Our Team
Peter Holland - Director, Senior Adviser
Peter is a Director and Senior Adviser of Acumen Wealth Management. He is 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 has two daughters and one very spoilt dog. Occasionally, he finds time to ride his bicycle, and much less occasionally to play golf.
Will Henwood - Director, Senior Adviser
Will assists high net worth individuals and families, executives, medical professionals, business owners, and retirees formulate and implement financial, investment, risk, and estate planning strategies to fulfill their personal and financial aspirations.
Will is a member of the Financial Planning Association of Australia, accredited with the SMSF Association of Australia, and registered with the Tax Practitioners Board of Australia. He holds a Bachelor of Commerce and an Advanced Diploma of Financial Services. Will has also completed financial advisory and investment courses with the University of California in Berkeley, and entrepreneurial studies at Babson College in Boston.
Away from work, Will enjoys spending time trying to keep up with his teenage children, learning to surf better, mountain biking, staying fit, watching AFL, and enjoying the classical arts with his wife Catherine.
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 clients 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 and 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. Cameron likes to get out on his surfboard when he can, and is working on developing his culinary skills.
Will Wingfield - Associate Adviser
Will initially joined Acumen Wealth Management in 2022 as a Client Services Officer. Will is transitioning from a client and adviser support role to an Associate Adviser responsibility where he has more direct client involvement, discussing and understanding financial and lifestyle goals, and working with clients to bring those aspirations to fruition.
Will has been working in the financial planning industry since 2018. He completed his Bachelor of Commerce (Finance and Economics) from Curtin University, and is currently undertaking his Diploma of Financial Planning and other professional requirements towards becoming an authorised financial planner.
Outside of work, Will enjoys spending time with his family, socialising with friends, or doing anything outdoors including camping, hiking and scuba diving. Will also cares for his pet axolotl which requires even more time explaining to people what an axolotl is and why they make such excellent pets.
Mary-Jane Watkins - Client Services Manager
Mary-Jane became part of Acumen Wealth Management as part of the business merger with Accumulate Wealth Management in 2022. Mary-Jane has worked in Client Services for more than eight years. Mary-Jane is caring person and is passionate about supporting client needs to ensure the best outcome in a timely manner. She also helps our Advisers research and prepare their advice, and complete the implementation process by liaising with clients and service providers.
Mary-Jane has completed a Bachelor of Economics with Honours at Murdoch University, and an Advanced Diploma in Financial Planning. She is also undertaking further study within the financial services industry.
Outside of work, Mary-Jane enjoys going out with loved ones, spoiling her Cavoodle dog Rio, and going out to the beach when the weather is good.
Tiara Ta - Client Services Manager
Tiara became part of Acumen Wealth Management team as part of the business merger with Accumulate Wealth Management in 2022. She works collaboratively with the Advisers to achieve results efficiently for clients. Tiara’s enthusiastic approach and excellent attention to detail plays an essential part in these results. Her role consists of a wide range of duties including document preparation, data collection, advice implementation, and liaison with clients and other service providers.
Tiara holds a Bachelor of Commerce and Arts, majoring in International Business and Languages. She has worked in the international and domestic finance and investment field for over five years. Tiara's broad operational experience and the ability to communicate in a number of different languages makes her a unique asset to the practice.
Outside of work, Tiara enjoys spending time with family and friends, travelling, and exploring different foods cultures and restaurants.
Jordyn Shepherd - Client Services Officer
Jordyn joined the Acumen team at the beginning of 2023. Her role is principally focused on implementing the Advisers' recommendations. This involves her liaising with financial intermediaries such as superannuation funds, life insurance companies, investment product providers, etc.
Jordyn has recently graduated from Curtin University with a Bachelor of Commerce majoring in Finance and Financial Planning and will continue her studies to meet the professional requirements towards becoming an authorised financial planner.
Outside of the office, Jordyn loves trying new cafes with friends and family, playing the odd game of tennis and baking.
Tim Forrest - Financial Planning Assistant
Tim joined Acumen Wealth Management in 2023 as a Financial Planning Assistant. Tim is responsible for data collection, document preparation, liaising with clients and assisting the advisers in their preparation for client reviews.
Tim is in his final year of his Bachelor of Commerce (Finance and Financial Planning) at Curtin University, and hopes to be 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 spending the day reading, listening to music, or seeing friends and family