Our People

Andrew Bennett

Director

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Angus McLeod

Director

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David Black

Financial Adviser

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Rebecca Lahey

Financial Adviser

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Simon Parker

Financial Adviser

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Anna Cotter

Practice Manager

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Stephanie Goh

Client Services Manager

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Jim Kilkenny

Board of Advice

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Colin Rose

Board of Advice

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Andrew Bennett

B.Bus F Fin CFP

Andrew has over 25 years experience in the financial planning industry. He specialises in providing comprehensive wealth management advice to individuals, families and business owners. He also regularly consults to corporations and accountants on a range of wealth management issues for their employees and clients.

Andrew's qualifications are:

  • Bachelor of Business;
  • Graduate Diploma of Applied Finance;
  • Certified Financial Planner (CFP); and
  • Fellow Financial Services Institute of Australasia (FFin);
  • Member of the Financial Services Institute of Australasia (FINSIA);
  • Member of the Financial Planning Association of Australia (FPA).
  • Accredited Advice in Practice (Aged Care)

Angus McLeod

B.Bus CA FAICD

Angus is a Chartered Accountant with over 30 years experience in the Financial Services Industry. He specialises in providing wealth management advice for individuals and business, serving on various boards.

Angus' qualifications are:

  • Bachelor of Business (Accounting);
  • Graduate Diploma in Financial Planning;
  • Fellow of Australian Institute of Company Directors;
  • Member of Institute of Chartered Accountants in Australia.

David Black

CFP, MAppFin, GDipFinPlanning, BEcon BA

Financial Adviser

David has over 8 years industry experience helping clients achieve their financial goals and objectives. Since joining Bennett McLeod Capital in February 2011, David has become a valued team member who specialises in providing comprehensive wealth management advice to High Net Wealth Worth individuals. David has an eye for detail and uses his technical knowledge to assist in the development of tailored strategies for clients. David's role also encompasses portfolio construction, detailed financial modelling and cash flow analysis.

David's qualifications are:

  • Certified Financial Planner (CFP).
  • Masters of Applied Finance
  • Graduate Diploma in Financial Planning
  • Bachelor of Economics (International Trade and Finance)
  • Bachelor of Arts (Planning and Geographical Sciences)
  • Member of the Financial Planning Association of Australia (FPA).

Rebecca Lahey

BNutrDiet, DipFinPlan, MAppFin

Financial Adviser

Rebecca has been working in the Financial Services industry since 2012. She has experience across a diverse range of client scenarios and is very passionate about education for herself personally and for her clients when managing their wealth. She holds an undergraduate degree in Nutrition and Dietetics, which she firmly believes has given her a strong foundation in her ability to communicate and understand her clients wishes and needs and deliver a tailored, personalised service.

Rebecca’s qualifications are:

  • Bachelor of Nutrition and Dietetics
  • Diploma of Financial Planning
  • Masters of Applied Finance (Financial Planning)
  • Member of the Association of Financial Advisers

Simon Parker

BBsMn, ADFP, Cdec, MFinPlan

Financial Adviser

Simon has over 4 years experience in the financial services industry. He thrives on helping clients achieve their financial goals and objectives. He specialises in providing strategic advice to our clients in a range of areas including superannuation, risk management and investment strategies.

Simon’s qualifications are:

  • Bachelor of Business Management
  • Advanced Diploma of Financial Planning;
  • Member of the Financial Planning Association of Australia (FPA).

Craig Weeks

Advanced Dip Fin Planning

Financial Adviser

Craig has over 15 years of experience in the Financial planning industry alone. Craig is very interested in Superannuation and Investments and believes that cashflow and education are key when it comes to assisting his clients with their financial situation. Craig’s experience has allowed him to develop a strong technical knowledge and the ability to handle complex client scenarios and bespoke financial advice.

Craig’s qualifications are:

  • Advanced Diploma of Financial Planning
  • Member of the Association of Financial Advisers

Anna Cotter

Adv Dip FS(FP), Dip Acc, C.Dec.

Practice Manager

Anna has over 30 years experience in the Financial Services Industry in various roles, from Practice Manager of a boutique financial planning firm, to working for over 12 years at BT Financial Group as Investor Centre Manager, Relationship Manager in the Private Client Division, Advice Coach for Westpac Investment Representatives and Business Development Manager. Anna has also worked as Human Resources and Administration Manager at Perpetual Trustees. Anna's role at Bennett McLeod is to maintain company accounts, manage projects and oversee the general operation of the office.

Anna’s qualifications are:

  • Advance Diploma Financial Services (Financial Planning)
  • Diploma Accounting

Stephanie Goh

B.Bus(Acc)

Client Services Manager

Stephanie commenced work at Bennett McLeod Capital in August 2016 as Client Services Manager. She has a Bachelor of Business majoring in Accounting.

Stephanie is passionate about building strong professional relationships with her clients and regularly goes above and beyond to meet her client’s needs. She is known for her strong communication skills and ability to explain complex matters clearly. Ensuring that the client feels understood is what Stephanie strives for in each and every encounter.

Stephanie’s responsibilities include completing all the administrative tasks relating to clients, liaising with stockbrokers, fund managers, banks and insurance companies to ensure information is up to date and transactions are completed accurately and on a timely basis.

Jim Kilkenny

Board of Advice

Colin Rose

Board of Advice