Our Team

Luke Axton

Advisor & Partner
BBus(Acc, Ec, Fin), CA, RTA
Member of Chartered Accountants
Registered Tax Agent

Luke is a Partner and Chartered Accountant that heads up our Accounting and Tax Team. Family man, that loves teaching his kids how to drive a tractor on the weekend, whilst during the week helps business owners solve their key problems whilst ensuring their tax obligations are in check.

Chris Haggart

Advisor & Partner
MAppFin, BSc. BtCB, Dip FP

Driven by purpose – his own and others. Aligns wealth with genuine happiness. Helps clients create clarity amongst complexities of life. Penchant for fitness, family, and the arts. Lateral thinker, family man, crossword addict.

Cameron Howlett

CEO & Partner
DipFP, BBus/BComp, CFP, SSA,
Registered Tax Agent

Founder of Independent Wealth Partners and now working as the IWP CEO – Cameron is a family man, local cricket coach and loves working with our team to help their clients to use their money to fulfil their life’s purpose.

Shane Nicholas

Advisor & Partner
BBus(FP), CFP, SSA

Steady calmness and eternal optimist. Helps you make sensible life decisions. Independent thinker, active father, community member. Broadens your horizon to instil pride and awareness in your achievements.

Williza Demirel

Advisor

Accredited Aged Care Professional

GradDipFinPlg, BBus

Reassuring presence. Simplifies advice. Values trust and transparency. Loves raising her daughter with strong values. Emerging talent that ensures peace of mind for clients’ financial future.

Lynn Zhao

Advisor

Medico Specialist

CFP®, CPA, SSA, B.Comm, GradDipFinPlg, MAcc

Technical knowledge runs deep. Analytical, curious and open minded. Authentic perspective in the world of finance. Enjoys learning, music, and nature. Empowers clients with confidence and knowledge.

Andrew Brown

Advisor

Defence Force and Retirement Planning Specialist

BBus (Acc), CPA, GradDipFinPlg, MFinPlg

Natural born instinct to help others. Business-savvy financial specialist. Sports fanatic, confident risk taker, commercially adept. Family man with broad perspective.

Brigitta Nadya

Advisor

UK Pensions Specialist
BComm, GradDipFinPlg

Strategic thinker. Delivers focused and compassionate guidance. Positive, warm, and passionate about the arts.

Cheryl Credaro

Administration Manager
The binding force behind our team. Client go-to for information and exceptional support. Professional with a sunny disposition. A natural problem solver. Warm, wise, and wonderfully reliable. At home by the water.

David Wu

Accounting Advisor

Bachelor of Commerce, Double Major in Accounting and Finance

Trusted advisor with strong ethics. Proactive approach to accounting. Calm, approachable, and loyal. Man of his word who loves sports. Consistently instils confidence in clients’ present and future selves.

Sarah Guvi

Client Service Manager

BA (Eng & Amer Stud)

Transforming roadmaps into reality. Dedicated to client relationships. Originally from Canada, now calls Melbourne home. Always exploring, and knows exactly where to find the best food.

Marjorie Sierra

Bookkeeper and Accounting Administration Manager

Masters in Professional Accounting, Graduate Diploma of Business

A caring and supportive individual by nature, she is highly organized and consistently demonstrates strong attention to detail in her work.

As a devoted mother and passionate dancer, she brings discipline, enthusiasm, and balance to both her personal and professional life.