Meet Our Team

FORBES JAMES
Director

Forbes March 2017

After completing Law and Economics Degrees at Monash University, I joined the Tax Division of Arthur Andersen where I qualified as a Chartered Accountant. After spending 10 years at Andersen’s working in their Melbourne and London offices, I established my own tax advice business where I worked with a broad range of clients.  In 2000 I sold my tax practice to specialise in advising on wealth management and financial planning. I’m a member of the Association of Financial Advisors and a Registered Tax Agent.

My financial and legal experience has allowed me the opportunity to share my expertise by serving as a Director at Victoria Golf Club and previously as Treasurer at Ronald McDonald House – Monash.

Margie and I have two adult children who claim to be independent. I’m also the author of a “best-selling book” (my words), An Aussie Takes a Punt, which traces the career of my nephew who played for the Dallas Cowboys.

 

JOE MARCHESE
Director, Financial Adviser

Joe March 2017

Starting my journey in finance and accounting, I began in Audit at Deloittes, after graduating with a Bachelor of Commerce from the University of Melbourne. From there, I qualified as a Chartered Accountant and joined the Tax Division at Arthur Andersen. After eleven years in larger firms I progressed to working in smaller practices (including my own practice), where I specialised in advising on wealth management and financial planning. In addition, I am a Certified Financial Planner®, a Practitioner Member of the Financial Planning Association of Australia and an Authorised Representative of SGN Financial Pty Ltd.

Over 30 years of working in both larger and smaller practices has allowed me the opportunity to work with a broad range of clients. Presently, the most satisfying aspect of my work as an adviser is assisting clients with their personal development of financial understanding and being involved with providing sensible, grounded advice.

Outside work, I enjoy socialising with friends, being involved with community activities, eating good food and travelling with my wife, Joanne and two daughters. I am also a self-confessed golf tragic.

 

RAQUEL NETTO
Director, Financial Adviser

Raquel (w jacket sml)

I joined the firm in 2004 while I completed my Bachelor of Commerce and Bachelor of Arts degrees at Monash University. Recently, I completed my study to achieve the Certified Financial Planner® designation (CFP®), which is the highest designation in financial planning. I was honoured to be awarded the Gwen Fletcher Memorial Award from the Financial Planning Association of Australia for achieving the highest marks in the CFP® Certification Program in Semester 1 2019.  I also hold a Diploma in Financial Services (Financial Planning). I am a Certified Financial Planner® member of the Financial Planning Association of Australia and I am an Authorised Representative of SGN Financial Pty Ltd.

As a proud advocate of women in business, it was a recent highlight being featured in the video Young Women in the Financial Planning Profession – produced by the BT Financial Group.

Gavin and I have two young sons so between family, work and study commitments – I’m kept very active. I love travel, reading and am a passionate supporter of the Sydney Swans.

 

NEVA VARNIK
Director, Financial Adviser

Neva March 2017

Prior to joining the Wealth Mentoring Group, I had accrued 10 years financial planning experience with McLean Delmo Bentleys, a mid-sized accounting firm. Prior to that I worked at a boutique accounting firm where I qualified as a Chartered Accountant. I also hold a Bachelor of Business/Accounting and a Diploma in Financial Services (Financial Planning). I am an Authorised Representative of SGN Financial Pty Ltd.

During my down time from Wealth Mentoring Group, I love the challenge of active outdoor, family and school activities, shared with my husband Matt and twin daughters.

 

CAROLINE SMITH
Client Services Manager

Staff Photo

I grew up in the UK and graduated from the University of Wolverhampton with a Bachelor of Arts in Business and European Studies . I worked in a number of client management and marketing roles before my husband and I moved to Australia.  I joined Wealth Mentoring Group in 2016.

I have two young children and I enjoy being actively involved in both their schooling and outside activities.  On weekends, we enjoy immersing ourselves in the Melbourne cultural scene with a great love of the arts.

 

 

EMILY COMPSON
Client Services

Emily (sml)

Prior to joining the team at the Wealth Mentoring Group, I worked for more than 10 years in the customer service management industry in a variety of client management and program coordinator roles. I graduated from Swinburne University with a Bachelor of Applied Science (Hons) co-majoring in Psychology and Psychophysiology, and enjoy psycho-analysing my colleagues.

I have two young daughters and, along with my husband Andrew, we all enjoy challenging ourselves with running, cycling and outdoor pursuits.