with executive objectives. He has a Bachelor of Business in Financial Planning and in his spare time is working towards a postgraduate Law qualification.

Crown History

Crown Wealth Group are an Australian Financial Services dealer group, offering financial advisers an end to end solution for their growing practice. Crown was founded in 2014, By Brendan Rodwell and Andrew Moore.

Both Brendan and Andrew having many years of experience in the financial services sector, and wanted to create a company that encompassed their belief in creating real process efficiencies and a wide range of investment options for advisers. In turn creating time for them which can be spent adding value to their client base or growing their own practice.

Fast forward to today, the Crown philosophy of Create Time, Create Value is still a key driver in offering their advisers assistance and guidance within the financial planning industry, through professional development days, systems development and initiatives that will empower them to grow their own practices for many years to come.  

The team at Crown are optimistic around the outlook for the financial planning industry and look forward to servicing those that are dedicated to adding value to all their clients, the same way Crown offers this within their adviser network.

 
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