Andrew Hewison is Managing Director at Hewison Private Wealth and has future thinking in his blood, and it shows. He has led this independent wealth creation firm to award-winning status, year after year. Most recently to the ifa Excellence Awards Self-Licensed Firm of the Year in 2020 and was also personally awarded Practice Principal of the Year in 2019.

Andrew’s passion, purpose, and leadership are palpable from your first encounter. It’s his obsession with continuous improvement and commitment to growth that sets him apart. But not the kind of growth associated with financial wealth, true wealth for Andrew is personal growth in himself and his relationships. Andrew’s belief is firm, leave no stone unturned. The more he can grow, the more valuable he is to those around him, and that’s what truly matters; for his clients, and the team he leads at Hewison Private Wealth.

Andrew’s considerable experience over two decades in investment markets, superannuation, financial management, wealth creation, and designing bespoke investment strategies, for high-income earning individuals, business owners, and family groups, is one thing. But leaving a positive impression on the Hewison team by being the very best version of himself, every day, is what matters the most.

Andrew does everything within his ability to provide a working environment that is safe, fun, and powers performance. He’ll support everyone to be the very best versions of themselves, personally and professionally. Whatever it takes to leave a positive impression on those around him and striving to leave the business better than it was yesterday, every day.

For the future: show Andrew a hill and he’ll climb it. Quite literally. He loves a physical challenge: surfing, snowboarding, and cycling his way through the weekends. But Andrew also enjoys quieter moments, embracing the opportunity to recharge with family and friends. Life’s about balance, after all.

Glenn Fairbairn is a Director, Partner, and Private Client Adviser at Hewison Private Wealth. Glenn has been with Hewison Private Wealth for 19 years and in 2020 & 2021 was listed as one of Australia’s Top 100 Financial Advisers by The Australian, in conjunction with Barrons. Glenn has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Bachelor of Business (Economics & Finance) RMIT
• Certified Financial Planner (postgraduate CFP® professional designation)
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Glenn has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Glenn knows that future thinking is derived from sound investments and is at the helm of Hewison‘s Investment Research team. Every investment is exciting for Glenn, regardless of whether his clients are investing for the first or 50th time.

For the future: Glenn is investing in the well-being of his family. Ensuring each moment spent with them is working towards overall health and happiness. And when he’s not doing this, Glenn enjoys combat sports, something worth asking him about when you meet face-to-face.

Chris Morcom has been an Adviser at Hewison Private Wealth since the year 2000. Therefore, he knows that future thinking comes from planning, perseverance, and patience. In 2020 &2021 Chris was listed as one of Australia’s Top 100 Financial Advisers by The Australian, in conjunction with Barrons, and is a multi-award winner over many years. Chris has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Bachelor of Business — Swinburne University of Technology
• Diploma of Financial Planning — Deakin University
• Awarded the Certified Practicing Accountant, CPA FPS – Financial Planning Specialist
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) — accredited by the SMSF Association of Australia

Chris has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Chris actively manages and advises an array of clients including Self-Managed Superannuation Funds (SMSF), family groups, not-for-profit organisations, high-income earning individuals, business owners, and those on a pathway to retirement. It’s this comprehensive knowledge and expertise that Chris utilises to build his clients’ financial wealth not only as an Adviser but also as an equity partner at Hewison.

Chris also knows that future thinking is not just about personal development, but the improvement of society as a whole. So, Chris has spent years developing tailored investment strategies for not-for-profit boards including objective performance measures and implementation. Chris knows that overall wellbeing comes from a well-rounded lifestyle. So, on any given weekend, you’ll find him tending to his weekender farm, practicing martial arts, and spending time with his family.

Nathan has always been thinking about the future, ever since planting his feet firmly in the 2007 graduate mentoring programme at Hewison Private Wealth. Since then Nathan has only taken steps forward towards Private Client Adviser he is now an equity partner of Hewison Private Wealth. In 2020 & 2021 Nathan was listed as one of Australia’s Top 100 Financial Advisers by The Australian, in conjunction with Barrons. Nathan has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Masters Applied Finance (Kaplan University)
• Graduate Diploma Financial Planning (Kaplan University)
• Bachelor of Commerce [Finance] (Deakin University)
• Bachelor of Arts (Deakin University)
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Nathan has considerable experience across all facets of strategic financial planning, with a vast knowledge that spans from investment markets to superannuation, to financial management and wealth creation. It is seeing his clients achieve their financial goals that fuel Nathan’s work ethic.

Sport is something Nathan invests in for the future. Ask him which is his favourite sport, and he’ll rattle off half a dozen leagues. It’s not only how he likes to spend his spare time, but also how he stays fit and healthy. Some call it an obsession. But Nathan likes to refer to it as a keen interest.

Simon Curtain is a Partner and Private Client Adviser at Hewison Private Wealth. Simon has been with Hewison Private Wealth for 15 years and in 2020 & 2021 was listed as one of Australia’s Top 100 Financial Advisers by The Australian, in conjunction with Barrons. Simon has achieved the highest level of accreditation as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Bachelor of Commerce, Deakin University
• Masters Applied Finance, Kaplan
• Graduate Diploma Financial Planning, Kaplan
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) — accredited by the SMSF Association of Australia

Simon has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Simon actively manages and advises an array of clients including Self-Managed Superannuation Funds (SMSF), family groups looking to create multi-generational wealth, high-income earning individuals, business owners, and those on a pathway to retirement.

Simon’s longevity with the one wealth creation firm speaks to his personal values around integrity and ethics, these align perfectly with those of Hewison Private Wealth. So much so that in 2011 Simon became an equity partner.

Travis Schindler is a Private Client Adviser at Hewison Private Wealth and in 2021 was offered equity partnership; Travis has since become the only partner to be announced in ten years. Travis knows that future thinking is built by embracing every opportunity to learn and has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®), in addition to achieving the following qualifications:

• Bachelor of Business (Banking & Finance), Monash University
• Masters Applied Finance, Kaplan Professional
• Graduate Certificate in Applied Finance, Kaplan Professional

Travis has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. But it’s how Travis takes the time to get to know his clients, and their goals, to earn their trust and deliver that sets him apart. He has experienced first-hand the rewards that come from consistent hard work and his clients in turn reap the rewards.

It’s this diligence of achieving more, of achieving better, that Travis commits to his clients’ bespoke investment portfolios. It’s also why he is a member of the Hewison Investment Committee. There’s no resting on laurels here.

For the future: Travis understands the importance of absorbing knowledge from different cultures, having extensively travelled throughout Asia and Europe as well as working and living in Shanghai. But he couldn’t stay away from friends, family, and his beloved Carlton Football Club for too long.

Alison has always been interested in thinking about the future of others. That’s why she joined Hewison Private Wealth seven years ago, where she has continued to expand her breadth of knowledge, taking impressive steps forward to become a Private Client Adviser, and now manages over $120M in funds.

Alison has considerable experience across all facets of financial strategic planning, with a vast knowledge that spans from investment markets to superannuation, to financial management and wealth creation.

But it’s the care and attention for her clients that drives Alison’s work ethic. She is a people person, not in the way that is overused on resumes, but because she genuinely cares for all those she interacts with. To Alison, it’s simple: personally provide clients with the best strategic advice in an authentic manner and always seek to understand. Alison is passionate about offering her financial planning expertise to those experiencing pivotal moments in their life, such as relationship breakdowns, loss of a loved one, or loss of a life they once knew.

In 2021 Alison has been named a finalist in the ifa Excellence Awards Young Adviser of the Year category and has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Masters of Financial Planning: Griffith University
• Bachelor of Business (International Business & Finance): RMIT University

For the future: It’s this care for others that Alison will continue to focus on. Both her clients, her future clients, and enjoying the things she loves to do. Like fostering dogs from a not-for-profit rescue service, enjoying music, and traveling again when we can all get back to that.

Marcus English is a Private Client Adviser dedicated to providing risk and insurance advice at Hewison Private Wealth. Marcus knows that risk is an inherent part of life. And that’s why Marcus has accumulated considerable experience in designing insurance & wealth protection strategies for both individuals and businesses.

By utilising life insurance, total and permanent disablement, income protection, and trauma insurance strategies, Marcus provides clients with income and wealth protection security. Marcus holds the following qualifications:

• Bachelor of Commerce: Deakin University
• Diploma Financial Planning: AMP Financial Planning
• LRS® Life Risk Specialist: Financial Planning Association (FPA)
• Australia Certified Financial Planner (postgraduate CFP® professional program from Financial Planning Association of Australia Ltd.).

In order to effectively provide insurance for others, Marcus has an in-depth understanding of it. He takes the time to really get to know people. For him, it’s an essential step in developing the right solution and strategies, and one that can never be underestimated. Hewison Private Wealth offers insurance advice for a fee, with all insurance commissions rebated directly back to the client. This level of transparency provides clients with the confidence and knowledge that only the most appropriate policies and products are recommended to them.

Pierce Hanlen is a Private Client Adviser at Hewison Private Wealth and has always felt compelled to think about the future of others. Pierce is committed to ensuring his client’s future is as bright as it can be, day in, day out. Pierce joined Hewison Private Wealth five years ago, where he has continued to expand his breadth of knowledge, taking impressive steps forward to become a Private Client Adviser, and now manages over $105M in funds.

It’s Pierce’s previous experience in the insurance sector that gives him and your future an inside edge, driving his passion for providing unbiased, independent, financial advice. So much so that Pierce volunteers his time as a member of the FPA Melbourne Chapter Committee.

Pierce has achieved the highest level of accreditation, as a Certified Financial Planner and holds the following qualifications:

• Certified Financial Planner (CFP®)
• Bachelor of Commerce (Accounting & Financial Planning): Deakin University

Pierce has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies.

For the future: Pierce is investing in his beloved Western Bulldogs AFL team. And when it’s not footy season, Pierce can be found in the kitchen with another type of season. Whipping up a feast for his family and friends. That is if they’re happy to listen to the current status of his golf handicap.