Us
Our Team
Life is for living – and sound financial planning makes it all possible. Our team members are highly qualified, experienced and very approachable.
WilliamClient Services manager
Will joined Acumen Wealth Management in 2022 as a Client Services Officer and is now transitioning into an Associate Adviser role, working directly with clients to understand their financial and lifestyle goals and develop tailored strategies to help achieve their aspirations.
Will has been working in the financial planning industry since 2018. He holds a Bachelor of Commerce (Finance and Economics) from Curtin University, a Graduate Diploma of Financial Planning from Kaplan, and is currently undertaking his Professional Year to become an authorised financial adviser.
Outside of work, Will enjoys spending time with his fiancée, Sarah, and his family, as well as socialising with friends and doing anything outdoors including camping, hiking, and scuba diving. Will also spends time caring for his pet axolotl and even more time explaining to people what an axolotl is.
TimParaplanner
Tim joined Acumen Wealth Management in 2023 as a Financial Planning Assistant. In this role, he collaborates closely with advisers to deliver optimal outcomes for clients. His responsibilities include financial modelling, preparing advice, implementing strategies, and communicating with clients to address their needs effectively.
Tim has recently completed a Bachelor of Commerce (Finance and Financial Planning) at Curtin University and is aspiring to become a financial adviser in the future.
Away from work, Tim is passionate about anything sport related, particularly basketball, golf and soccer. When not playing sport, he enjoys travelling, listening to music, or seeing friends and family.
CieranClient Services Officer
Cieran joined the Acumen team in early 2024. His role focuses primarily on implementing the advisers' recommendations. This involves him working alongside financial intermediaries, such as superannuation funds and life insurance companies, while liaising with clients to provide an optimal client experience.
Cieran has recently graduated from Curtin University with a Bachelor of Commerce, majoring in Finance & Financial Planning. Cieran hopes to continue working towards becoming a financial adviser in the future.
Outside of the office, Cieran enjoys reading, spending time with his friends and family, and binge-watching sitcoms.
MitchellFinancial Planning Assistant
Mitch joined Acumen Wealth Management in 2024 as a Financial Planning Assistant. His role involves data collection, document preparation, liaising with clients and financial intermediaries as well as assisting the advisers in their preparation for client reviews.
Mitch is in the second year of his Bachelor of Commerce (Finance and Financial Planning) studies at Curtin University, with aspirations of becoming a financial adviser in the future.
Away from work, Mitch enjoys anything sport related, in particular AFL and cricket. He also enjoys spending time with friends and family and getting away for a weekend where possible.