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Independent, purpose driven advice

A grounded approach to wealth management,
bringing your future into the present.

Our Team

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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.

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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.

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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.

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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.

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Williza Demirel

Advisor

Retirement Planning Specialist & 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.

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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.

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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.

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Brigitta Nadya

Advisor

UK Pensions Specialist
BComm, GradDipFinPlg

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

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Cheryl Credaro

Client Service 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.

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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

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.

Invest 

without limits