Private Wealth Team
Maria Greensill BN DFP AFP®
Head of Clime Private Wealth
Maria joined the Clime team to enable us to further enhance our Clime Private Wealth offering. Maria has worked in the financial services sector since 1998 and is a Financial Planner AFP® with the Financial Planning Association. She has a compelling skill-set across the Financial Services Industry with broad experience in large corporate entities, not for profit, accounting and small business firms holding business management, practice management and client facing roles. She has provided and facilitated the delivery of high quality wealth creation advice to SME, Professional and Self-Funded Retiree markets making a purposeful difference to the financial well-being of many Australians.
Contact Number: 0499 098 070
Ryan Brill BCOMM Honours DFP ADFP CFP®
Private Wealth Adviser (NSW & ACT)
With over 17 years financial services experience including the provision of service to high net wealth clients, Ryan joined Clime as Private Wealth Adviser for NSW and ACT. Ryan has a bachelors and honours degree, specialising in finance and is also a registered certified financial planner – CFP ®
Ryan’s most recent role, prior to joining Clime, was with BT Private Bank as a private client advisor.
Contact Number: 0455 054 149
Joseph Daguio CA FPS, BBus, DFP AFP®
Private Wealth Adviser (NSW)
Joseph is a Private Wealth Adviser at Clime. He is a qualified Chartered Accountant with a specialist designation in Financial Planning.
He has over 15 years experience in wealth and investment management having previously been an Investment Analyst working for both a large multi-national and local boutique fund manager located in London and Sydney.
Prior to joining Clime Joseph was a Financial advisor for a boutique advisory firm specialising on HNW clients.
Contact Number: 0497 886 602
Sean Cummins B.Bus (Accounting) CFP®
Private Wealth Adviser (VIC & TAS)
Sean recently joined Clime as a Private Wealth Adviser. Sean is an experienced Financial Planner CFP with the Financial Planning Association and a member of the Self Managed Super Fund Professional Association SSA. Sean commenced his career in accounting and has been in advice for 10 years focusing on the provision of advice to high net worth individuals and their families with an open and consultative approach.
Contact Number: 0455 052 236
Fanoula Stathatos B.Bus (Accounting) DFP FCPA (FPS)
Private Wealth Adviser (VIC & SA)
Fanoula Stathatos is a strategic private wealth adviser with over 20 years experience in the finance industry. She holds a Bachelor degree in Accounting, is a fellow of CPA Australia and was designated a Specialist in Financial Planning by CPA Australia. Over the years, Fanoula has held the position of Partner in a leading private wealth firm and worked as a tax adviser in a well-established accounting firm specialising in medical professionals. Fanoula draws on her wealth of experience to formulate and present complex strategies and concepts, providing solutions to clients with sophisticated structures, including SMSFs, SME, Companies and Trusts, whilst also incorporating Estate Planning solutions to provide a holistic offering.
Contact Number: 0455 054 152
Jeremy Ross ADFP DipM AFP®
Private Wealth Adviser (QLD & NT)
Jeremy is a Private Wealth Adviser with over 11 years experience within the finance industry. His considered and client-focused approach allow him to provide advice with an optimal level of service to high net worth individuals. Jeremy currently holds an Advanced Diploma of Financial Planning and is working towards the completion of a Graduate Diploma of Financial Planning and a Masters qualification. Prior to his role at Clime, Jeremy was with BT Advice where he held the position of Senior Adviser.
Contact Number: 0497 996 606
Director, Private Clients (WA)
Paul is part of Clime’s team of Private Client Directors who work with clients / potential clients on the Clime Discrete Share Portfolio service. Paul is responsible for the Clime Western Australia Discrete Share Portfolio business.
Contact Number: 08 6316 4566
Philip J. Lord
Philip J. Lord has more than 18 years varied experience in Investment and Wealth Management Banking and Portfolio Management.
Prior to joining Clime Philip has held a variety of Senior Relationship Management Roles with Citigroup with responsibility for a $2 billion Money Market Desk and a portfolio of high net worth wealth management clients.
Philip retired from Clime in 2014 to concentrate on running his SMSF and property and equity portfolios. Philip is currently assisting Clime on a part-time basis in the role of Client Relations.
Contact Number: 1300 788 568
Patrick Fox has been working with Clime for the past 3 years, specifically educating investors in domestic and global equities and markets through the StocksInValue platform.
Prior and throughout completing University, Patrick has a highly successful background in distribution and customer service within the telco space.
Patrick also works closely with John Abernethy explaining Clime’s investment process and methodology through presentations throughout Australia.
Mark Newell-Hoadley Adv. DFP
Head of Client Services
Mark is an experienced member of the Clime team, having previously been responsible for management of our share valuation service business, Stocks In Value.
In his role Mark was also tasked with educating investors and industry groups on our methodology and value investing through presentations.
Mark’s experience includes managing high performing teams within the financial services space and has recently completed an Advanced Diploma of Financial Planning.
Contact Number: 02 8917 2128