About

About

Sovereign Financial is a highly regarded financial advisory, accountancy and lending firm that operates across Australia.

Who we are.

We deliver innovative and tailored advice. We have a proud heritage as a family business built on the values of Trust, Insight, Expertise and Relationships.

To many of our clients we are more trusted friends than advisers. We offer truly valuable advice rather than just a range of products. Our integrated approach to wealth management spans investment, taxation, superannuation, accountancy, lending services and estate planning.

Our values are our guiding principles, built around what we believe and driving how we act. They reflect our continuing aspiration to be a true ‘TIER 1’ investment firm – based on the values of Trust, Insight, Expertise and Relationships.

The Sovereign Way

We put our clients at the centre of everything we do – we call it the Sovereign Way. This drives everything we do.

It means that our clients always comes first. We focus our expertise and efforts on building them a better, more secure future.
It also means we are dedicated to delivering and demonstrating real care to our clients, developing relationships over many years, and generations,
of deep trust, and even friendship.

Trust

Trust lies at the very foundation of our business. Our clients place their trust in us with their hard earned investments to deliver them a better financial future. We work hard to earn that trust and prize it as our greatest business asset.

Insight

Industry and product knowledge, though important, is not enough. We apply experience to this knowledge, mix it with judgement and then deliver true insight – the basis for truly valuable financial advice.

Expertise

All our advice is based on expert knowledge. We know investments, the risks and the opportunities. And we understand how they best integrate with Taxation strategies, Superannuation and Estate planning.

Relationships

We are more than just advisers. We work very closely with our clients over the long-term, fostering genuine relationships of trust, respect, friendship and mutual reward.

The Sovereign Team

Not only do we develop close relationships with our clients but also within our staff team. We highly value the connections we build together over many years of achievement, hard work, team success and fun.

Everyone on our team is qualified and highly respected in their field of expertise.. But more than that we celebrate and value their personal contributions, their genuine dedication to the cause of the client and their passion to enjoy life.

Wealth

Leigh Marriott

Managing Director – Sovereign Financial Group
and Sovereign Taxation

CA B.Comm Dip FS (FP)

Leigh is a founding partner and Co-Managing Director of Sovereign. He specialises in Self Managed Super Funds, Strategic tax planning and Estate planning. More than 20 years of experience has taught him the value of listening closely to the needs of his clients and then passionately delivering on those needs with genuine care.

Jerome Smith

Managing Director - Sovereign Financial Group

CFP® B.A.

Jerome has over 25 years’ experience in the financial planning industry and is a founding partner and Co-Managing Director of Sovereign. His expertise lies in investment and portfolio management, retirement preparation and planning strategies, estate planning and superannuation.

Andrew Lawler

Director – Sovereign Financial Group
Head of Investments

CFP® B.Bus (FP)

Andrew has provided personalised and holistic advice to clients for the last 2 decades. Andrew is relationship driven and a firm believer in having a combination of honesty, loyalty and technical knowledge at the foundation of every client relationship. His expertise lies in superannuation, investment and portfolio management, wealth accumulation and retirement planning, as well as estate planning and asset protection. Andrew is also a member of the Financial Planning Association and is FASEA compliant.

Sarah Connolly

Director - Sovereign Financial Group
Head of Wealth

CFP® MFP B.ApSc

Sarah has over 18 years’ experience in the financial planning industry, she’s also a member of the Financial Planning Association of Australia. Her expertise lies in Self-Managed Super Funds, investment and portfolio management, wealth accumulation and retirement planning, as well as estate planning and asset protection.

Emma Lawler

Head of Operations

KIRSTEN GANGI

Operations Assistant

NIKITA VICKERS

Administration Assistant

ANITA RODD

Senior Adviser and Technical Specialist

CFP® B.Comm (Acc & FP) 

[email protected]

KYLE BADDELEY

Paraplanner

Nathan Wright

Senior Adviser

CFP® B.Comm, Adv Dip FP

[email protected]

Chris DiMattina

Senior Adviser

Adv Dip FS B Eng (Civil)

[email protected]

Jacinta Morison

Client Service Manager

Lorraine Hart

Client Service Manager

Lachlan Hine

Graduate Adviser

Ben Hutt

Graduate Adviser

Taxation

Kay Gulenc

Director – Sovereign Taxation

CA B.Bus (Acc)

Kay has over 25 years’ experience as a Chartered Accountant and registered tax agent. Kay deliveres accounting and taxation services to private family groups and enterprises as well as high net worth individuals. Kay provides her clients with compliance advice as well as extensive guidance on critical aspects of their business operations.

Alex Walsh

Director – Sovereign Taxation

B.Comm (Acc)

Alex has extensive knowledge and experience in taxation across many industries. His primary focus is helping clients with strategies to grow their revenue, profit and business value. He provides guidance to clients on how to solve their tax and financial problems and make sure they capitalise on opportunities as they present themselves. Alex understands the challenges that confront businesses from year to year and is proactive to client needs.

Karene Tardrew

Accountant

Brett Trevenen

Accountant

B.Comm (Acc)

[email protected]

Emma Bedford

Accountant

B.Comm (Acc)

[email protected]

Victoria Cussigh

Accountant

B.Comm (Acc)

[email protected]

MAX CAMPANA

Junior Accountant

BRITTANY TILBORGHS-HETHERINGTON

Taxation Assistant

JODIE-LEE FERGUSON


Taxation Assistant

Lending

Liam Caldwell

Director - Sovereign Lending

Dip. Finance and Broking

Liam’s widespread experience working within a major bank across Regional & Metropolitan Victoria has given him the ability to understand what lenders require. Liam has a wealth of knowledge in residential mortgages, commercial lending. He has a specialist experience in property lending, large scale residential land sub-divisions, commercial and specialized property investments.

Austin Murphy

Lending Consultant

MARISSA FORD

Client Services Manager

Risk

Scott Plunkett

Risk Specialist

Adv Dip FP  Dip F & MBM

[email protected]

Superannuation Compliance

Joe Di Stefano

Accountant

B.Bus (Ins)

[email protected]

Tony Kermond

Accountant

B.Comm (Acc)

[email protected]

Alexandra Brown

Administration Assistant