Investments

Glenn Fairbairn is a Director, Partner, and Wealth Adviser at Hewison Private Wealth. Glenn has been with Hewison Private Wealth for 20 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.

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 Wealth 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.

Travis Schindler is a Partner and Wealth 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.

Pierce Hanlen is a Wealth 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 six years ago, where he has continued to expand his breadth of knowledge, taking impressive steps forward to become a Wealth Adviser, and now manages in excess of $100M in funds.

In 2021 Pierce was awarded Young Adviser of the Year at the ifa Excellence Awards, and in 2022 joined the Hewison Private Wealth Investment Committee.  Both of these achievements are examples of how Pierce has an inside edge on your future, his passion for providing unbiased, independent, financial advice is infectious. 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.