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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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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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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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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.
 

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.

Crown History
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