A team dedicated to your future.

Learn how

Dedicated to your future.

Meet the Northeast Wealth team.

Onwards and upwards.

Meet our passionate and dedicated team.

Proud father. Daily learner. Climbing cyclist. Chin Chin enthusiast. Lover of amusing animal videos. Spirited snooze alarm advocate. Pragmatic Saints supporter.

Financial Advisor, Director

James O'Reilly

Proud father. Daily learner. Climbing cyclist. Chin Chin enthusiast. Lover of amusing animal videos. Spirited snooze alarm advocate. Pragmatic Saints supporter.

Wifey. Dog mum to Penny Lane and Obi. Fitness junkie. Loves to play loud music, dance and mime sing into inanimate kitchen utensils while cooking. Big food and wine enthusiast. Lover of adventure, the outdoors, travel and sunshine.

Financial Advisor

Siobhan Ashby

Wifey. Dog mum to Penny Lane and Obi. Fitness junkie. Loves to play loud music, dance and mime sing into inanimate kitchen utensils while cooking. Big food and wine enthusiast. Lover of adventure, the outdoors, travel and sunshine.

90s kid. Social butterfly. Wannabe baker. Big fan of chocolate, coffee, sunset, sunflowers, and anything white. Wifezilla, but fun mother to Olivia

Paraplanner

Marilyn Balana

90s kid. Social butterfly. Wannabe baker. Big fan of chocolate, coffee, sunset, sunflowers, and anything white. Wifezilla, but fun mother to Olivia

Fortunate wife. Mother of teens. Overseas travel lover. Massage addict. Professional socialiser. Self-proclaimed Gin connoisseur and Japanese food critic.

Client Services Manager

Marnie McGaffin

Fortunate wife. Mother of teens. Overseas travel lover. Massage addict. Professional socialiser. Self-proclaimed Gin connoisseur and Japanese food critic.

Anime addict. Coffee lover. Religious. Mountain and beach adventurer. Aspiring to travel to every corner of the world.

Client Services

Bret Mata

Anime addict. Coffee lover. Religious. Mountain and beach adventurer. Aspiring to travel to every corner of the world.

2020 Bubbliest Human winner. Fitness junkie. Wicked sense of humour. Weekend hiker. Occasional island girl. Adventure seeker. Zoey's mama.

Client Services

Camille Arcayan

2020 Bubbliest Human winner. Fitness junkie. Wicked sense of humour. Weekend hiker. Occasional island girl. Adventure seeker. Zoey's mama.

Great People

We’ve made a point of bringing great people into our team. We create incredible strategies, execute with precision, and understand that a great team delivers great outcomes.

Your Partners

If you partner with us, you’ll quickly find that we’re highly knowledgeable, reliable, and trustworthy.

Asset Structuring

Employee Share Schemes

Financial Project Management

Debt Reduction

Tax Minimisation

Retirement Planning

Personal & Business Insurance

Superannuation & SMSF

Investment Management

Behavioural Coaching

Cash Flow Management

Strategic Financial Advice