Peter Holland - Director, Senior Adviser
Peter is the Director of Acumen Wealth Management and a Senior Adviser. He's passionate about helping coordinate the delivery of clients' strategic plans and financial advice.
Previously, Peter worked as a commercial lawyer, financial planner and state manager of a publicly listed trustee company. He uses this broad experience and expertise to provide advice to high net wealth individuals and people with complex issues and structures.
Peter has a Bachelor of Commerce, Bachelor of Laws (Honours), Master of Laws and a Diploma of Financial Planning. Peter is a Certified Financial Planner.
Peter is married with two daughters and one very spoilt dog. Occasionally, he finds time to ride his bicycle, and much less occasionally to play golf.
Cameron McLean - Senior Adviser
Cameron joined Acumen Wealth Management in 2016 and he has been in Financial Planning since 2002. His approach is to show clients how to make the most of their current situation and improve their "financial fitness", with ongoing support to help them reach their personal and financial goals.
Cameron has a Bachelor of Business (Economics and Finance), Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Accounting. He holds an AFP Practitioner Membership within the Financial Planning Association.
Cameron is passionate about community sport, he particularly enjoys watching his children participate in their own sporting pursuits. He has always been involved in Australian rules football and he maintains his fitness through playing and coaching in the AFL Masters WA competition. When he can, he likes to get out on his surfboard and he has also been working on developing his culinary skills.
Natalie Conroy - Senior Adviser
Natalie has been part of the Financial Planning industry for over 15 years and is capable of providing high quality financial advice based on fiduciary duty. She is driven by a desire to deliver a holistic advice and she loves meeting new people and being able to couple family values with financial goals and objectives. Natalie is qualified to offer professional services in personal/business risk mitigation, wealth accumulation, superannuation, life insurance, estate planning and aged care.
Natalie has a Bachelor of Commerce, Advanced Diploma of Financial Planning and is a Certified Financial Planner.
While she is an avid West Coast Eagles supporter, when not at the game she is training her new Cavachon puppy Teddy. Natalie is passionate about marine biology, zoology and enjoying the outdoors. On her days off you may find her at a local comedy show or at a concert with friends.
Kara Taylor - Client Services Manager
Kara joined Acumen Wealth Management as Client Services Manager at the beginning of 2013 after working in client services and administration for six years. She completed her Diploma of Financial Planning in 2016, and went on to complete her Bachelor of Education (Early Childhood Studies) in 2021.
Kara's care and attention to detail ensures the greatest outcomes for our clients, with her role involving a wide range of tasks including data collection, document preparation, advice implementation, and liaising with clients and other service providers.
Outside of the office, Kara enjoys reading, spending time with friends and family, and living a balanced healthy lifestyle.
Jackline Malongo - Client Services Manager
Jackline joined Acumen Wealth Management in October 2021 as Client Services Manager. She has worked in Client Services for over 7 years, joining the Financial Planning industry 2 years ago.
She's passionate about providing excellent service and satisfaction to clients, through the support she provides Financial Advisors, by the timely preparation of Advice documents, the implementation, and follow up thereafter. She has a Bachelor of Communications (Journalism) and is currently studying Finance.
Outside of work, Jackline volunteers her time at a home for the mentally ill, enjoys catching up with friends and is learning to play the guitar.
Isabella Holland - Administrator
Isabella joined the team in 2021 as Administrator. Her role involves a number of duties including collecting client information, document preparation and implementation of adviser recommendations. Isabella is likely to be your first point of contact when coming into the office or calling on the phone.
Isabella is currently studying a Bachelor of Laws and a Bachelor of Arts majoring in Politics and Journalism at the University of Notre Dame. She hopes one day to become a Human Rights or First Nations Lawyer.
Outside of the office, Isabella loves camping, spending time with her friends and playing with her spoilt dog Mabel.